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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 |
3051
Kirr Marbach & Co
Columbus,
Indiana
| $281M | +$46.9M | +20% | 23.3% | 121% | 65 | 24.62% | 3.2 |
|
| 3052 |
3052
Fairfield, Bush & Co
Darien,
Connecticut
| $280M | +$39.7M | +16% | 24.3% | 112% | 150 | 18% | 4.4 |
|
| 3053 |
FCT
3053
Family Capital Trust
Peabody,
Massachusetts
| $280M | +$24.7M | +10% | 27.5% | 39.1% | 56 | 10.71% | 5 |
|
| 3054 |
VHMC
3054
Value Holdings Management Company
Hampton Bays,
New York
| $280M | +$69.9M | +33% | 38% | 125% | 70 | 21.43% | 2.2 |
|
| 3055 |
3055
Financial Sense Advisors
San Diego,
California
| $280M | +$57.5M | +26% | 16.3% | 152% | 111 | 38.74% | 1.1 |
|
| 3056 |
3056
McNamara Financial Services
Marshfield,
Massachusetts
| $280M | +$36.2M | +15% | 13.9% | 42.6% | 50 | 16% | 2.7 |
|
| 3057 |
3057
Cubic Asset Management
Boston,
Massachusetts
| $280M | +$32.1M | +13% | 17.2% | 40.5% | 168 | 14.88% | 4.4 |
|
| 3058 |
3058
Teamwork Financial Advisors
San Antonio,
Texas
| $279M | +$118M | +73% | 38.7% | 134% | 208 | 57.21% | 0.2 |
|
| 3059 |
3059
BCWM LLC
Overland Park,
Kansas
| $279M | +$39.8M | +17% | 18.6% | – | 74 | 18.92% | 3 |
|
| 3060 |
NAMP
3060
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
| $279M | +$60.7M | +28% | 23.8% | 90.2% | 126 | 13.49% | 4.2 |
|
| 3061 |
3061
NewFocus Financial Group
Vancouver,
Washington
| $279M | +$62.3M | +29% | 20.9% | 55.4% | 110 | 18.18% | 2.6 |
|
| 3062 |
3062
NBW Capital
Boston,
Massachusetts
| $279M | +$68.6M | +33% | 44.4% | 86% | 72 | 6.94% | 3.9 |
|
| 3063 |
3063
Legacy Financial Advisors
Covington,
Kentucky
| $278M | +$8.53M | +3% | 13.2% | 86.3% | 55 | 18.18% | 2 |
|
| 3064 |
3064
Vantage Wealth
Pasadena,
California
| $278M | +$42.3M | +18% | 15.6% | 56.1% | 31 | 12.9% | 3.8 |
|
| 3065 |
UAM
3065
UAS Asset Management
New York
| $278M | +$43.6M | +19% | 30.7% | 98% | 32 | 56.25% | 1.4 |
|
| 3066 |
3066
Viridian RIA
Bothell,
Washington
| $277M | +$56.3M | +26% | 24.3% | 63.1% | 63 | 17.46% | 1.5 |
|
| 3067 |
3067
Radnor Capital Management
Wayne,
Pennsylvania
| $277M | +$33.1M | +14% | 15.5% | 96.9% | 187 | 15.51% | 2.7 |
|
| 3068 |
3068
Invus Financial Advisors
New York
| $277M | +$73M | +36% | 29.9% | 29.5% | 9 | 11.11% | 0.4 |
|
| 3069 |
3069
IMA Advisory Services
Denver,
Colorado
| $277M | +$49.4M | +22% | 21% | 74.5% | 262 | 8.78% | 2.5 |
|
| 3070 |
3070
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| $276M | +$71.7M | +35% | 3.12% | 7.8% | 114 | 32.46% | 1.3 |
|
| 3071 |
3071
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
| $276M | +$146M | +112% | 14.7% | 58.7% | 34 | 55.88% | 1.4 |
|
| 3072 |
MAS
3072
Managed Account Services
Coconut Grove,
Florida
| $276M | +$69.7M | +34% | 17.1% | 32.4% | 96 | 11.46% | 2.3 |
|
| 3073 |
3073
B. Riley Financial
Los Angeles,
California
| $276M | +$130M | +89% | 85.5% | 682% | 34 | 44.12% | 0.9 |
|
| 3074 |
3074
Live Oak Private Wealth
Wilmington,
North Carolina
| $275M | +$178M | +183% | 15.2% | 65% | 142 | 53.52% | 0.2 |
|
| 3075 |
3075
HughesLittle Investment Management
Vancouver,
| $275M | +$39.5M | +17% | 19.1% | 106% | 15 | 6.67% | 4.4 |
|