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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2451 |
2451
Chatham Capital Group
Savannah,
Georgia
| $372M | +$8.45M | +2% | 1.06% | 97% | 156 | 11.54% | 3 |
|
| 2452 |
2452
LSP Investment Advisors
New York
| $372M | +$32.6M | +10% | 6.8% | 79.5% | 31 | 22.58% | 0.2 |
|
| 2453 |
2453
Verity & Verity
Beaufort,
South Carolina
| $372M | -$123K | -0% | 2.41% | 90.4% | 99 | 10.1% | 2.9 |
|
| 2454 |
CM
2454
Capital Management
Glen Allen,
Virginia
| $371M | +$3.05M | +0.8% | 0.7% | 52.5% | 97 | 12.37% | 2.7 |
|
| 2455 |
2455
Matrix VIII US Management
Cambridge,
Massachusetts
| $371M | – | – | 6.16% | – | 1 | – | 1.8 |
|
| 2456 |
2456
Ion Asset Management
Herzliya,
Israel
| $370M | -$17.7M | -5% | 18.3% | 125% | 13 | 46.15% | 1.8 |
|
| 2457 |
2457
Isthmus Partners
Madison,
Wisconsin
| $370M | +$2.65M | +0.7% | 0% | 73.7% | 309 | 16.18% | 2.5 |
|
| 2458 |
2458
Forest Hill Capital
Little Rock,
Arkansas
| $369M | +$15.3M | +4% | 2.67% | 112% | 52 | 0% | 2.7 |
|
| 2459 |
2459
KLCM Advisors
Milwaukee,
Wisconsin
| $369M | -$38.5M | -9% | 4.96% | 122% | 97 | 16.49% | 2.5 |
|
| 2460 |
RPGK
2460
Retirement Planning Group (Kansas)
Leawood,
Kansas
| $369M | +$2.24M | +0.6% | 1.22% | 54.7% | 55 | 3.64% | 3.6 |
|
| 2461 |
2461
LVZ Inc
Holland,
Michigan
| $368M | +$30.5M | +9% | 0.65% | 52.9% | 83 | 39.76% | 1.8 |
|
| 2462 |
2462
WBH Advisory
Baltimore,
Maryland
| $368M | -$7.1M | -2% | 1.22% | 57.6% | 233 | 7.73% | 3.4 |
|
| 2463 |
2463
SNS Financial Group
Minneapolis,
Minnesota
| $367M | -$48M | -12% | 0.75% | 54.2% | 185 | 16.22% | 2 |
|
| 2464 |
2464
Baxter Bros Inc
Riverside,
Connecticut
| $367M | +$1.69M | +0.5% | 0.99% | 73.8% | 120 | 6.67% | 3.4 |
|
| 2465 |
2465
Bulldog Investors
Saddle Brook,
New Jersey
| $366M | -$1.97M | -0.5% | 1.54% | 22.5% | 142 | 43.66% | 0.9 |
|
| 2466 |
2466
Accredited Investors
Edina,
Minnesota
| $366M | +$4.55M | +1% | 0.55% | 74% | 127 | 17.32% | 2.6 |
|
| 2467 |
2467
BerganKDV Wealth Management
Bloomington,
Minnesota
| $366M | -$54.1M | -13% | 2.15% | 27.9% | 212 | 17.45% | 1.3 |
|
| 2468 |
2468
Argent Trust
San Antonio,
Texas
| $365M | -$8.37M | -2% | 2.61% | 25.8% | 206 | 8.25% | 2.2 |
|
| 2469 |
2469
Ropes Wealth Advisors
Boston,
Massachusetts
| $365M | -$16.9M | -4% | 1.27% | 71% | 842 | 37.41% | 1.8 |
|
| 2470 |
2470
Hartline Investment Corp
Winnetka,
Illinois
| $365M | +$3.18M | +0.9% | 1.86% | 201% | 114 | 14.04% | 3.4 |
|
| 2471 |
2471
Tikehau Investment Management
Paris,
France
| $364M | – | – | 5.18% | 102% | 25 | – | 0 |
|
| 2472 |
2472
HighPoint Advisor Group
Downers Grove,
Illinois
| $364M | +$15.2M | +4% | 0.69% | – | 345 | 24.06% | 1.6 |
|
| 2473 |
AIS
2473
AlphaOne Investment Services
West Chester,
Pennsylvania
| $364M | +$32.6M | +10% | 1.49% | 77.1% | 486 | 41.15% | 0.7 |
|
| 2474 |
2474
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
| $363M | -$9.6M | -3% | 2.85% | 55.7% | 128 | 3.91% | 3.8 |
|
| 2475 |
2475
Global Retirement Partners
San Rafael,
California
| $363M | -$1.06M | -0.3% | 0.09% | – | 1,583 | 14.34% | 0.9 |
|