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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
Sargent Investment Group
Bethesda,
Maryland
| $456M | -$480K | -0.1% | 6.94% | 113% | 223 | 14.8% | 3.1 |
|
| 3252 |
3252
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
| $456M | -$36.6M | -7% | 3.13% | 149% | 139 | 3.6% | 5.5 |
|
| 3253 |
3253
HughesLittle Investment Management
Vancouver,
| $456M | +$65.5M | +17% | 9.23% | 106% | 18 | 16.67% | 5.1 |
|
| 3254 |
3254
Kapitalo Investimentos
Sao Paulo,
Brazil
| $456M | -$28.9M | -6% | 5.57% | 66.5% | 583 | 65.52% | 0.5 |
|
| 3255 |
3255
Arlington Financial Advisors
Santa Barbara,
California
| $456M | +$121M | +36% | 7.11% | 67.6% | 91 | 32.97% | 3.3 |
|
| 3256 |
3256
Bellwether Advisors
Lincoln,
Nebraska
| $455M | +$48.4M | +12% | 8.92% | 115% | 131 | 23.66% | 1.9 |
|
| 3257 |
3257
TAP Consulting
Kirkwood,
Missouri
| $455M | +$35.7M | +9% | 4.28% | 3.08% | 159 | 24.53% | 1.8 |
|
| 3258 |
3258
Private Capital Management (Colorado)
Denver,
Colorado
| $454M | +$41.5M | +10% | 8% | 20% | 269 | 23.79% | 1.8 |
|
| 3259 |
3259
Hudock Inc
Williamsport,
Pennsylvania
| $454M | -$12.4M | -3% | 6.66% | 69.7% | 163 | 20.86% | 7.3 |
|
| 3260 |
GECH
3260
Garnet Equity Capital Holdings
New York
| $454M | +$133M | +41% | 12.4% | 302% | 37 | 43.24% | 0.9 |
|
| 3261 |
3261
Bellecapital
Zurich,
Switzerland
| $454M | +$11.9M | +3% | 8.94% | 152% | 172 | 13.95% | 3.2 |
|
| 3262 |
3262
Battery Management Corp
Boston,
Massachusetts
| $453M | -$106M | -19% | 10.3% | 45.1% | 5 | 0% | 2.5 |
|
| 3263 |
3263
Brilliance Asset Management
Admiralty, Hong Kong,
Hong Kong
| $453M | -$8.75M | -2% | 1.07% | 39.2% | 10 | 40% | 0.8 |
|
| 3264 |
3264
Cisco Systems
San Jose,
California
| $452M | -$3.49M | -0.8% | 9.75% | 210% | 3 | 0% | 1.7 |
|
| 3265 |
3265
Sensible Financial Planning & Management
Waltham,
Massachusetts
| $452M | +$26M | +6% | 2.43% | 24.5% | 30 | 13.33% | 5.4 |
|
| 3266 |
3266
Dymon Asia Capital (Singapore)
Singapore
| $452M | +$114M | +34% | 14.5% | 291% | 159 | 79.87% | 0.2 |
|
| 3267 |
3267
Iowa State Bank
Urbandale,
Iowa
| $452M | +$34.9M | +8% | 9.53% | 85.7% | 113 | 9.73% | 5.9 |
|
| 3268 |
3268
Contravisory Investment Management
Norwell,
Massachusetts
| $451M | +$43.4M | +11% | 13.1% | 135% | 399 | 23.56% | 1.5 |
|
| 3269 |
3269
Cyrus J. Lawrence
New York
| $451M | – | – | 12.6% | – | 150 | – | 1.5 |
|
| 3270 |
3270
TLWM Financial
San Antonio,
Texas
| $451M | +$27.5M | +7% | 6.38% | 53.9% | 75 | 12% | 2.9 |
|
| 3271 |
3271
Cornerstone Management
Duluth,
Georgia
| $451M | +$58.5M | +15% | 5.41% | 43.6% | 55 | 7.27% | 4.6 |
|
| 3272 |
3272
Coulter & Justus Financial Services
Knoxville,
Tennessee
| $450M | +$303M | +205% | 11.4% | – | 127 | 93.7% | 0.1 |
|
| 3273 |
3273
Noesis Capital Mangement
Boca Raton,
Florida
| $450M | +$26.1M | +6% | 11.4% | 139% | 102 | 13.73% | 5.7 |
|
| 3274 |
3274
Lebenthal Global Advisors
Hauppauge,
New York
| $450M | +$20M | +5% | 6.24% | 57.2% | 204 | 16.18% | 1.2 |
|
| 3275 |
BDWCC
3275
B&D White Capital Company
Lakeway,
Texas
| $450M | +$129M | +40% | 5.37% | 44.2% | 71 | 30.99% | 1 |
|