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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3051 |
PW
3051
Price Wealth
Austin,
Texas
| $261M | +$23M | +10% | 8.25% | 17.5% | 158 | 17.09% | 0.9 |
|
| 3052 |
3052
Arkansas Financial Group
Little Rock,
Arkansas
| $261M | +$21.3M | +9% | 8.97% | 41.4% | 27 | 7.41% | 3.6 |
|
| 3053 |
3053
Accel X Associates
Palo Alto,
California
| $260M | -$35.2M | -12% | 6.71% | – | 1 | 0% | 0.3 |
|
| 3054 |
3054
Argyle Capital Management
Center Valley,
Pennsylvania
| $260M | +$24M | +10% | 11.5% | 106% | 122 | 1.64% | 4.8 |
|
| 3055 |
3055
Palouse Capital Management
Spokane,
Washington
| $260M | +$7.04M | +3% | 9.62% | 67.8% | 107 | 22.43% | 2.3 |
|
| 3056 |
CIM
3056
CIM Investment Management
Pittsburgh,
Pennsylvania
| $260M | +$29.7M | +13% | 13.8% | 123% | 342 | 23.1% | 2.1 |
|
| 3057 |
WC
3057
Whitnell & Co
Oak Brook,
Illinois
| $260M | +$34.1M | +15% | 12.8% | 36.6% | 256 | 5.47% | 4.1 |
|
| 3058 |
3058
Arcus Capital Partners
Atlanta,
Georgia
| $260M | +$88.7M | +52% | 14% | 69.2% | 106 | 10.38% | 1.9 |
|
| 3059 |
3059
American Financial Group Inc 401(K) Retirement & Savings Plan
Cincinnati,
Ohio
| $259M | +$4.39M | +2% | 6.27% | 17.8% | 1 | 0% | 5.8 |
|
| 3060 |
SA
3060
Strategic Advisors
New York
| $259M | +$29.7M | +13% | 12.4% | 106% | 164 | 14.02% | 2.8 |
|
| 3061 |
3061
Syquant Capital SAS
Paris,
France
| $258M | +$142M | +121% | 59.5% | 160% | 21 | 80.95% | 0.1 |
|
| 3062 |
3062
Spyglass Capital Management
San Francisco,
California
| $258M | +$125M | +94% | 29.4% | 154% | 26 | 0% | 0.3 |
|
| 3063 |
NIC
3063
Northwest Investment Counselors
Lake Oswego,
Oregon
| $258M | +$29.6M | +13% | 12.4% | 32.4% | 141 | 3.55% | 4.5 |
|
| 3064 |
3064
Oak Management Corp
Wilton,
Connecticut
| $258M | -$82.5M | -24% | 15.9% | 96.4% | 6 | 50% | 2.4 |
|
| 3065 |
3065
Contravisory Investment Management
Norwell,
Massachusetts
| $258M | +$26.3M | +11% | 14.7% | 135% | 359 | 34.26% | 0.9 |
|
| 3066 |
3066
IMA Advisory Services
Denver,
Colorado
| $258M | +$43.3M | +20% | 11.1% | 74.5% | 359 | 26.18% | 1.6 |
|
| 3067 |
3067
FCA Corp
Houston,
Texas
| $257M | +$34.7M | +16% | 9.58% | 57.4% | 162 | 8.64% | 3 |
|
| 3068 |
3068
B. Riley Financial
Los Angeles,
California
| $257M | +$75.6M | +42% | 28.1% | 682% | 118 | 46.61% | 0.6 |
|
| 3069 |
GWA
3069
Guidant Wealth Advisors
Palatine,
Illinois
| $257M | +$42.3M | +20% | 9.82% | 17.8% | 306 | 37.91% | 1.1 |
|
| 3070 |
3070
Greenspring Associates
Owings Mills,
Maryland
| $257M | -$45.1M | -15% | 11.3% | – | 13 | 61.54% | 0.1 |
|
| 3071 |
MJP
3071
Michael J. Puzo
| $257M | +$31.4M | +14% | 14.4% | 90.3% | 83 | 12.05% | 4 |
|
| 3072 |
3072
Honeywell International
Charlotte,
North Carolina
| $256M | -$1.26B | -83% | 16.1% | 39.4% | 154 | 66.88% | 2.8 |
|
| 3073 |
WAM
3073
WT Asset Management
Hong Kong
| $256M | +$86.3M | +51% | 38.4% | 2,732% | 35 | 68.57% | 0.1 |
|
| 3074 |
III
3074
Independent Investors Inc
Nesconset,
New York
| $256M | +$25.6M | +11% | 15.2% | 94.5% | 73 | 4.11% | 4.7 |
|
| 3075 |
3075
General Pension Society PZU Joint Stock
Warsaw,
Poland
| $256M | +$39.8M | +18% | 15.4% | 116% | 15 | 6.67% | 4.6 |
|