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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
Roble Belko & Company
Sewickley,
Pennsylvania
| $532M | +$42.8M | +9% | 9.32% | 53.3% | 362 | 13.54% | 4.3 |
|
| 2852 |
2852
12th Street Asset Management Company
Nashville,
Tennessee
| $532M | +$43.9M | +9% | 10.7% | 106% | 36 | 19.44% | 3.1 |
|
| 2853 |
2853
Montanaro Asset Management
London,
United Kingdom
| $532M | -$36.9M | -6% | 12.5% | 49.6% | 45 | 4.44% | 2.6 |
|
| 2854 |
KFS
2854
Kurt F. Somerville
| $531M | +$33.6M | +7% | 10.3% | 92.9% | 103 | 9.71% | 6.9 |
|
| 2855 |
2855
Blue Edge Capital
Richmond,
Virginia
| $531M | +$53.5M | +11% | 10.1% | 67.4% | 105 | 7.62% | 5.3 |
|
| 2856 |
2856
Sendero Wealth Management
San Antonio,
Texas
| $530M | +$64.5M | +14% | 12.2% | 99.2% | 158 | 10.76% | 1 |
|
| 2857 |
2857
Annandale Capital
Dallas,
Texas
| $530M | +$129M | +32% | 8.38% | 57.2% | 161 | 29.81% | 1.5 |
|
| 2858 |
2858
Disciplina Capital Management
Nashville,
Tennessee
| $530M | +$46.8M | +10% | 7.71% | 30% | 58 | 3.45% | 2.7 |
|
| 2859 |
2859
American Investment Services
Great Barrington,
Massachusetts
| $530M | +$62.2M | +13% | 10.9% | 63.1% | 146 | 8.22% | 4.9 |
|
| 2860 |
2860
Hanson & Doremus Investment Management
Burlington,
Vermont
| $530M | +$45.2M | +9% | 10.2% | 86.3% | 481 | 14.55% | 5.7 |
|
| 2861 |
2861
Johnson Bixby & Associates
Vancouver,
Washington
| $530M | +$49.9M | +10% | 8.65% | 48.7% | 110 | 14.55% | 1.9 |
|
| 2862 |
2862
JAT Capital Management
Greenwich,
Connecticut
| $530M | +$82.1M | +18% | 29.7% | 734% | 43 | 60.47% | 0.5 |
|
| 2863 |
2863
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $530M | +$46M | +10% | 10.2% | 97.3% | 513 | 19.49% | 3.6 |
|
| 2864 |
2864
Capital Planning Advisors
Roseville,
California
| $529M | +$49.7M | +10% | 9.23% | 64.2% | 136 | 11.76% | 3.9 |
|
| 2865 |
2865
Taikang Asset Management (HK)
Hong Kong
| $529M | +$91M | +21% | 16.5% | 172% | 71 | 7.04% | 3.5 |
|
| 2866 |
EFL
2866
ERn Financial LLC
Middleton,
Wisconsin
| $529M | +$67.7M | +15% | 10% | 61.2% | 180 | 15.56% | 2.6 |
|
| 2867 |
SA
2867
Strategic Advisors
New York
| $528M | +$21.2M | +4% | 12% | 106% | 205 | 8.29% | 4.3 |
|
| 2868 |
2868
Advantage Alpha Capital Partners
San Francisco,
California
| $528M | +$52.3M | +11% | 14.2% | 79.2% | 167 | 52.1% | 1.1 |
|
| 2869 |
2869
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
| $528M | +$36.8M | +7% | 9.69% | 86.4% | 138 | 2.17% | 7.4 |
|
| 2870 |
WAM
2870
Warberg Asset Management
Winnetka,
Illinois
| $528M | +$32.3M | +7% | 0.66% | 61.5% | 291 | 32.99% | 0.8 |
|
| 2871 |
2871
Te Ahumairangi Investment Management
Wellington,
New Zealand
| $528M | -$87.3M | -14% | 10.5% | 55.5% | 90 | 7.78% | 2.8 |
|
| 2872 |
2872
River Global Investors
London,
United Kingdom
| $528M | +$101M | +24% | 14.8% | 49.7% | 229 | 13.1% | 2.9 |
|
| 2873 |
2873
EFG Asset Management
Portland,
Oregon
| $527M | +$106M | +25% | 19.8% | 211% | 203 | 14.29% | 1.3 |
|
| 2874 |
2874
PPSC Investment Service
Tokyo,
Japan
| $527M | +$100M | +23% | 22.1% | 193% | 4 | 0% | 1 |
|
| 2875 |
FAG
2875
Financial Advisory Group
Houston,
Texas
| $527M | +$41.8M | +9% | 10.2% | 20.6% | 88 | 7.95% | 5.2 |
|