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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5526 |
5526
Caldwell Sutter Capital
Sausalito,
California
| $234M | +$15.8M | +7% | 6.22% | 79.5% | 896 | 7.14% | 2.2 |
|
| 5527 |
5527
MBA Advisors
Hermitage,
Pennsylvania
| $234M | +$17.4M | +8% | 6.33% | 66.1% | 144 | 8.33% | 3 |
|
| 5528 |
5528
Abbot Financial Management
Andover,
Massachusetts
| $234M | +$17.3M | +8% | 9.52% | 102% | 135 | 5.19% | 5.3 |
|
| 5529 |
5529
Ewing Morris & Co Investment Partners
Toronto,
Ontario, Canada
| $234M | +$11.1M | +5% | 6.25% | 63.5% | 118 | 40.68% | 0.7 |
|
| 5530 |
5530
Nierenberg Investment Management Company
Camas,
Washington
| $234M | +$45.8M | +24% | 21.3% | 135% | 56 | 19.64% | 1.5 |
|
| 5531 |
5531
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
New York
| $234M | +$86.5M | +59% | 5.28% | – | 2 | 0% | 0.5 |
|
| 5532 |
PHM
5532
Prospect Hill Management
Short Hills,
New Jersey
| $234M | +$40.2M | +21% | 23.2% | 85.1% | 15 | 6.67% | 4.2 |
|
| 5533 |
5533
Burford Brothers
Dallas,
Texas
| $234M | +$16M | +7% | 9.87% | 97.4% | 171 | 8.19% | 1.4 |
|
| 5534 |
5534
Wrenne Financial Planning
Lexington,
Kentucky
| $234M | +$20.1M | +9% | 6.86% | 54.3% | 50 | 8% | 1.3 |
|
| 5535 |
5535
Mad River Investors
Boston,
Massachusetts
| $234M | +$10.5M | +5% | 3.37% | 169% | 42 | 47.62% | 2.4 |
|
| 5536 |
5536
SimpliFi Inc
San Diego,
California
| $234M | +$6.8M | +3% | 4% | 27.9% | 48 | 22.92% | 3 |
|
| 5537 |
HIC
5537
Harbor Island Capital
Topsfield,
Massachusetts
| $234M | +$20.5M | +10% | 18.7% | 218% | 15 | 0% | 6.7 |
|
| 5538 |
5538
TKG Advisors
Valparaiso,
Indiana
| $233M | +$10.1M | +5% | 6.69% | 116% | 98 | 20.41% | 1.9 |
|
| 5539 |
5539
Cherokee Insurance
Sterling Heights,
Michigan
| $233M | +$4.22M | +2% | 7.12% | – | 126 | 9.52% | 0.7 |
|
| 5540 |
5540
Absolute Capital Management
Pittsburgh,
Pennsylvania
| $233M | +$34.4M | +17% | 7.36% | 98.2% | 143 | 30.07% | 1.4 |
|
| 5541 |
5541
Gables Capital Management
Miami,
Florida
| $233M | +$21.8M | +10% | 10.5% | 173% | 464 | 5.82% | 4.4 |
|
| 5542 |
5542
Cable Car Capital
San Francisco,
California
| $233M | -$78.6M | -25% | 15.5% | – | 99 | 55.56% | 0.6 |
|
| 5543 |
5543
Choice Wealth Advisors
Waterville,
Maine
| $233M | +$12M | +5% | 6.41% | 60.3% | 32 | 6.25% | 2.3 |
|
| 5544 |
5544
Lancaster Investment Management
London,
United Kingdom
| $233M | -$79.6M | -25% | 4.42% | 0.78% | 10 | 40% | 1.3 |
|
| 5545 |
5545
Bayshore Asset Management
Coral Gables,
Florida
| $233M | +$14.4M | +7% | 7.4% | 66.1% | 42 | 9.52% | 2.7 |
|
| 5546 |
5546
Mayfair Advisory Group
Birmingham,
Alabama
| $233M | +$21M | +10% | 7.75% | 71.5% | 193 | 11.4% | 2.4 |
|
| 5547 |
5547
BFI Infinity
Zurich,
Switzerland
| $233M | +$37.8M | +19% | 14.1% | – | 64 | 23.44% | 0.5 |
|
| 5548 |
5548
Porter White Investment Advisors
Birmingham,
Alabama
| $233M | +$18.2M | +8% | 6.61% | 58% | 38 | 10.53% | 2.3 |
|
| 5549 |
5549
Kessler Investment Group
Columbus,
Indiana
| $233M | -$10.6M | -4% | 12.5% | 251% | 220 | 65.91% | 2.8 |
|
| 5550 |
5550
Raelipskie Partnership
Waterloo,
Ontario, Canada
| $233M | +$14.3M | +7% | 7.27% | – | 120 | 5.83% | 1.5 |
|