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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3901 |
3901
Sara-Bay Financial
Sarasota,
Florida
| $174M | – | – | 32.4% | 233% | 77 | – | 0 |
|
| 3902 |
3902
Laffer Tengler Investments
Nashville,
Tennessee
| $174M | +$45.8M | +36% | 11.2% | 96.5% | 273 | 59.34% | 0.8 |
|
| 3903 |
3903
Lumbard & Kellner
Hollis,
New Hampshire
| $174M | +$24.9M | +17% | 21% | 137% | 78 | 17.95% | 3.6 |
|
| 3904 |
3904
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
| $174M | +$41.7M | +31% | 14.7% | 143% | 53 | 41.51% | 0.5 |
|
| 3905 |
MHP
3905
Manatuck Hill Partners
Westport,
Connecticut
| $174M | +$64.7M | +59% | 74.8% | 556% | 104 | 58.65% | 1.3 |
|
| 3906 |
3906
Kathryn A. Hall
| $174M | +$53.5M | +45% | 33.9% | 95.2% | 44 | 25% | 1.3 |
|
| 3907 |
3907
Allied Investment Advisors
Billings,
Montana
| $174M | +$35.1M | +25% | 17.1% | 68.4% | 48 | 12.5% | 2.1 |
|
| 3908 |
3908
Soapstone Management
Bethesda,
Maryland
| $174M | +$57.5M | +50% | 36.6% | 30.3% | 19 | 31.58% | 1.2 |
|
| 3909 |
HIM
3909
Hotaling Investment Management
Wayne,
Pennsylvania
| $173M | +$38.9M | +29% | 23.2% | 52.6% | 111 | 19.82% | 1.1 |
|
| 3910 |
3910
Veracity Capital
Atlanta,
Georgia
| $173M | -$173M | -50% | 18.5% | 149% | 272 | 45.59% | 0.3 |
|
| 3911 |
3911
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
| $173M | +$53.6M | +45% | 23.2% | 87.9% | 187 | 24.6% | 1.1 |
|
| 3912 |
KCM
3912
Knoll Capital Management
Miami,
Florida
| $173M | +$66.8M | +63% | 65.9% | 258% | 19 | 5.26% | 2 |
|
| 3913 |
3913
Cavalier Investments
Alpharetta,
Georgia
| $173M | +$3.91M | +2% | 28.6% | 171% | 143 | 74.13% | 0.6 |
|
| 3914 |
3914
Lapides Asset Management
Greenwich,
Connecticut
| $173M | +$40.4M | +30% | 22.6% | 63% | 69 | 21.74% | 3.2 |
|
| 3915 |
BOC
3915
Barbara Oil Co
Chicago,
Illinois
| $173M | +$23M | +15% | 16% | 76.9% | 93 | 7.53% | 4.4 |
|
| 3916 |
SCA
3916
Sander Capital Advisors
Seattle,
Washington
| $173M | +$70.2M | +68% | 31.4% | 113% | 13 | 46.15% | 1.1 |
|
| 3917 |
3917
Roanoke Asset Management
Jersey City,
New Jersey
| $173M | +$24.1M | +16% | 28.5% | 50.3% | 98 | 8.16% | 4.6 |
|
| 3918 |
3918
Rings Capital Management
Chicago,
Illinois
| $172M | +$42M | +32% | 31.8% | 40.9% | 8 | 25% | 0.9 |
|
| 3919 |
3919
Searle & Co
Greenwich,
Connecticut
| $172M | +$31.4M | +22% | 19.6% | 93.8% | 144 | 11.11% | 2.7 |
|
| 3920 |
3920
Investment Security Group
Denver,
Colorado
| $172M | +$25.2M | +17% | 19.2% | – | 16 | 18.75% | 0.2 |
|
| 3921 |
3921
American Financial Group Inc 401(K) Retirement & Savings Plan
Cincinnati,
Ohio
| $172M | -$9.7M | -5% | 9.45% | 17.8% | 1 | 0% | 7 |
|
| 3922 |
3922
Ayalon Insurance Company
Ramat Gan,
Israel
| $172M | +$37.2M | +28% | 24.5% | 99.6% | 142 | 18.31% | 1.9 |
|
| 3923 |
3923
Patton Fund Management
Dallas,
Texas
| $172M | +$9.7M | +6% | 17.6% | 211% | 93 | 35.48% | 0.5 |
|
| 3924 |
3924
Elgethun Capital Management
Sioux Falls,
South Dakota
| $172M | -$7.99M | -4% | 13.3% | 61.5% | 110 | 20.91% | 2.2 |
|
| 3925 |
3925
Single Point Partners
Boston,
Massachusetts
| $172M | +$27.6M | +19% | 16.2% | 56.4% | 71 | 18.31% | 0.4 |
|