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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3726 |
DI
3726
Diligent Investors
Redlands,
California
| $152M | -$29.7M | -16% | 12.2% | 82.2% | 210 | 12.86% | 2.6 |
|
| 3727 |
3727
Meridian Investment Counsel
Lafayette,
California
| $152M | -$30.6M | -17% | 11.7% | 116% | 187 | 12.3% | 3.9 |
|
| 3728 |
3728
Kellner Capital
New York
| $152M | -$129M | -46% | 3.19% | 390% | 51 | 72.55% | 0.4 |
|
| 3729 |
3729
Day & Ennis
Macon,
Georgia
| $152M | +$3.78M | +3% | 8.76% | 15.2% | 85 | 11.76% | 2.2 |
|
| 3730 |
HCM
3730
Highlander Capital Management
Short Hills,
New Jersey
| $152M | -$27.6M | -15% | 11.3% | 34.4% | 777 | 13.13% | 3.4 |
|
| 3731 |
3731
Pettinga Financial Advisors
Evansville,
Indiana
| $152M | – | – | 11.4% | 78.1% | 91 | – | 0 |
|
| 3732 |
3732
Capco Asset Management
Tampa,
Florida
| $152M | -$3.82M | -2% | 16.6% | 46.1% | 22 | 4.55% | 1.7 |
|
| 3733 |
3733
Wildcat Capital Management
New York
| $152M | +$22.5M | +17% | 1.04% | 126% | 25 | 44% | 1.2 |
|
| 3734 |
3734
Quadrant Capital Management
Fairfield,
New Jersey
| $152M | -$5.63M | -4% | 11.7% | 50.3% | 87 | 33.33% | 2.8 |
|
| 3735 |
3735
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $152M | -$15.6M | -9% | 14.9% | 97.3% | 1,195 | 26.53% | 0.9 |
|
| 3736 |
3736
Cruiser Capital Advisors
Stamford,
Connecticut
| $152M | -$43.5M | -22% | 17.6% | 192% | 52 | 51.92% | 0.6 |
|
| 3737 |
3737
Tillar-Wenstrup Advisors
Centerville,
Ohio
| $152M | -$32M | -17% | 10.5% | 27.4% | 62 | 29.03% | 1.7 |
|
| 3738 |
3738
Beacon Wealthcare Inc
Raleigh,
North Carolina
| $152M | +$41.2M | +37% | 7.18% | 31.6% | 11 | 18.18% | 0.7 |
|
| 3739 |
EP
3739
Elkhorn Partners
Omaha,
Nebraska
| $151M | -$19.1M | -11% | 12.2% | 32.2% | 31 | 3.23% | 4.5 |
|
| 3740 |
3740
Affiance Financial
St. Louis Park,
Minnesota
| $151M | -$335K | -0.2% | 10.8% | 57.8% | 98 | 15.31% | 2.7 |
|
| 3741 |
MKC
3741
M. Kraus & Co
Shelburne,
Vermont
| $151M | -$21.3M | -12% | 7.55% | 65.9% | 45 | 4.44% | 4 |
|
| 3742 |
3742
Machina Capital
Paris,
France
| $151M | – | – | 13.5% | 34.8% | 263 | – | 0 |
|
| 3743 |
3743
Davis Rea
Toronto,
Ontario, Canada
| $151M | -$25.6M | -14% | 15.3% | 66.9% | 54 | 16.67% | 3.3 |
|
| 3744 |
3744
Axel Capital Management
New York
| $151M | +$38.6M | +34% | 11.2% | 194% | 31 | 77.42% | 1.5 |
|
| 3745 |
TAM
3745
Taylor Asset Management
Toronto,
Ontario, Canada
| $151M | -$67.6M | -31% | 23.1% | 12.9% | 33 | 33.33% | 1.5 |
|
| 3746 |
3746
Nepsis Inc
Minneapolis,
Minnesota
| $151M | -$30.4M | -17% | 19.4% | 131% | 38 | 13.16% | 2.7 |
|
| 3747 |
3747
Flowering Tree Investment Management
Singapore
| $151M | +$23.7M | +19% | 16.8% | 47.4% | 6 | 16.67% | 3.1 |
|
| 3748 |
3748
Capital Wealth Planning
Naples,
Florida
| $151M | +$4.24M | +3% | 10% | 73.9% | 101 | 19.8% | 1.1 |
|
| 3749 |
3749
Yaupon Capital Management
New York
| $151M | – | – | 20.5% | 122% | 29 | – | 0 |
|
| 3750 |
3750
Round Hill Asset Management
Pasadena,
California
| $150M | -$18.9M | -11% | 9.75% | 43.2% | 61 | 6.56% | 1.8 |
|