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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2851 |
LA
2851
Lucus Advisors
New York
| $209M | +$12.9M | +7% | 3.44% | 16.7% | 443 | 52.6% | 0.3 |
|
| 2852 |
NGA
2852
Naples Global Advisors
Naples,
Florida
| $208M | -$2.03M | -1% | 2.4% | 103% | 238 | 3.36% | 1.2 |
|
| 2853 |
MP
2853
Mediatel Partners
Fort Worth,
Texas
| $208M | +$13.4M | +7% | 6.85% | 11.6% | 2 | 0% | 2 |
|
| 2854 |
TFMS
2854
Trust & Fiduciary Management Services
Boston,
Massachusetts
| $208M | -$11.5M | -5% | 5.76% | – | 44 | 9.09% | 1.4 |
|
| 2855 |
TC
2855
Taylor Cottrill
New London,
New Hampshire
| $208M | -$3.08M | -1% | 0.93% | – | 108 | 7.41% | 1.7 |
|
| 2856 |
CI
2856
Chartist Inc
Seal Beach,
California
| $207M | -$3.62M | -2% | 0.58% | – | 42 | 9.52% | 1.8 |
|
| 2857 |
BS
2857
Bow Street
New York
| $207M | -$46M | -18% | 0.35% | 43.3% | 41 | 70.73% | 0.4 |
|
| 2858 |
TL
2858
TowerView LLC
New York
| $207M | -$13.3M | -6% | 6.18% | 17.9% | 31 | 12.9% | 1.2 |
|
| 2859 |
WCM
2859
Waterstone Capital Management
St. Louis Park,
Minnesota
| $207M | +$548K | +0.3% | 1.49% | 23.4% | 20 | 10% | 0.9 |
|
| 2860 |
VV
2860
Verity & Verity
Beaufort,
South Carolina
| $207M | -$11.1M | -5% | 1.44% | 76.4% | 67 | 8.96% | 1.7 |
|
| 2861 |
DWA
2861
Dorsey Wright & Associates
Pasadena,
California
| $207M | -$11.4M | -5% | 0.15% | 311% | 135 | 45.19% | 0.6 |
|
| 2862 |
2862
Vantagepoint Investment Advisers
Washington,
District of Columbia
| $207M | -$808K | -0.4% | 0.22% | 32.7% | 1 | 0% | 1.5 |
|
| 2863 |
LFR
2863
Lehman Financial Resources
Media,
Pennsylvania
| $206M | -$11.1M | -5% | 2.58% | 58.2% | 470 | 10.85% | 1.5 |
|
| 2864 |
ANRIA
2864
American National Registered Investment Advisor
Galveston,
Texas
| $206M | -$2.05M | -1% | 0.27% | 95.8% | 238 | 5.46% | 1.8 |
|
| 2865 |
WRTC
2865
Wind River Trust Company
Jackson,
Wyoming
| $206M | -$9.13M | -4% | 0.19% | 62.1% | 12 | 0% | 1.8 |
|
| 2866 |
AIM
2866
Advantage Investment Management
Cedar Rapids,
Iowa
| $206M | +$29.5M | +17% | 0.32% | 28.6% | 952 | 17.12% | 0.4 |
|
| 2867 |
ARCT
2867
Anne Ray Charitable Trust
Eden Prairie,
Minnesota
| $205M | -$141M | -41% | 0.63% | 31% | 3 | 33.33% | 0.7 |
|
| 2868 |
PCM
2868
Pyrrho Capital Management
New York
| $205M | +$89.2M | +77% | 7.43% | – | 38 | 65.79% | 0.2 |
|
| 2869 |
DA
2869
Dillon & Associates
Jackson,
Michigan
| $205M | -$3.11M | -1% | 1.41% | 98.2% | 65 | 3.08% | 1.8 |
|
| 2870 |
NVPX
2870
Norwest Venture Partners XI
Palo Alto,
California
| $205M | +$47.3M | +30% | 37.9% | – | 4 | 25% | 0.6 |
|
| 2871 |
SSG
2871
Summit Securities Group
New York
| $205M | +$71.3M | +53% | 5.16% | 136% | 750 | 80.8% | 0.4 |
|
| 2872 |
AFGI4KRSP
2872
American Financial Group Inc 401(K) Retirement & Savings Plan
Cincinnati,
Ohio
| $205M | -$3.76M | -2% | 1.39% | 17.8% | 1 | 0% | 2 |
|
| 2873 |
CP
2873
Clover Partners
Dallas,
Texas
| $205M | -$4.06M | -2% | 7.27% | 32.2% | 30 | 26.67% | 1.3 |
|
| 2874 |
DBIA
2874
Dumont & Blake Investment Advisors
Princeton,
New Jersey
| $205M | -$1.45M | -0.7% | 0.65% | 78.3% | 174 | 6.9% | 1.6 |
|
| 2875 |
2875
Mariner Independent Advisor Network
Overland Park,
Kansas
| $204M | +$25.4M | +14% | 0.81% | 39.5% | 102 | 23.53% | 0.7 |
|