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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3751 |
3751
Day & Ennis
Macon,
Georgia
| $204M | +$10.2M | +5% | 5.08% | 15.2% | 95 | 11.58% | 2.7 |
|
| 3752 |
3752
Beck Capital Management
Austin,
Texas
| $204M | +$20M | +11% | 11.2% | 291% | 119 | 35.29% | 1.2 |
|
| 3753 |
HCM
3753
Horrell Capital Management
Little Rock,
Arkansas
| $204M | -$6.68M | -3% | 4.72% | 55.6% | 204 | 14.22% | 4.1 |
|
| 3754 |
3754
Starr International Company
Zug,
Switzerland
| $204M | -$24.7M | -11% | 4.16% | 26.1% | 30 | 6.67% | 2.9 |
|
| 3755 |
3755
Francisco Partners Management
San Francisco,
California
| $204M | +$187M | +1,127% | 9.43% | 14.3% | 3 | 66.67% | 2 |
|
| 3756 |
3756
Thomas Story & Son
Culver,
Indiana
| $203M | +$9.8M | +5% | 9.11% | 101% | 59 | 5.08% | 4.2 |
|
| 3757 |
DCM
3757
DeGreen Capital Management
Scottsdale,
Arizona
| $203M | +$11.7M | +6% | 5.56% | 28.5% | 20 | 5% | 2.1 |
|
| 3758 |
TCM
3758
Tao Capital Management
San Francisco,
California
| $203M | – | – | 12.7% | 314% | 4 | – | 0 |
|
| 3759 |
RP
3759
RBS Partners
Bay Harbor Islands,
Florida
| $203M | -$1.13M | -0.6% | 15.6% | 210% | 4 | 25% | 5.4 |
|
| 3760 |
3760
Garrison Asset Management
Fayetteville,
Arkansas
| $203M | +$10.1M | +5% | 6.25% | 52.1% | 110 | 8.18% | 4.4 |
|
| 3761 |
3761
American National Registered Investment Advisor
Galveston,
Texas
| $203M | +$20.8M | +11% | 9.3% | 95.8% | 219 | 2.74% | 4.7 |
|
| 3762 |
3762
Alatus Capital
Geneva,
Switzerland
| $203M | -$5.1M | -2% | 0.38% | 33% | 2 | 0% | 2 |
|
| 3763 |
3763
LexAurum Advisors
Overland Park,
Kansas
| $203M | +$33.6M | +20% | 6.27% | – | 214 | 14.49% | 1.2 |
|
| 3764 |
3764
Arrow Investment Advisors
Laurel,
Maryland
| $202M | -$11M | -5% | 3.19% | 36.3% | 72 | 23.61% | 1.9 |
|
| 3765 |
3765
Beach Point Capital Management
Santa Monica,
California
| $202M | -$58.3M | -22% | 0.68% | 84.1% | 21 | 33.33% | 1.2 |
|
| 3766 |
3766
Meridian Investment Counsel
Lafayette,
California
| $202M | +$19.1M | +10% | 9.68% | 116% | 189 | 8.47% | 4.2 |
|
| 3767 |
3767
Somerset Trust
Somerset,
Pennsylvania
| $202M | +$12.9M | +7% | 7.49% | 80.5% | 101 | 0.99% | 4.9 |
|
| 3768 |
3768
Otter Creek Advisors
Palm Beach Gardens,
Florida
| $202M | +$21.8M | +12% | 6.2% | 173% | 78 | 50% | 1 |
|
| 3769 |
3769
Crestwood Capital Management
New York
| $202M | +$22.8M | +13% | 21% | 203% | 25 | 24% | 2.2 |
|
| 3770 |
3770
Maytus Capital Management
New York
| $202M | -$5.31M | -3% | 14.9% | 442% | 72 | 69.44% | 0.2 |
|
| 3771 |
3771
Hillman Company
Pittsburgh,
Pennsylvania
| $201M | +$22.8M | +13% | 13.4% | 134% | 12 | 25% | 2.1 |
|
| 3772 |
3772
AltraVue Capital
Bellevue,
Washington
| $201M | +$19.6M | +11% | 11% | 221% | 31 | 0% | 1 |
|
| 3773 |
3773
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
| $201M | +$22M | +12% | 5.88% | 70.3% | 41 | 12.2% | 2.5 |
|
| 3774 |
3774
Uncommon Cents Investing
Janesville,
Wisconsin
| $201M | +$45.1M | +29% | 7.13% | 91.4% | 100 | 13% | 1.6 |
|
| 3775 |
3775
Greenlea Lane Capital Management
Weston,
Connecticut
| $201M | +$29.3M | +17% | 16.7% | 99.7% | 11 | 0% | 0.7 |
|