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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2926 |
2926
Portland Global Advisors
Portland,
Maine
| $249M | -$34.7M | -12% | 13% | 43.4% | 107 | 9.35% | 4.4 |
|
| 2927 |
2927
Archford Capital Strategies
Swansea,
Illinois
| $249M | -$25.9M | -9% | 10.9% | 87.4% | 560 | 11.61% | 1.3 |
|
| 2928 |
2928
Lafayette Investments
Ashton,
Maryland
| $249M | -$40.9M | -14% | 12.1% | 77.9% | 87 | 9.2% | 3.7 |
|
| 2929 |
LWANC
2929
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| $249M | – | – | 9.13% | 63.3% | 498 | – | 0 |
|
| 2930 |
2930
Buffington Mohr McNeal
Boise,
Idaho
| $249M | -$41M | -14% | 12% | 29.3% | 122 | 12.3% | 2.7 |
|
| 2931 |
2931
Turiya Advisors Asia
Hong Kong
| $249M | – | – | 19.7% | 247% | 5 | – | 0 |
|
| 2932 |
2932
Stratford Consulting
Addison,
Texas
| $248M | -$32.3M | -12% | 10.9% | 8.23% | 58 | 12.07% | 3.8 |
|
| 2933 |
VHMC
2933
Value Holdings Management Company
Hampton Bays,
New York
| $248M | -$69.9M | -22% | 22.5% | 125% | 37 | 16.22% | 3.5 |
|
| 2934 |
2934
Emerson Point Capital
Larchmont,
New York
| $248M | – | – | 13.8% | 94.8% | 27 | – | 0 |
|
| 2935 |
2935
Tokio Marine & Nichido Fire Insurance Company
Tokyo,
Japan
| $248M | -$39.8M | -14% | 14.1% | – | 5 | 20% | 3 |
|
| 2936 |
2936
Fort Point Capital Partners
San Francisco,
California
| $248M | -$83.4M | -25% | 12.5% | 62.2% | 178 | 28.09% | 1.6 |
|
| 2937 |
2937
Lisanti Capital Growth
New York
| $248M | -$40.4M | -14% | 12.5% | 1,490% | 144 | 52.08% | 0.7 |
|
| 2938 |
CC
2938
Cognios Capital
Leawood,
Kansas
| $247M | +$4M | +2% | 9.2% | 28.5% | 164 | 35.37% | 1.8 |
|
| 2939 |
2939
Monarch Capital Management
Fort Wayne,
Indiana
| $247M | -$29.4M | -11% | 8.8% | 77% | 101 | 12.87% | 4.6 |
|
| 2940 |
2940
Lapides Asset Management
Greenwich,
Connecticut
| $247M | -$211M | -46% | 18.3% | 63% | 91 | 18.68% | 2.7 |
|
| 2941 |
2941
Rowlandmiller & Partners
Atlanta,
Georgia
| $247M | -$29.8M | -11% | 9.63% | 84% | 139 | 7.91% | 3.3 |
|
| 2942 |
2942
Royal Fund Management
Lady Lake,
Florida
| $247M | -$74.5M | -23% | 10.8% | 103% | 685 | 21.75% | 1.2 |
|
| 2943 |
2943
AGF Investments America
Toronto,
Ontario, Canada
| $247M | -$41.1M | -14% | 13.2% | 72.1% | 73 | 12.33% | 2.6 |
|
| 2944 |
2944
Noesis Capital Mangement
Boca Raton,
Florida
| $246M | -$38.9M | -14% | 13.7% | 139% | 95 | 16.84% | 4 |
|
| 2945 |
2945
United Fire Group
Cedar Rapids,
Iowa
| $246M | -$27.9M | -10% | 8.98% | 27.4% | 119 | 5.04% | 4.6 |
|
| 2946 |
TAA
2946
TB Alternative Assets
Grand Cayman,
Cayman Islands
| $246M | -$24.5M | -9% | 8.83% | 312% | 28 | 35.71% | 0.7 |
|
| 2947 |
2947
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
| $246M | -$44.2M | -15% | 12.1% | 81.7% | 168 | 11.31% | 4 |
|
| 2948 |
2948
Oribel Capital Management
New York
| $246M | -$437M | -64% | 12.3% | 337% | 77 | 77.92% | 0.3 |
|
| 2949 |
2949
Old Second National Bank of Aurora
Aurora,
Illinois
| $246M | -$28.5M | -10% | 12.7% | 93.7% | 393 | 9.41% | 3.4 |
|
| 2950 |
2950
Matthew 25 Management Corp
Ambler,
Pennsylvania
| $245M | -$83.6M | -25% | 21.1% | 141% | 19 | 5.26% | 3.8 |
|