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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2576 |
2576
American Financial Group Inc 401(K) Retirement & Savings Plan
Cincinnati,
Ohio
| $214M | +$12.1M | +6% | 6.77% | 17.8% | 1 | 0% | 0.5 |
|
| 2577 |
2577
Baxter Bros Inc
Riverside,
Connecticut
| $214M | +$30.6M | +17% | 9.4% | 73.8% | 97 | 11.34% | 0.4 |
|
| 2578 |
KCM
2578
KSA Capital Management
Morristown,
New Jersey
| $213M | +$47.2M | +28% | 0.1% | 109% | 43 | 25.58% | 0.4 |
|
| 2579 |
2579
Foxhaven Asset Management
Charlottesville,
Virginia
| $213M | – | – | 12% | 88.2% | 14 | – | 0 |
|
| 2580 |
2580
Bedell Frazier Investment Counselling
Walnut Creek,
California
| $213M | +$4.97M | +2% | 8.68% | 72.5% | 63 | 23.81% | 0.4 |
|
| 2581 |
SCA
2581
Signpost Capital Advisors
New York
| $213M | -$28M | -12% | 14.5% | 24.7% | 18 | 55.56% | 0.3 |
|
| 2582 |
2582
Rothschild Capital Partners
New York
| $213M | +$256K | +0.1% | 11% | 90.8% | 48 | 25% | 0.4 |
|
| 2583 |
MM
2583
Midas Management
New York
| $212M | +$56M | +36% | 6.08% | 43.3% | 177 | 33.9% | 0.4 |
|
| 2584 |
2584
Haverford Financial Services
Radnor,
Pennsylvania
| $212M | +$30.8M | +17% | 10.3% | 57.9% | 48 | 6.25% | 0.4 |
|
| 2585 |
2585
Buckingham Strategic Wealth
Clayton,
Missouri
| $212M | +$23.5M | +12% | 5.89% | 16.3% | 169 | 23.67% | 0.4 |
|
| 2586 |
WM
2586
WCG Management
New York
| $212M | -$90.4M | -30% | 6.58% | 29.5% | 48 | 52.08% | 0.3 |
|
| 2587 |
2587
Gargoyle Investment Advisor
Englewood,
New Jersey
| $212M | +$49.7M | +31% | 16.8% | 34.5% | 145 | 35.86% | 0.3 |
|
| 2588 |
2588
Steadfast Advisors
New York
| $211M | +$24.4M | +13% | 16% | 81.4% | 71 | 56.34% | 0.2 |
|
| 2589 |
2589
Rosenblum Silverman Sutton
San Francisco,
California
| $211M | +$24.7M | +13% | 16.5% | 90.1% | 72 | 12.5% | 0.2 |
|
| 2590 |
2590
Greatmark Investment Partners
Columbus,
Georgia
| $211M | +$19.3M | +10% | 8.89% | 62% | 86 | 4.65% | 0.5 |
|
| 2591 |
2591
First Bankers Trust
Louisville,
Kentucky
| $211M | +$21.6M | +11% | 8.77% | 78.9% | 140 | 5% | 0.5 |
|
| 2592 |
2592
Investment Centers of America
Bismarck,
North Dakota
| $210M | -$283M | -57% | 5.15% | 23.2% | 395 | 37.22% | 0.5 |
|
| 2593 |
TBAM
2593
True Bearing Asset Management
San Francisco,
California
| $210M | +$10.6M | +5% | 16.8% | 66.3% | 111 | 18.92% | 0.4 |
|
| 2594 |
2594
IMA Advisory Services
Denver,
Colorado
| $210M | +$6.46M | +3% | 7.23% | 74.5% | 168 | 10.71% | 0.4 |
|
| 2595 |
TFF
2595
Timothy F. Fidgeon
| $210M | +$14.6M | +7% | 10% | – | 127 | 7.87% | 0.5 |
|
| 2596 |
UIM
2596
Underhill Investment Management
Greenbrae,
California
| $210M | +$14.4M | +7% | 9.93% | 59.8% | 26 | 19.23% | 0.4 |
|
| 2597 |
2597
Fruth Investment Management
Houston,
Texas
| $210M | +$19M | +10% | 9.34% | 79.4% | 195 | 5.13% | 0.5 |
|
| 2598 |
CC
2598
Consector Capital
New York
| $210M | – | – | 16.7% | 0.05% | 27 | – | 0 |
|
| 2599 |
2599
Weatherly Asset Management
Del Mar,
California
| $210M | +$13M | +7% | 9.27% | 116% | 151 | 12.58% | 0.4 |
|
| 2600 |
2600
Veritas Investment Management
London,
United Kingdom
| $210M | +$37.4M | +22% | 9.65% | 69% | 75 | 16% | 0.4 |
|