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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3226 |
3226
Home Federal Bank of Tennessee
Knoxville,
Tennessee
| $184M | +$7.48M | +4% | 3.55% | 74% | 64 | 9.38% | 1.1 |
|
| 3227 |
3227
SC XII Management
Menlo Park,
California
| $184M | +$10.5M | +6% | 17.5% | 73.4% | 3 | 0% | 2.5 |
|
| 3228 |
3228
Benedict Financial Advisors
Atlanta,
Georgia
| $184M | +$10.8M | +6% | 5.68% | 72.4% | 103 | 2.91% | 1.9 |
|
| 3229 |
DCM
3229
Divisar Capital Management
San Francisco,
California
| $184M | +$44.9M | +32% | 6.96% | 194% | 30 | 16.67% | 0.2 |
|
| 3230 |
3230
Cribstone Capital Management
Augusta,
Maine
| $184M | +$20M | +12% | 3.95% | 22.4% | 805 | 15.78% | 0.7 |
|
| 3231 |
3231
Boston Research & Management
Manchester,
Massachusetts
| $184M | +$7.78M | +4% | 4.93% | 53.2% | 99 | 7.07% | 3.3 |
|
| 3232 |
3232
Vantage Wealth
Pasadena,
California
| $183M | +$1.31M | +0.7% | 3.3% | 56.1% | 24 | 8.33% | 2.8 |
|
| 3233 |
3233
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $183M | +$19.1M | +12% | 5.7% | 62.5% | 273 | 8.79% | 2.8 |
|
| 3234 |
3234
First Bankers Trust
Louisville,
Kentucky
| $183M | +$2.99M | +2% | 3.96% | 78.9% | 128 | 7.03% | 3.3 |
|
| 3235 |
3235
Lingohr Asset Management
Duesseldorf,
Germany
| $183M | +$19.2M | +12% | 3.07% | 141% | 121 | 19.83% | 0.8 |
|
| 3236 |
3236
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $183M | +$14.1M | +8% | 3.58% | 65.6% | 159 | 21.38% | 0.6 |
|
| 3237 |
3237
Bourne Lent Asset Management
Pawling,
New York
| $183M | +$15.5M | +9% | 11.4% | 76.1% | 62 | 8.06% | 1.6 |
|
| 3238 |
3238
Cornerstone Advisors (Washington)
Bellevue,
Washington
| $183M | +$63.4M | +53% | 5.44% | 24.3% | 969 | 8.36% | 2.2 |
|
| 3239 |
3239
Legion Partners Asset Management
Los Angeles,
California
| $183M | +$25.8M | +16% | 1.66% | 206% | 15 | 26.67% | 0.2 |
|
| 3240 |
MBA
3240
McQueen Ball & Associates
Bethlehem,
Pennsylvania
| $183M | +$32.7M | +22% | 20.2% | 53.6% | 110 | 11.82% | 1.1 |
|
| 3241 |
3241
Brightworth
Atlanta,
Georgia
| $183M | +$681K | +0.4% | 6.39% | 21.7% | 47 | 17.02% | 0.5 |
|
| 3242 |
3242
Barnett & Company
Chattanooga,
Tennessee
| $182M | -$9.5M | -5% | 3.66% | 65.9% | 395 | 12.66% | 1.7 |
|
| 3243 |
3243
Birch Grove Capital
New York
| $182M | +$68.1M | +60% | 0.09% | 2.66% | 25 | 32% | 0.4 |
|
| 3244 |
3244
First Washington Corp
Seattle,
Washington
| $182M | +$66K | +0% | 3.9% | 142% | 78 | 12.82% | 2.2 |
|
| 3245 |
3245
Oslo Pensjonsforsikring
Oslo,
| $182M | – | – | 8.99% | 79% | 9 | – | 0 |
|
| 3246 |
SFSIG
3246
San Francisco Sentry Investment Group
San Francisco,
California
| $182M | +$8.96M | +5% | 7.11% | 436% | 206 | 14.56% | 2.2 |
|
| 3247 |
3247
Hanseatic Management Services
Albuquerque,
New Mexico
| $182M | +$3.76M | +2% | 12.1% | – | 461 | 47.29% | 0.4 |
|
| 3248 |
3248
Pathstone Family Office
Englewood,
New Jersey
| $181M | +$24.3M | +15% | 5.37% | 38.9% | 655 | 85.5% | 0.2 |
|
| 3249 |
3249
Teewinot Capital Advisers
New York
| $181M | +$22.4M | +14% | 5.26% | 149% | 45 | 15.56% | 2 |
|
| 3250 |
SM
3250
Sciencast Management
Princeton,
New Jersey
| $181M | +$108M | +147% | 4.07% | 72.5% | 443 | 81.94% | 0.1 |
|