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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2251 |
CM
2251
Capital Management
Glen Allen,
Virginia
| $302M | -$7.36M | -2% | 4.11% | 52.5% | 87 | 19.54% | 1 |
|
| 2252 |
FBP
2252
Flippin Bruce & Porter
Lynchburg,
Virginia
| $302M | +$1.61M | +0.5% | 0.38% | 44.4% | 78 | 2.56% | 1.2 |
|
| 2253 |
2253
Northwestern Mutual Investment Services
Milwaukee,
Wisconsin
| $302M | +$24.7M | +9% | 1.97% | – | 162 | 80.25% | 0.3 |
|
| 2254 |
2254
Martin & Co
Knoxville,
Tennessee
| $302M | -$7.67M | -2% | 0.31% | 67.8% | 109 | 3.67% | 1.2 |
|
| 2255 |
2255
Loeb Partners Corp
New York
| $302M | -$27.5M | -8% | 1.1% | 34.4% | 196 | 26.02% | 0.9 |
|
| 2256 |
OIA
2256
Optimum Investment Advisors
Chicago,
Illinois
| $302M | -$7.18M | -2% | 0.18% | 125% | 1,007 | 13.9% | 0.8 |
|
| 2257 |
2257
Canandaigua National Bank & Trust
Canandaigua,
New York
| $302M | +$799K | +0.3% | 0.02% | – | 194 | 8.25% | 1.1 |
|
| 2258 |
2258
Vista Capital Partners
Portland,
Oregon
| $302M | -$8.04M | -3% | 1.22% | 61.2% | 43 | 9.3% | 1.2 |
|
| 2259 |
2259
Patriot Financial Partners
Radnor,
Pennsylvania
| $301M | -$37.7M | -11% | 2.31% | 16.6% | 18 | 0% | 1 |
|
| 2260 |
2260
Penobscot Investment Management
Boston,
Massachusetts
| $301M | +$3.66M | +1% | 0.28% | 103% | 184 | 7.07% | 1.1 |
|
| 2261 |
2261
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
| $301M | -$9.6M | -3% | 3.54% | 22.7% | 49 | 20.41% | 1 |
|
| 2262 |
2262
Vestor Capital
Chicago,
Illinois
| $301M | +$5.6M | +2% | 0.8% | 188% | 88 | 26.14% | 0.8 |
|
| 2263 |
HPBT
2263
High Point Bank & Trust
High Point,
North Carolina
| $301M | -$5.62M | -2% | 0.95% | 16.5% | 421 | 3.56% | 1.2 |
|
| 2264 |
2264
Red Mountain Capital Partners
Los Angeles,
California
| $301M | -$46.9M | -13% | 10.1% | 37.4% | 14 | 28.57% | 0.7 |
|
| 2265 |
2265
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
| $300M | +$4.58M | +2% | 0.53% | 55.7% | 109 | 3.67% | 1.1 |
|
| 2266 |
2266
Newport Asia
San Francisco,
California
| $300M | -$8.17M | -3% | 5.26% | – | 7 | 28.57% | 0.8 |
|
| 2267 |
2267
Gagnon Securities
New York
| $299M | -$9.6M | -3% | 5.15% | 129% | 111 | 21.62% | 0.9 |
|
| 2268 |
2268
Stillwater Capital Advisors
Devon,
Pennsylvania
| $299M | +$5.05M | +2% | 0.4% | 121% | 75 | 9.33% | 0.9 |
|
| 2269 |
2269
Comerica Securities
Detroit,
Michigan
| $299M | +$189M | +171% | 2.43% | 25.6% | 280 | 58.57% | 0.4 |
|
| 2270 |
HAM
2270
Hillcrest Asset Management
Plano,
Texas
| $298M | – | – | 5.31% | 97.2% | 49 | – | 0 |
|
| 2271 |
AAM
2271
Autus Asset Management
Scottsdale,
Arizona
| $298M | +$9.19M | +3% | 0.33% | 26.3% | 121 | 3.31% | 1.1 |
|
| 2272 |
CC
2272
Cambrian Capital
San Francisco,
California
| $298M | -$99M | -25% | 10.9% | 17.3% | 63 | 33.33% | 0.8 |
|
| 2273 |
2273
10-15 Associates
Goshen,
New York
| $297M | -$18.1M | -6% | 1.94% | 33% | 114 | 13.16% | 1 |
|
| 2274 |
2274
G2 Investment Partners Management
New York
| $297M | +$18.4M | +7% | 4.64% | 1,145% | 108 | 52.78% | 0.3 |
|
| 2275 |
JWBC
2275
J.W. Burns & Co
Dewitt,
New York
| $296M | -$4.79M | -2% | 1.71% | 95.4% | 162 | 6.17% | 1.1 |
|