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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3276 |
BI
3276
Boulegeris Investments
Sandy Springs,
Georgia
| $123M | – | – | 1.78% | 39.1% | 43 | – | 0 |
|
| 3277 |
TWS
3277
Thomas W. Smith
| $122M | -$6.2M | -5% | 1.51% | – | 15 | 6.67% | 1.1 |
|
| 3278 |
3278
National Investment Services
Milwaukee,
Wisconsin
| $122M | -$587K | -0.5% | 0.79% | 47.2% | 52 | 23.08% | 0.9 |
|
| 3279 |
3279
Cornerstone Advisors (Washington)
Bellevue,
Washington
| $122M | +$15.3M | +14% | 1.65% | 24.3% | 678 | 14.45% | 0.8 |
|
| 3280 |
3280
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
| $122M | +$1.18M | +1% | 1.18% | 66.8% | 83 | 16.87% | 1 |
|
| 3281 |
SLA
3281
Silver Lake Advisory
Cottonwood Heights,
Utah
| $122M | +$1.16M | +1% | 1.87% | 76.7% | 80 | 8.75% | 0.7 |
|
| 3282 |
3282
Oppenheimer & Close
New York
| $122M | -$2.22M | -2% | 3.66% | 149% | 55 | 9.09% | 1.1 |
|
| 3283 |
3283
Fagan Associates
Troy,
New York
| $122M | +$4.83M | +4% | 1.45% | 127% | 96 | 22.92% | 0.4 |
|
| 3284 |
3284
Seven Post Investment Office
San Francisco,
California
| $122M | +$37M | +44% | 5.33% | 52.6% | 8 | 25% | 0.9 |
|
| 3285 |
3285
Peregrine Asset Advisers
Portland,
Oregon
| $122M | +$10.9M | +10% | 4.6% | 182% | 142 | 33.8% | 0.7 |
|
| 3286 |
3286
Bennicas & Associates
Portola Valley,
California
| $122M | -$6.39M | -5% | 2.3% | 40.3% | 82 | 2.44% | 1.2 |
|
| 3287 |
3287
Weaver C. Barksdale & Associates
Nashville,
Tennessee
| $121M | -$3.02M | -2% | 1.77% | 52.2% | 580 | 11.9% | 1 |
|
| 3288 |
3288
Harbour Capital Advisors
Tysons Corner,
Virginia
| $121M | -$6.33M | -5% | 2.36% | 168% | 221 | 43.44% | 0.7 |
|
| 3289 |
ILM
3289
Indigo Latam Management
Phoenix,
Arizona
| $121M | -$4.45M | -4% | 3.56% | 39.3% | 1 | 0% | 0.8 |
|
| 3290 |
3290
Millennium TVP Management
New York
| $121M | – | – | 10.8% | – | 10 | – | 0 |
|
| 3291 |
3291
Rivulet Capital
Summit,
New Jersey
| $120M | -$422K | -0.3% | 1.85% | 27.4% | 11 | 18.18% | 0.9 |
|
| 3292 |
3292
Michael & Susan Dell Foundation
New York
| $120M | +$1.64M | +1% | 1.33% | 238% | 7 | 0% | 0.6 |
|
| 3293 |
3293
Orbis Investment Management (US)
San Francisco,
California
| $120M | -$264K | -0.2% | 4.87% | 48.8% | 31 | 19.35% | 0.6 |
|
| 3294 |
WCM
3294
Wesley Capital Management
New York
| $120M | +$36.2M | +43% | 4.76% | 6.19% | 28 | 53.57% | 0.6 |
|
| 3295 |
DIS
3295
Diversified Investment Strategies
Baton Rouge,
Louisiana
| $120M | -$11.8M | -9% | 4.08% | 86% | 67 | 13.43% | 1.1 |
|
| 3296 |
3296
Avalon Capital Management
Port Of Redwood City,
California
| $120M | -$443K | -0.4% | 0.33% | 151% | 109 | 54.13% | 0.7 |
|
| 3297 |
3297
Peninsula Asset Management
Bradenton,
Florida
| $120M | -$1.79M | -1% | 1.23% | 44.1% | 48 | 0% | 1.2 |
|
| 3298 |
3298
Aspen Investment Management
Grand Rapids,
Michigan
| $120M | -$44.2M | -27% | 2.46% | 84.9% | 138 | 18.12% | 1.1 |
|
| 3299 |
3299
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
| $120M | +$877K | +0.7% | 0.25% | – | 53 | 7.55% | 1.1 |
|
| 3300 |
RTS
3300
Round Table Services
Westfield,
New Jersey
| $119M | -$4.83M | -4% | 2.74% | 16.1% | 64 | 26.56% | 0.8 |
|