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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2351 |
2351
Capital Wealth Planning
Naples,
Florida
| $222M | +$94.9M | +75% | 2.17% | 73.9% | 164 | 63.41% | 0.1 |
|
| 2352 |
YL
2352
YCG LLC
Austin,
Texas
| $222M | +$4.71M | +2% | 3.55% | 27% | 90 | 7.78% | 0.2 |
|
| 2353 |
AJGC
2353
Arthur J. Gallagher & Co
Rolling Meadows,
Illinois
| $221M | +$14M | +7% | 12.6% | – | 4 | 25% | 0.3 |
|
| 2354 |
BIM
2354
Barton Investment Management
West Conshohocken,
Pennsylvania
| $221M | +$27.8M | +14% | 17.8% | 80.3% | 53 | 9.43% | 0.2 |
|
| 2355 |
SCA
2355
Stieven Capital Advisors
St. Louis,
Missouri
| $221M | +$11.3M | +5% | 9.27% | 117% | 68 | 27.94% | 0.2 |
|
| 2356 |
PTC
2356
Private Trust Company
Cleveland,
Ohio
| $221M | +$3.27M | +2% | 3.92% | 79.6% | 1,897 | 15.66% | 0.2 |
|
| 2357 |
ST
2357
Semper Trust
King Of Prussia,
Pennsylvania
| $221M | +$47.9M | +28% | 5.17% | – | 160 | 15.63% | 0.2 |
|
| 2358 |
AIC
2358
Argus Investors Counsel
New York
| $221M | -$8.88M | -4% | 4.85% | 132% | 52 | 1.92% | 0.2 |
|
| 2359 |
WIS
2359
Wright Investors Service
Shelton,
Connecticut
| $221M | +$9.28M | +4% | 8.99% | 146% | 232 | 18.97% | 0.2 |
|
| 2360 |
SCM
2360
Stonebridge Capital Management
Los Angeles,
California
| $221M | +$5.84M | +3% | 3.36% | – | 190 | 17.37% | 0.2 |
|
| 2361 |
CCM
2361
Carlson Capital Management
Northfield,
Minnesota
| $220M | +$9.1M | +4% | 6.05% | 9.85% | 66 | 18.18% | 0.2 |
|
| 2362 |
OSNBOA
2362
Old Second National Bank of Aurora
Aurora,
Illinois
| $220M | +$2.62M | +1% | 2.73% | 89.5% | 280 | 14.29% | 0.2 |
|
| 2363 |
CCM
2363
Courage Capital Management
Nashville,
Tennessee
| $220M | -$39.9M | -15% | 8.98% | 86.5% | 51 | 39.22% | 0.2 |
|
| 2364 |
CCG
2364
Chatham Capital Group
Savannah,
Georgia
| $220M | +$15M | +7% | 3.4% | 89.9% | 114 | 10.53% | 0.2 |
|
| 2365 |
UR
2365
USCA RIA
Houston,
Texas
| $220M | +$20.7M | +10% | 4.05% | 60.6% | 267 | 20.22% | 0.2 |
|
| 2366 |
CR
2366
Cooperatieve Rabobank
Utrecht,
Netherlands
| $220M | -$50.2M | -19% | 9.23% | – | 175 | 42.86% | 0.2 |
|
| 2367 |
MAM
2367
Marquette Asset Management
Minneapolis,
Minnesota
| $220M | +$14.3M | +7% | 5.59% | 69.6% | 94 | 23.4% | 0.2 |
|
| 2368 |
LCG
2368
Lisanti Capital Growth
New York
| $219M | +$10.7M | +5% | 29.3% | 1,490% | 124 | 39.52% | 0.2 |
|
| 2369 |
WIC
2369
Wilkins Investment Counsel
Boston,
Massachusetts
| $219M | +$3.69M | +2% | 3.88% | 56.2% | 61 | 1.64% | 0.3 |
|
| 2370 |
MIS
2370
Man Investments (Switzerland)
Pfaffikon,
Switzerland
| $219M | +$22.4M | +11% | 0.01% | 0.23% | 50 | 2% | 0.2 |
|
| 2371 |
PJSIMP
2371
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
| $219M | +$10.6M | +5% | 3.15% | 65.9% | 120 | 14.17% | 0.2 |
|
| 2372 |
T
2372
TradeWorx
Red Bank,
New Jersey
| $219M | -$14.2M | -6% | 13.6% | – | 720 | 80.14% | 0.1 |
|
| 2373 |
AC
2373
Alexandria Capital
Arlington,
Virginia
| $218M | +$13.8M | +7% | 5.85% | 66.8% | 719 | 17.25% | 0.2 |
|
| 2374 |
SCM
2374
Salem Capital Management
Woburn,
Massachusetts
| $217M | +$7.61M | +4% | 4.73% | 32.3% | 77 | 6.49% | 0.2 |
|
| 2375 |
MFW
2375
Meristem Family Wealth
Minnetonka,
Minnesota
| $217M | +$935K | +0.4% | 4.09% | 67.7% | 110 | 9.09% | 0.2 |
|