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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2501 |
2501
Lenox Wealth Advisors
New York
| $357M | +$32.9M | +10% | 4.74% | 35.7% | 525 | 75.05% | 0.6 |
|
| 2502 |
LCM
2502
Lonestar Capital Management
San Francisco,
California
| $357M | -$95.1M | -21% | 20% | 260% | 16 | 31.25% | 1 |
|
| 2503 |
2503
Foresite Capital Management III
Larkspur,
California
| $356M | -$6.7M | -2% | 11.3% | 444% | 21 | 23.81% | 1 |
|
| 2504 |
2504
Jafra Capital Management
New York
| $356M | +$87.5M | +33% | 11.9% | – | 115 | 64.35% | 0.3 |
|
| 2505 |
2505
Brandywine Managers
Hockessin,
Delaware
| $356M | +$12.2M | +4% | 3.92% | 96.3% | 36 | 13.89% | 0.8 |
|
| 2506 |
2506
PrairieView Partners
St. Paul,
Minnesota
| $356M | – | – | 3.73% | 34% | 67 | – | 0 |
|
| 2507 |
2507
Yorktown Energy Partners VIII
New York
| $356M | -$13.6M | -4% | 3.63% | 15.2% | 3 | 0% | 1.5 |
|
| 2508 |
2508
Bell Bank
Fargo,
North Dakota
| $356M | +$12.2M | +4% | 5.64% | 71% | 142 | 9.15% | 2.4 |
|
| 2509 |
2509
West Coast Financial
Santa Barbara,
California
| $355M | -$12.9M | -4% | 7.16% | 22.2% | 142 | 24.65% | 2.8 |
|
| 2510 |
2510
New England Private Wealth Advisors
Wellesley,
Massachusetts
| $355M | +$18.9M | +6% | 4.2% | 55.8% | 150 | 9.33% | 2.8 |
|
| 2511 |
CANC
2511
Culbertson A N & Co
Charlottesville,
Virginia
| $355M | +$26.9M | +8% | 7.24% | 87.5% | 103 | 6.8% | 3.3 |
|
| 2512 |
2512
Bramshill Investments
Naples,
Florida
| $354M | +$20.9M | +6% | 2.26% | 3.6% | 139 | 45.32% | 0.3 |
|
| 2513 |
2513
American National Bank & Trust
Wichita Falls,
Texas
| $354M | +$20.3M | +6% | 6.52% | 102% | 261 | 13.03% | 2.5 |
|
| 2514 |
2514
Greenhouse Funds
Baltimore,
Maryland
| $354M | -$8.62M | -2% | 2.02% | 90.7% | 42 | 40.48% | 0.7 |
|
| 2515 |
2515
American Assets Inc
San Diego,
California
| $354M | +$9.42M | +3% | 0.32% | 63.2% | 2 | 0% | 4.5 |
|
| 2516 |
2516
Forest Hill Capital
Little Rock,
Arkansas
| $353M | +$4.98M | +1% | 2.48% | 112% | 56 | 14.29% | 2.4 |
|
| 2517 |
2517
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
| $353M | +$19.2M | +6% | 7.29% | 65.9% | 140 | 7.14% | 3 |
|
| 2518 |
2518
Edge Wealth Management
New York
| $353M | +$22.6M | +7% | 3.57% | 75.3% | 604 | 22.19% | 2.2 |
|
| 2519 |
2519
Marietta Investment Partners
Milwaukee,
Wisconsin
| $352M | +$17.9M | +5% | 6.78% | 160% | 148 | 16.89% | 2.1 |
|
| 2520 |
SCM
2520
Symons Capital Management
Pittsburgh,
Pennsylvania
| $351M | -$44.9M | -11% | 6.64% | 25.4% | 83 | 22.89% | 1.1 |
|
| 2521 |
2521
Northside Capital Management
Hood River,
Oregon
| $351M | +$113M | +47% | 7.26% | 99.6% | 68 | 16.18% | 2.1 |
|
| 2522 |
TCGI
2522
Three Corner Global Investors
New York
| $350M | -$6.3M | -2% | 11.4% | 57.5% | 30 | 43.33% | 0.6 |
|
| 2523 |
2523
Manitou Investment Management
Toronto,
Ontario, Canada
| $350M | +$20.6M | +6% | 5.61% | 69.3% | 28 | 0% | 1.9 |
|
| 2524 |
2524
Hussman Strategic Advisors
Ellicott City,
Maryland
| $350M | -$62.8M | -15% | 4.77% | 41.6% | 225 | 28.89% | 1.4 |
|
| 2525 |
2525
SOL Capital Management
Rockville,
Maryland
| $350M | -$4.47M | -1% | 5.92% | 56.6% | 255 | 11.37% | 3.3 |
|