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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5001 |
CSNH
5001
Crow's Nest Holdings
Richmond,
Virginia
| $331M | -$97.1M | -23% | 18.2% | 103% | 12 | 16.67% | 2.1 |
|
| 5002 |
5002
Cloverfields Capital Group
Minneapolis,
Minnesota
| $331M | +$21.5M | +7% | 11.8% | 101% | 98 | 15.31% | 2.6 |
|
| 5003 |
5003
Camarda Financial Advisors
Fleming Island,
Florida
| $331M | +$141M | +74% | 39.4% | 196% | 138 | 36.23% | 1.4 |
|
| 5004 |
5004
Rhino Investment Partners
West Conshohocken,
Pennsylvania
| $331M | -$28.8M | -8% | 16.2% | 110% | 44 | 38.64% | 0.7 |
|
| 5005 |
5005
Laura & John Arnold Foundation
Houston,
Texas
| $330M | -$99.1M | -23% | 13.9% | – | 5 | 20% | 0.4 |
|
| 5006 |
5006
NKCFO LLC
Geneva,
Illinois
| $330M | -$7.25M | -2% | 8.77% | 211% | 140 | 58.57% | 0.9 |
|
| 5007 |
5007
Bell & Brown Wealth Advisors
Newport Beach,
California
| $330M | +$21.8M | +7% | 9.19% | 125% | 74 | 9.46% | 5.9 |
|
| 5008 |
5008
Norman Fields Gottscho Capital Management
New York
| $330M | +$27.6M | +9% | 17.6% | 96.9% | 66 | 4.55% | 6.4 |
|
| 5009 |
CPH
5009
C Partners Holding
Zurich,
Switzerland
| $330M | +$13M | +4% | 1.13% | 25.6% | 15 | 46.67% | 3.3 |
|
| 5010 |
5010
Lumbard & Kellner
Hollis,
New Hampshire
| $330M | +$41.3M | +14% | 19.5% | 137% | 111 | 13.51% | 3.1 |
|
| 5011 |
5011
Hayek Kallen Investment Management
Fairhope,
Alabama
| $330M | +$22.7M | +7% | 9.77% | 71.9% | 98 | 7.14% | 0.4 |
|
| 5012 |
5012
Montgomery Investment Management
Rockville,
Maryland
| $330M | +$36.4M | +12% | 15.5% | 105% | 108 | 4.63% | 6.8 |
|
| 5013 |
5013
Iyo Bank
Matsuyama,
Japan
| $329M | +$48.4M | +17% | 29.7% | 125% | 37 | 18.92% | 2.8 |
|
| 5014 |
5014
Windward Management
Miami Beach,
Florida
| $329M | +$199M | +153% | 55% | – | 13 | 23.08% | 0.3 |
|
| 5015 |
5015
Old Point Trust & Financial Services N A
Newport News,
Virginia
| $329M | +$18.1M | +6% | 6.58% | 87.3% | 352 | 17.9% | 3.5 |
|
| 5016 |
TM
5016
Tikvah Management
Charlotte,
North Carolina
| $329M | +$6.42M | +2% | 12.2% | 169% | 22 | 18.18% | 5.7 |
|
| 5017 |
5017
Providence Equity Partners
Providence,
Rhode Island
| $329M | -$236M | -42% | 17.9% | 12.4% | 3 | 0% | 4.8 |
|
| 5018 |
5018
United Bank (Georgia)
Zebulon,
Georgia
| $329M | +$28.2M | +9% | 17.6% | 81.2% | 129 | 9.3% | 4.9 |
|
| 5019 |
5019
Buttonwood Financial Advisors
Baltimore,
Maryland
| $329M | +$29.9M | +10% | 13.2% | 73.4% | 112 | 5.36% | 3.2 |
|
| 5020 |
5020
Omega Financial Group
Santa Barbara,
California
| $329M | +$21M | +7% | 11.9% | 47% | 105 | 17.14% | 4.8 |
|
| 5021 |
5021
EdenTree Asset Management
London,
United Kingdom
| $328M | -$3.27M | -1% | 13.3% | 50.2% | 67 | 4.48% | 2.4 |
|
| 5022 |
5022
Encompass Wealth Advisors
Portland,
Oregon
| $328M | +$41.1M | +14% | 16.6% | 68.7% | 113 | 15.04% | 3.7 |
|
| 5023 |
5023
Davis Investment Partners
Charlotte,
North Carolina
| $328M | +$45.4M | +16% | 21.6% | 88.9% | 184 | 15.76% | 1.9 |
|
| 5024 |
5024
Kercheville Advisors
San Antonio,
Texas
| $328M | +$15.8M | +5% | 30.2% | 261% | 119 | 20.17% | 2.6 |
|
| 5025 |
5025
Stance Capital
Boston,
Massachusetts
| $328M | +$122M | +59% | 31.5% | – | 426 | 54.46% | 0.3 |
|