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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2276 |
2276
Savant Capital
Rockford,
Illinois
| $321M | +$41.3M | +15% | 4.58% | 61.2% | 231 | 15.58% | 1.8 |
|
| 2277 |
2277
First Western Capital Management
Los Angeles,
California
| $320M | +$20.9M | +7% | 7.69% | 43% | 117 | 14.53% | 1.3 |
|
| 2278 |
2278
Oak Management Corp
Wilton,
Connecticut
| $320M | – | – | 22% | 96.4% | 9 | – | 0 |
|
| 2279 |
2279
Baltimore-Washington Financial Advisors
Columbia,
Maryland
| $320M | +$4.68M | +1% | 4.66% | 80.6% | 306 | 71.9% | 2.1 |
|
| 2280 |
2280
Glynn Capital Management
Menlo Park,
California
| $320M | +$17M | +6% | 6.19% | 252% | 54 | 16.67% | 1.9 |
|
| 2281 |
2281
Stelac Advisory Services
New York
| $319M | -$42.5M | -12% | 3.31% | 84.9% | 51 | 5.88% | 1.6 |
|
| 2282 |
2282
Penobscot Investment Management
Boston,
Massachusetts
| $319M | +$20.4M | +7% | 7.05% | 103% | 193 | 6.22% | 2.1 |
|
| 2283 |
2283
Summit Partners
Boston,
Massachusetts
| $319M | +$79.3M | +33% | 34.5% | 13.7% | 3 | 0% | 2.2 |
|
| 2284 |
2284
Vista Capital Partners
Portland,
Oregon
| $319M | +$17.3M | +6% | 5.47% | 61.2% | 47 | 8.51% | 2.1 |
|
| 2285 |
2285
Hutchinson Capital Management
San Rafael,
California
| $319M | +$18.1M | +6% | 7.19% | 52.6% | 55 | 9.09% | 2.2 |
|
| 2286 |
2286
EcoR1 Capital
San Francisco,
California
| $318M | +$98.7M | +45% | 30.4% | 310% | 36 | 44.44% | 0.4 |
|
| 2287 |
HEC
2287
Hudson Executive Capital
New York
| $317M | – | – | 2.74% | 127% | 7 | – | 0 |
|
| 2288 |
2288
Chautauqua Capital Management
Boulder,
Colorado
| $317M | +$12.7M | +4% | 13.6% | – | 26 | 7.69% | 1.7 |
|
| 2289 |
2289
Starwood Capital Group Management
Miami Beach,
Florida
| $316M | -$44.8M | -12% | 1.06% | 16.2% | 4 | 0% | 1 |
|
| 2290 |
2290
Profit Investment Management
North Bethesda,
Maryland
| $316M | -$372M | -54% | 4.98% | 101% | 127 | 21.26% | 2 |
|
| 2291 |
JWBC
2291
J.W. Burns & Co
Dewitt,
New York
| $315M | +$23.1M | +8% | 8.35% | 95.4% | 156 | 7.05% | 2.1 |
|
| 2292 |
BIM
2292
Bridgecreek Investment Management
Tulsa,
Oklahoma
| $315M | -$20.4M | -6% | 3.74% | 48.4% | 96 | 11.46% | 2 |
|
| 2293 |
2293
InterOcean Capital
Chicago,
Illinois
| $315M | +$33.5M | +12% | 6.92% | 32.1% | 163 | 17.79% | 1.5 |
|
| 2294 |
PCM
2294
Piermont Capital Management
St. Louis,
Missouri
| $314M | +$8.01M | +3% | 5.28% | 33.2% | 288 | 40.97% | 0.6 |
|
| 2295 |
2295
Lenox Wealth Advisors
New York
| $314M | +$31.7M | +11% | 3.65% | 35.7% | 624 | 53.21% | 0.8 |
|
| 2296 |
2296
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
| $314M | +$42.8M | +16% | 8.47% | 63.5% | 185 | 15.14% | 1.7 |
|
| 2297 |
2297
Sandhill Capital Partners
Buffalo,
New York
| $314M | +$14.8M | +5% | 7.83% | 64.9% | 86 | 9.3% | 2 |
|
| 2298 |
2298
Raub Brock Capital Management
Larkspur,
California
| $314M | +$17.8M | +6% | 3.46% | 54.7% | 38 | 13.16% | 1.8 |
|
| 2299 |
2299
Tompkins Financial
Ithaca,
New York
| $314M | +$4.6M | +1% | 5.78% | 84.4% | 573 | 21.47% | 1.7 |
|
| 2300 |
2300
Land & Buildings Investment Management
Stamford,
Connecticut
| $314M | +$74.3M | +31% | 11.4% | 53.9% | 22 | 40.91% | 0.6 |
|