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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
SNS Financial Group
Minneapolis,
Minnesota
| $787M | +$36.5M | +5% | 5.02% | 54.2% | 233 | 15.45% | 3 |
|
| 2227 |
2227
Absoluto Partners Gestao de Recursos
Leblon, Rio De Janeiro, Rj,
Brazil
| $786M | +$96.7M | +14% | 9.83% | 78.7% | 25 | 8% | 0.4 |
|
| 2228 |
2228
Anderson Hoagland & Co
St Louis,
Missouri
| $786M | +$79.1M | +11% | 7.19% | 104% | 114 | 9.65% | 2.2 |
|
| 2229 |
2229
Meridian Wealth Management
Lexington,
Kentucky
| $785M | +$97.6M | +14% | 10% | 117% | 395 | 12.66% | 1.5 |
|
| 2230 |
2230
Endeavour Capital Advisors
Greenwich,
Connecticut
| $784M | -$25M | -3% | 4.25% | 105% | 74 | 31.08% | 1.9 |
|
| 2231 |
2231
RiverPark Advisors
New York
| $784M | +$177M | +29% | 12.3% | 87.5% | 214 | 59.81% | 1 |
|
| 2232 |
2232
Regents of the University of California
Oakland,
California
| $784M | +$16.5M | +2% | 6.95% | 86.1% | 38 | 26.32% | 3.4 |
|
| 2233 |
2233
CCM Investment Advisers
Columbia,
South Carolina
| $781M | +$42.2M | +6% | 7% | 170% | 68 | 2.94% | 3.8 |
|
| 2234 |
2234
Lenox Wealth Advisors
New York
| $781M | +$51.6M | +7% | 5.01% | 35.7% | 840 | 25.12% | 1.9 |
|
| 2235 |
2235
RWWM Inc
Rocklin,
California
| $781M | +$131M | +20% | 9.13% | 40.6% | 14 | 14.29% | 4.1 |
|
| 2236 |
2236
Basso Capital Management
Stamford,
Connecticut
| $781M | +$132M | +20% | 0.9% | 85.5% | 555 | 41.8% | 0.2 |
|
| 2237 |
2237
AlphaStar Capital Management
Cornelius,
North Carolina
| $780M | +$137M | +21% | 6.98% | 69.5% | 275 | 26.55% | 1.5 |
|
| 2238 |
2238
Charter Oak Capital Management
Portsmouth,
New Hampshire
| $779M | +$67.4M | +9% | 4.81% | 39.2% | 922 | 12.36% | 0.4 |
|
| 2239 |
2239
Girard Partners
King Of Prussia,
Pennsylvania
| $778M | +$84.8M | +12% | 7.1% | 25.7% | 263 | 19.01% | 3.4 |
|
| 2240 |
2240
Pensionfund DSM Netherlands
Sittard,
Netherlands
| $778M | +$28.9M | +4% | 8.42% | 36.9% | 203 | 1.48% | 3.6 |
|
| 2241 |
2241
CDAM (UK)
London,
United Kingdom
| $775M | +$19.5M | +3% | 8.54% | 7.89% | 13 | 7.69% | 2.1 |
|
| 2242 |
2242
Marble Harbor Investment Counsel
Boston,
Massachusetts
| $775M | +$43.6M | +6% | 7.37% | 66.7% | 198 | 6.57% | 4.6 |
|
| 2243 |
2243
Kontiki Capital Management (HK)
Hong Kong
| $773M | -$100K | -0% | 5.26% | 90.6% | 5 | 0% | 2.9 |
|
| 2244 |
2244
Laurel Wealth Advisors (California)
Solana Beach,
California
| $772M | +$111M | +17% | 7.01% | 33% | 517 | 16.25% | 2.4 |
|
| 2245 |
2245
Landsberg Bennett & Dubbaneh
Punta Gorda,
Florida
| $770M | +$73.4M | +11% | 7.64% | 72.3% | 277 | 12.27% | 1.3 |
|
| 2246 |
2246
Randolph Company
Cincinnati,
Ohio
| $769M | +$36.2M | +5% | 6.65% | 127% | 48 | 14.58% | 2.1 |
|
| 2247 |
2247
First Nebraska Trust
Lincoln,
Nebraska
| $768M | +$24.7M | +3% | 5.19% | 67.9% | 176 | 3.41% | 4.5 |
|
| 2248 |
2248
Nalanda India Equity Fund
Mauritius
| $768M | +$50.2M | +7% | 7.02% | 30.2% | 2 | 0% | 1.9 |
|
| 2249 |
2249
John G. Ullman & Associates
Corning,
New York
| $768M | +$22.1M | +3% | 2.93% | 156% | 159 | 5.03% | 2.9 |
|
| 2250 |
2250
Nicolet Advisory Services
Green Bay,
Wisconsin
| $767M | +$54.1M | +8% | 5.75% | 62.7% | 203 | 15.76% | 1.6 |
|