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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 National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
| $326M | +$1.31M | +0.4% | 0.89% | 55.7% | 116 | 3.45% | 3 |
|
| 2352 |
VCM
2352
Violich Capital Management
San Francisco,
California
| $326M | +$40.2M | +14% | 0.98% | 111% | 116 | 14.66% | 2.5 |
|
| 2353 |
2353
G.F.W. Energy X
Dallas,
Texas
| $326M | +$268M | +466% | 3.09% | 71.3% | 4 | 75% | 0.9 |
|
| 2354 |
2354
Sapience Investments
Newport Beach,
California
| $325M | – | – | 14.4% | 54.9% | 86 | – | 0 |
|
| 2355 |
2355
Winslow Evans & Crocker
Boston,
Massachusetts
| $325M | -$24M | -7% | 2.28% | 76.2% | 1,354 | 12.26% | 2.4 |
|
| 2356 |
2356
Raub Brock Capital Management
Larkspur,
California
| $325M | +$4.02M | +1% | 0.63% | 54.7% | 39 | 5.13% | 2.1 |
|
| 2357 |
2357
Shelter Mutual Insurance
Columbia,
Missouri
| $325M | +$2.3M | +0.7% | 1.3% | 51.2% | 42 | 0% | 3 |
|
| 2358 |
2358
Evanston Advisors
Schaumburg,
Illinois
| $325M | +$6.01M | +2% | 7.31% | 16% | 64 | 20.31% | 1.8 |
|
| 2359 |
2359
Camden National Bank
Camden,
Maine
| $325M | – | – | 1.67% | 48.8% | 75 | – | 0 |
|
| 2360 |
2360
Bath Savings Trust
Bath,
Maine
| $325M | +$4.57M | +1% | 1.7% | 57.8% | 117 | 3.42% | 2.8 |
|
| 2361 |
2361
TT International
London,
United Kingdom
| $324M | -$42.7M | -12% | 1.9% | – | 56 | 37.5% | 0.9 |
|
| 2362 |
2362
Caledonia Investments plc (UK)
London England,
United Kingdom
| $324M | +$35.8M | +12% | 7.05% | 61.9% | 12 | 0% | 2.6 |
|
| 2363 |
2363
Cubic Asset Management
Boston,
Massachusetts
| $324M | +$14.3M | +5% | 5.67% | 40.5% | 180 | 18.33% | 2.3 |
|
| 2364 |
BP
2364
Banbury Partners
Charlotte,
North Carolina
| $324M | +$45.1M | +16% | 0.78% | 138% | 18 | 33.33% | 0.8 |
|
| 2365 |
2365
First American Trust
Santa Ana,
California
| $323M | +$3.11M | +1% | 3.54% | 84.6% | 115 | 12.17% | 2 |
|
| 2366 |
2366
Silverback Asset Management
Chapel Hill,
North Carolina
| $323M | -$7.78M | -2% | 0.39% | 92.1% | 44 | 15.91% | 0.6 |
|
| 2367 |
2367
Stanley-Laman Group
Berwyn,
Pennsylvania
| $323M | +$78.7M | +32% | 3.08% | 114% | 295 | 24.75% | 1.1 |
|
| 2368 |
2368
Bright Rock Capital Management
Hanover,
Massachusetts
| $323M | +$6.79M | +2% | 2.7% | 53.1% | 92 | 6.52% | 2.3 |
|
| 2369 |
2369
Wallington Asset Management
Indianapolis,
Indiana
| $322M | +$17.9M | +6% | 1.73% | 108% | 59 | 6.78% | 2.7 |
|
| 2370 |
2370
Krilogy Financial
St. Louis,
Missouri
| $322M | +$7.12M | +2% | 1.52% | 79% | 797 | 12.92% | 0.9 |
|
| 2371 |
2371
Travelers Companies
Saint Paul,
Minnesota
| $322M | -$5.74M | -2% | 0.47% | – | 26 | 15.38% | 2.6 |
|
| 2372 |
AC
2372
Asturias Capital
New York
| $322M | +$533K | +0.2% | 1.25% | 94.2% | 20 | 60% | 0.4 |
|
| 2373 |
KLC
2373
Knowledge Leaders Capital
Denver,
Colorado
| $322M | +$21.7M | +7% | 1.91% | 51.6% | 49 | 51.02% | 0.6 |
|
| 2374 |
2374
Honeycomb Asset Management
New York
| $321M | – | – | 4.74% | 49% | 29 | – | 0 |
|
| 2375 |
SRFM
2375
Shannon River Fund Management
New York
| $321M | -$37.8M | -11% | 3.71% | 554% | 47 | 63.83% | 0.9 |
|