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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%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2401 |
MRCM
2401
M&R Capital Management
Summit,
New Jersey
| $445M | +$14.4M | +3% | 8.89% | 52.6% | 532 | 10.71% |
|
| 2402 |
LB
2402
Landmark Bank
Columbia,
Missouri
| $444M | +$288M | +185% | 7.46% | – | 97 | 5.15% |
|
| 2403 |
DS
2403
Dudley & Shanley
Palm Beach,
Florida
| $443M | +$38.7M | +10% | 6.75% | 57% | 27 | 29.63% |
|
| 2404 |
LG
2404
LaFleur & Godfrey
Grand Rapids,
Michigan
| $443M | +$34.9M | +9% | 8.87% | 85.2% | 73 | 9.59% |
|
| 2405 |
IFWM
2405
Institute for Wealth Management
Denver,
Colorado
| $443M | +$46.1M | +12% | 9.41% | 137% | 710 | 43.1% |
|
| 2406 |
PRCP
2406
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
| $443M | +$56.9M | +15% | 14.5% | 112% | 130 | 6.15% |
|
| 2407 |
RM
2407
RP Management
New York
| $442M | +$286M | +183% | 83.1% | 208% | 6 | 33.33% |
|
| 2408 |
SCA
2408
Stillwater Capital Advisors
Devon,
Pennsylvania
| $442M | +$47.9M | +12% | 9.82% | 121% | 72 | 9.72% |
|
| 2409 |
PG
2409
Proffitt & Goodson
Knoxville,
Tennessee
| $442M | +$28.4M | +7% | 5.53% | 48.5% | 231 | 12.12% |
|
| 2410 |
DP
2410
Dundas Partners
Edinburgh,
United Kingdom
| $442M | +$40.2M | +10% | 9.52% | 60.9% | 29 | 0% |
|
| 2411 |
FRM
2411
Foundation Resource Management
Little Rock,
Arkansas
| $442M | -$15.6M | -3% | 7.36% | 67.8% | 57 | 5.26% |
|
| 2412 |
LA
2412
LVW Advisors
Pittsford,
New York
| $442M | +$38.2M | +9% | 5.99% | 71.5% | 201 | 26.37% |
|
| 2413 |
GWI
2413
Grace & White Inc
Ny,
New York
| $442M | +$9.3M | +2% | 4.84% | 61.5% | 128 | 3.13% |
|
| 2414 |
WIC
2414
Woodmont Investment Counsel
Nashville,
Tennessee
| $441M | +$32.6M | +8% | 6.39% | 66.8% | 177 | 6.21% |
|
| 2415 |
SAM
2415
Sandbar Asset Management
London,
United Kingdom
| $440M | +$241M | +120% | 12.9% | 128% | 41 | 48.78% |
|
| 2416 |
SMH
2416
Sanders Morris Harris
Houston,
Texas
| $440M | +$27.2M | +7% | 10% | 83.1% | 315 | 21.27% |
|
| 2417 |
CCT
2417
Chemung Canal Trust
Elmira,
New York
| $440M | +$29.4M | +7% | 6.88% | 80.9% | 120 | 6.67% |
|
| 2418 |
CC
2418
Crosslink Capital
Menlo Park,
California
| $440M | +$54.1M | +14% | 15.1% | 105% | 27 | 22.22% |
|
| 2419 |
IP
2419
Isthmus Partners
Madison,
Wisconsin
| $439M | +$17.1M | +4% | 7.92% | 61.1% | 145 | 8.97% |
|
| 2420 |
E
2420
EnerVest
Houston,
Texas
| $439M | +$51.6M | +13% | 13.3% | 20.5% | 1 | 0% |
|
| 2421 |
IB
2421
Intrust Bank
Wichita,
Kansas
| $439M | +$39.2M | +10% | 9.15% | 79.5% | 354 | 8.19% |
|
| 2422 |
WAM
2422
Winslow Asset Management
Beachwood,
Ohio
| $438M | +$37.7M | +9% | 11.7% | 83.3% | 87 | 3.45% |
|
| 2423 |
TCM
2423
Telos Capital Management
San Diego,
California
| $438M | +$73.2M | +20% | 8.63% | 71.1% | 186 | 11.29% |
|
| 2424 |
BFG
2424
Bouchey Financial Group
Troy,
New York
| $438M | +$19.2M | +5% | 8.26% | 66.7% | 83 | 14.46% |
|
| 2425 |
TA
2425
Tamarack Advisers
Carlsbad,
California
| $438M | +$53.9M | +14% | 42.2% | 46.5% | 37 | 37.84% |
|