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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%
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50
100
250
500
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2,500
5,000
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2326 |
LTI
2326
Laffer Tengler Investments
Nashville,
Tennessee
| $402M | +$2.58M | +0.6% | 0.4% | 96.5% | 269 | 49.44% |
|
| 2327 |
MCM
2327
Maple Capital Management
Montpelier,
Vermont
| $401M | +$12.4M | +3% | 1.65% | 94.4% | 147 | 12.24% |
|
| 2328 |
SP
2328
Stairway Partners
Chicago,
Illinois
| $401M | -$2.05M | -0.5% | 0.43% | 43.9% | 9 | 0% |
|
| 2329 |
FTI
2329
Fiduciary Trust International
Lincoln,
Massachusetts
| $401M | -$815K | -0.2% | 1.8% | 36.8% | 103 | 6.8% |
|
| 2330 |
BMM
2330
Berkshire Money Management
Dalton,
Massachusetts
| $401M | +$1.12M | +0.3% | 0.75% | 56.5% | 28 | 21.43% |
|
| 2331 |
CBT
2331
Central Bank & Trust
Lexington,
Kentucky
| $401M | -$14.1M | -3% | 1.19% | 110% | 277 | 10.11% |
|
| 2332 |
SFS
2332
Sowell Financial Services
North Little Rock,
Arkansas
| $400M | -$8.82M | -2% | 1.12% | 85.9% | 302 | 23.18% |
|
| 2333 |
BST
2333
Bath Savings Trust
Bath,
Maine
| $400M | +$2.33M | +0.6% | 2.8% | 47.3% | 123 | 5.69% |
|
| 2334 |
TIM
2334
Total Investment Management
Scottsdale,
Arizona
| $400M | +$60.9M | +18% | 0.44% | 29.5% | 47 | 17.02% |
|
| 2335 |
SRFM
2335
Shannon River Fund Management
New York
| $399M | -$17.7M | -4% | 23.6% | 337% | 44 | 61.36% |
|
| 2336 |
LG
2336
LaFleur & Godfrey
Grand Rapids,
Michigan
| $399M | -$8.38M | -2% | 3.18% | 85.2% | 77 | 23.38% |
|
| 2337 |
KA
2337
Kovack Advisors
Ft. Lauderdale,
Florida
| $399M | +$2.86M | +0.7% | 0.34% | 95% | 558 | 30.65% |
|
| 2338 |
OCG
2338
Opus Capital Group
Cincinnati,
Ohio
| $398M | -$56.9M | -12% | 1.78% | 39.5% | 254 | 15.75% |
|
| 2339 |
AAM
2339
ACK Asset Management
Greenwich,
Connecticut
| $398M | -$47.7M | -11% | 0.12% | 99.7% | 42 | 52.38% |
|
| 2340 |
HVIA
2340
Hudson Valley Investment Advisors
Goshen,
New York
| $397M | -$7.85M | -2% | 0.09% | 94.6% | 155 | 5.16% |
|
| 2341 |
REMS
2341
Real Estate Management Services
| $396M | -$34.2M | -8% | 9.66% | 67.2% | 31 | 19.35% |
|
| 2342 |
CA
2342
Cynosure Advisors
Salt Lake City,
Utah
| $396M | -$38.5M | -9% | 7.01% | – | 254 | 22.83% |
|
| 2343 |
NFAM
2343
North Fourth Asset Management
Englewood Cliffs,
New Jersey
| $396M | +$91.7M | +30% | 0.53% | 104% | 113 | 81.42% |
|
| 2344 |
NL
2344
NWAM LLC
Mercer Island,
Washington
| $396M | +$971K | +0.2% | 1.03% | 112% | 364 | 17.31% |
|
| 2345 |
DSC
2345
Duncker Streett & Co
St. Louis,
Missouri
| $395M | +$6.07M | +2% | 1.14% | 90.9% | 612 | 4.41% |
|
| 2346 |
MA
2346
Mutual Advisors
Omaha,
Nebraska
| $395M | +$130M | +49% | 1.69% | 54% | 402 | 33.33% |
|
| 2347 |
MIM
2347
Martin Investment Management
Palm Beach Gardens,
Florida
| $394M | +$36.2M | +10% | 2.25% | 44.7% | 38 | 5.26% |
|
| 2348 |
WI
2348
Wintrust Investments
Chicago,
Illinois
| $394M | -$34.1M | -8% | 0.89% | 27.5% | 294 | 19.73% |
|
| 2349 |
LF
2349
Lee Financial
Dallas,
Texas
| $394M | +$49.9M | +14% | 0.93% | 69.7% | 797 | 42.03% |
|
| 2350 |
CA
2350
Continental Advisors
Park City,
Utah
| $394M | -$68.8M | -15% | 4.09% | 69% | 112 | 25.89% |
|