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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2426 |
VCM
2426
Vivaldi Capital Management
Chicago,
Illinois
| $330M | – | – | 6.11% | 69.2% | 156 | – | 0 |
|
| 2427 |
RPGK
2427
Retirement Planning Group (Kansas)
Leawood,
Kansas
| $329M | +$16.2M | +5% | 4.24% | 54.7% | 53 | 3.77% | 3.1 |
|
| 2428 |
2428
Cubic Asset Management
Boston,
Massachusetts
| $329M | +$5.1M | +2% | 3.63% | 40.5% | 178 | 7.87% | 2.5 |
|
| 2429 |
EVM
2429
Evelyn V. Moreno
| $329M | +$51.5M | +19% | 5.11% | 39.4% | 71 | 7.04% | 2.7 |
|
| 2430 |
2430
Van Cleef Asset Management
Beachwood,
Ohio
| $329M | +$15.7M | +5% | 6.45% | 104% | 103 | 8.74% | 3.2 |
|
| 2431 |
2431
Lenox Wealth Advisors
New York
| $328M | +$18M | +6% | 5.6% | 35.7% | 123 | 41.46% | 2.1 |
|
| 2432 |
2432
United Asset Strategies
Garden City,
New York
| $328M | +$21.4M | +7% | 4.92% | 94.6% | 160 | 16.25% | 1.9 |
|
| 2433 |
2433
First American Trust
Santa Ana,
California
| $328M | +$4.48M | +1% | 5.14% | 84.6% | 112 | 8.04% | 2.2 |
|
| 2434 |
2434
NWAM LLC
Mercer Island,
Washington
| $328M | +$26.3M | +9% | 5.6% | 112% | 325 | 16.62% | 1.6 |
|
| 2435 |
2435
Hillman Company
Pittsburgh,
Pennsylvania
| $328M | +$40.3M | +14% | 11.6% | 134% | 17 | 17.65% | 1.3 |
|
| 2436 |
2436
Shelter Mutual Insurance
Columbia,
Missouri
| $326M | +$1.31M | +0.4% | 4.39% | 51.2% | 43 | 4.65% | 3.2 |
|
| 2437 |
2437
Muhlenkamp & Co
Wexford,
Pennsylvania
| $326M | +$9.46M | +3% | 6.39% | 107% | 90 | 23.33% | 1.4 |
|
| 2438 |
2438
Intrinsic Edge Capital Management
Chicago,
Illinois
| $325M | +$90.2M | +38% | 12.3% | 283% | 195 | 72.31% | 0.1 |
|
| 2439 |
2439
Colonial Trust Advisors
Spartanburg,
South Carolina
| $325M | +$15.2M | +5% | 5.77% | 80% | 133 | 9.02% | 3 |
|
| 2440 |
2440
American Assets Inc
San Diego,
California
| $325M | -$5.1M | -2% | 1.72% | 63.2% | 9 | 77.78% | 3.8 |
|
| 2441 |
2441
Camden National Bank
Camden,
Maine
| $324M | -$397K | -0.1% | 3.44% | 48.8% | 77 | 12.99% | 0.2 |
|
| 2442 |
PAM
2442
Pagoda Asset Management
New York
| $324M | +$22.2M | +7% | 7.62% | – | 27 | 51.85% | 0.4 |
|
| 2443 |
2443
Pensionfund Sabic
Sittard,
Netherlands
| $324M | -$11.4M | -3% | 6.5% | 63.6% | 234 | 26.07% | 1.2 |
|
| 2444 |
2444
FAS Wealth Partners
Leawood,
Kansas
| $324M | -$13.6M | -4% | 4.87% | 72.3% | 172 | 13.37% | 1.8 |
|
| 2445 |
2445
CKW Financial Group
Honolulu,
Hawaii
| $324M | +$47.9M | +17% | 5.75% | 62.4% | 179 | 10.61% | 2.5 |
|
| 2446 |
2446
PVG Asset Management
Golden,
Colorado
| $323M | +$85.8M | +36% | 1.42% | – | 115 | 58.26% | 0.7 |
|
| 2447 |
SCM
2447
Somerset Capital Management
London,
United Kingdom
| $323M | -$16.4M | -5% | 14.1% | 7.5% | 13 | 7.69% | 1.8 |
|
| 2448 |
QCI
2448
Quaker Capital Investments
Mount Lebanon,
Pennsylvania
| $323M | +$15.1M | +5% | 6.11% | 107% | 28 | 10.71% | 1.8 |
|
| 2449 |
2449
TD Ameritrade Trust
Denver,
Colorado
| $323M | -$32.1M | -9% | 5.03% | 21.7% | 45 | 15.56% | 2.7 |
|
| 2450 |
2450
Finepoint Capital
Boston,
Massachusetts
| $323M | +$109M | +51% | 21.3% | 27.4% | 6 | 16.67% | 1.9 |
|