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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2301 |
2301
Opus Capital Group
Cincinnati,
Ohio
| $445M | +$36.1M | +9% | 4.3% | 49.7% | 240 | 13.75% | 2.1 |
|
| 2302 |
CHA
2302
Cedar Hill Associates
Chicago,
Illinois
| $445M | -$36.3M | -8% | 5.57% | 21% | 157 | 31.85% | 2.5 |
|
| 2303 |
2303
NWAM LLC
Mercer Island,
Washington
| $445M | +$22.7M | +5% | 6.05% | 112% | 371 | 15.09% | 2.4 |
|
| 2304 |
2304
Stearns Financial Services Group
Greensboro,
North Carolina
| $444M | +$44.3M | +11% | 4.94% | 26.1% | 181 | 32.04% | 2.9 |
|
| 2305 |
CCM
2305
Cohen Capital Management
Corte Madera,
California
| $444M | +$12.2M | +3% | 5.91% | 91.5% | 151 | 9.93% | 3.6 |
|
| 2306 |
2306
Maple Capital Management
Montpelier,
Vermont
| $444M | +$38.7M | +10% | 9.21% | 100% | 144 | 11.81% | 3.3 |
|
| 2307 |
KSCM
2307
Key Square Capital Management
Stamford,
Connecticut
| $443M | -$34.1M | -7% | 3.41% | 50.2% | 38 | 84.21% | 0.1 |
|
| 2308 |
2308
Shepherd Financial Partners
Winchester,
Massachusetts
| $443M | -$1.82M | -0.4% | 6.44% | 78% | 128 | 0.78% | 1.3 |
|
| 2309 |
2309
Global Retirement Partners
San Rafael,
California
| $442M | +$46.9M | +12% | 6.16% | – | 1,615 | 8.67% | 1.3 |
|
| 2310 |
2310
RK Capital Management (Colorado)
Denver,
Colorado
| $442M | -$11.1M | -2% | 3.77% | 89% | 60 | 31.67% | 1.6 |
|
| 2311 |
SCM
2311
Somerset Capital Management
London,
United Kingdom
| $442M | -$1.04M | -0.2% | 1.9% | 7.5% | 18 | 22.22% | 1.9 |
|
| 2312 |
3AM
2312
3D Asset Management
Hartford,
Connecticut
| $442M | +$23.7M | +6% | 2.06% | 0.82% | 61 | 6.56% | 3.3 |
|
| 2313 |
2313
Krilogy Financial
St. Louis,
Missouri
| $441M | +$44.7M | +11% | 4.02% | 79% | 857 | 80.63% | 0.4 |
|
| 2314 |
2314
Bain Capital Life Sciences Investors
Boston,
Massachusetts
| $441M | +$121M | +38% | 22.7% | 507% | 6 | 16.67% | 0.5 |
|
| 2315 |
2315
Duncker Streett & Co
St. Louis,
Missouri
| $440M | +$37.1M | +9% | 7.54% | 90.9% | 619 | 5.49% | 4 |
|
| 2316 |
RI
2316
RPTC Inc
Jackson,
Wyoming
| $440M | -$6.1M | -1% | 1.23% | 66.4% | 15 | 13.33% | 0.9 |
|
| 2317 |
2317
FAS Wealth Partners
Leawood,
Kansas
| $439M | +$67.4M | +18% | 4.31% | 72.3% | 178 | 5.06% | 2.9 |
|
| 2318 |
BC
2318
Blackstart Capital
New York
| $439M | +$29.9M | +7% | 1.79% | 9% | 36 | 30.56% | 0.6 |
|
| 2319 |
2319
Twele Capital Management
Minnetonka,
Minnesota
| $439M | +$8.56M | +2% | 1.6% | 37.1% | 46 | 6.52% | 4.5 |
|
| 2320 |
2320
Smith, Moore & Co
Clayton,
Missouri
| $439M | +$40M | +10% | 4.95% | 67% | 366 | 10.66% | 2.2 |
|
| 2321 |
2321
LVM Capital Management
Portage,
Michigan
| $438M | +$23.2M | +6% | 7.75% | 121% | 118 | 9.32% | 3.6 |
|
| 2322 |
VCM
2322
Violich Capital Management
San Francisco,
California
| $438M | +$40.3M | +10% | 9.62% | 111% | 125 | 9.6% | 3.6 |
|
| 2323 |
2323
IBM Retirement Fund
Armonk,
New York
| $437M | -$41.6M | -9% | 8.45% | 54.4% | 488 | 9.22% | 3.6 |
|
| 2324 |
2324
Anchor Investment Management
Columbia,
South Carolina
| $437M | +$31M | +8% | 6.92% | 75.1% | 845 | 5.56% | 2 |
|
| 2325 |
2325
Beryl Capital Management
Redondo Beach,
California
| $436M | +$118M | +37% | 10.5% | 3,932% | 59 | 83.05% | 0.1 |
|