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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3301 |
3301
Kavar Capital Partners Group
Leawood,
Kansas
| $183M | -$1.14M | -0.6% | 2.07% | 77.2% | 115 | 9.57% | 2.5 |
|
| 3302 |
DVM
3302
Dreman Value Management
West Palm Beach,
Florida
| $182M | +$957K | +0.5% | 4.38% | 36.6% | 434 | 3% | 1 |
|
| 3303 |
3303
Liberty Capital Management
Birmingham,
Michigan
| $182M | +$17.5M | +11% | 4.25% | – | 284 | 8.45% | 1.7 |
|
| 3304 |
3304
AMG Funds
Stamford,
Connecticut
| $182M | +$379K | +0.2% | 2.16% | 6.28% | 115 | 6.09% | 0.9 |
|
| 3305 |
3305
EnCap Energy Capital Fund IX
Houston,
Texas
| $182M | -$26.2M | -13% | 12.6% | 69.2% | 1 | 0% | 0.8 |
|
| 3306 |
3306
Trust Company
Manhattan,
Kansas
| $182M | -$34.5M | -16% | 3.65% | 40.6% | 331 | 8.16% | 2 |
|
| 3307 |
3307
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
| $182M | +$6.22M | +4% | 4.61% | 39.1% | 34 | 2.94% | 2 |
|
| 3308 |
3308
Sensible Financial Planning & Management
Waltham,
Massachusetts
| $181M | +$21.6M | +14% | 1.12% | 24.5% | 28 | 10.71% | 2.3 |
|
| 3309 |
OFG
3309
OTA Financial Group
Purchase,
New York
| $181M | +$29.2M | +19% | 3.89% | 320% | 87 | 75.86% | 0.3 |
|
| 3310 |
APSP
3310
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
| $181M | +$24.7M | +16% | 3.12% | 62.1% | 320 | 6.25% | 1.7 |
|
| 3311 |
3311
Technology Crossover Management VIII
Menlo Park,
California
| $181M | -$64.6M | -26% | 7.36% | 77.9% | 2 | 0% | 0.8 |
|
| 3312 |
3312
Occidental Asset Management
Burlingame,
California
| $181M | +$13.8M | +8% | 4.43% | 82.5% | 142 | 7.75% | 1.7 |
|
| 3313 |
HCM
3313
Horrell Capital Management
Little Rock,
Arkansas
| $181M | +$11.1M | +7% | 4.46% | 55.6% | 175 | 6.29% | 3.1 |
|
| 3314 |
3314
Rowland Carmichael Advisors
Scottsdale,
Arizona
| $181M | +$8.03M | +5% | 2.85% | 39% | 310 | 11.29% | 1.1 |
|
| 3315 |
3315
Heronetta Management
New York
| $181M | -$120K | -0.1% | 0.62% | 59.7% | 33 | 6.06% | 3.1 |
|
| 3316 |
3316
Janiczek Wealth Management
Denver,
Colorado
| $180M | +$8.51M | +5% | 3.46% | 16.4% | 38 | 7.89% | 0.6 |
|
| 3317 |
3317
New England Investment & Retirement Group
North Andover,
Massachusetts
| $180M | +$6.92M | +4% | 3.48% | 72.5% | 56 | 17.86% | 1.6 |
|
| 3318 |
LCM
3318
Lafitte Capital Management
Austin,
Texas
| $180M | +$16.1M | +10% | 17.2% | 55.2% | 19 | 26.32% | 2 |
|
| 3319 |
3319
Bridges Investment Counsel
Omaha,
Nebraska
| $180M | -$260M | -59% | 5.18% | 33.7% | 145 | 11.72% | 3.3 |
|
| 3320 |
BI
3320
Boulegeris Investments
Sandy Springs,
Georgia
| $180M | +$2.82M | +2% | 1.11% | 39.1% | 52 | 3.85% | 2.1 |
|
| 3321 |
SM
3321
Sciencast Management
Princeton,
New Jersey
| $180M | -$268K | -0.1% | 1.68% | 72.5% | 547 | 81.54% | 0.1 |
|
| 3322 |
TBA
3322
Train Babcock Advisors
New York
| $179M | -$50.7M | -22% | 5.33% | 41.9% | 115 | 29.57% | 3.1 |
|
| 3323 |
3323
Schooner Capital
Vero Beach,
Florida
| $179M | +$1.16M | +0.7% | 13.2% | 31.1% | 1 | 0% | 4.3 |
|
| 3324 |
3324
Stanley Capital Management
Houston,
Texas
| $179M | +$21.2M | +13% | 10.3% | 158% | 35 | 5.71% | 2 |
|
| 3325 |
3325
Fairfield University
Fairfield,
Connecticut
| $179M | +$11.6M | +7% | 4.26% | 61.9% | 4 | 0% | 1.6 |
|