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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2401 |
KCM
2401
KSA Capital Management
Morristown,
New Jersey
| $254M | +$40.7M | +19% | 4.99% | 109% | 49 | 30.61% | 0.5 |
|
| 2402 |
BAS
2402
Brown Advisory Securities
Baltimore,
Maryland
| $254M | +$5.91M | +2% | 1.25% | 51.2% | 313 | 14.7% | 0.6 |
|
| 2403 |
CCB
2403
Cutter & Co Brokerage
Ballwin,
Missouri
| $254M | +$38.7M | +18% | 3.06% | 40.4% | 240 | 20.42% | 0.6 |
|
| 2404 |
ECM
2404
Everence Capital Management
Goshen,
Indiana
| $254M | +$5.4M | +2% | 1.93% | 108% | 275 | 7.64% | 0.7 |
|
| 2405 |
OA
2405
Outfitter Advisors
Mclean,
Virginia
| $253M | +$1.98M | +0.8% | 3.29% | 35.6% | 142 | 7.04% | 0.7 |
|
| 2406 |
HAIM
2406
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
| $253M | -$6.45M | -2% | 4.22% | 76.1% | 174 | 15.52% | 0.7 |
|
| 2407 |
SIPS
2407
Shelter Insurance Profit Sharing
Columbia,
Missouri
| $253M | +$13.5M | +6% | 0.88% | – | 48 | 8.33% | 0.7 |
|
| 2408 |
BST
2408
Bath Savings Trust
Bath,
Maine
| $253M | +$3.63M | +1% | 0.84% | 57.8% | 110 | 7.27% | 0.7 |
|
| 2409 |
DCCA
2409
D.C. Capital Advisors
New York
| $253M | +$10.9M | +5% | 4.34% | 59.9% | 21 | 33.33% | 0.5 |
|
| 2410 |
DIP
2410
DT Investment Partners
Chadds Ford,
Pennsylvania
| $253M | +$8.43M | +3% | 1.76% | 58% | 65 | 20% | 0.6 |
|
| 2411 |
MCM
2411
Monarch Capital Management
Fort Wayne,
Indiana
| $253M | -$2.11M | -0.8% | 1.37% | 65% | 88 | 3.41% | 0.7 |
|
| 2412 |
HIM
2412
Herald Investment Management
London,
United Kingdom
| $253M | +$2.35M | +0.9% | 5.23% | 493% | 88 | 10.23% | 0.7 |
|
| 2413 |
PJSIMP
2413
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
| $253M | +$16.1M | +7% | 1.69% | 65.9% | 149 | 15.44% | 0.6 |
|
| 2414 |
LOCB
2414
Lombard Odier & Cie (Bahamas)
Nassau,
Bahamas
| $253M | -$2.06M | -0.8% | 1.41% | – | 132 | 26.52% | 0.2 |
|
| 2415 |
2415
Algert Global
San Francisco,
California
| $253M | -$121M | -32% | 5.71% | 194% | 437 | 51.26% | 0.4 |
|
| 2416 |
EGA
2416
Emerging Global Advisors
New York
| $252M | -$2.37M | -0.9% | 1.58% | 0.93% | 20 | 60% | 0.3 |
|
| 2417 |
DFG
2417
Delphi Financial Group
Wilmington,
Delaware
| $252M | +$65.5M | +35% | 4.45% | 66.3% | 18 | 27.78% | 0.5 |
|
| 2418 |
DCM
2418
Dinsmore Capital Management
Morristown,
New Jersey
| $252M | +$5.49M | +2% | 0.61% | – | 139 | 6.47% | 0.5 |
|
| 2419 |
ECM
2419
Ensemble Capital Management
San Francisco,
California
| $252M | +$3.36M | +1% | 0.79% | 36.2% | 52 | 11.54% | 0.7 |
|
| 2420 |
2420
Modera Wealth Management
Westwood,
New Jersey
| $252M | -$11.2M | -4% | 1.42% | 68.2% | 88 | 31.82% | 0.6 |
|
| 2421 |
SSA
2421
South Street Advisors
New York
| $252M | +$12.5M | +5% | 3.78% | 169% | 59 | 11.86% | 0.7 |
|
| 2422 |
FBFS
2422
First Business Financial Services
Madison,
Wisconsin
| $251M | +$11.1M | +5% | 2.43% | 74% | 75 | 36% | 0.3 |
|
| 2423 |
WA
2423
WBH Advisory
Baltimore,
Maryland
| $251M | +$3.12M | +1% | 1.51% | 57.6% | 222 | 11.71% | 0.6 |
|
| 2424 |
KFS
2424
Kurt F. Somerville
| $251M | -$9.94M | -4% | 1.9% | 92.9% | 107 | 8.41% | 0.7 |
|
| 2425 |
FSC
2425
Fiduciary Services Corp
Savannah,
Georgia
| $251M | +$1.26M | +0.5% | 1.43% | – | 160 | 6.25% | 0.7 |
|