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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3001 |
3001
Trust Company of Oklahoma
Tulsa,
Oklahoma
| $149M | +$14.5M | +11% | 10.4% | 101% | 87 | 5.75% | 0.5 |
|
| 3002 |
3002
Solaris Asset Management
New York
| $149M | +$11.9M | +9% | 10.5% | 74% | 261 | 18.01% | 0.4 |
|
| 3003 |
3003
Cooperatieve Rabobank
Utrecht,
Netherlands
| $149M | -$70.4M | -32% | 9.47% | – | 139 | 37.41% | 0.4 |
|
| 3004 |
3004
First Dallas Securities
Dallas,
Texas
| $149M | +$18.2M | +14% | 8.96% | 163% | 101 | 13.86% | 0.4 |
|
| 3005 |
3005
Weybosset Research & Management
Province,
Rhode Island
| $149M | +$13.7M | +10% | 8.28% | 74.8% | 50 | 16% | 0.5 |
|
| 3006 |
3006
Flaherty & Crumrine
Pasadena,
California
| $149M | -$12.4M | -8% | 0.05% | 0.12% | 11 | 9.09% | 0.5 |
|
| 3007 |
3007
Princeton Portfolio Strategies Group
Princeton,
New Jersey
| $149M | +$12.9M | +9% | 10.5% | 83.8% | 116 | 11.21% | 0.5 |
|
| 3008 |
3008
Capital Advantage
Walnut Creek,
California
| $149M | – | – | 3.28% | 49.2% | 47 | – | 0 |
|
| 3009 |
PAPAIJV
3009
Paragon Associates & Paragon Associates II Joint Venture
Dallas,
Texas
| $149M | – | – | 23.6% | 168% | 20 | – | 0 |
|
| 3010 |
SMU
3010
Signet Management USA
Mclean,
Virginia
| $149M | – | – | 12% | – | 197 | – | 0 |
|
| 3011 |
3011
Formidable Asset Management
Cincinnati,
Ohio
| $149M | +$32.8M | +28% | 9.94% | 52.2% | 551 | 22.14% | 0.2 |
|
| 3012 |
TFMS
3012
Trust & Fiduciary Management Services
Boston,
Massachusetts
| $148M | +$14.3M | +11% | 3.88% | – | 125 | 16.8% | 0.4 |
|
| 3013 |
3013
Norman Fields Gottscho Capital Management
New York
| $148M | +$14.9M | +11% | 9.93% | 96.9% | 68 | 10.29% | 0.5 |
|
| 3014 |
3014
FCG Advisors
Chatham,
New Jersey
| $148M | +$7.84M | +6% | 5.35% | 19.7% | 84 | 22.62% | 0.4 |
|
| 3015 |
3015
Concourse Capital Management
Atlanta,
Georgia
| $148M | – | – | 21.1% | 107% | 33 | – | 0 |
|
| 3016 |
3016
Perkins Capital Management
Wayzata,
Minnesota
| $148M | +$9.1M | +7% | 13.3% | 303% | 148 | 22.3% | 0.4 |
|
| 3017 |
3017
Financial Management Professionals
Austin,
Texas
| $148M | -$13.3M | -8% | 8.11% | 67.3% | 326 | 15.95% | 0.4 |
|
| 3018 |
3018
Spitfire Capital
Mill Valley,
California
| $148M | – | – | 12.8% | 25.9% | 23 | – | 0 |
|
| 3019 |
3019
TBP Investments Management
Dallas,
Texas
| $148M | +$132M | +826% | 8.61% | – | 41 | 87.8% | 0.1 |
|
| 3020 |
3020
Geller Advisors
New York
| $148M | +$15M | +11% | 7.83% | 20.4% | 28 | 25% | 0.4 |
|
| 3021 |
3021
FJ Capital Management
Mclean,
Virginia
| $148M | – | – | 6.99% | 97.9% | 69 | – | 0 |
|
| 3022 |
3022
Wellington Shields & Co
New York
| $148M | +$21.4M | +17% | 18% | 109% | 120 | 10% | 0.4 |
|
| 3023 |
3023
Point72 Hong Kong
Hong Kong
| $148M | – | – | 51.5% | 396% | 23 | – | 0 |
|
| 3024 |
3024
Caerus Global Investors
New York
| $148M | +$53M | +56% | 11% | – | 41 | 58.54% | 0.3 |
|
| 3025 |
3025
RMR Advisors
Newton,
Massachusetts
| $148M | +$986K | +0.7% | 1.13% | 2.17% | 116 | 7.76% | 0.5 |
|