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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
Broad Run Investment Management
Arlington,
Virginia
| $653M | +$53.8M | +9% | 30.9% | 202% | 24 | 0% | 6.6 |
|
| 2902 |
2902
ADAR1 Capital Management
Austin,
Texas
| $652M | +$113M | +21% | 13.5% | – | 247 | 34.01% | 0.7 |
|
| 2903 |
2903
Financial Advisory Corporation
Grand Rapids,
Michigan
| $652M | +$47.8M | +8% | 7.18% | – | 56 | 17.86% | 0.4 |
|
| 2904 |
CANC
2904
Culbertson A N & Co
Charlottesville,
Virginia
| $651M | +$25.3M | +4% | 7.23% | 87.5% | 128 | 3.91% | 8.3 |
|
| 2905 |
2905
Iron Triangle Partners
Cos Cob,
Connecticut
| $651M | +$16.8M | +3% | 6.44% | 152% | 37 | 54.05% | 0.4 |
|
| 2906 |
2906
Gabelli & Co Investment Advisers
Rye,
New York
| $651M | -$10.4M | -2% | 14.6% | 248% | 313 | 35.14% | 1.4 |
|
| 2907 |
2907
Advisory Research
Chicago,
Illinois
| $651M | +$83.6M | +15% | 13.1% | 144% | 155 | 12.9% | 3.8 |
|
| 2908 |
MG
2908
Magnolia Group
Omaha,
Nebraska
| $651M | +$60.6M | +10% | 2.9% | 9.52% | 10 | 10% | 4.4 |
|
| 2909 |
2909
RMG Wealth Management
Platteville,
Wisconsin
| $650M | – | – | 6.46% | – | 328 | – | 0 |
|
| 2910 |
2910
Glen Eagle Advisors
Kingston,
New Jersey
| $650M | +$46M | +8% | 9.09% | 68.5% | 1,088 | 4.78% | 4.9 |
|
| 2911 |
2911
Estabrook Capital Management
New York
| $650M | +$30.7M | +5% | 9.03% | 87.2% | 348 | 10.06% | 7.6 |
|
| 2912 |
2912
Mivtachim The Workers Social Insurance Fund
Tel Aviv,
Israel
| $649M | +$43.8M | +7% | 17.6% | 163% | 40 | 37.5% | 2.9 |
|
| 2913 |
2913
Strategic Point Investment Advisors
Providence,
Rhode Island
| $648M | +$48.1M | +8% | 7.91% | 51.9% | 35 | 2.86% | 4.6 |
|
| 2914 |
NG
2914
Northstar Group
New York
| $648M | +$30.7M | +5% | 4.06% | 63.9% | 163 | 9.2% | 5.9 |
|
| 2915 |
2915
Ironwood Investment Counsel
Scottsdale,
Arizona
| $647M | +$68.3M | +12% | 7.86% | 64% | 270 | 16.3% | 4.9 |
|
| 2916 |
2916
Foundation Resource Management
Little Rock,
Arkansas
| $647M | +$12.3M | +2% | 5.57% | 84.5% | 51 | 3.92% | 8.4 |
|
| 2917 |
2917
Fagan Associates
Troy,
New York
| $647M | +$47M | +8% | 12.6% | 127% | 135 | 12.59% | 4.7 |
|
| 2918 |
2918
Atmos Capital Gestao de Recursos
Leblon - Rio De Janeiro,
Brazil
| $645M | +$169M | +36% | 41.5% | 101% | 13 | 30.77% | 2.7 |
|
| 2919 |
2919
Dimension Capital Management
Coral Gables,
Florida
| $645M | +$81.3M | +14% | 8.22% | 65.5% | 116 | 19.83% | 3.8 |
|
| 2920 |
2920
Capital Investment Counsel (Colorado)
Denver,
Colorado
| $645M | +$40.2M | +7% | 7.84% | 68.7% | 133 | 13.53% | 1.2 |
|
| 2921 |
2921
Sycomore Asset Management
Paris,
France
| $644M | -$60.2M | -9% | 18.6% | 151% | 73 | 12.33% | 2.6 |
|
| 2922 |
2922
Faithward Advisors
Lancaster,
Pennsylvania
| $644M | +$70.1M | +12% | 12.2% | 119% | 276 | 9.42% | 2.2 |
|
| 2923 |
2923
Black Diamond Financial
Towson,
Maryland
| $644M | -$21.9M | -3% | 7.94% | 61% | 156 | 14.1% | 3.4 |
|
| 2924 |
2924
Arkansas Financial Group
Little Rock,
Arkansas
| $644M | +$65.6M | +11% | 5.74% | 39.1% | 82 | 8.54% | 4.6 |
|
| 2925 |
2925
CVC Management Holdings II
St. Helier,
Jersey
| $643M | -$80.6M | -11% | 4.26% | – | 3 | 0% | 1.3 |
|