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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2951 |
2951
Chou Associates Management
Toronto,
Ontario, Canada
| $264M | +$26.6M | +11% | 11.4% | 66.4% | 27 | 18.52% | 3.4 |
|
| 2952 |
2952
Portland Global Advisors
Portland,
Maine
| $264M | +$2.62M | +1% | 0.99% | 43.4% | 101 | 5.94% | 4 |
|
| 2953 |
2953
Permanens Capital
New York
| $264M | +$12.4M | +5% | 2.13% | 76.9% | 25 | 56% | 1.9 |
|
| 2954 |
LCM
2954
Lafitte Capital Management
Austin,
Texas
| $264M | +$19.5M | +8% | 5.69% | 55.2% | 14 | 21.43% | 1.7 |
|
| 2955 |
2955
Moloney Securities Asset Management
Manchester,
Missouri
| $264M | +$16.5M | +7% | 3.36% | 86% | 324 | 16.67% | 1.1 |
|
| 2956 |
2956
Legacy Financial Advisors
Covington,
Kentucky
| $264M | +$12M | +5% | 0.87% | 86.3% | 1,004 | 17.53% | 0.4 |
|
| 2957 |
2957
Cypress Wealth Services
Palm Desert,
California
| $263M | +$28.9M | +12% | 1.58% | 82.7% | 238 | 23.11% | 0.4 |
|
| 2958 |
PW
2958
Price Wealth
Austin,
Texas
| $263M | +$95.9M | +57% | 0.24% | 17.5% | 504 | 33.13% | 0.3 |
|
| 2959 |
2959
TD Ameritrade Trust
Denver,
Colorado
| $263M | -$994K | -0.4% | 0.25% | 21.7% | 24 | 12.5% | 2.8 |
|
| 2960 |
2960
Rinet Company
Boston,
Massachusetts
| $263M | +$8.94M | +4% | 1.27% | 33.1% | 20 | 5% | 2.6 |
|
| 2961 |
2961
Alta Park Capital
San Francisco,
California
| $263M | +$130M | +99% | 21.1% | 1,071% | 40 | 52.5% | 0.8 |
|
| 2962 |
2962
Sustainable Insight Capital Management
New York
| $263M | +$10.6M | +4% | 0.72% | 150% | 89 | 33.71% | 0.6 |
|
| 2963 |
TI
2963
Telemetry Investments
New York
| $263M | -$4.57M | -2% | 1.55% | 77.4% | 188 | 58.51% | 0.6 |
|
| 2964 |
2964
Roble Belko & Company
Sewickley,
Pennsylvania
| $263M | +$5.04M | +2% | 0.84% | 53.3% | 345 | 5.51% | 2 |
|
| 2965 |
2965
Muhlenkamp & Co
Wexford,
Pennsylvania
| $262M | -$13.6M | -5% | 2.55% | 107% | 38 | 5.26% | 2.5 |
|
| 2966 |
2966
Kettle Hill Capital Management
New York
| $262M | +$35.1M | +15% | 15.1% | 37.4% | 58 | 68.97% | 0.3 |
|
| 2967 |
2967
Hamilton Capital
Columbus,
Ohio
| $262M | -$9.23M | -3% | 4.08% | – | 28 | 7.14% | 0.5 |
|
| 2968 |
2968
Valley National Advisers
Bethlehem,
Pennsylvania
| $262M | -$6.96M | -3% | 2.34% | 79% | 754 | 11.54% | 2.4 |
|
| 2969 |
2969
Whetstone Capital Advisors
Shawnee Mission,
Kansas
| $262M | +$56.3M | +27% | 18.8% | 282% | 39 | 48.72% | 0.8 |
|
| 2970 |
2970
Grace Capital
Quincy,
Massachusetts
| $262M | +$74.2M | +40% | 5.41% | 127% | 236 | 69.49% | 0.7 |
|
| 2971 |
2971
Rikoon Group
Santa Fe,
New Mexico
| $262M | +$14.8M | +6% | 1.97% | 63.3% | 204 | 8.33% | 1.3 |
|
| 2972 |
2972
BlueSky Wealth Advisors
New Bern,
North Carolina
| $262M | +$1.04M | +0.4% | 0.23% | 42.9% | 56 | 7.14% | 1.4 |
|
| 2973 |
2973
Lisanti Capital Growth
New York
| $261M | +$54.4M | +26% | 20.7% | 1,490% | 167 | 51.5% | 0.5 |
|
| 2974 |
OFG
2974
OTA Financial Group
Purchase,
New York
| $261M | -$35.9M | -12% | 4.16% | 320% | 96 | 70.83% | 0.3 |
|
| 2975 |
2975
CenturyLink Investment Management
Denver,
Colorado
| $261M | -$17.7M | -6% | 2.97% | – | 177 | 24.29% | 2.7 |
|