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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2626 |
MAA
2626
Mraz Amerine & Associates
Modesto,
California
| $330M | +$14.5M | +5% | 2.1% | 69.8% | 171 | 14.62% | 3.2 |
|
| 2627 |
2627
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
| $330M | +$12.1M | +4% | 2.98% | 86.4% | 126 | 3.97% | 3.8 |
|
| 2628 |
2628
South Street Advisors
New York
| $330M | -$679M | -67% | 5.21% | 169% | 67 | 13.43% | 2.8 |
|
| 2629 |
2629
Farmers Trust Company
Youngstown,
Ohio
| $330M | +$590K | +0.2% | 1.97% | 73.5% | 167 | 13.17% | 3 |
|
| 2630 |
2630
Fiduciary Financial Services of The Southwest
Dallas,
Texas
| $330M | +$3.54M | +1% | 4.86% | 39.8% | 155 | 1.94% | 3.7 |
|
| 2631 |
OH
2631
Overlook Holdings
Tortola,
British Virgin Islands
| $330M | +$83.3M | +34% | 2.02% | – | 2 | 50% | 2.5 |
|
| 2632 |
2632
Lingotto Investment Management
London,
United Kingdom
| $330M | +$39.2M | +13% | 12.5% | 388% | 7 | 0% | 0.4 |
|
| 2633 |
2633
Regal Investment Advisors
Kentwood,
Michigan
| $329M | -$123M | -27% | 1.91% | 64.7% | 332 | 29.52% | 3 |
|
| 2634 |
TAA
2634
TB Alternative Assets
Grand Cayman,
Cayman Islands
| $329M | +$86.9M | +36% | 5.85% | 312% | 27 | 51.85% | 0.6 |
|
| 2635 |
FPCM
2635
Financial Partners Capital Management
New York
| $329M | -$2.78M | -0.8% | 2.01% | 34.2% | 84 | 16.67% | 3.3 |
|
| 2636 |
PI
2636
PHH Investments
Addison,
Texas
| $329M | +$5.76M | +2% | 0.5% | 30.9% | 84 | 13.1% | 1.1 |
|
| 2637 |
2637
Think Investments
San Francisco,
California
| $328M | -$130M | -28% | 8.28% | 285% | 19 | 36.84% | 1.1 |
|
| 2638 |
2638
BDT Capital Partners
Chicago,
Illinois
| $328M | -$13.4M | -4% | 3.93% | 25.5% | 1 | 0% | 5 |
|
| 2639 |
2639
HeadInvest LLC
Portland,
Maine
| $328M | +$16.2M | +5% | 2.4% | 59.1% | 166 | 14.46% | 3.3 |
|
| 2640 |
KAM
2640
Kavi Asset Management
New York
| $328M | +$52.4M | +19% | 5.96% | 144% | 44 | 70.45% | 0.3 |
|
| 2641 |
2641
Rodgers Brothers
Harmony,
Pennsylvania
| $328M | +$21.6M | +7% | 2.18% | 108% | 201 | 11.94% | 3 |
|
| 2642 |
2642
Koshinski Asset Management
Decatur,
Illinois
| $328M | +$5.68M | +2% | 3.36% | 76.5% | 389 | 14.91% | 1.8 |
|
| 2643 |
WA
2643
Wealthstar Advisors
Plano,
Texas
| $327M | -$6.96M | -2% | 1.07% | – | 63 | 22.22% | 0.2 |
|
| 2644 |
2644
D.L. Carlson Investment Group
Concord,
New Hampshire
| $327M | +$9.5M | +3% | 7.37% | 113% | 141 | 12.06% | 3 |
|
| 2645 |
2645
American Assets Inc
San Diego,
California
| $327M | +$19.2M | +6% | 12% | 63.2% | 3 | 33.33% | 3.3 |
|
| 2646 |
2646
Tandem Investment Advisors
Charleston,
South Carolina
| $327M | +$20M | +7% | 4.87% | 10.4% | 57 | 5.26% | 1.3 |
|
| 2647 |
2647
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
| $327M | +$9.9M | +3% | 3.46% | 99.4% | 108 | 8.33% | 2.7 |
|
| 2648 |
2648
Willingdon Wealth Management
Huntersville,
North Carolina
| $327M | +$10.4M | +3% | 1.6% | 15.3% | 373 | 18.5% | 1.2 |
|
| 2649 |
PCM
2649
Piermont Capital Management
St. Louis,
Missouri
| $327M | +$27M | +9% | 7.34% | 33.2% | 283 | 33.57% | 1.1 |
|
| 2650 |
2650
J.P. Marvel Investment Advisors
Boston,
Massachusetts
| $326M | +$2.48M | +0.8% | 1.85% | 183% | 86 | 6.98% | 3.7 |
|