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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3326 |
BOC
3326
Barbara Oil Co
Chicago,
Illinois
| $115M | – | – | 9.17% | 76.9% | 81 | – | 0 |
|
| 3327 |
3327
Globe Life
Mckinney,
Texas
| $115M | +$10.4M | +10% | 8.51% | 60.1% | 25 | 16% | 0.4 |
|
| 3328 |
CAD
3328
Craig A. Drill
| $115M | – | – | 8.52% | 67.1% | 23 | – | 0 |
|
| 3329 |
KG
3329
Karamaan Group
New York
| $115M | – | – | 18.2% | – | 27 | – | 0 |
|
| 3330 |
3330
HughesLittle Investment Management
Vancouver,
| $115M | – | – | 10.8% | 106% | 15 | – | 0 |
|
| 3331 |
3331
iAB Financial Bank
Fort Wayne,
Indiana
| $115M | +$10.9M | +10% | 10.3% | 22.5% | 91 | 7.69% | 0.5 |
|
| 3332 |
3332
Peregrine Asset Advisers
Portland,
Oregon
| $115M | +$10.3M | +10% | 11.7% | 182% | 176 | 48.86% | 0.3 |
|
| 3333 |
3333
Graybill Wealth Management
Elmhurst,
Illinois
| $114M | -$2.74M | -2% | 10.3% | – | 65 | 32.31% | 0.4 |
|
| 3334 |
3334
Land & Buildings Investment Management
Stamford,
Connecticut
| $114M | +$10.9M | +11% | 6.27% | 53.9% | 36 | 55.56% | 0.3 |
|
| 3335 |
3335
Sophrosyne Capital
New York
| $114M | -$37M | -24% | 16.8% | – | 85 | 43.53% | 0.3 |
|
| 3336 |
3336
Plancorp LLC
Saint Louis,
Missouri
| $114M | – | – | 9.12% | 67.3% | 97 | – | 0 |
|
| 3337 |
RHDIC
3337
R.H. Dinel Investment Counsel
Los Angeles,
California
| $114M | – | – | 10.7% | 55.9% | 56 | – | 0 |
|
| 3338 |
3338
Stringer Asset Management
Memphis,
Tennessee
| $114M | – | – | 7.12% | 16.4% | 24 | – | 0 |
|
| 3339 |
3339
Atlantic Investment Company
Atlanta,
Georgia
| $114M | -$39.7M | -26% | 1.72% | – | 61 | 14.75% | 0.5 |
|
| 3340 |
3340
EDMP Inc
Lutz,
Florida
| $113M | +$14.2M | +14% | 12.4% | 78% | 56 | 10.71% | 0.4 |
|
| 3341 |
3341
EFG Asset Management (Americas)
Miami,
Florida
| $113M | – | – | 6.24% | 112% | 125 | – | 0 |
|
| 3342 |
ACP
3342
Andalusian Capital Partners
Greenwich,
Connecticut
| $113M | – | – | 17.8% | – | 42 | – | 0 |
|
| 3343 |
3343
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| $113M | – | – | 1.59% | 7.8% | 60 | – | 0 |
|
| 3344 |
3344
Harbour Capital Advisors
Tysons Corner,
Virginia
| $113M | +$21.8M | +24% | 11% | 168% | 218 | 23.85% | 0.4 |
|
| 3345 |
CC
3345
Columbia Capital
Fullerton,
California
| $113M | +$1.85M | +2% | 7.66% | – | 74 | 21.62% | 0.4 |
|
| 3346 |
BE
3346
Bonness Enterprises
Washington,
District of Columbia
| $113M | +$9.09M | +9% | 8.49% | 98.6% | 50 | 6% | 0.5 |
|
| 3347 |
3347
TIFF Advisory Services
Radnor,
Pennsylvania
| $113M | -$113M | -50% | 3.33% | 85.9% | 112 | 82.14% | 0.5 |
|
| 3348 |
3348
Permian Investment Partners
Dallas,
Texas
| $113M | – | – | 29.8% | 78.6% | 7 | – | 0 |
|
| 3349 |
3349
NuWave Investment Management
Parsippany,
New Jersey
| $113M | +$3.54M | +3% | 6.7% | 26.4% | 359 | 32.31% | 0.4 |
|
| 3350 |
SCM
3350
Silver Capital Management
New York
| $113M | -$4.11M | -4% | 10.5% | 26.5% | 53 | 30.19% | 0.4 |
|