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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 |
TFA
2401
Toth Financial Advisory
Leesburg,
Virginia
| $299M | +$1.17M | +0.4% | 0.17% | 90.4% | 127 | 14.96% | 1.6 |
|
| 2402 |
MCAI
2402
Meritech Capital Associates III
Palo Alto,
California
| $299M | +$65.1M | +28% | 7.9% | 135% | 7 | 42.86% | 1.6 |
|
| 2403 |
VAM
2403
Visionary Asset Management
Houston,
Texas
| $299M | -$19.1M | -6% | 1.26% | 31.9% | 123 | 26.02% | 0.9 |
|
| 2404 |
PBT
2404
Pictet Bank & Trust
Nassau,
Bahamas
| $299M | +$37.2M | +14% | 0.85% | 66.3% | 92 | 20.65% | 1.1 |
|
| 2405 |
CIM
2405
CenturyLink Investment Management
Denver,
Colorado
| $299M | -$4.25M | -1% | 0.71% | – | 320 | 23.75% | 1.2 |
|
| 2406 |
BEAM
2406
Baker Ellis Asset Management
Vancouver,
Washington
| $298M | -$16.8M | -5% | 2.1% | 91.9% | 260 | 3.85% | 1.6 |
|
| 2407 |
2407
Savant Capital
Rockford,
Illinois
| $297M | +$14.8M | +5% | 0.89% | 61.2% | 219 | 8.68% | 1.6 |
|
| 2408 |
JPMIA
2408
J.P. Marvel Investment Advisors
Boston,
Massachusetts
| $297M | +$3.41M | +1% | 2.42% | 183% | 84 | 3.57% | 1.8 |
|
| 2409 |
SAMNY
2409
Samsung Asset Management (New York)
New York
| $297M | -$4.01M | -1% | 0.84% | 37.6% | 85 | 25.88% | 1.4 |
|
| 2410 |
2410
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
| $296M | +$117M | +65% | 0.44% | 58.1% | 179 | 96.65% | 0 |
|
| 2411 |
EMR
2411
Errol M. Rudman
| $296M | +$7.52M | +3% | 6.11% | 60.5% | 45 | 6.67% | 1.2 |
|
| 2412 |
FBP
2412
Flippin Bruce & Porter
Lynchburg,
Virginia
| $296M | +$6.3M | +2% | 0.32% | 44.4% | 77 | 5.19% | 1.8 |
|
| 2413 |
FPC
2413
Falcon Point Capital
San Francisco,
California
| $296M | +$167M | +130% | 0.56% | 119% | 128 | 17.97% | 1.1 |
|
| 2414 |
RRC
2414
Red Rocks Capital
Denver,
Colorado
| $296M | -$82.2M | -22% | 1.56% | – | 19 | 0% | 1 |
|
| 2415 |
HCM
2415
Harvey Capital Management
Palm Beach,
Florida
| $296M | +$23.5M | +9% | 5.22% | 147% | 94 | 19.15% | 1.2 |
|
| 2416 |
JWM
2416
Jackson Wealth Management
Lake Mary,
Florida
| $296M | -$14.9M | -5% | 1% | 72.1% | 128 | 28.13% | 0.4 |
|
| 2417 |
OFM
2417
Okumus Fund Management
Grand Cayman,
Cayman Islands
| $295M | -$162M | -35% | 20.9% | 8.26% | 12 | 50% | 0.8 |
|
| 2418 |
CCM
2418
Coliseum Capital Management
Rowayton,
Connecticut
| $295M | -$36.9M | -11% | 3.1% | 41.1% | 8 | 0% | 1.3 |
|
| 2419 |
MBT
2419
Monroe Bank & Trust
Monroe,
Michigan
| $295M | +$5.19M | +2% | 0.96% | 24.7% | 333 | 9.01% | 1 |
|
| 2420 |
CDIA
2420
Capital Directions Investment Advisors
Atlanta,
Georgia
| $294M | -$8.35M | -3% | 0.46% | 7.53% | 79 | 26.58% | 1.8 |
|
| 2421 |
2421
HBK Sorce Advisory
Erie,
Pennsylvania
| $294M | +$673K | +0.2% | 0.39% | 58.2% | 230 | 36.09% | 1.3 |
|
| 2422 |
CIC
2422
Canal Insurance Company
Greenville,
South Carolina
| $294M | -$2.59M | -0.9% | 1.24% | 103% | 92 | 11.96% | 1.7 |
|
| 2423 |
SBWM
2423
Sunflower Bank Wealth Management
Scottsdale,
Arizona
| $294M | -$10.4M | -3% | 1.19% | 33.7% | 99 | 6.06% | 1.8 |
|
| 2424 |
CCCPI
2424
Castle Creek Capital Partners IV
Rancho Santa Fe,
California
| $294M | +$21.9M | +8% | 2.67% | 47.7% | 11 | 0% | 1.7 |
|
| 2425 |
2425
Dragoneer Investment Group
San Francisco,
California
| $294M | +$77.4M | +36% | 4.09% | 77.3% | 18 | 61.11% | 0.2 |
|