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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 |
3276
Walter & Keenan Wealth Management
Souh Bend,
Indiana
| $247M | -$5.35M | -2% | 16.4% | 92% | 197 | 71.57% | 1.8 |
|
| 3277 |
3277
Riggs Asset Management
Dallas,
Pennsylvania
| $247M | +$90.9M | +58% | 19.6% | 207% | 299 | 16.72% | 3.2 |
|
| 3278 |
3278
Amarillo National Bank
Amarillo,
Texas
| $246M | +$3.77M | +2% | 17% | 63.5% | 92 | 14.13% | 4.4 |
|
| 3279 |
3279
Family Management
New York
| $246M | +$45.5M | +23% | 22.3% | 69% | 182 | 28.57% | 1.8 |
|
| 3280 |
3280
Abacus Planning Group
Columbia,
South Carolina
| $246M | +$42.1M | +21% | 17.7% | 59.1% | 182 | 21.43% | 1.5 |
|
| 3281 |
3281
Valicenti Advisory Services
Elmira,
New York
| $246M | +$45.6M | +23% | 20.6% | 134% | 63 | 1.59% | 4.2 |
|
| 3282 |
3282
Financial Advisors Network
Tustin,
California
| $245M | +$35.7M | +17% | 15.1% | – | 113 | 17.7% | 1.8 |
|
| 3283 |
3283
Atmos Capital Gestao de Recursos
Leblon - Rio De Janeiro,
Brazil
| $245M | +$121M | +98% | 59.2% | 101% | 10 | 40% | 0.3 |
|
| 3284 |
3284
Howard Hughes Medical Institute
Chevy Chase,
Maryland
| $245M | -$232M | -49% | 34.7% | 70.9% | 22 | 0% | 4.3 |
|
| 3285 |
VDBMI
3285
Van Den Berg Management I
Austin,
Texas
| $244M | -$127M | -34% | 26.5% | 187% | 68 | 52.94% | 2.9 |
|
| 3286 |
3286
Corsair Capital Management
New York
| $244M | +$35.4M | +17% | 36.2% | 435% | 59 | 33.9% | 2.4 |
|
| 3287 |
3287
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| $244M | +$37.9M | +18% | 10.5% | 52.1% | 170 | 15.88% | 4.2 |
|
| 3288 |
CAM
3288
Centre Asset Management
New York
| $244M | -$82.9M | -25% | 19.9% | 45.3% | 68 | 27.94% | 1.4 |
|
| 3289 |
3289
Private Advisory Group
Redmond,
Washington
| $244M | +$48M | +24% | 20.8% | 177% | 143 | 60.14% | 0.9 |
|
| 3290 |
BP
3290
Banbury Partners
Charlotte,
North Carolina
| $244M | +$89.8M | +58% | 28.7% | 138% | 15 | 26.67% | 1 |
|
| 3291 |
MM
3291
Meridian Management
Little Rock,
Arkansas
| $244M | +$36.7M | +18% | 18.3% | 57.8% | 76 | 15.79% | 3.5 |
|
| 3292 |
3292
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Tel Aviv,
Israel
| $244M | +$109M | +81% | 25.8% | 80.8% | 78 | 38.46% | 1.4 |
|
| 3293 |
3293
Cape Ann Asset Management
London,
United Kingdom
| $244M | +$93.3M | +62% | 35.9% | 199% | 12 | 41.67% | 0.3 |
|
| 3294 |
3294
Beck Bode LLC
Dedham,
Massachusetts
| $244M | +$26.2M | +12% | 24.2% | 155% | 55 | 14.55% | 0.9 |
|
| 3295 |
3295
All Terrain Financial Advisors
Coon Rapids,
Minnesota
| $244M | -$2.89M | -1% | 22.9% | 71.1% | 188 | 51.6% | 1.9 |
|
| 3296 |
3296
Matthew 25 Management Corp
Ambler,
Pennsylvania
| $244M | +$38.9M | +19% | 29.7% | 141% | 19 | 10.53% | 4.6 |
|
| 3297 |
3297
Ramius Advisors
New York
| $244M | -$151M | -38% | 10.1% | 187% | 80 | 80% | 0.2 |
|
| 3298 |
3298
NYL Investors
New York
| $243M | +$18M | +8% | 8.4% | 12.7% | 27 | 3.7% | 1.5 |
|
| 3299 |
3299
Perkins Coie Trust Company
Seattle,
Washington
| $243M | +$46.7M | +24% | 20.6% | 83.2% | 450 | 34% | 4.1 |
|
| 3300 |
3300
GVO Asset Management
Zug,
Switzerland
| $243M | +$168M | +222% | 39.3% | 71.2% | 31 | 80.65% | 0.2 |
|