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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4426 |
4426
Long Road Investment Counsel
Kalamazoo,
Michigan
| $195M | -$27.5M | -12% | 12.2% | 53.8% | 73 | 10.96% | 6.3 |
|
| 4427 |
4427
Innealta Capital
Austin,
Texas
| $195M | +$23.3M | +14% | 13.6% | 63.7% | 73 | 31.51% | 1.5 |
|
| 4428 |
4428
Greenhaven Road Investment Management
Greenwich,
Connecticut
| $195M | -$112M | -36% | 23.2% | 70.2% | 65 | 36.92% | 0.8 |
|
| 4429 |
CCC
4429
Chelsea Counsel Company
Los Angeles,
California
| $195M | -$32.3M | -14% | 10.9% | 106% | 110 | 19.09% | 4.1 |
|
| 4430 |
4430
Phase 2 Partners
San Francisco,
California
| $194M | +$41.3M | +27% | 20.2% | 25.1% | 31 | 54.84% | 0.2 |
|
| 4431 |
4431
Okabena Investment Services
Minneapolis,
Minnesota
| $194M | -$42.2M | -18% | 14.9% | 72.4% | 201 | 26.87% | 1 |
|
| 4432 |
4432
Marvin & Palmer Associates
Wilmington,
Delaware
| $194M | -$27.6M | -12% | 6.87% | 392% | 35 | 40% | 0.5 |
|
| 4433 |
DI
4433
DAGCO Inc
Westlake,
Ohio
| $194M | -$26.5M | -12% | 11.6% | 75% | 103 | 8.74% | 2.8 |
|
| 4434 |
WHAM
4434
Windmill Hill Asset Management
Waddesdon,
United Kingdom
| $194M | -$4.57M | -2% | 17.3% | 97% | 28 | 64.29% | 0.5 |
|
| 4435 |
4435
Townsend Asset Management
Raleigh,
North Carolina
| $194M | -$10.9M | -5% | 13.1% | 77% | 231 | 19.91% | 1.9 |
|
| 4436 |
4436
Lexington Partners
New York
| $194M | -$26.4M | -12% | 10.9% | 1.27% | 7 | 14.29% | 1.1 |
|
| 4437 |
4437
Almitas Capital
Santa Monica,
California
| $193M | +$25.8M | +15% | 17.5% | 86.1% | 128 | 40.63% | 0.5 |
|
| 4438 |
4438
Tranquility Partners
Brentwood,
Tennessee
| $193M | -$20.3M | -9% | 14.8% | 77.3% | 237 | 19.41% | 1.8 |
|
| 4439 |
LA
4439
LFL Advisers
Evanston,
Illinois
| $193M | -$30.2M | -14% | 14.5% | 83% | 11 | 0% | 4 |
|
| 4440 |
4440
Total Clarity Wealth Management
St. Charles,
Illinois
| $193M | +$11M | +6% | 11.5% | 69.7% | 1,051 | 79.64% | 0.3 |
|
| 4441 |
LAM
4441
LifePro Asset Management
San Diego,
California
| $193M | -$85.4M | -31% | 11.6% | 49% | 150 | 41.33% | 0.8 |
|
| 4442 |
4442
Norway Savings Bank
Portland,
Maine
| $193M | -$28.4M | -13% | 11.8% | 117% | 299 | 2.68% | 4.1 |
|
| 4443 |
4443
Wiser Wealth Management
Marietta,
Georgia
| $193M | -$23.8M | -11% | 11.2% | 53% | 38 | 31.58% | 1 |
|
| 4444 |
4444
Susquehanna Foundation
Bala Cynwyd,
Pennsylvania
| $193M | -$82.4M | -30% | 22.3% | 36.7% | 5 | 20% | 4.3 |
|
| 4445 |
4445
Wells Trecaso Financial Group
Akron,
Ohio
| $193M | -$31.5M | -14% | 11.8% | 108% | 93 | 15.05% | 3.3 |
|
| 4446 |
4446
LCNB Corp
Lebanon,
Ohio
| $193M | -$19.9M | -9% | 12.8% | 75.2% | 172 | 11.63% | 3.7 |
|
| 4447 |
4447
Grant Street Asset Management
Canonsburg,
Pennsylvania
| $193M | +$13.8M | +8% | 12.7% | 41.6% | 67 | 37.31% | 1.2 |
|
| 4448 |
BOC
4448
Barbara Oil Co
Chicago,
Illinois
| $193M | -$25.4M | -12% | 9.51% | 76.9% | 87 | 6.9% | 6.2 |
|
| 4449 |
4449
Investors Asset Management of Georgia
Atlanta,
Georgia
| $193M | -$5.23M | -3% | 12.7% | 118% | 612 | 69.61% | 1.4 |
|
| 4450 |
4450
Origin Asset Management
London,
United Kingdom
| $193M | -$106M | -36% | 13.7% | 59.3% | 42 | 40.48% | 1.2 |
|