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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4176 |
4176
LDR Capital Management
New York
| $123M | +$6.32M | +5% | 2.9% | 28.4% | 26 | 38.46% | 0.5 |
|
| 4177 |
SMP
4177
Santa Monica Partners
Palm Beach Gardens,
Florida
| $123M | +$16.1M | +15% | 15.8% | 135% | 27 | 0% | 0.7 |
|
| 4178 |
BI
4178
Bredin Investment
Wilmington,
Delaware
| $123M | -$7.6M | -6% | 5.58% | – | 78 | 3.85% | 0.7 |
|
| 4179 |
4179
Family Legacy Inc
Greenville,
South Carolina
| $123M | +$6.8M | +6% | 6.58% | 89% | 177 | 1.13% | 0.7 |
|
| 4180 |
4180
William Marsh Rice University
Houston,
Texas
| $123M | -$10.4M | -8% | 7.01% | 1.81% | 3 | 0% | 1.5 |
|
| 4181 |
4181
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
| $122M | +$3.97M | +3% | 1.4% | 37.8% | 28 | 0% | 3.3 |
|
| 4182 |
4182
Technology Crossover Management V
Menlo Park,
California
| $122M | -$14.9M | -11% | 10.6% | 2.5% | 2 | 0% | 3.3 |
|
| 4183 |
HAM
4183
Hammer Asset Management
Auburn,
California
| $122M | +$8.13M | +7% | 6.34% | – | 49 | 22.45% | 0.2 |
|
| 4184 |
ACM
4184
Akanthos Capital Management
Woodland Hills,
California
| $122M | +$7.87M | +7% | 9.97% | 1.86% | 24 | 66.67% | 0.8 |
|
| 4185 |
4185
Sturgeon Ventures
London,
United Kingdom
| $122M | +$23.6M | +24% | 14% | 85.9% | 25 | 24% | 0.5 |
|
| 4186 |
4186
Exeter Financial
Scottsdale,
Arizona
| $122M | +$8.2M | +7% | 6.87% | 59.1% | 68 | 2.94% | 0.7 |
|
| 4187 |
4187
Protective Life
Birmingham,
Alabama
| $122M | – | – | 0.62% | 38.4% | 13 | – | 0 |
|
| 4188 |
AC
4188
AMS Capital
Sao Paulo,
Brazil
| $121M | -$35.5M | -23% | 0.45% | 63.1% | 67 | 82.09% | 0.1 |
|
| 4189 |
4189
Seelaus Asset Management
Chatham,
New Jersey
| $121M | +$6.41M | +6% | 8.04% | 134% | 193 | 15.54% | 0.6 |
|
| 4190 |
4190
OptiFour Integrated Wealth Management
Mc Lean,
Virginia
| $121M | +$5.69M | +5% | 3.58% | – | 55 | 3.64% | 0.7 |
|
| 4191 |
4191
Cincinnati Casualty Company
Fairfield,
Ohio
| $121M | +$9.5M | +8% | 9.36% | 56% | 25 | 8% | 3.9 |
|
| 4192 |
4192
Founders Capital Management (Texas)
Houston,
Texas
| $121M | +$7.32M | +6% | 8.26% | 131% | 323 | 8.67% | 1.3 |
|
| 4193 |
WC
4193
Weil Company
San Diego,
California
| $121M | +$2.95M | +2% | 6.85% | 71.7% | 105 | 11.43% | 0.6 |
|
| 4194 |
4194
Beaton Management Company
Haverhill,
Massachusetts
| $121M | +$9.46M | +8% | 7.36% | 95.9% | 126 | 5.56% | 1.1 |
|
| 4195 |
4195
Friedenthal Financial
Marlton,
New Jersey
| $121M | +$5.08M | +4% | 2.68% | 111% | 73 | 36.99% | 1.8 |
|
| 4196 |
4196
Biltmore Wealth Management
Tempe,
Arizona
| $121M | +$10.5M | +10% | 6.26% | 59.8% | 48 | 33.33% | 1.7 |
|
| 4197 |
EWG
4197
Executive Wealth Group
Kirkland,
Washington
| $121M | +$8.27M | +7% | 5.65% | 14.9% | 37 | 5.41% | 0.7 |
|
| 4198 |
AFC
4198
AFT Forsyth & Company
West Palm Beach,
Florida
| $121M | +$6.58M | +6% | 8.23% | 135% | 146 | 10.27% | 3.6 |
|
| 4199 |
4199
Amica Retiree Medical Trust
Lincoln,
Rhode Island
| $121M | +$5.81M | +5% | 7.4% | – | 358 | 8.38% | 2.8 |
|
| 4200 |
4200
Wells Trecaso Financial Group
Akron,
Ohio
| $121M | +$13.8M | +13% | 9.77% | 108% | 75 | 9.33% | 0.6 |
|