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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2651 |
2651
Vantage Investment Advisors
State College,
Pennsylvania
| $237M | +$11.1M | +5% | 2.21% | 56.3% | 1,037 | 26.13% | 1.5 |
|
| 2652 |
2652
Toews Corporation
Northfield,
New Jersey
| $237M | – | – | 4.38% | 22% | 108 | – | 0 |
|
| 2653 |
2653
Gramercy Funds Management
Greenwich,
Connecticut
| $237M | -$101M | -30% | 1.84% | 87.6% | 75 | 22.67% | 2 |
|
| 2654 |
2654
Nadler Financial Group
Deerfield,
Illinois
| $237M | +$8.37M | +4% | 1.91% | 81.8% | 86 | 9.3% | 2.3 |
|
| 2655 |
MPEM
2655
Marathon Partners Equity Management
New York
| $237M | -$2.32M | -1% | 2.28% | – | 28 | 10.71% | 1.6 |
|
| 2656 |
2656
Haverford Financial Services
Radnor,
Pennsylvania
| $237M | -$253K | -0.1% | 2.15% | 57.9% | 61 | 3.28% | 1.8 |
|
| 2657 |
2657
Montecito Bank & Trust
Santa Barbara,
California
| $237M | +$14.1M | +6% | 2.61% | – | 187 | 16.04% | 1.9 |
|
| 2658 |
2658
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
| $237M | +$4.3M | +2% | 2.01% | 99.4% | 104 | 9.62% | 1.2 |
|
| 2659 |
2659
Argus Investors Counsel
New York
| $236M | -$3.34M | -1% | 2.82% | 132% | 53 | 0% | 2.8 |
|
| 2660 |
2660
Ranger International Management
Lake Forest,
Illinois
| $236M | +$11.7M | +5% | 6.98% | 23.4% | 58 | 22.41% | 1.1 |
|
| 2661 |
2661
Timpani Capital Management
Milwaukee,
Wisconsin
| $236M | -$596K | -0.3% | 9.2% | 383% | 116 | 37.93% | 0.8 |
|
| 2662 |
2662
Vision Capital Management
Portland,
Oregon
| $236M | -$174M | -42% | 0.06% | 78.4% | 91 | 26.37% | 1.2 |
|
| 2663 |
2663
Greenwood Gearhart
Fayetteville,
Arkansas
| $236M | +$3.5M | +2% | 3.96% | 70.6% | 55 | 16.36% | 2.4 |
|
| 2664 |
2664
Avior Wealth Management
Omaha,
Nebraska
| $236M | +$9.6M | +4% | 2.53% | 71.4% | 511 | 8.81% | 1.5 |
|
| 2665 |
2665
Argyle Capital Management
Center Valley,
Pennsylvania
| $235M | +$15.5M | +7% | 5.85% | 95.8% | 120 | 6.67% | 2.6 |
|
| 2666 |
2666
Pura Vida Investments
New York
| $235M | +$15.3M | +7% | 10.5% | 38.3% | 99 | 47.47% | 0.5 |
|
| 2667 |
2667
ARS Wealth Advisors
St. Petersburg,
Florida
| $235M | +$18M | +8% | 3.18% | 62.5% | 90 | 17.78% | 1.5 |
|
| 2668 |
2668
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
| $235M | -$10.9M | -4% | 5.35% | 119% | 54 | 27.78% | 1.3 |
|
| 2669 |
ACM
2669
Argentus Capital Management
Dallas,
Texas
| $235M | -$48.5M | -17% | 3.01% | 30.8% | 700 | 25% | 1 |
|
| 2670 |
2670
Azzad Asset Management
Falls Church,
Virginia
| $235M | +$5.89M | +3% | 1.36% | 101% | 254 | 15.75% | 1.9 |
|
| 2671 |
2671
BLS Capital Fondsmaeglerselskab
Klampenborg,
Denmark
| $234M | -$30.6M | -12% | 0.76% | 2.43% | 12 | 16.67% | 0.5 |
|
| 2672 |
2672
Cutter & Co Brokerage
Ballwin,
Missouri
| $234M | +$17.8M | +8% | 9.04% | 40.4% | 279 | 25.81% | 1.5 |
|
| 2673 |
OA
2673
Outfitter Advisors
Mclean,
Virginia
| $234M | -$18.2M | -7% | 2.19% | 35.6% | 139 | 10.07% | 2.5 |
|
| 2674 |
PH
2674
Pinnacle Holdings
Tulsa,
Oklahoma
| $234M | +$24.9M | +12% | 13.9% | 79.6% | 238 | 11.76% | 1.9 |
|
| 2675 |
2675
BerganKDV Wealth Management
Bloomington,
Minnesota
| $234M | +$67.3M | +40% | 3.13% | 27.9% | 140 | 7.86% | 0.2 |
|