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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2476 |
2476
Hourglass Capital
Houston,
Texas
| $386M | -$13.3M | -3% | 4.49% | 89.6% | 123 | 6.5% | 3.2 |
|
| 2477 |
2477
Bramshill Investments
Naples,
Florida
| $385M | +$126M | +49% | 1.33% | 3.6% | 206 | 56.8% | 0.4 |
|
| 2478 |
2478
Halbert Hargrove Global Advisors
Long Beach,
California
| $385M | +$5.66M | +1% | 2.32% | 68.2% | 87 | 17.24% | 3 |
|
| 2479 |
2479
East Coast Asset Management
Essex,
Massachusetts
| $385M | +$24M | +7% | 10% | 147% | 75 | 8% | 4.3 |
|
| 2480 |
2480
Princeton Portfolio Strategies Group
Princeton,
New Jersey
| $385M | +$39.5M | +11% | 8.6% | 83.8% | 163 | 13.5% | 3.2 |
|
| 2481 |
2481
Glovista Investments
Jersey City,
New Jersey
| $385M | -$22.6M | -6% | 1.74% | 2.48% | 124 | 41.13% | 2 |
|
| 2482 |
2482
Caledonia Investments plc (UK)
London England,
United Kingdom
| $384M | +$16M | +4% | 10.7% | 61.9% | 14 | 7.14% | 3.1 |
|
| 2483 |
2483
Columbia Asset Management
Ann Arbor,
Michigan
| $383M | +$39.4M | +11% | 9.35% | 94.1% | 228 | 26.32% | 2.6 |
|
| 2484 |
2484
Siris Capital Group
New York
| $383M | – | – | 20.9% | – | 1 | – | 0 |
|
| 2485 |
TCM
2485
Tradition Capital Management
Summit,
New Jersey
| $383M | +$30.5M | +9% | 5.01% | 43.5% | 199 | 12.56% | 3 |
|
| 2486 |
CFMC
2486
Curbstone Financial Management Corp
Manchester,
New Hampshire
| $383M | +$20.8M | +6% | 5.16% | 69.6% | 175 | 7.43% | 3.2 |
|
| 2487 |
2487
WealthSource Partners
San Luis Obispo,
California
| $383M | +$24.5M | +7% | 3.56% | 16.8% | 352 | 25.28% | 1.3 |
|
| 2488 |
XS
2488
XR Securities
Chicago,
Illinois
| $383M | +$100M | +35% | 1.58% | 17% | 480 | 62.29% | 0.1 |
|
| 2489 |
2489
PrairieView Partners
St. Paul,
Minnesota
| $382M | -$7.63M | -2% | 2.9% | 34% | 44 | 2.27% | 0.7 |
|
| 2490 |
FCPV
2490
FS Capital Partners VI
Los Angeles,
California
| $382M | -$428M | -53% | 38.8% | – | 1 | 0% | 1.3 |
|
| 2491 |
2491
M Holdings Securities
Portland,
Oregon
| $382M | +$17.9M | +5% | 6% | 83.9% | 371 | 13.75% | 2.4 |
|
| 2492 |
2492
RFG Advisory
Birmingham,
Alabama
| $382M | +$49.7M | +15% | 3.92% | 52.3% | 307 | 38.44% | 0.9 |
|
| 2493 |
2493
Tortoise Investment Management
White Plains,
New York
| $381M | +$16.7M | +5% | 3% | 40.2% | 588 | 7.82% | 3.1 |
|
| 2494 |
2494
Gateway Advisory
Westfield,
New Jersey
| $381M | +$25.2M | +7% | 3.59% | 26% | 78 | 28.21% | 1.5 |
|
| 2495 |
2495
Robotti Robert
| $380M | -$4.02M | -1% | 2.47% | 107% | 71 | 14.08% | 2.5 |
|
| 2496 |
MAM
2496
Morse Asset Management
Darien,
Connecticut
| $379M | +$14.6M | +4% | 7.9% | 222% | 147 | 14.29% | 1.2 |
|
| 2497 |
2497
Arcadia Investment Management
Kalamazoo,
Michigan
| $379M | +$19.9M | +6% | 7.1% | 83.5% | 337 | 5.04% | 2.8 |
|
| 2498 |
FAG
2498
Financial Advisory Group
Houston,
Texas
| $379M | +$17.5M | +5% | 4.36% | 20.6% | 68 | 7.35% | 3.1 |
|
| 2499 |
2499
Almanack Investment Partners
Wayne,
Pennsylvania
| $379M | +$156M | +70% | 2.71% | 77.8% | 294 | 59.86% | 0.5 |
|
| 2500 |
2500
Oslo Asset Management AS
Oslo,
Norway
| $378M | +$12.9M | +4% | 1.52% | 82.7% | 15 | 6.67% | 1.7 |
|