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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 |
2626
Hourglass Capital
Houston,
Texas
| $352M | +$8.93M | +3% | 2.73% | 89.6% | 115 | 8.7% | 4.1 |
|
| 2627 |
2627
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
| $352M | +$2.39M | +0.7% | 3.47% | 86.4% | 134 | 8.96% | 4.4 |
|
| 2628 |
2628
Veritas Investment Management (UK)
London,
United Kingdom
| $352M | +$29.9M | +9% | 6.86% | 151% | 38 | 5.26% | 3.2 |
|
| 2629 |
2629
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
| $352M | +$20.4M | +6% | 4.69% | 63.5% | 186 | 8.06% | 3.8 |
|
| 2630 |
2630
Permanens Capital
New York
| $352M | +$14M | +4% | 3.77% | 76.9% | 116 | 29.31% | 0.5 |
|
| 2631 |
2631
Full Sail Capital
Oklahoma City,
Oklahoma
| $352M | +$38.5M | +12% | 2.75% | 55.4% | 154 | 9.74% | 0.4 |
|
| 2632 |
2632
HCR Wealth Advisors
Los Angeles,
California
| $352M | +$3.63M | +1% | 4.01% | 107% | 193 | 29.02% | 1.6 |
|
| 2633 |
GA
2633
GFS Advisors
Houston,
Texas
| $351M | +$13.9M | +4% | 1.51% | 97.9% | 122 | 13.11% | 3.8 |
|
| 2634 |
2634
EFG Asset Management (Americas)
Miami,
Florida
| $351M | +$22M | +7% | 7.46% | 112% | 124 | 14.52% | 2.4 |
|
| 2635 |
2635
Rutabaga Capital Management
Boston,
Massachusetts
| $351M | -$11.3M | -3% | 5.51% | 57% | 48 | 4.17% | 2.3 |
|
| 2636 |
2636
NFC Investments
Memphis,
Tennessee
| $350M | +$11.5M | +3% | 3.97% | – | 41 | 19.51% | 3.1 |
|
| 2637 |
PI
2637
PHH Investments
Addison,
Texas
| $350M | +$6.6M | +2% | 3.19% | 30.9% | 86 | 16.28% | 1.7 |
|
| 2638 |
2638
Shelter Mutual Insurance
Columbia,
Missouri
| $350M | +$10.9M | +3% | 3.25% | 51.2% | 44 | 0% | 4.6 |
|
| 2639 |
FPFS
2639
First Personal Financial Services
Charlotte,
North Carolina
| $350M | +$22.4M | +7% | 3.95% | 31.5% | 818 | 17.97% | 2.1 |
|
| 2640 |
2640
Highland Private Wealth Management
Bellevue,
Washington
| $350M | +$30.5M | +10% | 4.63% | 19% | 133 | 15.79% | 1.1 |
|
| 2641 |
2641
Peter Svennilson
| $350M | +$162M | +86% | 6.34% | – | 5 | 40% | 0.4 |
|
| 2642 |
2642
NorthRock Partners
Minneapolis,
Minnesota
| $350M | -$29.8M | -8% | 3.87% | 62.8% | 97 | 28.87% | 2 |
|
| 2643 |
SCM
2643
Stonehill Capital Management
New York
| $349M | +$17M | +5% | 5.38% | 117% | 15 | 33.33% | 1.3 |
|
| 2644 |
2644
Affinity Investment Advisors
Newport Beach,
California
| $349M | -$139M | -29% | 2.61% | 189% | 148 | 10.81% | 2.1 |
|
| 2645 |
2645
NTV Asset Management
Charleston,
West Virginia
| $348M | -$1.93M | -0.6% | 2.74% | 110% | 181 | 6.08% | 4.4 |
|
| 2646 |
2646
VisionPoint Advisory Group
Dallas,
Texas
| $348M | -$7.69M | -2% | 3.69% | 79.3% | 152 | 33.55% | 0.3 |
|
| 2647 |
2647
Verdence Capital Advisors
Hunt Valley,
Maryland
| $348M | -$21.2M | -6% | 2.82% | 97.1% | 307 | 18.57% | 1.1 |
|
| 2648 |
2648
Good Life Advisors
Reading,
Pennsylvania
| $348M | +$12.2M | +4% | 2.91% | 60% | 268 | 11.94% | 1.6 |
|
| 2649 |
2649
Gryphon Financial Partners
Columbus,
Ohio
| $347M | +$8.31M | +2% | 4.24% | 93.7% | 175 | 38.86% | 1 |
|
| 2650 |
2650
Harvest Capital Management
Concord,
New Hampshire
| $347M | +$32.9M | +10% | 2.76% | 19.5% | 106 | 7.55% | 3.5 |
|