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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4001 |
4001
Knightsbridge Asset Management
Newport Beach,
California
| $301M | +$16.6M | +6% | 7.94% | 150% | 101 | 23.76% | 1.4 |
|
| 4002 |
4002
Boyd Watterson Asset Management
Cleveland,
Ohio
| $301M | +$29.4M | +11% | 9.1% | 116% | 152 | 7.24% | 4.1 |
|
| 4003 |
4003
White Pine Investment Company
Livonia,
Michigan
| $301M | +$14.5M | +5% | 7.19% | 73.3% | 59 | 3.39% | 4.1 |
|
| 4004 |
WA
4004
Winfield Associates
Cleveland,
Ohio
| $300M | +$29.6M | +11% | 10.5% | 77.8% | 159 | 7.55% | 3.8 |
|
| 4005 |
4005
Sutton Wealth Advisors
Tampa,
Florida
| $300M | +$29M | +11% | 10.9% | 40.9% | 1,714 | 26.08% | 3 |
|
| 4006 |
NME
4006
Notis-McConarty Edward
| $300M | +$27M | +10% | 11.8% | 91.2% | 104 | 3.85% | 5.8 |
|
| 4007 |
SFS
4007
Security Financial Services
Fort Wayne,
Indiana
| $300M | – | – | 5.96% | 67.7% | 133 | – | 0 |
|
| 4008 |
ARG
4008
Advisory Resource Group
Tulsa,
Oklahoma
| $300M | +$28.3M | +10% | 5.85% | 72% | 165 | 30.3% | 1.1 |
|
| 4009 |
4009
Cowbird Capital
New York
| $300M | +$8.42M | +3% | 1.48% | 21.3% | 14 | 21.43% | 0.8 |
|
| 4010 |
4010
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
| $299M | +$36.2M | +14% | 8.69% | 72.8% | 102 | 19.61% | 0.8 |
|
| 4011 |
4011
TSP Capital Management Group
Summit,
New Jersey
| $299M | +$6.47M | +2% | 8.44% | 186% | 52 | 0% | 2.3 |
|
| 4012 |
HIH
4012
HRS Investment Holdings
New York
| $299M | +$218M | +271% | 3.33% | 21.5% | 141 | 99.29% | 0 |
|
| 4013 |
AA
4013
Ashford Advisors
Pittsford,
New York
| $299M | +$26.3M | +10% | 10% | 75.4% | 12 | 8.33% | 0.9 |
|
| 4014 |
4014
Forefront Analytics
West Conshohocken,
Pennsylvania
| $299M | +$24.5M | +9% | 3.7% | 50.9% | 70 | 11.43% | 2.6 |
|
| 4015 |
UID
4015
Union Investments & Development
Tel Aviv,
Israel
| $299M | – | – | 7.97% | 17% | 50 | – | 0 |
|
| 4016 |
4016
Hourglass Capital
Houston,
Texas
| $299M | -$68.8M | -19% | 9.8% | 94.4% | 107 | 10.28% | 4.7 |
|
| 4017 |
4017
TLWM Financial
San Antonio,
Texas
| $299M | +$35.4M | +13% | 5.74% | 53.9% | 71 | 14.08% | 2.1 |
|
| 4018 |
MI
4018
M3F Inc
Salt Lake City,
Utah
| $298M | -$7.22M | -2% | 3.89% | 139% | 53 | 18.87% | 2.5 |
|
| 4019 |
4019
Frank Rimerman Advisors
Palo Alto,
California
| $298M | +$39.2M | +15% | 9.5% | 149% | 123 | 17.89% | 0.7 |
|
| 4020 |
FVCM
4020
F&V Capital Management
Boca Raton,
Florida
| $298M | +$48.4M | +19% | 9.86% | 123% | 63 | 19.05% | 4 |
|
| 4021 |
4021
Varde Management
Minneapolis,
Minnesota
| $298M | – | – | 2.32% | 149% | 6 | – | 0.5 |
|
| 4022 |
4022
Ibex Investors
Denver,
Colorado
| $298M | -$191M | -39% | 6.57% | 1.71% | 56 | 71.43% | 0.5 |
|
| 4023 |
4023
Columbus Macro
New Castle,
Pennsylvania
| $298M | -$4.96M | -2% | 4.12% | 48.7% | 178 | 19.66% | 2.2 |
|
| 4024 |
4024
Brandywine Trust
Hockessin,
Delaware
| $298M | +$10.8M | +4% | 7.17% | 32.7% | 33 | 12.12% | 6.2 |
|
| 4025 |
4025
Montgomery Investment Management
Rockville,
Maryland
| $297M | +$29.3M | +11% | 12.4% | 105% | 90 | 8.89% | 5.6 |
|