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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2801 |
2801
Augustine Asset Management
Jacksonville,
Florida
| $145M | -$998K | -0.7% | 5.84% | 316% | 60 | 13.33% | 0.2 |
|
| 2802 |
2802
First National Bank of Hutchinson
Hutchinson,
Kansas
| $145M | -$137M | -49% | 7.3% | 121% | 89 | 20.22% | 0.2 |
|
| 2803 |
2803
Greenwood Investments
Boston,
Massachusetts
| $145M | -$7.87M | -5% | 4.57% | 1.64% | 21 | 19.05% | 0.2 |
|
| 2804 |
2804
Livforsakringsbolaget Skandia
Stockholm,
Sweden
| $145M | +$5.78M | +4% | 6.6% | 181% | 187 | 16.58% | 0.2 |
|
| 2805 |
TA
2805
TBP Advisors
Purchase,
New York
| $145M | -$3.2M | -2% | 10.9% | – | 58 | 8.62% | 0.3 |
|
| 2806 |
2806
Old Point Trust & Financial Services N A
Newport News,
Virginia
| $144M | +$3.81M | +3% | 2.65% | 72.6% | 76 | 6.58% | 0.2 |
|
| 2807 |
2807
Anderson Hoagland & Co
St Louis,
Missouri
| $144M | +$61.5M | +74% | 4.56% | 95.1% | 99 | 60.61% | 0.1 |
|
| 2808 |
2808
Great Point Partners
Greenwich,
Connecticut
| $144M | – | – | 49.7% | 710% | 32 | – | 0 |
|
| 2809 |
2809
Mountain Lake Investment Management
Boca Raton,
Florida
| $144M | +$10.3M | +8% | 8.22% | 64% | 40 | 32.5% | 0.2 |
|
| 2810 |
MC
2810
MRJ Capital
New York
| $144M | +$4.34M | +3% | 6.1% | 127% | 64 | 15.63% | 0.2 |
|
| 2811 |
2811
Goodman Financial
Houston,
Texas
| $144M | +$11.4M | +9% | 8.69% | 52.5% | 43 | 16.28% | 0.2 |
|
| 2812 |
2812
Harbour Investment Management
Edmonds,
Washington
| $144M | +$7.3M | +5% | 6.34% | 58.8% | 79 | 0% | 0.3 |
|
| 2813 |
2813
Stairway Partners
Chicago,
Illinois
| $143M | +$11.3M | +9% | 7.59% | 48.1% | 8 | 0% | 0.3 |
|
| 2814 |
2814
Lime Rock Management
Westport,
Connecticut
| $143M | +$24.9M | +21% | 21.5% | 40.2% | 2 | 0% | 0.3 |
|
| 2815 |
2815
RWWM Inc
Rocklin,
California
| $143M | +$15.8M | +12% | 11.4% | 40.6% | 10 | 0% | 0.3 |
|
| 2816 |
2816
Whitney & Co
Rochester,
New York
| $143M | +$6.14M | +4% | 3.32% | 93.2% | 95 | 8.42% | 0.2 |
|
| 2817 |
SIG
2817
Schaller Investment Group
Winston Salem,
North Carolina
| $143M | -$3.14M | -2% | 4.28% | 21.9% | 48 | 10.42% | 0.3 |
|
| 2818 |
2818
Sterling Investment Management
Tucson,
Arizona
| $143M | +$1.79M | +1% | 2.68% | 45.3% | 53 | 5.66% | 0.2 |
|
| 2819 |
2819
Sigma Investment Management
Portland,
Oregon
| $143M | +$7.97M | +6% | 4.86% | 8.4% | 27 | 7.41% | 0.2 |
|
| 2820 |
2820
Hendershot Investments
Centreville,
Virginia
| $142M | +$10.2M | +8% | 6.23% | 50.5% | 58 | 3.45% | 0.2 |
|
| 2821 |
2821
Bankers Trust
Des Moines,
Iowa
| $142M | +$7.84M | +6% | 7.31% | – | 121 | 9.92% | 0.2 |
|
| 2822 |
2822
Pacific Financial Group
Bellevue,
Washington
| $142M | +$96M | +210% | 7.69% | 61.1% | 57 | 33.33% | 0.2 |
|
| 2823 |
2823
Aspen Investment Management
Grand Rapids,
Michigan
| $141M | -$5.88M | -4% | 4.01% | 84.9% | 114 | 7.89% | 0.2 |
|
| 2824 |
2824
Intrepid Capital Management (Connecticut)
Greenwich,
Connecticut
| $141M | +$26.6M | +23% | 15.2% | – | 70 | 24.29% | 0.2 |
|
| 2825 |
2825
Penseco Financial Services
Scranton,
Pennsylvania
| $141M | +$8.52M | +6% | 3.31% | – | 365 | 32.33% | 0.2 |
|