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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3351 |
3351
HHM Wealth Advisors
Chattanooga,
Tennessee
| $368M | +$86K | +0% | 0.85% | 62.3% | 683 | 13.62% | 1.3 |
|
| 3352 |
3352
Lincoln Capital
Lincoln,
Nebraska
| $368M | +$11M | +3% | 0.92% | 67.1% | 100 | 6% | 4.1 |
|
| 3353 |
3353
Financial Planning & Information Services
De Pere,
Wisconsin
| $368M | +$26.6M | +8% | 1.15% | 13% | 75 | 8% | 4 |
|
| 3354 |
3354
Hourglass Capital
Houston,
Texas
| $367M | -$61.8M | -14% | 1.35% | 94.4% | 138 | 28.26% | 4.4 |
|
| 3355 |
CFSG
3355
Community Financial Services Group
Newport,
Vermont
| $367M | +$9.11M | +3% | 0.74% | – | 110 | 13.64% | 3.5 |
|
| 3356 |
3356
CNA Financial
Chicago,
Illinois
| $367M | +$13.9M | +4% | 0.31% | 48.6% | 211 | 16.11% | 1.2 |
|
| 3357 |
3357
Principal Street Partners
Memphis,
Tennessee
| $367M | -$12M | -3% | 1.41% | 91% | 223 | 24.66% | 1.3 |
|
| 3358 |
3358
Sicart Associates
New York
| $367M | -$53.1M | -13% | 2.36% | 113% | 122 | 16.39% | 2.2 |
|
| 3359 |
3359
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
| $367M | +$8.32M | +2% | 1.05% | 83.3% | 90 | 6.67% | 3.4 |
|
| 3360 |
3360
Engine Capital Management
New York
| $366M | +$51.9M | +17% | 1.53% | 21.1% | 40 | 27.5% | 1.3 |
|
| 3361 |
MAA
3361
Mraz Amerine & Associates
Modesto,
California
| $366M | -$2.82M | -0.8% | 0.29% | 63.2% | 179 | 6.15% | 4.3 |
|
| 3362 |
3362
Goodman Financial
Houston,
Texas
| $366M | +$39.6M | +12% | 0.94% | 52.5% | 54 | 11.11% | 2.2 |
|
| 3363 |
SPC
3363
Stony Point Capital
New York
| $366M | -$17M | -4% | 0.62% | 208% | 45 | 42.22% | 0.7 |
|
| 3364 |
3364
Lodbrok Capital
London,
United Kingdom
| $365M | +$120M | +49% | 20% | 25.9% | 3 | 33.33% | 0.2 |
|
| 3365 |
3365
Paradigm Asset Management
New York
| $365M | -$26.4M | -7% | 0.24% | 73.8% | 347 | 15.56% | 1.7 |
|
| 3366 |
3366
McNamara Financial Services
Marshfield,
Massachusetts
| $365M | +$2.45M | +0.7% | 1.83% | 42.6% | 61 | 3.28% | 3.1 |
|
| 3367 |
3367
Great Diamond Partners
Portland,
Maine
| $365M | +$11.2M | +3% | 0.59% | 86.1% | 213 | 11.74% | 1.2 |
|
| 3368 |
3368
Northside Capital Management
Hood River,
Oregon
| $365M | -$33.7M | -8% | 0.46% | 99.6% | 98 | 8.16% | 3.5 |
|
| 3369 |
PGCM
3369
Prescott Group Capital Management
Tulsa,
Oklahoma
| $364M | +$10.5M | +3% | 0.33% | 135% | 161 | 25.47% | 1.8 |
|
| 3370 |
3370
Bedell Frazier Investment Counselling
Walnut Creek,
California
| $364M | -$30.9M | -8% | 2.38% | 72.5% | 102 | 17.65% | 2.1 |
|
| 3371 |
3371
Physician Wealth Advisors
Midvale,
Utah
| $364M | +$14.5M | +4% | 0.99% | 79.9% | 160 | 7.5% | 1.4 |
|
| 3372 |
3372
Monetary Management Group
St Louis,
Missouri
| $364M | +$31.8M | +10% | 0.58% | 138% | 356 | 14.61% | 4.5 |
|
| 3373 |
3373
Bridgewater Advisors
New York
| $363M | +$48.9M | +16% | 0.61% | 61% | 249 | 12.05% | 1.8 |
|
| 3374 |
3374
Constellation Investimentos e Participacoes
Sao Paulo,
Brazil
| $363M | -$62.3M | -15% | 6.52% | 172% | 11 | 27.27% | 1 |
|
| 3375 |
3375
Oliver Luxxe Assets
Gladstone,
New Jersey
| $363M | -$1.56M | -0.4% | 1.06% | 137% | 218 | 20.18% | 1.6 |
|