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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 |
2401
Wilkins Investment Counsel
Boston,
Massachusetts
| $314M | +$15.7M | +5% | 2.04% | 56.2% | 77 | 2.6% | 2.9 |
|
| 2402 |
2402
Steigerwald Gordon & Koch
Leesburg,
Virginia
| $314M | +$26.3M | +9% | 6.46% | 59.5% | 88 | 22.73% | 1.9 |
|
| 2403 |
2403
Cannell Capital
Alta,
Wyoming
| $314M | +$62M | +25% | 30.9% | 127% | 66 | 25.76% | 1.4 |
|
| 2404 |
2404
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
| $313M | -$3.72M | -1% | 5.36% | 22.7% | 43 | 18.6% | 2.2 |
|
| 2405 |
2405
Van Cleef Asset Management
Beachwood,
Ohio
| $313M | +$11.8M | +4% | 5.67% | 104% | 104 | 8.65% | 2.9 |
|
| 2406 |
2406
Chou Associates Management
Toronto,
Ontario, Canada
| $313M | +$42.5M | +16% | 24.3% | 66.4% | 29 | 6.9% | 2.4 |
|
| 2407 |
RPGK
2407
Retirement Planning Group (Kansas)
Leawood,
Kansas
| $313M | +$3.51M | +1% | 0.01% | 54.7% | 54 | 7.41% | 2.9 |
|
| 2408 |
HC
2408
Hawkins Capital
Houston,
Texas
| $313M | +$907K | +0.3% | 4.02% | 8.54% | 71 | 16.9% | 0.9 |
|
| 2409 |
CFP
2409
Cornerstone Financial Partners
Huntersville,
North Carolina
| $313M | +$26.3M | +9% | 3.17% | – | 183 | 33.33% | 0.6 |
|
| 2410 |
CWM
2410
Cornerstone Wealth Management
St. Peters,
Missouri
| $312M | +$40.9M | +15% | 1.43% | 69.8% | 311 | 22.83% | 0.3 |
|
| 2411 |
2411
Roundview Capital
Princeton,
New Jersey
| $312M | +$28.6M | +10% | 6.27% | 77.7% | 202 | 12.87% | 1.9 |
|
| 2412 |
2412
FrontFour Capital Group
Greenwich,
Connecticut
| $311M | -$118M | -27% | 5.39% | 8.55% | 49 | 63.27% | 0.6 |
|
| 2413 |
2413
Baxter Bros Inc
Riverside,
Connecticut
| $311M | +$14.8M | +5% | 4.97% | 73.8% | 116 | 12.93% | 2.7 |
|
| 2414 |
2414
HighPoint Advisor Group
Downers Grove,
Illinois
| $310M | +$26.4M | +9% | 5.67% | – | 327 | 29.05% | 0.8 |
|
| 2415 |
KCP
2415
KDI Capital Partners
Raleigh,
North Carolina
| $310M | +$49.6M | +19% | 1.6% | 77.1% | 54 | 48.15% | 1.6 |
|
| 2416 |
2416
Lenox Wealth Advisors
New York
| $310M | -$28.2M | -8% | 2.49% | 35.7% | 213 | 52.58% | 2.2 |
|
| 2417 |
2417
Buckingham Strategic Wealth
Clayton,
Missouri
| $310M | +$14.9M | +5% | 2.03% | 16.3% | 251 | 17.93% | 2.1 |
|
| 2418 |
2418
Colonial Trust Advisors
Spartanburg,
South Carolina
| $310M | -$8.55M | -3% | 4.23% | 80% | 142 | 14.08% | 2.8 |
|
| 2419 |
2419
Forest Hill Capital
Little Rock,
Arkansas
| $309M | +$106M | +52% | 28.9% | 112% | 55 | 10.91% | 2.2 |
|
| 2420 |
2420
Miller Investment Management
West Conshohocken,
Pennsylvania
| $309M | +$28.9M | +10% | 6.76% | 60.2% | 77 | 11.69% | 2.4 |
|
| 2421 |
2421
Delphi Financial Group
Wilmington,
Delaware
| $309M | -$225K | -0.1% | 1.86% | 66.3% | 24 | 20.83% | 1.7 |
|
| 2422 |
2422
Martin & Co
Knoxville,
Tennessee
| $309M | +$5.05M | +2% | 5.35% | 67.8% | 108 | 1.85% | 2.9 |
|
| 2423 |
EA
2423
Echinus Advisors
New York
| $308M | +$27.2M | +10% | 6.64% | 91.4% | 9 | 0% | 1.5 |
|
| 2424 |
QCI
2424
Quaker Capital Investments
Mount Lebanon,
Pennsylvania
| $308M | +$26.8M | +10% | 9.64% | 107% | 28 | 7.14% | 1.6 |
|
| 2425 |
2425
BRR OpCo
Columbus,
Ohio
| $308M | +$4.58M | +2% | 5.46% | 23.6% | 116 | 31.03% | 2.5 |
|