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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3251 |
3251
First National Bank of Hutchinson
Hutchinson,
Kansas
| $152M | -$7.04M | -4% | 1.58% | 121% | 75 | 20% | 2.1 |
|
| 3252 |
LCM
3252
Lafitte Capital Management
Austin,
Texas
| $152M | +$29.6M | +24% | 44.4% | 55.2% | 24 | 33.33% | 1.1 |
|
| 3253 |
MJP
3253
Michael J. Puzo
| $152M | +$863K | +0.6% | 1.77% | 90.3% | 77 | 5.19% | 2.5 |
|
| 3254 |
3254
Perkins Coie Trust Company
Seattle,
Washington
| $152M | +$4.62M | +3% | 2.84% | 83.2% | 273 | 7.33% | 2 |
|
| 3255 |
3255
Blume Capital Management
Berkeley,
California
| $152M | +$6.79M | +5% | 0.93% | 96.9% | 263 | 24.33% | 1.8 |
|
| 3256 |
3256
Kingfisher Capital
Charlotte,
North Carolina
| $152M | -$7.9M | -5% | 3.98% | 58.5% | 138 | 26.09% | 1.7 |
|
| 3257 |
ABFS
3257
Appropriate Balance Financial Services
Bellevue,
Washington
| $151M | +$7.17M | +5% | 1.48% | – | 34 | 20.59% | 0.4 |
|
| 3258 |
3258
Squadra Investments
Rio De Janeiro,
Brazil
| $151M | +$68.1M | +82% | 5.98% | 1.55% | 7 | 42.86% | 0.7 |
|
| 3259 |
3259
Peregrine Asset Advisers
Portland,
Oregon
| $151M | +$19.9M | +15% | 7.26% | 182% | 131 | 44.27% | 1.4 |
|
| 3260 |
3260
Neumann Capital Management
Foster City,
California
| $151M | -$1.31M | -0.9% | 1.75% | 89.9% | 77 | 3.9% | 1.4 |
|
| 3261 |
3261
Sequent Asset Management
Houston,
Texas
| $151M | +$4.2M | +3% | 2.16% | 51.3% | 57 | 1.75% | 2.3 |
|
| 3262 |
VST
3262
Van Strum & Towne
San Francisco,
California
| $150M | -$408K | -0.3% | 2.11% | 62.2% | 77 | 10.39% | 2.2 |
|
| 3263 |
KCM
3263
Karp Capital Management
Sausalito,
California
| $150M | +$5.37M | +4% | 1.65% | 21.3% | 90 | 23.33% | 1.1 |
|
| 3264 |
3264
Sterneck Capital Management
Kansas City,
Missouri
| $150M | +$8.18M | +6% | 1.19% | 61.5% | 143 | 24.48% | 1.7 |
|
| 3265 |
ECM
3265
EagleClaw Capital Management
Boston,
Massachusetts
| $150M | +$2.82M | +2% | 2.17% | 104% | 109 | 6.42% | 1.9 |
|
| 3266 |
3266
AGUR Provident & Training Funds Management
Tel Aviv,
Israel
| $150M | +$4.67M | +3% | 0.55% | – | 41 | 56.1% | 0.2 |
|
| 3267 |
BOIA
3267
Bush ODonnell Investment Advisors
St Louis,
Missouri
| $150M | +$3.52M | +2% | 4.4% | 45.9% | 47 | 2.13% | 2.4 |
|
| 3268 |
OM
3268
Opaleye Management
Boston,
Massachusetts
| $150M | -$10.7M | -7% | 6.78% | 748% | 65 | 43.08% | 0.9 |
|
| 3269 |
3269
Destrier Capital Management
New York
| $150M | +$11.2M | +8% | 0.16% | 5.28% | 34 | 50% | 0.5 |
|
| 3270 |
3270
Brandywine Trust
Hockessin,
Delaware
| $150M | +$7.17M | +5% | 3.9% | 32.7% | 23 | 8.7% | 2.4 |
|
| 3271 |
3271
Garrison Asset Management
Fayetteville,
Arkansas
| $150M | +$6.83M | +5% | 4.34% | 52.1% | 98 | 12.24% | 2.3 |
|
| 3272 |
3272
Brave Asset Management
Summit,
New Jersey
| $150M | +$7.18M | +5% | 2.57% | 76.3% | 462 | 17.75% | 2 |
|
| 3273 |
WIM
3273
Wingspan Investment Management
New York
| $149M | -$27.8M | -16% | 0.11% | – | 30 | 76.67% | 0.2 |
|
| 3274 |
3274
S.R. Schill & Associates
Mercer Island,
Washington
| $149M | +$1.58M | +1% | 2.52% | 42.7% | 75 | 25.33% | 1.1 |
|
| 3275 |
SSI
3275
Scott & Selber Inc
Houston,
Texas
| $149M | -$260K | -0.2% | 3.79% | 202% | 72 | 29.17% | 1.4 |
|