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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3126 |
3126
Patton Fund Management
Dallas,
Texas
| $287M | +$36.4M | +15% | 6.57% | 211% | 103 | 49.51% | 0.3 |
|
| 3127 |
3127
Dendur Capital
New York
| $286M | – | – | 7.03% | 99.6% | 15 | – | 0 |
|
| 3128 |
3128
Ferris Capital
Marlborough,
Massachusetts
| $286M | +$7.84M | +3% | 8.68% | 67% | 176 | 17.61% | 2 |
|
| 3129 |
3129
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| $285M | +$21.3M | +8% | 8.94% | 52% | 609 | 7.22% | 3.9 |
|
| 3130 |
3130
Barry Investment Advisors
New Bedford,
Massachusetts
| $285M | +$8.42M | +3% | 2.85% | 66.7% | 74 | 21.62% | 2.5 |
|
| 3131 |
3131
Claar Advisors
New York
| $285M | +$56.8M | +25% | 7.97% | 65.5% | 33 | 21.21% | 1.5 |
|
| 3132 |
3132
Cutter & Co Brokerage
Ballwin,
Missouri
| $285M | -$26.2M | -8% | 5.72% | 40.4% | 313 | 24.92% | 3 |
|
| 3133 |
VHMC
3133
Value Holdings Management Company
Hampton Bays,
New York
| $285M | -$6M | -2% | 8.19% | 125% | 38 | 23.68% | 3.9 |
|
| 3134 |
3134
Cutler Capital Management
Worcester,
Massachusetts
| $284M | -$5.22M | -2% | 3.27% | 39.7% | 125 | 20% | 1.8 |
|
| 3135 |
3135
Capital Impact Advisors
Boston,
Massachusetts
| $284M | +$21.7M | +8% | 10.5% | – | 124 | 11.29% | 3 |
|
| 3136 |
3136
Muzinich & Co
New York
| $284M | -$50.2M | -15% | 1.58% | 13.5% | 60 | 30% | 3.1 |
|
| 3137 |
NIC
3137
Northwest Investment Counselors
Lake Oswego,
Oregon
| $284M | +$2.48M | +0.9% | 7.04% | 32.4% | 561 | 75.04% | 4.9 |
|
| 3138 |
IFS
3138
Ifrah Financial Services
Little Rock,
Arkansas
| $284M | +$10.8M | +4% | 5.69% | 64.1% | 205 | 15.12% | 3.1 |
|
| 3139 |
3139
Terril Brothers
St. Louis,
Missouri
| $284M | -$12.7M | -4% | 9.38% | 94.4% | 59 | 13.56% | 3 |
|
| 3140 |
CC
3140
Cognios Capital
Leawood,
Kansas
| $283M | +$11.6M | +4% | 7.78% | 28.5% | 163 | 19.02% | 2 |
|
| 3141 |
3141
Kerrisdale Advisers
Miami,
Florida
| $283M | +$123M | +77% | 8.57% | 78.8% | 46 | 54.35% | 0.6 |
|
| 3142 |
3142
Meritech Capital Associates IV
Palo Alto,
California
| $283M | -$19.2M | -6% | 11.8% | – | 2 | 0% | 1.3 |
|
| 3143 |
APW
3143
Aurora Private Wealth
Rockaway,
New Jersey
| $283M | – | – | 6.3% | – | 202 | – | 0 |
|
| 3144 |
3144
Flaharty Asset Management
Clearwater,
Florida
| $282M | +$18.4M | +7% | 4.94% | 33.4% | 81 | 18.52% | 1.8 |
|
| 3145 |
3145
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| $282M | -$19.5M | -6% | 0.2% | 7.8% | 113 | 30.09% | 1.6 |
|
| 3146 |
3146
First Sabrepoint Capital Management
Dallas,
Texas
| $282M | +$58.2M | +26% | 12.9% | 218% | 41 | 48.78% | 0.6 |
|
| 3147 |
3147
MPM BioImpact
Boston,
Massachusetts
| $282M | – | – | 51.4% | 550% | 12 | – | 0 |
|
| 3148 |
3148
JGP Global Gestao de Recursos
Rio De Janeiro,
Brazil
| $282M | +$101M | +56% | 4.42% | 261% | 86 | 48.84% | 0.6 |
|
| 3149 |
3149
Argyle Capital Management
Center Valley,
Pennsylvania
| $282M | +$17.1M | +6% | 7.94% | 106% | 126 | 0.79% | 5.3 |
|
| 3150 |
3150
Stockman Wealth Management
Billings,
Montana
| $282M | +$20.7M | +8% | 7.3% | 77.5% | 175 | 10.86% | 2.6 |
|