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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2826 |
2826
Groupe Bruxelles Lambert
Brussels,
Belgium
| $581M | -$281M | -33% | 32.6% | – | 1 | 0% | 0.3 |
|
| 2827 |
2827
Insight Wealth Partners
Plano,
Texas
| $581M | +$3.92M | +0.7% | 5.82% | 56.2% | 88 | 12.5% | 2 |
|
| 2828 |
2828
Howard Financial Services
Dallas,
Texas
| $581M | +$61.8M | +12% | 6.23% | 55.9% | 167 | 11.98% | 2.7 |
|
| 2829 |
2829
Hanson & Doremus Investment Management
Burlington,
Vermont
| $580M | +$50.6M | +10% | 7.31% | 86.3% | 535 | 23.55% | 5.8 |
|
| 2830 |
2830
Montag & Caldwell
Atlanta,
Georgia
| $580M | +$7.12M | +1% | 11.9% | 91.3% | 88 | 13.64% | 4 |
|
| 2831 |
2831
Capital Investment Counsel Inc
Raleigh,
North Carolina
| $580M | +$8.76M | +2% | 15% | 174% | 225 | 6.22% | 4.9 |
|
| 2832 |
CANC
2832
Culbertson A N & Co
Charlottesville,
Virginia
| $579M | +$41.6M | +8% | 8.31% | 87.5% | 124 | 5.65% | 7.5 |
|
| 2833 |
2833
EFG Asset Management
Portland,
Oregon
| $579M | +$51.8M | +10% | 16.2% | 211% | 202 | 14.85% | 1.4 |
|
| 2834 |
KPF
2834
K2 Principal Fund
Toronto,
Ontario, Canada
| $579M | -$206M | -26% | 9.18% | 76.5% | 345 | 66.09% | 0.3 |
|
| 2835 |
2835
J.P. Marvel Investment Advisors
Boston,
Massachusetts
| $578M | +$73.4M | +15% | 19% | 195% | 73 | 2.74% | 6 |
|
| 2836 |
2836
Live Oak Private Wealth
Wilmington,
North Carolina
| $578M | +$45.5M | +9% | 7.92% | 74.6% | 174 | 6.32% | 3 |
|
| 2837 |
2837
Flat Footed LLC
Wilson,
Wyoming
| $577M | -$356M | -38% | 16.7% | 152% | 23 | 65.22% | 0.8 |
|
| 2838 |
2838
Marquette Asset Management
Minneapolis,
Minnesota
| $577M | +$33.9M | +6% | 6.62% | 69.6% | 214 | 18.22% | 3 |
|
| 2839 |
2839
12th Street Asset Management Company
Nashville,
Tennessee
| $577M | +$44.9M | +8% | 11.1% | 106% | 35 | 25.71% | 3.1 |
|
| 2840 |
2840
Paradice Investment Management
Denver,
Colorado
| $577M | -$219M | -28% | 11.4% | 72.2% | 50 | 26% | 2.8 |
|
| 2841 |
EFL
2841
ERn Financial LLC
Middleton,
Wisconsin
| $577M | +$47.9M | +9% | 6.84% | 61.2% | 174 | 5.17% | 2.8 |
|
| 2842 |
2842
Claro Advisors
Boston,
Massachusetts
| $576M | +$114M | +25% | 9.74% | 98.8% | 441 | 17.23% | 2.2 |
|
| 2843 |
2843
Te Ahumairangi Investment Management
Wellington,
New Zealand
| $576M | +$47.6M | +9% | 8.41% | 55.5% | 90 | 8.89% | 3 |
|
| 2844 |
SH
2844
Spear Holdings
Dubai,
United Arab Emirates
| $575M | – | – | 15.8% | – | 11 | – | 0 |
|
| 2845 |
2845
Johnson Bixby & Associates
Vancouver,
Washington
| $575M | +$45.6M | +9% | 5.23% | 48.7% | 121 | 15.7% | 2 |
|
| 2846 |
2846
AlphaQuest
New York
| $575M | +$104M | +22% | 3.68% | – | 1,851 | 54.35% | 0.1 |
|
| 2847 |
2847
Toews Corporation
Northfield,
New Jersey
| $575M | +$154M | +36% | 2.5% | 22% | 17 | 35.29% | 1.6 |
|
| 2848 |
2848
Gabelli & Co Investment Advisers
Rye,
New York
| $575M | +$41.8M | +8% | 10.1% | 248% | 304 | 29.61% | 1.4 |
|
| 2849 |
2849
One Wealth Advisors
San Francisco,
California
| $575M | +$55.3M | +11% | 6.24% | 66% | 262 | 25.95% | 1.4 |
|
| 2850 |
2850
Ironwood Investment Counsel
Scottsdale,
Arizona
| $573M | +$38.4M | +7% | 8.42% | 64% | 264 | 6.82% | 4.3 |
|