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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2976 |
LFR
2976
Lehman Financial Resources
Media,
Pennsylvania
| $186M | -$10.8M | -6% | 8.68% | 58.2% | 492 | 87.4% | 2 |
|
| 2977 |
2977
Telos Capital Management
San Diego,
California
| $186M | +$21.9M | +13% | 6.43% | 71.1% | 147 | 12.24% | 1.7 |
|
| 2978 |
2978
Brouwer & Janachowski
Mill Valley,
California
| $185M | -$28.1M | -13% | 3.3% | 41.8% | 47 | 25.53% | 1.6 |
|
| 2979 |
UIM
2979
Underhill Investment Management
Greenbrae,
California
| $185M | -$17.8M | -9% | 2.05% | 59.8% | 17 | 5.88% | 1.9 |
|
| 2980 |
2980
RMR Advisors
Newton,
Massachusetts
| $185M | +$7.71M | +4% | 4.94% | 2.17% | 121 | 8.26% | 2 |
|
| 2981 |
2981
Keel Point
Huntsville,
Alabama
| $185M | +$6.13M | +3% | 3.74% | 76.4% | 133 | 24.06% | 0.5 |
|
| 2982 |
2982
Cheyne Capital Management (UK)
London,
United Kingdom
| $185M | -$28.4M | -13% | 1.06% | 35.6% | 50 | 52% | 0.4 |
|
| 2983 |
2983
Redmond Asset Management
Henrico,
Virginia
| $185M | -$3.27M | -2% | 3.49% | 61.5% | 145 | 13.79% | 1.8 |
|
| 2984 |
QCI
2984
Quaker Capital Investments
Mount Lebanon,
Pennsylvania
| $185M | +$15.9M | +9% | 3.6% | 107% | 36 | 16.67% | 0.8 |
|
| 2985 |
SHCM
2985
Stokes & Hubbell Capital Management
New Orleans,
Louisiana
| $184M | +$19.9M | +12% | 6.13% | 31.2% | 83 | 18.07% | 0.2 |
|
| 2986 |
LP
2986
LGL Partners
Philadelphia,
Pennsylvania
| $184M | – | – | 3.75% | 68.9% | 94 | – | 0 |
|
| 2987 |
2987
American Investment Services
Great Barrington,
Massachusetts
| $184M | +$4.22M | +2% | 5.96% | 63.1% | 93 | 26.88% | 1.8 |
|
| 2988 |
2988
Harbour Capital Advisors
Tysons Corner,
Virginia
| $184M | +$42.4M | +30% | 6.23% | 168% | 246 | 31.71% | 1.2 |
|
| 2989 |
2989
Stanford Investment Group
Mountain View,
California
| $184M | +$47.6M | +35% | 4.7% | – | 367 | 15.26% | 0.9 |
|
| 2990 |
2990
Advisors Preferred
Rockville,
Maryland
| $184M | +$91.8M | +100% | 4.77% | 102% | 289 | 69.2% | 0.3 |
|
| 2991 |
2991
VNBTrust National Association
Charlottesville,
Virginia
| $183M | +$7.67M | +4% | 6.1% | 42.9% | 160 | 14.38% | 1.7 |
|
| 2992 |
FCT
2992
Family Capital Trust
Peabody,
Massachusetts
| $183M | +$10.8M | +6% | 8.46% | 39.1% | 86 | 15.12% | 1.9 |
|
| 2993 |
HH
2993
Harbinger Holdings
New York
| $183M | -$63.1M | -26% | 15.6% | 43.3% | 1 | 0% | 2.5 |
|
| 2994 |
ACM
2994
Accipiter Capital Management
Palm Beach Gardens,
Florida
| $183M | – | – | 13.4% | 55.9% | 14 | – | 0.7 |
|
| 2995 |
2995
Avior Wealth Management
Omaha,
Nebraska
| $183M | +$12.2M | +7% | 4.16% | 71.4% | 495 | 19.8% | 1.2 |
|
| 2996 |
2996
BP Capital Fund Advisors
Dallas,
Texas
| $183M | – | – | 0.41% | 17.9% | 55 | – | 0 |
|
| 2997 |
2997
Napier Park Global Capital (US)
New York
| $183M | +$15.7M | +9% | 0.52% | 237% | 57 | 45.61% | 0.5 |
|
| 2998 |
2998
East Coast Asset Management
Essex,
Massachusetts
| $182M | +$22.2M | +14% | 5.41% | 147% | 109 | 12.84% | 2.2 |
|
| 2999 |
2999
Vantagepoint Investment Advisers
Washington,
District of Columbia
| $182M | +$5.28M | +3% | 1.15% | 32.7% | 1 | 0% | 2 |
|
| 3000 |
3000
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| $182M | +$14.6M | +9% | 5.8% | 52% | 660 | 13.33% | 1.9 |
|