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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3626 |
3626
Evermore Global Advisors
Summit,
New Jersey
| $203M | -$42.5M | -17% | 8.77% | 133% | 27 | 37.04% | 1.4 |
|
| 3627 |
3627
TAP Consulting
Kirkwood,
Missouri
| $203M | +$54.5M | +37% | 20.6% | 3.08% | 128 | 22.66% | 0.9 |
|
| 3628 |
3628
Interactive Financial Advisors
New Lenox,
Illinois
| $203M | +$89.7M | +79% | 13.5% | 47.6% | 138 | 22.46% | 3.6 |
|
| 3629 |
3629
Pacific Center for Financial Services
San Ramon,
California
| $203M | +$44.9M | +28% | 16.3% | 60.1% | 330 | 9.7% | 2.9 |
|
| 3630 |
3630
Keystone Financial Planning
Cleveland,
Ohio
| $203M | +$28M | +16% | 12.9% | 46% | 48 | 12.5% | 4.2 |
|
| 3631 |
3631
Accel London III Associates
Palo Alto,
California
| $203M | +$126M | +164% | 193% | – | 1 | 0% | 0.8 |
|
| 3632 |
3632
TRB Advisors
New York
| $203M | +$63.6M | +46% | 33.2% | 64% | 12 | 41.67% | 2.7 |
|
| 3633 |
3633
White Pine Investment Company
Livonia,
Michigan
| $203M | +$28.1M | +16% | 17.3% | 73.3% | 58 | 18.97% | 3.4 |
|
| 3634 |
3634
Day & Ennis
Macon,
Georgia
| $202M | +$27.5M | +16% | 13.9% | 15.2% | 93 | 20.43% | 2.7 |
|
| 3635 |
3635
Oarsman Capital
Milwaukee,
Wisconsin
| $202M | +$94.1M | +87% | 17.6% | 70.6% | 178 | 34.83% | 3.3 |
|
| 3636 |
3636
Bridge Creek Capital Management
West Barnstable,
Massachusetts
| $202M | +$32.3M | +19% | 17.5% | 76.5% | 93 | 10.75% | 3.5 |
|
| 3637 |
3637
Birinyi Associates
Westport,
Connecticut
| $202M | +$18.8M | +10% | 30% | 133% | 76 | 28.95% | 4.5 |
|
| 3638 |
3638
Fernwood Investment Management
Quincy,
Massachusetts
| $202M | +$45.7M | +29% | 26.9% | 83.4% | 174 | 20.69% | 2.9 |
|
| 3639 |
PGCM
3639
Prescott Group Capital Management
Tulsa,
Oklahoma
| $202M | +$575K | +0.3% | 50.9% | 148% | 118 | 32.2% | 2.6 |
|
| 3640 |
3640
Stone Run Capital
New York
| $202M | +$27.8M | +16% | 23.1% | 77.8% | 60 | 6.67% | 5 |
|
| 3641 |
3641
Harvey Capital Management
Palm Beach,
Florida
| $202M | +$53.9M | +36% | 24.1% | 147% | 79 | 32.91% | 2.6 |
|
| 3642 |
SSI
3642
Scott & Selber Inc
Houston,
Texas
| $202M | +$41.8M | +26% | 26.2% | 202% | 94 | 36.17% | 2.1 |
|
| 3643 |
3643
Schoolcraft Capital
Boulder,
Colorado
| $202M | +$37.6M | +23% | 16.1% | 58.7% | 58 | 22.41% | 1.1 |
|
| 3644 |
3644
REDW Wealth
Albuquerque,
New Mexico
| $202M | +$42.7M | +27% | 16.2% | 54.1% | 88 | 18.18% | 2.4 |
|
| 3645 |
WEO
3645
William E. Oberndorf
| $202M | +$59.9M | +42% | 52.2% | 36.2% | 7 | 28.57% | 2.4 |
|
| 3646 |
3646
Taylor Frigon Capital Management
Scottsdale,
Arizona
| $201M | +$73.8M | +58% | 56.6% | 152% | 94 | 10.64% | 2.8 |
|
| 3647 |
3647
SevenBridge Financial Group
Harrisburg,
Pennsylvania
| $201M | +$28.6M | +17% | 18.5% | 93.2% | 140 | 14.29% | 3.1 |
|
| 3648 |
PRC
3648
Pearl River Capital
Niles,
Michigan
| $201M | +$149M | +288% | 20.5% | 20.3% | 641 | 82.68% | 0.2 |
|
| 3649 |
3649
American National Registered Investment Advisor
Galveston,
Texas
| $201M | +$40.3M | +25% | 23.9% | 95.8% | 214 | 10.28% | 4.7 |
|
| 3650 |
3650
Mathes Company
New York
| $201M | +$50.7M | +34% | 26.8% | 121% | 112 | 14.29% | 4.2 |
|