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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
First Business Financial Services
Madison,
Wisconsin
| $276M | +$6.89M | +3% | 1.61% | 74% | 78 | 21.79% | 0.7 |
|
| 2352 |
SAS
2352
Spectrum Advisory Services
Atlanta,
Georgia
| $276M | -$13.3M | -5% | 2.11% | 35.6% | 172 | 4.65% | 1.2 |
|
| 2353 |
2353
South Street Advisors
New York
| $275M | -$78M | -22% | 1.81% | 169% | 63 | 11.11% | 1 |
|
| 2354 |
2354
Essex Woodlands Management
The Woodlands,
Texas
| $275M | -$206M | -43% | 23.3% | 55% | 11 | 9.09% | 1.1 |
|
| 2355 |
2355
Claar Advisors
New York
| $274M | -$16.6M | -6% | 2.91% | 65.5% | 34 | 47.06% | 0.4 |
|
| 2356 |
CDIA
2356
Capital Directions Investment Advisors
Atlanta,
Georgia
| $274M | +$5.26M | +2% | 2.83% | 7.53% | 79 | 27.85% | 1 |
|
| 2357 |
2357
Everence Capital Management
Goshen,
Indiana
| $274M | +$4.31M | +2% | 1.62% | 108% | 279 | 5.38% | 1.1 |
|
| 2358 |
2358
CPWM LLC
Seattle,
Washington
| $274M | -$3.88M | -1% | 2.63% | 36.6% | 149 | 12.08% | 1 |
|
| 2359 |
2359
Monroe Bank & Trust
Monroe,
Michigan
| $274M | -$28.9M | -10% | 1.93% | 24.7% | 312 | 58.97% | 1.2 |
|
| 2360 |
PIM
2360
Partner Investment Management
San Francisco,
California
| $274M | -$226M | -45% | 4.68% | 168% | 77 | 37.66% | 0.6 |
|
| 2361 |
2361
Advisory Services Network
Atlanta,
Georgia
| $273M | +$37.2M | +16% | 0.05% | 105% | 287 | 23.69% | 0.6 |
|
| 2362 |
2362
Oceanic Investment Management
Douglas,
Isle Of Man
| $273M | -$143M | -34% | 7.43% | – | 22 | 45.45% | 0.6 |
|
| 2363 |
2363
Giralda Advisors
New York
| $273M | +$15.1M | +6% | 0.37% | 36.8% | 10 | 0% | 0.9 |
|
| 2364 |
2364
Jaffetilchin Investment Partners
Tampa,
Florida
| $273M | -$7.71M | -3% | 0.68% | 88.1% | 258 | 45.74% | 0.5 |
|
| 2365 |
2365
Sageworth Trust
Lancaster,
Pennsylvania
| $273M | -$4.41M | -2% | 2.44% | 64.5% | 26 | 3.85% | 1.1 |
|
| 2366 |
FSC
2366
Fiduciary Services Corp
Savannah,
Georgia
| $272M | +$5.88M | +2% | 0.47% | – | 172 | 10.47% | 1.1 |
|
| 2367 |
SCC
2367
Second Curve Capital
Radnor,
Pennsylvania
| $272M | -$61.2M | -18% | 9.62% | 160% | 28 | 17.86% | 1 |
|
| 2368 |
LCM
2368
Leonard Capital Management
Vero Beach,
Florida
| $272M | -$23.6M | -8% | 4.56% | – | 158 | 27.22% | 0.8 |
|
| 2369 |
FA
2369
FMA Advisory
Harrisburg,
Pennsylvania
| $272M | +$134K | +0% | 0.74% | 46.7% | 130 | 7.69% | 1.1 |
|
| 2370 |
2370
Trigran Investments
Northbrook,
Illinois
| $272M | +$32.4M | +14% | 4.04% | 30.2% | 25 | 8% | 0.9 |
|
| 2371 |
2371
Reservoir Operations
New York
| $272M | -$29.4M | -10% | 8.22% | 12% | 33 | 0% | 0.7 |
|
| 2372 |
CCM
2372
Clovis Capital Management
New York
| $271M | -$52.3M | -16% | 6.2% | 37.4% | 30 | 53.33% | 0.3 |
|
| 2373 |
WAM
2373
Wood Asset Management
Sarasota,
Florida
| $271M | -$22.7M | -8% | 0.46% | – | 64 | 26.56% | 1 |
|
| 2374 |
2374
Brown Advisory Securities
Baltimore,
Maryland
| $271M | -$6.65M | -2% | 0.47% | 51% | 332 | 12.65% | 1 |
|
| 2375 |
2375
Wisconsin Capital Management
Madison,
Wisconsin
| $270M | -$2.51M | -0.9% | 0.13% | 153% | 121 | 7.44% | 1.1 |
|