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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3576 |
3576
Avalon Capital Management
Port Of Redwood City,
California
| $144M | +$13.2M | +10% | 8.79% | 151% | 111 | 57.66% | 0.7 |
|
| 3577 |
3577
Hayek Kallen Investment Management
Fairhope,
Alabama
| $144M | +$7.04M | +5% | 3.78% | 71.9% | 65 | 3.08% | 2.8 |
|
| 3578 |
3578
Investors Asset Management of Georgia
Atlanta,
Georgia
| $144M | +$9.14M | +7% | 6.36% | 118% | 148 | 8.78% | 1.8 |
|
| 3579 |
LFG
3579
LifePlan Financial Group
Dayton,
Ohio
| $144M | +$1.9M | +1% | 3.67% | 20.2% | 121 | 14.88% | 2.3 |
|
| 3580 |
3580
Cook & Bynum Capital Management
Birmingham,
Alabama
| $144M | +$9.11M | +7% | 3.41% | 46.8% | 5 | 20% | 3 |
|
| 3581 |
3581
Kassirer Asset Management
Toronto,
Ontario, Canada
| $144M | +$7.99M | +6% | 16.4% | 577% | 101 | 57.43% | 0.4 |
|
| 3582 |
3582
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
| $144M | +$16.4M | +13% | 7.17% | 70.3% | 49 | 36.73% | 1.1 |
|
| 3583 |
PCA
3583
Prospect Capital Advisors
Sausalito,
California
| $144M | +$2.05M | +1% | 11.7% | 202% | 24 | 8.33% | 1.1 |
|
| 3584 |
RP
3584
Ridgegate Proprietary
Sydney,
Australia
| $144M | -$101M | -41% | 14% | – | 3 | 66.67% | 2.3 |
|
| 3585 |
KAM
3585
Kavi Asset Management
New York
| $144M | +$6.73M | +5% | 15.1% | 144% | 45 | 62.22% | 0.3 |
|
| 3586 |
3586
Orleans Capital Management
Mandeville,
Louisiana
| $144M | +$3.81M | +3% | 4.17% | 94.6% | 86 | 4.65% | 2.9 |
|
| 3587 |
3587
Orbis Investment Management (US)
San Francisco,
California
| $143M | +$4.23M | +3% | 7.61% | 48.8% | 25 | 36% | 1.4 |
|
| 3588 |
3588
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
| $143M | +$6.1M | +4% | 2.96% | 63.9% | 86 | 9.3% | 2 |
|
| 3589 |
3589
First Dallas Securities
Dallas,
Texas
| $143M | -$2.72M | -2% | 1.18% | 163% | 118 | 17.8% | 2.1 |
|
| 3590 |
3590
Sagard Capital Partners Management
New York
| $143M | -$41.5M | -22% | 5.61% | 37.4% | 5 | 40% | 2.4 |
|
| 3591 |
3591
Alpha Capital Management
Austin,
Texas
| $143M | -$2.45M | -2% | 5.15% | 88% | 99 | 39.39% | 1.5 |
|
| 3592 |
DCCA
3592
D.C. Capital Advisors
New York
| $143M | -$23.3M | -14% | 0.39% | 59.9% | 27 | 37.04% | 1.5 |
|
| 3593 |
3593
Carrhae Capital
London,
United Kingdom
| $143M | -$92.6M | -39% | 16.5% | 182% | 13 | 61.54% | 0.5 |
|
| 3594 |
3594
Adirondack Trust Company
Saratoga Springs,
New York
| $143M | -$346K | -0.2% | 4.28% | 96.8% | 370 | 17.03% | 2.8 |
|
| 3595 |
3595
Boltwood Capital Management
Walnut Creek,
California
| $143M | +$12.1M | +9% | 4.89% | 63% | 114 | 7.89% | 2.5 |
|
| 3596 |
3596
Wilsey Asset Management
San Diego,
California
| $143M | +$1.36M | +1% | 2.57% | 66.9% | 20 | 10% | 2.5 |
|
| 3597 |
3597
Pacific Center for Financial Services
San Ramon,
California
| $143M | +$11.2M | +8% | 4.64% | 60.1% | 337 | 8.9% | 0.2 |
|
| 3598 |
3598
First United Bank & Trust
Oakland,
Maryland
| $143M | +$10.1M | +8% | 5.01% | 69.2% | 113 | 8.85% | 2.5 |
|
| 3599 |
3599
Searle & Co
Greenwich,
Connecticut
| $143M | +$22.1M | +18% | 4.96% | 93.8% | 133 | 16.54% | 0.7 |
|
| 3600 |
3600
First Command Bank
Fort Worth,
Texas
| $142M | +$17.5M | +14% | 2.97% | 34.1% | 405 | 11.85% | 0.2 |
|