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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
Smart Money Group
Eastland,
Texas
| $294M | +$4.48M | +2% | 2.37% | 58.9% | 103 | 32.04% | 2.7 |
|
| 4427 |
4427
Narus Financial Partners
Salt Lake City,
Utah
| $294M | -$1.67M | -0.6% | 2.73% | 85.3% | 160 | 16.25% | 3.5 |
|
| 4428 |
4428
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $294M | -$18.1M | -6% | 1.64% | 17.7% | 155 | 22.58% | 4.1 |
|
| 4429 |
4429
Pecaut & Co
Sioux City,
Iowa
| $294M | +$4.15M | +1% | 1.56% | 62.8% | 79 | 7.59% | 3.8 |
|
| 4430 |
4430
Boone Capital Management
Atlanta,
Georgia
| $294M | -$2.64M | -0.9% | 5.47% | 278% | 16 | 43.75% | 1.1 |
|
| 4431 |
4431
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
| $294M | -$6.98M | -2% | 0.33% | – | 238 | 10.08% | 0.7 |
|
| 4432 |
4432
Aquamarine Zurich
Zurich,
Switzerland
| $294M | +$6.07M | +2% | 4.45% | 74.8% | 15 | 13.33% | 2.2 |
|
| 4433 |
TM
4433
Tikvah Management
Charlotte,
North Carolina
| $294M | -$73.6M | -20% | 16.4% | 169% | 25 | 8% | 4.5 |
|
| 4434 |
4434
Astoria Portfolio Advisors
New York
| $294M | +$13.1M | +5% | 0.91% | 75.4% | 268 | 30.6% | 1.6 |
|
| 4435 |
4435
Chapin Davis
Baltimore,
Maryland
| $293M | -$13.1M | -4% | 1.84% | 339% | 249 | 17.27% | 1.8 |
|
| 4436 |
4436
Arcataur Capital Management
Milwaukee,
Wisconsin
| $293M | -$3.29M | -1% | 3.05% | 65.4% | 101 | 6.93% | 1.6 |
|
| 4437 |
4437
Empirical Asset Management
Wellesley,
Massachusetts
| $293M | -$8.27M | -3% | 1.6% | 94.5% | 477 | 43.61% | 1.2 |
|
| 4438 |
4438
JRM Investment Counsel
Omaha,
Nebraska
| $293M | +$10.4M | +4% | 7.5% | 65.5% | 21 | 9.52% | 5.4 |
|
| 4439 |
4439
Towarzystwo Funduszy Inwestycyjnych PZU SA
Warsaw,
| $293M | -$9.8M | -3% | 5.05% | – | 664 | 7.08% | 2.6 |
|
| 4440 |
RGC
4440
Rubicon Global Capital
London,
United Kingdom
| $293M | +$133M | +83% | 1.51% | – | 10 | 10% | 0.2 |
|
| 4441 |
4441
Mirabaud & Cie
Geneva,
Switzerland
| $293M | -$18.4M | -6% | 6.49% | 151% | 66 | 18.18% | 1 |
|
| 4442 |
4442
West Virginia University Foundation
Morgantown,
West Virginia
| $293M | +$5.37M | +2% | 4.85% | – | 2 | 0% | 0.3 |
|
| 4443 |
4443
Parus Finance (UK)
London,
United Kingdom
| $293M | -$26.1M | -8% | 1.31% | 199% | 36 | 16.67% | 3.5 |
|
| 4444 |
4444
Websterrogers Financial Advisors
Florence,
South Carolina
| $293M | +$4.89M | +2% | 0.29% | 46% | 84 | 3.57% | 2.1 |
|
| 4445 |
4445
CIBRA Capital
London,
United Kingdom
| $293M | +$146M | +99% | 18.4% | – | 38 | 71.05% | 0.1 |
|
| 4446 |
4446
Sterling Investment Counsel
Buffalo,
New York
| $292M | +$141M | +93% | 3.29% | 93.8% | 177 | 29.38% | 1.8 |
|
| 4447 |
4447
Henry James International Management
New York
| $292M | +$14.4M | +5% | 4.64% | 125% | 101 | 4.95% | 5.2 |
|
| 4448 |
FP
4448
Financial Perspectives
Minneapolis,
Minnesota
| $292M | -$5.63M | -2% | 1.42% | 104% | 734 | 3.13% | 3.9 |
|
| 4449 |
4449
Roanoke Asset Management
Jersey City,
New Jersey
| $292M | -$18.5M | -6% | 2.47% | 50.3% | 98 | 7.14% | 7.1 |
|
| 4450 |
WFA
4450
Wade Financial Advisory
Campbell,
California
| $292M | -$3.29M | -1% | 1.02% | 15.9% | 81 | 7.41% | 4 |
|