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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 |
CCM
2351
Calypso Capital Management
New York
| $259M | -$74.1M | -22% | 7.47% | – | 31 | 61.29% | 0.4 |
|
| 2352 |
2352
Bank OZK
Little Rock,
Arkansas
| $259M | +$28.4M | +12% | 12% | 112% | 113 | 9.73% | 0.3 |
|
| 2353 |
CBT
2353
Central Bank & Trust
Lexington,
Kentucky
| $259M | +$35.2M | +16% | 9.87% | 118% | 328 | 10.37% | 0.5 |
|
| 2354 |
2354
Mendon Capital Advisors
Key Largo,
Florida
| $258M | +$47.6M | +23% | 6.52% | – | 119 | 33.61% | 0.4 |
|
| 2355 |
2355
Evensky & Katz
Coral Gables,
Florida
| $258M | +$19M | +8% | 7.5% | 57.1% | 35 | 0% | 0.5 |
|
| 2356 |
2356
Stillwater Capital Advisors
Devon,
Pennsylvania
| $258M | +$88.8M | +52% | 10.9% | 121% | 68 | 36.76% | 0.3 |
|
| 2357 |
2357
Stearns Financial Services Group
Greensboro,
North Carolina
| $257M | +$28M | +12% | 7.92% | 26.1% | 106 | 4.72% | 0.5 |
|
| 2358 |
2358
Monroe Bank & Trust
Monroe,
Michigan
| $257M | +$14.6M | +6% | 6.74% | 24.7% | 321 | 17.45% | 0.4 |
|
| 2359 |
2359
Clarkston Capital Partners
Rochester,
Michigan
| $257M | +$49.9M | +24% | 11% | 8.43% | 117 | 20.51% | 0.4 |
|
| 2360 |
AAM
2360
Autus Asset Management
Scottsdale,
Arizona
| $256M | +$19.2M | +8% | 8.22% | 26.3% | 121 | 11.57% | 0.5 |
|
| 2361 |
2361
Rhenman & Partners Asset Management
Stockholm,
Sweden
| $256M | – | – | 6.63% | 131% | 84 | – | 0 |
|
| 2362 |
LCM
2362
Leonard Capital Management
Vero Beach,
Florida
| $255M | +$3.97M | +2% | 9.55% | – | 157 | 31.85% | 0.4 |
|
| 2363 |
2363
Reservoir Operations
New York
| $255M | – | – | 10.3% | 12% | 30 | – | 0 |
|
| 2364 |
2364
Apriem Advisors
Irvine,
California
| $255M | +$24.8M | +11% | 6.96% | 74.3% | 588 | 14.63% | 0.4 |
|
| 2365 |
TRIM
2365
Thompson Rubinstein Investment Management
Portland,
Oregon
| $255M | +$18.7M | +8% | 8.24% | 42.8% | 69 | 2.9% | 0.5 |
|
| 2366 |
2366
Monarch Capital Management
Fort Wayne,
Indiana
| $255M | +$16.6M | +7% | 9.8% | 77% | 86 | 0% | 0.5 |
|
| 2367 |
CDIA
2367
Capital Directions Investment Advisors
Atlanta,
Georgia
| $255M | +$26.4M | +12% | 8.17% | 7.53% | 64 | 9.38% | 0.5 |
|
| 2368 |
EGA
2368
Emerging Global Advisors
New York
| $255M | +$4.33M | +2% | 3.56% | 0.93% | 11 | 36.36% | 0.3 |
|
| 2369 |
2369
Lombard Odier & Cie (Bahamas)
Nassau,
Bahamas
| $255M | – | – | 9.09% | – | 119 | – | 0 |
|
| 2370 |
2370
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
| $255M | – | – | 11.2% | 119% | 118 | – | 0 |
|
| 2371 |
HJA
2371
Hugh Johnson Advisors
Albany,
New York
| $255M | +$18.5M | +8% | 8.76% | 41.5% | 88 | 18.18% | 0.4 |
|
| 2372 |
2372
ParenteBeard Wealth Management
York,
Pennsylvania
| $255M | +$49.6M | +24% | 5.49% | – | 111 | 16.22% | 0.4 |
|
| 2373 |
2373
Aspiriant Holdings S3
Los Angeles,
California
| $254M | +$17.5M | +7% | 8.52% | – | 107 | 5.61% | 0.5 |
|
| 2374 |
2374
Wisconsin Capital Management
Madison,
Wisconsin
| $254M | +$19.3M | +8% | 11.4% | 153% | 109 | 11.93% | 0.4 |
|
| 2375 |
2375
Southeast Asset Advisors
Thomasville,
Georgia
| $254M | +$24.7M | +11% | 8.32% | 91.5% | 107 | 11.21% | 0.4 |
|