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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3026 |
MJP
3026
Michael J. Puzo
| $266M | -$3.74M | -1% | 1.15% | 90.3% | 86 | 8.14% | 4.4 |
|
| 3027 |
3027
BW Gestao de Investimentos
Sao Paulo,
Brazil
| $265M | -$19.5M | -7% | 1.22% | 95.1% | 112 | 33.04% | 1.6 |
|
| 3028 |
3028
Madison International Realty Holdings
New York
| $265M | +$7.44M | +3% | 1.8% | – | 7 | 0% | 1.9 |
|
| 3029 |
PH
3029
Pinnacle Holdings
Tulsa,
Oklahoma
| $265M | -$3.84M | -1% | 0.02% | 79.6% | 213 | 14.08% | 3.6 |
|
| 3030 |
3030
Natixis Investment Managers International
Paris,
France
| $265M | +$9.28M | +4% | 6.4% | 34.7% | 11 | 0% | 5.5 |
|
| 3031 |
BP
3031
Banbury Partners
Charlotte,
North Carolina
| $265M | -$37.4M | -12% | 1.3% | 138% | 17 | 29.41% | 1.2 |
|
| 3032 |
3032
New Silk Road Investment
Singapore
| $265M | -$12.1M | -4% | 3.59% | 21.2% | 15 | 20% | 1 |
|
| 3033 |
3033
Means Investment Company
Bangor,
Maine
| $265M | +$21.1M | +9% | 2.27% | 87.9% | 141 | 7.8% | 0.7 |
|
| 3034 |
3034
Lindbrook Capital
Calabasas,
California
| $265M | +$5.49M | +2% | 0.57% | 35.8% | 1,598 | 14.71% | 0.7 |
|
| 3035 |
3035
IMA Advisory Services
Denver,
Colorado
| $265M | -$2.71M | -1% | 0.91% | 74.5% | 292 | 7.88% | 1.9 |
|
| 3036 |
3036
River Wealth Advisors
Camp Hill,
Pennsylvania
| $265M | +$8.35M | +3% | 2.06% | 80.3% | 162 | 3.09% | 3.5 |
|
| 3037 |
3037
Argyle Capital Management
Center Valley,
Pennsylvania
| $265M | +$1.04M | +0.4% | 1.87% | 95.8% | 126 | 2.38% | 5.1 |
|
| 3038 |
EEP
3038
Edgehill Endowment Partners
Hamden,
Connecticut
| $264M | +$2.11M | +0.8% | 0.13% | 11.6% | 7 | 0% | 0.8 |
|
| 3039 |
3039
Monetary Management Group
St Louis,
Missouri
| $264M | +$3.74M | +1% | 2.59% | 138% | 321 | 13.4% | 4.3 |
|
| 3040 |
3040
Flaharty Asset Management
Clearwater,
Florida
| $264M | +$6.69M | +3% | 0.3% | 33.4% | 75 | 12% | 1.7 |
|
| 3041 |
MPEM
3041
Marathon Partners Equity Management
New York
| $264M | +$21.9M | +9% | 4.12% | – | 17 | 23.53% | 3.1 |
|
| 3042 |
3042
Assured Investment Management
New York
| $264M | -$130M | -33% | 51.2% | 18.3% | 45 | 88.89% | 0.7 |
|
| 3043 |
3043
SCF Partners
Houston,
Texas
| $264M | -$194M | -42% | 36.4% | 2.1% | 4 | 0% | 2.7 |
|
| 3044 |
3044
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| $264M | +$912K | +0.3% | 1.5% | 52% | 615 | 8.94% | 3.7 |
|
| 3045 |
3045
First Wilshire Securities Management
Pasadena,
California
| $264M | +$12.5M | +5% | 1.14% | 135% | 118 | 21.19% | 3.6 |
|
| 3046 |
TM
3046
Tiger Management
New York
| $264M | +$17.2M | +7% | 1.92% | – | 25 | 16% | 3.2 |
|
| 3047 |
TFS
3047
Thoroughbred Financial Services
Brentwood,
Tennessee
| $264M | +$586K | +0.2% | 1.7% | 166% | 254 | 35.43% | 0.5 |
|
| 3048 |
3048
Walter & Keenan Wealth Management
Souh Bend,
Indiana
| $264M | +$36.5M | +16% | 2.75% | 92% | 159 | 9.43% | 3.5 |
|
| 3049 |
3049
Iowa State Bank
Urbandale,
Iowa
| $263M | +$38.6M | +17% | 2.56% | 85.7% | 132 | 21.21% | 3.3 |
|
| 3050 |
3050
Amarillo National Bank
Amarillo,
Texas
| $263M | +$13.4M | +5% | 0.46% | 63.5% | 91 | 7.69% | 4.1 |
|