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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2376 |
BIM
2376
Barton Investment Management
West Conshohocken,
Pennsylvania
| $297M | +$22.2M | +8% | 9.56% | 80.3% | 46 | 8.7% |
|
| 2377 |
SSG
2377
Summit Securities Group
New York
| $297M | +$109M | +58% | 7.74% | 96.7% | 335 | 83.28% |
|
| 2378 |
BBI
2378
Baxter Bros Inc
Riverside,
Connecticut
| $296M | +$9.86M | +3% | 3.33% | 68.8% | 110 | 4.55% |
|
| 2379 |
BIA
2379
Biondo Investment Advisors
Milford,
Pennsylvania
| $296M | +$15.4M | +5% | 7.54% | 89.1% | 83 | 15.66% |
|
| 2380 |
BSW
2380
Buckingham Strategic Wealth
Clayton,
Missouri
| $296M | +$1.44M | +0.5% | 4.13% | 16.3% | 260 | 17.69% |
|
| 2381 |
RWA
2381
Ropes Wealth Advisors
Boston,
Massachusetts
| $296M | +$8.97M | +3% | 2.01% | 71% | 530 | 22.83% |
|
| 2382 |
PCMK
2382
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| $295M | +$12.8M | +5% | 3.44% | 75.8% | 62 | 4.84% |
|
| 2383 |
FAM
2383
Foundation Asset Management
White Plains,
New York
| $295M | -$5.01M | -2% | 13.1% | 126% | 22 | 50% |
|
| 2384 |
TIM
2384
Tortoise Investment Management
White Plains,
New York
| $295M | +$7.83M | +3% | 2.97% | 33% | 544 | 24.45% |
|
| 2385 |
KC
2385
KRV Capital
New York
| $295M | +$50M | +20% | 0.46% | – | 37 | 56.76% |
|
| 2386 |
CIM
2386
CenturyLink Investment Management
Denver,
Colorado
| $295M | +$12.7M | +5% | 5.19% | – | 254 | 25.98% |
|
| 2387 |
TSS
2387
Two Sigma Securities
New York
| $293M | +$110M | +60% | 4.7% | 86.8% | 908 | 81.94% |
|
| 2388 |
WSA
2388
Wall Street Associates
Lajolla,
California
| $293M | +$43.4M | +17% | 22.7% | 94.4% | 245 | 24.49% |
|
| 2389 |
AFWA
2389
Ancora Family Wealth Advisors
Cleveland,
Ohio
| $293M | +$29.3M | +11% | 2.98% | – | 216 | 13.89% |
|
| 2390 |
WC
2390
Whitnell & Co
Oak Brook,
Illinois
| $293M | -$13.9M | -5% | 0.72% | 36.6% | 401 | 12.47% |
|
| 2391 |
MAA
2391
Mraz Amerine & Associates
Modesto,
California
| $293M | +$7.11M | +2% | 1.8% | 69.8% | 160 | 5.63% |
|
| 2392 |
WA
2392
WBH Advisory
Baltimore,
Maryland
| $292M | +$35.3M | +14% | 2.77% | 47.2% | 228 | 15.79% |
|
| 2393 |
CFG
2393
CKW Financial Group
Honolulu,
Hawaii
| $292M | +$11M | +4% | 4.06% | 53.5% | 191 | 21.99% |
|
| 2394 |
RR
2394
Robotti Robert
| $291M | +$13.9M | +5% | 6.13% | 149% | 53 | 11.32% |
|
| 2395 |
FTC
2395
Farmers Trust Company
Youngstown,
Ohio
| $291M | -$15.7M | -5% | 1.89% | 73.5% | 135 | 8.89% |
|
| 2396 |
HAM
2396
Highstreet Asset Management
London,
Ontario, Canada
| $291M | +$5.66M | +2% | 3.59% | 22.5% | 153 | 20.26% |
|
| 2397 |
RC
2397
Reik & Co
New York
| $291M | -$3.69M | -1% | 1.34% | 37.6% | 52 | 7.69% |
|
| 2398 |
BIA
2398
Barry Investment Advisors
New Bedford,
Massachusetts
| $290M | +$33.5M | +13% | 3.66% | 57.9% | 74 | 12.16% |
|
| 2399 |
FL
2399
Fort LP
Chevy Chase,
Maryland
| $290M | +$45.2M | +18% | 6.08% | 56.8% | 68 | 27.94% |
|
| 2400 |
NFG
2400
Noven Financial Group
Denver,
Colorado
| $290M | +$141M | +95% | 3.56% | 45.1% | 41 | 7.32% |
|