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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
Speece Thorson Capital Group
Minnetonka,
Minnesota
| $386M | +$12.1M | +3% | 8.86% | 34.2% | 41 | 2.44% | 4.9 |
|
| 2652 |
2652
South Street Advisors
New York
| $386M | +$43.3M | +13% | 11.3% | 169% | 70 | 11.43% | 3.1 |
|
| 2653 |
2653
Legion Partners Asset Management
Los Angeles,
California
| $386M | -$21.7M | -5% | 22.9% | 206% | 13 | 15.38% | 1.2 |
|
| 2654 |
2654
Gryphon Financial Partners
Columbus,
Ohio
| $385M | +$38.8M | +11% | 9.38% | 93.7% | 183 | 14.75% | 1.2 |
|
| 2655 |
2655
Coastal Bridge Advisors
Westport,
Connecticut
| $385M | +$92.5M | +32% | 3.54% | 88.1% | 157 | 22.93% | 2.3 |
|
| 2656 |
ABC
2656
Anchor Bolt Capital
Chicago,
Illinois
| $385M | -$103M | -21% | 12.9% | 3.04% | 41 | 36.59% | 1.7 |
|
| 2657 |
2657
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
| $385M | +$23.1M | +6% | 8.2% | 86.4% | 136 | 8.82% | 4.6 |
|
| 2658 |
2658
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
| $385M | +$23.8M | +7% | 8.41% | 63.5% | 191 | 9.42% | 4.1 |
|
| 2659 |
CFSG
2659
Community Financial Services Group
Newport,
Vermont
| $385M | +$39.4M | +11% | 5.75% | – | 84 | 13.1% | 3.5 |
|
| 2660 |
2660
Kontiki Capital Management (HK)
Hong Kong
| $385M | +$64M | +20% | 20.5% | 90.6% | 6 | 33.33% | 1.4 |
|
| 2661 |
2661
Rodgers Brothers
Harmony,
Pennsylvania
| $384M | +$23.4M | +6% | 6.49% | 108% | 198 | 10.1% | 4.1 |
|
| 2662 |
2662
TIAA Kaspick
Boston,
Massachusetts
| $384M | +$12.1M | +3% | 6.49% | 45.9% | 20 | 25% | 0.7 |
|
| 2663 |
2663
BW Gestao de Investimentos
Sao Paulo,
Brazil
| $384M | +$118M | +45% | 8.75% | 95.1% | 119 | 34.45% | 1.6 |
|
| 2664 |
2664
New England Private Wealth Advisors
Wellesley,
Massachusetts
| $383M | -$28.9M | -7% | 5.76% | 55.8% | 175 | 58.86% | 4.1 |
|
| 2665 |
GA
2665
GFS Advisors
Houston,
Texas
| $383M | +$24.6M | +7% | 10.2% | 97.9% | 126 | 7.94% | 4 |
|
| 2666 |
2666
SevenBridge Financial Group
Harrisburg,
Pennsylvania
| $383M | +$193M | +101% | 9.42% | 93.2% | 155 | 12.9% | 2.9 |
|
| 2667 |
2667
American Assets Inc
San Diego,
California
| $383M | +$611K | +0.2% | 0.29% | 63.2% | 2 | 0% | 6.5 |
|
| 2668 |
2668
MGO One Seven
Beachwood,
Ohio
| $383M | +$34.8M | +10% | 8.71% | 98.8% | 491 | 20.98% | 1.4 |
|
| 2669 |
2669
Fiduciary Financial Services of The Southwest
Dallas,
Texas
| $382M | +$8.22M | +2% | 4.5% | 39.8% | 150 | 4% | 4.8 |
|
| 2670 |
2670
Hutchinson Capital Management
San Rafael,
California
| $382M | +$12.9M | +4% | 10.1% | 52.6% | 71 | 8.45% | 3.6 |
|
| 2671 |
2671
Capital Planning Advisors
Roseville,
California
| $382M | +$38.6M | +11% | 7.68% | 64.2% | 157 | 24.84% | 2.4 |
|
| 2672 |
SC
2672
Southside Capital
Miami Beach,
Florida
| $382M | +$13.9M | +4% | 8.87% | – | 83 | 28.92% | 0.6 |
|
| 2673 |
GCM
2673
Gabalex Capital Management
New York
| $382M | +$10.8M | +3% | 7.79% | 24.9% | 24 | 12.5% | 3 |
|
| 2674 |
2674
Patton Albertson Miller Group
Chattanooga,
Tennessee
| $381M | +$28.4M | +8% | 7.27% | 117% | 242 | 6.61% | 2.4 |
|
| 2675 |
FAG
2675
Financial Advisory Group
Houston,
Texas
| $381M | +$20.4M | +6% | 5.59% | 20.6% | 78 | 8.97% | 3.4 |
|