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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2701 |
2701
CFO4Life Group
Coppell,
Texas
| $471M | +$94.8M | +25% | 6.53% | 56.7% | 195 | 30.77% | 2.5 |
|
| 2702 |
2702
Oberweis Asset Management
Lisle,
Illinois
| $470M | +$43.2M | +10% | 21.9% | 485% | 199 | 28.64% | 1.6 |
|
| 2703 |
2703
St Louis Trust
Saint Louis,
Missouri
| $470M | +$119M | +34% | 9.6% | 71.4% | 106 | 27.36% | 3.4 |
|
| 2704 |
2704
Roble Belko & Company
Sewickley,
Pennsylvania
| $470M | +$58.6M | +14% | 7.71% | 53.3% | 360 | 9.44% | 4.2 |
|
| 2705 |
2705
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
| $470M | +$47.3M | +11% | 12.3% | 86.4% | 141 | 2.13% | 6.7 |
|
| 2706 |
2706
Gabelli & Co Investment Advisers
Rye,
New York
| $470M | -$302M | -39% | 16.3% | 248% | 509 | 50.29% | 1.3 |
|
| 2707 |
2707
Proffitt & Goodson
Knoxville,
Tennessee
| $470M | +$6.86M | +1% | 6.76% | 48.5% | 255 | 8.24% | 3.6 |
|
| 2708 |
2708
Almanack Investment Partners
Wayne,
Pennsylvania
| $469M | -$42.5M | -8% | 2.98% | 77.8% | 905 | 89.39% | 1.4 |
|
| 2709 |
2709
Recurrent Investment Advisors
Houston,
Texas
| $469M | +$98.3M | +27% | 12.7% | 99.7% | 53 | 20.75% | 2.1 |
|
| 2710 |
2710
Academy Capital Management
Waco,
Texas
| $468M | +$6.18M | +1% | 5.47% | 71.2% | 39 | 15.38% | 2.5 |
|
| 2711 |
2711
Consolidated Investment Group
Englewood,
Colorado
| $468M | +$6.45M | +1% | 6.37% | 140% | 71 | 4.23% | 4.4 |
|
| 2712 |
2712
D.L. Carlson Investment Group
Concord,
New Hampshire
| $467M | +$6.75M | +1% | 9.77% | 113% | 137 | 14.6% | 4 |
|
| 2713 |
2713
WBI Investments
Red Bank,
New Jersey
| $466M | +$123M | +36% | 9.17% | 97.3% | 177 | 49.72% | 0.8 |
|
| 2714 |
2714
McMorgan & Co
San Francisco,
California
| $466M | +$43.4M | +10% | 3.99% | 30.1% | 55 | 3.64% | 1.2 |
|
| 2715 |
2715
Laidlaw Wealth Management
New York City,
New York
| $466M | +$38.3M | +9% | 7.35% | 150% | 391 | 24.04% | 1.3 |
|
| 2716 |
2716
Speece Thorson Capital Group
Minnetonka,
Minnesota
| $466M | +$27.6M | +6% | 10.2% | 34.2% | 38 | 2.63% | 6.6 |
|
| 2717 |
2717
Sphera Funds Management
Tel Aviv,
Israel
| $466M | -$255M | -35% | 10% | 245% | 92 | 50% | 0.8 |
|
| 2718 |
TC
2718
Teilinger Capital
Houston,
Texas
| $466M | +$49.2M | +12% | 6.39% | 30.2% | 61 | 70.49% | 0.3 |
|
| 2719 |
2719
BSW Wealth Partners
Boulder,
Colorado
| $466M | +$58.5M | +14% | 9.16% | 75.4% | 334 | 27.84% | 2.5 |
|
| 2720 |
2720
Freshford Capital Management
Rye Brook,
New York
| $466M | -$178M | -28% | 2.77% | 97.3% | 26 | 50% | 1.9 |
|
| 2721 |
2721
River Global Investors
London,
United Kingdom
| $466M | -$56M | -11% | 13.2% | 49.7% | 192 | 11.98% | 2.7 |
|
| 2722 |
2722
Well Done LLC
Holland,
Michigan
| $465M | +$56.5M | +14% | 11.1% | 80.4% | 193 | 20.73% | 3.1 |
|
| 2723 |
2723
Oslo Pensjonsforsikring
Oslo,
| $465M | +$48.8M | +12% | 11.3% | 79% | 15 | 0% | 4.2 |
|
| 2724 |
2724
Ascent Wealth Partners
New Hartford,
New York
| $465M | +$45.3M | +11% | 10% | 105% | 146 | 13.7% | 3.7 |
|
| 2725 |
2725
Samsara BioCapital
Palo Alto,
California
| $465M | +$35.8M | +8% | 28.6% | 1,580% | 58 | 8.62% | 1.8 |
|