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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 |
2326
Oceanic Investment Management
Douglas,
Isle Of Man
| $315M | +$41.6M | +15% | 7.72% | – | 23 | 47.83% | 0.5 |
|
| 2327 |
2327
Baystate Wealth Management
Boston,
Massachusetts
| $315M | +$2.54M | +0.8% | 0.42% | 14.6% | 59 | 16.95% | 1 |
|
| 2328 |
TCM
2328
Tradition Capital Management
Summit,
New Jersey
| $315M | +$2.35M | +0.8% | 4.09% | 43.5% | 135 | 9.63% | 1.3 |
|
| 2329 |
RC
2329
Reik & Co
New York
| $315M | +$20.1M | +7% | 7.65% | 38.6% | 56 | 5.36% | 1.3 |
|
| 2330 |
VCM
2330
Violich Capital Management
San Francisco,
California
| $315M | +$7.55M | +2% | 3.79% | 111% | 105 | 8.57% | 1.3 |
|
| 2331 |
2331
Sunflower Bank Wealth Management
Scottsdale,
Arizona
| $314M | +$20.6M | +7% | 4.7% | 33.7% | 102 | 7.84% | 1.3 |
|
| 2332 |
2332
Coe Capital Management
Highland Park,
Illinois
| $314M | +$44.6M | +17% | 9.98% | 84.4% | 313 | 56.87% | 0.5 |
|
| 2333 |
2333
Canandaigua National Bank & Trust
Canandaigua,
New York
| $314M | +$11.9M | +4% | 4.79% | – | 200 | 8.5% | 1.2 |
|
| 2334 |
2334
Wallington Asset Management
Indianapolis,
Indiana
| $312M | +$17M | +6% | 5.98% | 108% | 115 | 8.7% | 1.3 |
|
| 2335 |
FBP
2335
Flippin Bruce & Porter
Lynchburg,
Virginia
| $312M | +$9.9M | +3% | 3.27% | 44.4% | 79 | 6.33% | 1.4 |
|
| 2336 |
2336
Gagnon Securities
New York
| $312M | +$12.6M | +4% | 7.66% | 129% | 110 | 24.55% | 1 |
|
| 2337 |
2337
Quantbot Technologies
New York
| $312M | -$415M | -57% | 2.32% | 33.6% | 1,652 | 67.49% | 0.3 |
|
| 2338 |
2338
10-15 Associates
Goshen,
New York
| $312M | +$14.5M | +5% | 0.07% | 33% | 121 | 14.88% | 1.1 |
|
| 2339 |
2339
Bremer Trust National Association
St. Cloud,
Minnesota
| $312M | +$16.4M | +6% | 4.55% | 31.2% | 226 | 14.6% | 1.2 |
|
| 2340 |
OIA
2340
Optimum Investment Advisors
Chicago,
Illinois
| $311M | +$9.8M | +3% | 3.44% | 125% | 1,076 | 18.68% | 0.9 |
|
| 2341 |
2341
Summit Partners
Boston,
Massachusetts
| $311M | -$105M | -25% | 30% | 13.7% | 6 | 33.33% | 0.9 |
|
| 2342 |
2342
Coliseum Capital Management
Rowayton,
Connecticut
| $311M | +$30.7M | +11% | 4.57% | 41.1% | 10 | 30% | 0.9 |
|
| 2343 |
2343
Knightsbridge Asset Management
Newport Beach,
California
| $310M | -$26.4M | -8% | 9.03% | 150% | 55 | 16.36% | 1.1 |
|
| 2344 |
VCM
2344
V3 Capital Management
Dallas,
Texas
| $310M | +$42.8M | +16% | 15.6% | 20.5% | 17 | 58.82% | 0.5 |
|
| 2345 |
2345
First Business Financial Services
Madison,
Wisconsin
| $310M | +$34.3M | +12% | 3.81% | 74% | 85 | 32.94% | 0.8 |
|
| 2346 |
2346
Cubic Asset Management
Boston,
Massachusetts
| $310M | +$25M | +9% | 5.73% | 40.5% | 162 | 14.81% | 1.2 |
|
| 2347 |
TBA
2347
Train Babcock Advisors
New York
| $310M | +$18.7M | +6% | 5.4% | 41.9% | 140 | 19.29% | 1.2 |
|
| 2348 |
2348
Stearns Financial Services Group
Greensboro,
North Carolina
| $310M | +$27.1M | +10% | 3.42% | 26.1% | 111 | 9.91% | 1.4 |
|
| 2349 |
2349
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $309M | -$194M | -39% | 5.93% | 90.4% | 885 | 42.15% | 0.7 |
|
| 2350 |
MCG
2350
Meru Capital Group
New York
| $309M | +$30.8M | +11% | 11.2% | – | 90 | 67.78% | 0.4 |
|