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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4751 |
4751
Shayne & Jacobs LLC
Nashville,
Tennessee
| $159M | -$9.6M | -6% | 4.98% | 79.4% | 35 | 0% | 5.5 |
|
| 4752 |
AA
4752
Alta Advisers
London,
United Kingdom
| $159M | +$73.9M | +87% | 3.83% | 114% | 381 | 98.69% | 0.1 |
|
| 4753 |
4753
VeraBank
Henderson,
Texas
| $159M | -$12.2M | -7% | 5.13% | 60.6% | 126 | 7.14% | 3 |
|
| 4754 |
NERM
4754
New England Research & Management
Chicago,
Illinois
| $159M | -$13M | -8% | 6.62% | 65% | 189 | 38.1% | 3 |
|
| 4755 |
AP
4755
Agilis Partners
Waltham,
Massachusetts
| $159M | -$2.98M | -2% | 6.11% | 8.47% | 23 | 4.35% | 3.4 |
|
| 4756 |
4756
Truvestments Capital
Sarasota,
Florida
| $159M | -$12.3M | -7% | 7.51% | 131% | 674 | 6.82% | 0.9 |
|
| 4757 |
4757
Kozak & Associates
Highlands Ranch,
Colorado
| $159M | +$8.36M | +6% | 4.37% | 97.4% | 391 | 14.58% | 1.1 |
|
| 4758 |
4758
Altman Advisors
Chicago,
Illinois
| $158M | -$17.1M | -10% | 2.13% | 127% | 97 | 16.49% | 1.9 |
|
| 4759 |
4759
Alfreton Capital
Radlett, Hertfordshire,
United Kingdom
| $158M | +$23.7M | +18% | 6.6% | 22.2% | 3 | 0% | 0.6 |
|
| 4760 |
4760
First Citizens Asset Management
Raleigh,
North Carolina
| $158M | – | – | 5.8% | 44.2% | 26 | – | 0 |
|
| 4761 |
4761
Narus Financial Partners
Salt Lake City,
Utah
| $158M | +$1.17M | +0.7% | 0.15% | 85.3% | 120 | 15% | 2.8 |
|
| 4762 |
AC
4762
AMS Capital
Sao Paulo,
Brazil
| $158M | -$31.2M | -16% | 3.45% | 63.1% | 18 | 38.89% | 1 |
|
| 4763 |
IP
4763
Isomer Partners
New York
| $158M | -$23.8M | -13% | 3.54% | 57.2% | 16 | 37.5% | 1.2 |
|
| 4764 |
4764
Chase Investment Counsel
Charlottesville,
Virginia
| $158M | -$27.4M | -15% | 1.93% | 350% | 115 | 36.52% | 1.6 |
|
| 4765 |
WAM
4765
Westport Asset Management
Southport,
Connecticut
| $158M | -$9.08M | -5% | 4.03% | 64.2% | 74 | 1.35% | 5.4 |
|
| 4766 |
4766
Searcy Financial Services
Overland Park,
Kansas
| $158M | -$3.29M | -2% | 3.58% | 60.2% | 18 | 11.11% | 2 |
|
| 4767 |
4767
Kestrel Investment Management
San Mateo,
California
| $158M | -$16.3M | -9% | 2.43% | 89.2% | 44 | 25% | 1.5 |
|
| 4768 |
4768
Cowbird Capital
New York
| $158M | -$18.6M | -11% | 0.18% | 21.3% | 10 | 30% | 1.4 |
|
| 4769 |
4769
Hillcrest Wealth Advisors
Hazlet,
New Jersey
| $158M | -$7.21M | -4% | 5.69% | 58.7% | 53 | 7.55% | 2.7 |
|
| 4770 |
CC
4770
Claybrook Capital
Wellesley,
Massachusetts
| $158M | -$11.7M | -7% | 8.03% | 7.15% | 138 | 8.7% | 1.2 |
|
| 4771 |
4771
Landaas & Company
Milwaukee,
Wisconsin
| $158M | -$4.47M | -3% | 5.04% | 60.3% | 66 | 12.12% | 3.8 |
|
| 4772 |
4772
X-Square Capital
Guaynabo,
Puerto Rico
| $157M | -$8.77M | -5% | 2.67% | 158% | 158 | 7.59% | 2.2 |
|
| 4773 |
AA
4773
AF Advisors
Sacramento,
California
| $157M | -$403K | -0.3% | 2.58% | 76.5% | 19 | 21.05% | 1.5 |
|
| 4774 |
4774
Roman Butler Fullerton & Co
St Louis,
Missouri
| $157M | -$22.8M | -13% | 3.72% | 121% | 185 | 14.05% | 2.6 |
|
| 4775 |
4775
Grandview Asset Management
Harrisburg,
Pennsylvania
| $157M | -$21.6M | -12% | 4.98% | 200% | 125 | 4.8% | 1.3 |
|