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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 |
2851
Probity Advisors
Dallas,
Texas
| $432M | -$52.8M | -11% | 11.6% | 61.7% | 188 | 6.91% | 4.3 |
|
| 2852 |
2852
North Growth Management
Vancouver,
British Columbia, Canada
| $431M | -$110M | -20% | 18.6% | 243% | 59 | 33.9% | 2.2 |
|
| 2853 |
2853
Kavar Capital Partners Group
Leawood,
Kansas
| $431M | -$31.5M | -7% | 12.9% | 77.2% | 184 | 26.09% | 3.6 |
|
| 2854 |
2854
Herald Investment Management
London,
United Kingdom
| $431M | -$119M | -22% | 14.1% | 493% | 109 | 5.5% | 4.1 |
|
| 2855 |
2855
Blue Edge Capital
Richmond,
Virginia
| $430M | -$68.7M | -14% | 13.4% | 67.4% | 113 | 15.93% | 4.5 |
|
| 2856 |
VCM
2856
V3 Capital Management
Dallas,
Texas
| $430M | -$87.9M | -17% | 14.7% | 20.5% | 13 | 30.77% | 1.3 |
|
| 2857 |
CFMC
2857
Curbstone Financial Management Corp
Manchester,
New Hampshire
| $430M | -$112M | -21% | 10.1% | 69.6% | 203 | 11.82% | 5.7 |
|
| 2858 |
2858
Advocate Group
Minnetonka,
Minnesota
| $430M | – | – | 8.23% | 56.3% | 111 | – | 0 |
|
| 2859 |
2859
Gifford Fong Associates
Lafayette,
California
| $429M | -$118M | -22% | 18.8% | 180% | 139 | 0.72% | 3.7 |
|
| 2860 |
2860
Eagle Health Investments
Greenwich,
Connecticut
| $429M | +$23.1M | +6% | 9.25% | 241% | 32 | 25% | 1.1 |
|
| 2861 |
EVM
2861
Evelyn V. Moreno
| $429M | -$65.3M | -13% | 15.9% | 39.4% | 165 | 38.18% | 2.3 |
|
| 2862 |
2862
One Day In July LLC
Burlington,
Vermont
| $428M | -$43.2M | -9% | 12.5% | 43.1% | 79 | 6.33% | 2 |
|
| 2863 |
VC
2863
Vision Capital
Toronto,
Ontario, Canada
| $428M | -$505M | -54% | 17.5% | 19.8% | 16 | 37.5% | 0.7 |
|
| 2864 |
2864
Capital Insight Partners
Scottsdale,
Arizona
| $428M | -$61.9M | -13% | 10.6% | 51.7% | 167 | 10.18% | 2.8 |
|
| 2865 |
PS
2865
Portfolio Strategies
Monsey,
New York
| $428M | -$107M | -20% | 18.7% | 120% | 48 | 6.25% | 2.1 |
|
| 2866 |
2866
Bridgeworth
Birmingham,
Alabama
| $428M | -$7M | -2% | 13.4% | 19.3% | 153 | 13.07% | 3.1 |
|
| 2867 |
2867
Cary Street Partners Asset Management
Richmond,
Virginia
| $428M | -$73.8M | -15% | 11.9% | 25.3% | 181 | 19.34% | 1.2 |
|
| 2868 |
2868
Psagot Value Holdings
Tel Aviv,
Israel
| $427M | -$27.1M | -6% | 9.36% | 45.9% | 378 | 22.22% | 2.8 |
|
| 2869 |
2869
Rempart Asset Management
Montreal,
Canada
| $427M | -$64.2M | -13% | 12.5% | 70.5% | 41 | 2.44% | 1.3 |
|
| 2870 |
2870
Summit Financial Strategies
Columbus,
Ohio
| $427M | -$69.7M | -14% | 15.7% | 59.4% | 133 | 19.55% | 2.5 |
|
| 2871 |
2871
Bluescape Energy Partners
Dallas,
Texas
| $427M | -$129M | -23% | 3.04% | 57.9% | 3 | 0% | 2.3 |
|
| 2872 |
2872
Moloney Securities Asset Management
Manchester,
Missouri
| $427M | -$88.3M | -17% | 11.7% | 86% | 454 | 23.13% | 2.8 |
|
| 2873 |
2873
Deltec Asset Management
New York
| $427M | -$159M | -27% | 16.7% | 128% | 280 | 23.57% | 2.2 |
|
| 2874 |
2874
Bloom Tree Partners
New York
| $427M | -$206M | -33% | 22.2% | 20.4% | 142 | 11.27% | 1 |
|
| 2875 |
2875
Sycomore Asset Management
Paris,
France
| $427M | -$147M | -26% | 16.9% | 151% | 129 | 18.6% | 1.1 |
|