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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2601 |
ANRIA
2601
American National Registered Investment Advisor
Galveston,
Texas
| $176M | +$32K | +0% | 4.27% | 95.8% | 215 | 4.19% | 0.2 |
|
| 2602 |
SAM
2602
Selway Asset Management
| $176M | +$13.9M | +9% | 2.87% | 36.5% | 78 | 28.21% | 0.2 |
|
| 2603 |
DCM
2603
DLS Capital Management
Bannockburn,
Illinois
| $176M | -$7.82M | -4% | 7.83% | – | 39 | 25.64% | 0.2 |
|
| 2604 |
A
2604
Abingworth
London,
United Kingdom
| $175M | +$45.5M | +35% | 5.1% | 184% | 12 | 16.67% | 0.2 |
|
| 2605 |
WCM
2605
Wesley Capital Management
New York
| $175M | -$20M | -10% | 5.04% | 6.19% | 37 | 72.97% | 0.1 |
|
| 2606 |
MC
2606
Miles Capital
West Des Moines,
Iowa
| $175M | -$41M | -19% | 5.95% | 15.4% | 149 | 36.24% | 0.2 |
|
| 2607 |
KFA
2607
Kelleher Financial Advisors
New York
| $175M | +$11.5M | +7% | 7.93% | 72.4% | 108 | 11.11% | 0.2 |
|
| 2608 |
LG
2608
Laidlaw Group
Bedford Hills,
New York
| $174M | -$2.94M | -2% | 3.31% | – | 80 | 3.75% | 0.2 |
|
| 2609 |
CI
2609
Chartist Inc
Seal Beach,
California
| $174M | +$1.23M | +0.7% | 6.83% | – | 54 | 22.22% | 0.2 |
|
| 2610 |
MA
2610
Marshwinds Advisory
St Simons Island,
Georgia
| $174M | +$5.74M | +3% | 5.18% | 32.9% | 143 | 4.9% | 0.2 |
|
| 2611 |
VV
2611
Verity & Verity
Beaufort,
South Carolina
| $174M | +$10.4M | +6% | 3.73% | 76.4% | 75 | 10.67% | 0.2 |
|
| 2612 |
SEIA
2612
Signature Estate & Investment Advisors
Los Angeles,
California
| $174M | +$34.6M | +25% | 5.53% | 84.4% | 58 | 32.76% | 0.2 |
|
| 2613 |
ARM
2613
Adirondack Research & Management
Guilderland,
New York
| $174M | +$39.6M | +30% | 12.9% | 47.8% | 102 | 11.76% | 0.2 |
|
| 2614 |
LYV
2614
Live Your Vision
West Conshohocken,
Pennsylvania
| $174M | +$6.22M | +4% | 3.24% | 17.9% | 32 | 21.88% | 0.2 |
|
| 2615 |
RSVP
2615
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
| $173M | +$12M | +7% | 5.25% | 64.3% | 52 | 7.69% | 0.2 |
|
| 2616 |
RCM
2616
Royal Capital Management
New York
| $173M | -$115M | -40% | 1.79% | – | 26 | 38.46% | 0.2 |
|
| 2617 |
HH
2617
Hilltop Holdings
Dallas,
Texas
| $173M | +$24.8M | +17% | 6.3% | 96.7% | 208 | 22.12% | 0.2 |
|
| 2618 |
WCM
2618
Windsor Capital Management
Phoenix,
Arizona
| $173M | +$6.11M | +4% | 1.22% | 49.1% | 431 | 16.24% | 0.2 |
|
| 2619 |
NA
2619
NSB Advisors
Fishkill,
New York
| $173M | -$7.02M | -4% | 8.82% | – | 32 | 18.75% | 0.2 |
|
| 2620 |
CCM
2620
Carderock Capital Management
Chevy Chase,
Maryland
| $172M | +$3.19M | +2% | 7.48% | 88.6% | 93 | 10.75% | 0.2 |
|
| 2621 |
LSC
2621
Lesa Sroufe & Co
Seattle,
Washington
| $172M | -$841K | -0.5% | 8.35% | – | 48 | 12.5% | 0.2 |
|
| 2622 |
TLCM
2622
Tiger Legatus Capital Management
New York
| $172M | +$27.3M | +19% | 10.7% | 19.1% | 20 | 55% | 0.2 |
|
| 2623 |
VIM
2623
Veritas Investment Management
London,
United Kingdom
| $172M | +$17M | +11% | 2.08% | 69% | 77 | 22.08% | 0.2 |
|
| 2624 |
RAM
2624
Redmond Asset Management
Henrico,
Virginia
| $172M | +$36.6M | +27% | 8.18% | 61.5% | 154 | 32.47% | 0.2 |
|
| 2625 |
GG
2625
Greenwood Gearhart
Fayetteville,
Arkansas
| $172M | +$8.98M | +6% | 5.19% | 70.6% | 53 | 5.66% | 0.2 |
|