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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2376 |
CBT
2376
Central Bank & Trust
Lexington,
Kentucky
| $401M | -$14.1M | -3% | 1.19% | 118% | 277 | 10.11% | 3.5 |
|
| 2377 |
2377
Sowell Financial Services
North Little Rock,
Arkansas
| $400M | -$8.82M | -2% | 1.12% | 95.6% | 302 | 23.18% | 0.9 |
|
| 2378 |
2378
Bath Savings Trust
Bath,
Maine
| $400M | +$2.33M | +0.6% | 2.8% | 57.8% | 123 | 5.69% | 3.7 |
|
| 2379 |
TIM
2379
Total Investment Management
Scottsdale,
Arizona
| $400M | +$60.9M | +18% | 0.44% | 44.4% | 47 | 17.02% | 0.9 |
|
| 2380 |
SRFM
2380
Shannon River Fund Management
New York
| $399M | -$17.7M | -4% | 23.6% | 554% | 44 | 61.36% | 0.7 |
|
| 2381 |
2381
LaFleur & Godfrey
Grand Rapids,
Michigan
| $399M | -$8.38M | -2% | 3.18% | 85.2% | 77 | 23.38% | 3.7 |
|
| 2382 |
2382
Kovack Advisors
Ft. Lauderdale,
Florida
| $399M | +$2.86M | +0.7% | 0.34% | 118% | 558 | 30.65% | 1.2 |
|
| 2383 |
2383
Opus Capital Group
Cincinnati,
Ohio
| $398M | -$56.9M | -12% | 1.78% | 49.7% | 254 | 15.75% | 1.9 |
|
| 2384 |
2384
ACK Asset Management
Greenwich,
Connecticut
| $398M | -$47.7M | -11% | 0.12% | 132% | 42 | 52.38% | 0.9 |
|
| 2385 |
2385
Hudson Valley Investment Advisors
Goshen,
New York
| $397M | -$7.85M | -2% | 0.09% | 102% | 155 | 5.16% | 3.6 |
|
| 2386 |
REMS
2386
Real Estate Management Services
| $396M | -$34.2M | -8% | 9.66% | 67.2% | 31 | 19.35% | 2 |
|
| 2387 |
2387
Cynosure Advisors
Salt Lake City,
Utah
| $396M | -$38.5M | -9% | 7.01% | – | 254 | 22.83% | 0.2 |
|
| 2388 |
NFAM
2388
North Fourth Asset Management
Englewood Cliffs,
New Jersey
| $396M | +$91.7M | +30% | 0.53% | 104% | 113 | 81.42% | 0.1 |
|
| 2389 |
2389
NWAM LLC
Mercer Island,
Washington
| $396M | +$971K | +0.2% | 1.03% | 112% | 364 | 17.31% | 2.1 |
|
| 2390 |
2390
Duncker Streett & Co
St. Louis,
Missouri
| $395M | +$6.07M | +2% | 1.14% | 90.9% | 612 | 4.41% | 3.6 |
|
| 2391 |
MA
2391
Mutual Advisors
Omaha,
Nebraska
| $395M | +$130M | +49% | 1.69% | 68.1% | 402 | 33.33% | 0.2 |
|
| 2392 |
2392
Martin Investment Management
Palm Beach Gardens,
Florida
| $394M | +$36.2M | +10% | 2.25% | 44% | 38 | 5.26% | 3.1 |
|
| 2393 |
2393
Wintrust Investments
Chicago,
Illinois
| $394M | -$34.1M | -8% | 0.89% | 27.5% | 294 | 19.73% | 1.2 |
|
| 2394 |
2394
Lee Financial
Dallas,
Texas
| $394M | +$49.9M | +14% | 0.93% | 75% | 797 | 42.03% | 0.6 |
|
| 2395 |
CA
2395
Continental Advisors
Park City,
Utah
| $394M | -$68.8M | -15% | 4.09% | 73.6% | 112 | 25.89% | 2.4 |
|
| 2396 |
2396
Vantage Investment Advisors
State College,
Pennsylvania
| $394M | -$40.7M | -9% | 0.49% | 56.3% | 978 | 13.91% | 2.6 |
|
| 2397 |
2397
RBO & Co
Saint Helena,
California
| $394M | -$4.18M | -1% | 2.85% | 27.9% | 57 | 10.53% | 3.7 |
|
| 2398 |
BCM
2398
Bayesian Capital Management
Brooklyn,
New York
| $393M | -$97.4M | -20% | 7.69% | 107% | 941 | 85.12% | 0.1 |
|
| 2399 |
2399
Skye Global Management
West Palm Beach,
Florida
| $393M | +$159M | +68% | 8.47% | 77.8% | 59 | 66.1% | 0.1 |
|
| 2400 |
2400
Empirical Finance
Havertown,
Pennsylvania
| $393M | +$89.9M | +30% | 0.01% | 124% | 204 | 74.02% | 0.3 |
|