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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2901 |
2901
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $273M | +$15.4M | +6% | 0.37% | 17.7% | 329 | 15.5% | 2.3 |
|
| 2902 |
2902
Night Owl Capital Management
Greenwich,
Connecticut
| $273M | +$34.2M | +14% | 11.2% | 162% | 30 | 13.33% | 2.2 |
|
| 2903 |
2903
Lafayette Investments
Ashton,
Maryland
| $273M | +$5.5M | +2% | 1.49% | 77.9% | 79 | 7.59% | 3.6 |
|
| 2904 |
2904
Noesis Capital Mangement
Boca Raton,
Florida
| $273M | +$2.69M | +1% | 3% | 128% | 102 | 9.8% | 3.4 |
|
| 2905 |
2905
Nicholas Hoffman & Company
Atlanta,
Georgia
| $272M | +$15.5M | +6% | 1.75% | 65.1% | 177 | 7.34% | 1.6 |
|
| 2906 |
2906
Csenge Advisory Group
Clearwater,
Florida
| $272M | -$15.9M | -6% | 2.44% | 66.3% | 324 | 37.35% | 0.5 |
|
| 2907 |
SM
2907
Salzhauer Michael
| $272M | +$2.05M | +0.8% | 0.03% | 107% | 176 | 8.52% | 2.7 |
|
| 2908 |
2908
NFC Investments
Memphis,
Tennessee
| $272M | -$12.6M | -4% | 0.55% | – | 41 | 4.88% | 3.2 |
|
| 2909 |
2909
Strid Group
Newtown Square,
Pennsylvania
| $271M | +$1.62M | +0.6% | 1.43% | 50.4% | 27 | 18.52% | 1.3 |
|
| 2910 |
AO
2910
Allen Operations
New York
| $271M | -$91.2M | -25% | 3.05% | 218% | 23 | 4.35% | 3.2 |
|
| 2911 |
2911
AGF Investments America
Toronto,
Ontario, Canada
| $271M | +$8.25M | +3% | 0.36% | 72.1% | 72 | 4.17% | 2.3 |
|
| 2912 |
2912
Allen Capital Group
Grand Island,
Nebraska
| $271M | +$12.9M | +5% | 0.87% | 56.9% | 133 | 18.05% | 0.4 |
|
| 2913 |
2913
Dillon & Associates
Jackson,
Michigan
| $271M | +$12M | +5% | 4.28% | 117% | 72 | 9.72% | 3.9 |
|
| 2914 |
2914
Wynnefield Capital
New York
| $271M | -$16.6M | -6% | 7.55% | 52.1% | 41 | 24.39% | 2.6 |
|
| 2915 |
2915
Pacific Grove Capital
San Francisco,
California
| $271M | -$30.9M | -10% | 6.99% | 9.9% | 108 | 50% | 0.4 |
|
| 2916 |
2916
CX Institutional
Auburn,
Indiana
| $271M | – | – | 1.19% | 62.9% | 314 | – | 0 |
|
| 2917 |
2917
ThornTree Capital Partners
Boston,
Massachusetts
| $271M | -$14.4M | -5% | 2.44% | 217% | 21 | 47.62% | 0.6 |
|
| 2918 |
2918
VNBTrust National Association
Charlottesville,
Virginia
| $271M | +$97.9M | +57% | 7.54% | 42.9% | 117 | 10.26% | 3.1 |
|
| 2919 |
2919
Capital Impact Advisors
Boston,
Massachusetts
| $270M | +$27.2M | +11% | 15.2% | – | 130 | 7.69% | 2.1 |
|
| 2920 |
2920
American Economic Planning Group
Warren,
New Jersey
| $270M | -$3.42M | -1% | 0.84% | 25.9% | 86 | 18.6% | 2.2 |
|
| 2921 |
2921
FFT Wealth Management
Philadelphia,
Pennsylvania
| $270M | +$14.7M | +6% | 0.5% | 65.6% | 37 | 18.92% | 1.8 |
|
| 2922 |
2922
Radnor Capital Management
Wayne,
Pennsylvania
| $270M | -$24.4M | -8% | 3.03% | 86.6% | 187 | 12.83% | 1.3 |
|
| 2923 |
2923
Tokio Marine & Nichido Fire Insurance Company
Tokyo,
Japan
| $270M | +$8.72M | +3% | 3.18% | – | 5 | 20% | 2.6 |
|
| 2924 |
2924
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $269M | +$5.91M | +2% | 3.44% | 73.6% | 1,676 | 14.26% | 1.9 |
|
| 2925 |
2925
Raffa Wealth Management
Washington,
District of Columbia
| $269M | -$5M | -2% | 0.69% | 35.8% | 736 | 5.16% | 1.3 |
|