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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2326 |
NES
2326
New England Securities
New York
| $288M | +$28.1M | +11% | 4.65% | – | 1,958 | 17.16% | 0.8 |
|
| 2327 |
2327
HBK Sorce Advisory
Erie,
Pennsylvania
| $288M | +$14.2M | +5% | 5.59% | 58.2% | 201 | 9.95% | 0.8 |
|
| 2328 |
CC
2328
Cannell Capital
Alta,
Wyoming
| $288M | +$7.83M | +3% | 3.18% | 127% | 75 | 25.33% | 0.7 |
|
| 2329 |
ARMC
2329
American Research & Management Company
Marion,
Massachusetts
| $288M | +$6.9M | +2% | 3.44% | 35.1% | 397 | 4.79% | 0.9 |
|
| 2330 |
BO
2330
Bank OZK
Little Rock,
Arkansas
| $288M | +$9.43M | +3% | 2.66% | 112% | 131 | 17.56% | 0.7 |
|
| 2331 |
2331
SignatureFD
Atlanta,
Georgia
| $287M | +$38.9M | +16% | 4.28% | 73.6% | 1,123 | 42.48% | 0.6 |
|
| 2332 |
BFS
2332
Baskin Financial Services
Toronto,
Ontario, Canada
| $287M | +$25.9M | +10% | 7.05% | 60% | 37 | 0% | 0.9 |
|
| 2333 |
NCM
2333
Northroad Capital Management
New York
| $286M | +$10.4M | +4% | 1.51% | 0.16% | 57 | 10.53% | 0.9 |
|
| 2334 |
QCM
2334
QFR Capital Management
New York
| $286M | +$52.8M | +23% | 3.61% | – | 7 | 71.43% | 0.1 |
|
| 2335 |
LHC
2335
Levy Harkins & Co
New York
| $285M | +$9.76M | +4% | 5.26% | 62.9% | 20 | 0% | 1 |
|
| 2336 |
BTNA
2336
Bremer Trust National Association
St. Cloud,
Minnesota
| $285M | +$13.2M | +5% | 4.51% | 31.2% | 214 | 8.41% | 0.9 |
|
| 2337 |
2337
Signature Estate & Investment Advisors
Los Angeles,
California
| $284M | +$29M | +11% | 3.73% | 84.4% | 62 | 6.45% | 0.7 |
|
| 2338 |
MAM
2338
Myriad Asset Management
North Point,
Hong Kong
| $284M | -$218M | -43% | 9.07% | 149% | 46 | 54.35% | 0.3 |
|
| 2339 |
WIC
2339
Wilkins Investment Counsel
Boston,
Massachusetts
| $284M | +$12.6M | +5% | 4.46% | 56.2% | 83 | 3.61% | 0.8 |
|
| 2340 |
WCP
2340
Welch Capital Partners
Harrison,
New York
| $284M | +$2.86M | +1% | 4.3% | 79.2% | 42 | 30.95% | 0.7 |
|
| 2341 |
LCM
2341
LG Capital Management
Owings Mills,
Maryland
| $283M | -$31.3M | -10% | 1.98% | – | 53 | 62.26% | 0.3 |
|
| 2342 |
ATC
2342
Argent Trust Company
Ruston,
Louisiana
| $283M | +$17M | +6% | 4.84% | – | 187 | 29.41% | 0.7 |
|
| 2343 |
CW
2343
Cabot-Wellington
Boston,
Massachusetts
| $283M | +$14.7M | +6% | 5.2% | 65% | 46 | 8.7% | 0.9 |
|
| 2344 |
RC
2344
RBO & Co
Saint Helena,
California
| $282M | +$12.6M | +5% | 4.01% | 27.9% | 54 | 5.56% | 0.9 |
|
| 2345 |
ACP
2345
Andalusian Capital Partners
Greenwich,
Connecticut
| $282M | +$43.3M | +18% | 11.8% | – | 51 | 47.06% | 0.3 |
|
| 2346 |
CV
2346
Clarus Ventures
Cambridge,
Massachusetts
| $282M | -$64M | -19% | 0.46% | 70.3% | 5 | 0% | 0.5 |
|
| 2347 |
ECM
2347
Ensemble Capital Management
San Francisco,
California
| $281M | +$29.1M | +12% | 7.55% | 36.2% | 51 | 9.8% | 0.9 |
|
| 2348 |
KGI
2348
Kopernik Global Investors
Tampa,
Florida
| $281M | +$99.3M | +55% | 0.68% | 128% | 19 | 10.53% | 0.5 |
|
| 2349 |
RIA
2349
Regal Investment Advisors
Kentwood,
Michigan
| $281M | +$44.5M | +19% | 3.54% | 64.7% | 994 | 15.19% | 0.7 |
|
| 2350 |
NA
2350
Nottingham Advisors
Amherst,
New York
| $281M | +$22.6M | +9% | 3.68% | 44.3% | 57 | 17.54% | 0.8 |
|