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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2226 |
2226
Penobscot Investment Management
Boston,
Massachusetts
| $416M | -$46.2M | -10% | 9.34% | 114% | 197 | 8.12% | 4.1 |
|
| 2227 |
HAM
2227
Hillcrest Asset Management
Plano,
Texas
| $416M | -$109M | -21% | 17.9% | 97.2% | 64 | 18.75% | 1.4 |
|
| 2228 |
2228
Turim 21 Investimentos
Rio De Janeiro,
Brazil
| $416M | +$167M | +67% | 16.1% | 62.1% | 28 | 28.57% | 0.9 |
|
| 2229 |
SFM
2229
Signature Financial Management
Norfolk,
Virginia
| $416M | -$150M | -27% | 12.5% | 20.8% | 167 | 28.74% | 3.2 |
|
| 2230 |
2230
Trinity Street Asset Management
London,
United Kingdom
| $415M | -$113M | -21% | 20.5% | 76.9% | 15 | 13.33% | 2.1 |
|
| 2231 |
2231
Avior Wealth Management
Omaha,
Nebraska
| $414M | -$54.1M | -12% | 12.4% | 71.4% | 803 | 16.94% | 2.2 |
|
| 2232 |
C
2232
Chescapmanager
Baltimore,
Maryland
| $414M | -$562M | -58% | 16.1% | 202% | 39 | 28.21% | 1.4 |
|
| 2233 |
2233
Hussman Strategic Advisors
Ellicott City,
Maryland
| $414M | +$69M | +20% | 11.1% | 41.6% | 288 | 34.03% | 1.3 |
|
| 2234 |
2234
HGC Investment Management
Toronto,
Ontario, Canada
| $413M | +$43.1M | +12% | 1.02% | 33.2% | 154 | 37.01% | 0.4 |
|
| 2235 |
2235
First Mercantile Trust
Cordova,
Tennessee
| $413M | -$95.3M | -19% | 13.6% | 51.2% | 978 | 14.62% | 2.4 |
|
| 2236 |
2236
University of Notre Dame du Lac
South Bend,
Indiana
| $413M | -$125M | -23% | 16.9% | – | 88 | 45.45% | 0.9 |
|
| 2237 |
SCM
2237
Somerset Capital Management
London,
United Kingdom
| $413M | -$29M | -7% | 6.82% | 7.5% | 18 | 5.56% | 2.3 |
|
| 2238 |
2238
WBH Advisory
Baltimore,
Maryland
| $412M | -$622K | -0.2% | 12.5% | 57.6% | 250 | 11.6% | 4 |
|
| 2239 |
2239
Flagship Harbor Advisors
Boston,
Massachusetts
| $411M | -$128M | -24% | 12.9% | 75.7% | 2,247 | 18.47% | 0.7 |
|
| 2240 |
2240
Arete Wealth Advisors
Chicago,
Illinois
| $411M | -$39.4M | -9% | 11.9% | 85.3% | 427 | 29.98% | 1.4 |
|
| 2241 |
2241
JLB & Associates
Plymouth,
Michigan
| $410M | -$56.7M | -12% | 10.4% | 69.5% | 74 | 8.11% | 4 |
|
| 2242 |
2242
Strategy Asset Managers
Pasadena,
California
| $410M | -$82.2M | -17% | 12.1% | 115% | 133 | 9.02% | 2.2 |
|
| 2243 |
2243
Cabot Wealth Management
Salem,
Massachusetts
| $410M | -$56.6M | -12% | 10.2% | 69.3% | 140 | 19.29% | 3.2 |
|
| 2244 |
2244
Colonial Trust Advisors
Spartanburg,
South Carolina
| $409M | -$125M | -23% | 11.1% | 80% | 153 | 9.15% | 4 |
|
| 2245 |
2245
10-15 Associates
Goshen,
New York
| $409M | -$37.6M | -8% | 6.99% | 33% | 102 | 10.78% | 3.3 |
|
| 2246 |
2246
Peconic Partners
New York
| $409M | +$12.4M | +3% | 8.64% | 300% | 59 | 44.07% | 1.7 |
|
| 2247 |
2247
Tufton Capital Management
Hunt Valley,
Maryland
| $408M | -$62.4M | -13% | 11.5% | 96.1% | 125 | 5.6% | 4 |
|
| 2248 |
2248
RFG Advisory
Birmingham,
Alabama
| $407M | +$25.6M | +7% | 9.44% | 52.3% | 328 | 33.54% | 1.1 |
|
| 2249 |
2249
Koshinski Asset Management
Decatur,
Illinois
| $407M | -$296M | -42% | 12.6% | 76.5% | 566 | 36.57% | 1.8 |
|
| 2250 |
2250
Weatherstone Capital Management
Denver,
Colorado
| $407M | +$276M | +212% | 8.41% | 32% | 195 | 64.1% | 0.7 |
|