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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
Quantitative Advantage
Minnetonka,
Minnesota
| $337M | +$12.4M | +4% | 4.88% | 45.9% | 58 | 32.76% | 1.3 |
|
| 2577 |
2577
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
| $336M | +$10.1M | +3% | 5.27% | 40.2% | 80 | 15% | 3.1 |
|
| 2578 |
2578
Forte Capital
Rochester,
New York
| $336M | +$23.5M | +8% | 6.08% | 98.3% | 172 | 11.63% | 2.4 |
|
| 2579 |
2579
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
| $336M | +$11.6M | +4% | 8.14% | 22.7% | 48 | 8.33% | 2.5 |
|
| 2580 |
2580
Intrust Bank
Wichita,
Kansas
| $336M | +$29.7M | +10% | 6.74% | 102% | 386 | 10.1% | 2.5 |
|
| 2581 |
2581
13D Management
New York
| $335M | +$72.4M | +28% | 13% | 157% | 37 | 29.73% | 1.3 |
|
| 2582 |
CC
2582
Carve Capital
Stockholm,
Sweden
| $335M | +$329M | +4,755% | 8.21% | 84.3% | 8 | 87.5% | 0.1 |
|
| 2583 |
2583
Shelter Mutual Insurance
Columbia,
Missouri
| $335M | +$14.8M | +5% | 8.77% | 51.2% | 43 | 4.65% | 3.8 |
|
| 2584 |
2584
Wilkins Investment Counsel
Boston,
Massachusetts
| $335M | +$6.33M | +2% | 5.69% | 56.2% | 75 | 1.33% | 3.8 |
|
| 2585 |
FAG
2585
Financial Advisory Group
Houston,
Texas
| $335M | +$39.6M | +13% | 4.38% | 20.6% | 65 | 7.69% | 2.8 |
|
| 2586 |
2586
Private Vista
Chicago,
Illinois
| $333M | -$124M | -27% | 2.19% | 10.1% | 116 | 39.66% | 1.1 |
|
| 2587 |
2587
Litman Gregory Wealth Management
Larkspur,
California
| $332M | +$128M | +62% | 2.92% | 55.5% | 74 | 1.35% | 1.3 |
|
| 2588 |
2588
Foundation Asset Management
White Plains,
New York
| $332M | +$11.5M | +4% | 8.09% | 126% | 34 | 50% | 1 |
|
| 2589 |
2589
First Heartland Consultants
Lake St. Louis,
Missouri
| $332M | -$78.8M | -19% | 4.25% | 59.2% | 358 | 31.28% | 2.2 |
|
| 2590 |
2590
Brilliance Asset Management
Admiralty, Hong Kong,
Hong Kong
| $332M | +$84.7M | +34% | 10.5% | 39.2% | 6 | 50% | 0.4 |
|
| 2591 |
2591
KWMG LLC
Overland Park,
Kansas
| $332M | +$28.7M | +9% | 2.96% | 76.2% | 113 | 8.85% | 2.1 |
|
| 2592 |
2592
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
| $332M | +$28.5M | +9% | 6.56% | 58% | 189 | 11.64% | 2 |
|
| 2593 |
2593
M Holdings Securities
Portland,
Oregon
| $332M | +$15M | +5% | 5.04% | 83.9% | 335 | 15.82% | 2 |
|
| 2594 |
AIS
2594
AlphaOne Investment Services
West Chester,
Pennsylvania
| $331M | -$45.1M | -12% | 2.22% | 77.1% | 349 | 26.07% | 0.8 |
|
| 2595 |
2595
Calixto Global Investors
Coral Gables,
Florida
| $331M | -$81.9M | -20% | 6.3% | 180% | 11 | 36.36% | 1 |
|
| 2596 |
EVM
2596
Evelyn V. Moreno
| $331M | -$3.87M | -1% | 6.77% | 39.4% | 68 | 7.35% | 3.3 |
|
| 2597 |
2597
Southeast Asset Advisors
Thomasville,
Georgia
| $330M | +$14.4M | +5% | 6.26% | 91.5% | 116 | 10.34% | 2.7 |
|
| 2598 |
2598
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
| $330M | +$13.7M | +4% | 7.15% | 86.4% | 125 | 6.4% | 3.4 |
|
| 2599 |
2599
South Street Advisors
New York
| $330M | -$186M | -36% | 7.52% | 169% | 64 | 3.13% | 2.4 |
|
| 2600 |
2600
Tinicum
New York
| $329M | +$44.2M | +16% | 5.54% | 21.1% | 7 | 14.29% | 1.9 |
|