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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4101 |
4101
Shayne & Jacobs LLC
Nashville,
Tennessee
| $168M | +$12.8M | +8% | 11.3% | 79.4% | 31 | 6.45% | 4.1 |
|
| 4102 |
4102
Bandera Partners
New York
| $168M | +$9.05M | +6% | 9.86% | 55.4% | 15 | 0% | 3.2 |
|
| 4103 |
4103
Vector Capital
San Francisco,
California
| $168M | – | – | 9.9% | – | 1 | – | 0 |
|
| 4104 |
4104
Gleason Group
Prospect,
Kentucky
| $168M | – | – | 8.43% | 69.1% | 187 | – | 0 |
|
| 4105 |
SAM
4105
Security Asset Management
New York
| $168M | +$15.6M | +10% | 9.12% | 67.4% | 84 | 4.76% | 3.6 |
|
| 4106 |
4106
Cornell Pochily Investment Advisors
Ithaca,
New York
| $168M | +$11.2M | +7% | 8.47% | 97% | 139 | 7.91% | 1.7 |
|
| 4107 |
4107
Oakcliff Capital Partners
New York
| $168M | +$19.8M | +13% | 17.5% | 133% | 11 | 0% | 1.9 |
|
| 4108 |
4108
Brookmont Capital Management
Dallas,
Texas
| $168M | -$7.72M | -4% | 3.74% | 32.2% | 70 | 1.43% | 4.3 |
|
| 4109 |
4109
GSI Capital Advisors
Newport Beach,
California
| $167M | -$2.84M | -2% | 0.13% | 39.7% | 34 | 47.06% | 1 |
|
| 4110 |
4110
Holistic Financial Partners
Indianapolis,
Indiana
| $167M | +$54.5M | +48% | 5.87% | 95.7% | 126 | 39.68% | 0.8 |
|
| 4111 |
4111
Knuff & Co
Foster City,
California
| $167M | +$21.7M | +15% | 9.86% | 85.8% | 191 | 14.14% | 0.7 |
|
| 4112 |
LA
4112
LFL Advisers
Evanston,
Illinois
| $167M | -$2.62M | -2% | 10.4% | 83% | 10 | 0% | 2.6 |
|
| 4113 |
4113
Kayak Investment Partners
San Francisco,
California
| $167M | -$9.8M | -6% | 10.7% | 27% | 27 | 55.56% | 1 |
|
| 4114 |
4114
Teamwork Financial Advisors
San Antonio,
Texas
| $167M | – | – | 12.5% | 134% | 108 | – | 0 |
|
| 4115 |
4115
NVWM LLC
Yardley,
Pennsylvania
| $167M | +$4.18M | +3% | 10.1% | 119% | 409 | 27.38% | 1.4 |
|
| 4116 |
4116
Arkadios Wealth Advisors
Atlanta,
Georgia
| $167M | – | – | 7.33% | 91.1% | 989 | – | 0 |
|
| 4117 |
AC
4117
AMS Capital
Sao Paulo,
Brazil
| $167M | -$69.1M | -29% | 10.5% | 63.1% | 29 | 48.28% | 0.4 |
|
| 4118 |
4118
TCG Advisors
Austin,
Texas
| $167M | +$27.7M | +20% | 5.37% | – | 133 | 13.53% | 0.7 |
|
| 4119 |
4119
LDR Capital Management
New York
| $167M | +$35.4M | +27% | 2.54% | 28.4% | 30 | 60% | 0.7 |
|
| 4120 |
MCA
4120
Mercer Capital Advisers
Little Silver,
New Jersey
| $167M | +$9.7M | +6% | 8.66% | 59.6% | 204 | 6.37% | 4.4 |
|
| 4121 |
4121
Mattern Wealth Management
Lawrence,
Kansas
| $167M | – | – | 6.85% | 54% | 129 | – | 0 |
|
| 4122 |
4122
Timber Creek Capital Management
Boston,
Massachusetts
| $167M | +$10.2M | +7% | 9.45% | 139% | 137 | 6.57% | 4.2 |
|
| 4123 |
4123
Gibraltar Capital Management
Tulsa,
Oklahoma
| $166M | +$34M | +26% | 11% | 65% | 46 | 6.52% | 2.1 |
|
| 4124 |
4124
Biechele Royce Advisors
Fishers,
Indiana
| $166M | +$15.1M | +10% | 14.5% | 39.2% | 39 | 0% | 1.8 |
|
| 4125 |
LCM
4125
Lonestar Capital Management
San Francisco,
California
| $166M | -$135M | -45% | 22.9% | 260% | 31 | 64.52% | 0.6 |
|