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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1276 |
NTC
1276
NF Trinity Capital
Central,
Hong Kong
| $913M | +$87.5M | +11% | 2.69% | 49.6% | 47 | 6.38% | 0.4 |
|
| 1277 |
FHC
1277
First Heartland Consultants
Lake St. Louis,
Missouri
| $912M | +$649M | +247% | 0.75% | 59.2% | 318 | 18.87% | 1.6 |
|
| 1278 |
MFWM
1278
Motley Fool Wealth Management
Alexandria,
Virginia
| $912M | +$62.3M | +7% | 0.77% | 70.7% | 171 | 21.05% | 1 |
|
| 1279 |
1279
Colony Group
Boston,
Massachusetts
| $909M | +$44.1M | +5% | 2.17% | 33.2% | 276 | 19.57% | 1.9 |
|
| 1280 |
CCMIC
1280
Cardinal Capital Management Inc (Canada)
Winnipeg,
Manitoba, Canada
| $909M | +$24.1M | +3% | 4.08% | 77.8% | 46 | 6.52% | 1.7 |
|
| 1281 |
PAI
1281
Pittenger & Anderson Inc
Lincoin,
Nebraska
| $907M | +$46.8M | +5% | 3.2% | 63.4% | 415 | 16.39% | 2 |
|
| 1282 |
CCM
1282
Century Capital Management
Boston,
Massachusetts
| $905M | -$5.62M | -0.6% | 5.32% | 79.8% | 228 | 20.61% | 1.1 |
|
| 1283 |
CSC
1283
Cove Street Capital
El Segundo,
California
| $905M | +$139M | +18% | 2.46% | 84.2% | 116 | 22.41% | 1.6 |
|
| 1284 |
SRC
1284
Shufro Rose & Co
New York
| $904M | +$9.28M | +1% | 0.94% | 68.1% | 285 | 11.23% | 2.1 |
|
| 1285 |
1285
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $903M | -$41.6M | -4% | 0.79% | 72.7% | 230 | 67.83% | 1.5 |
|
| 1286 |
1286
Greenwoods Asset Management
Grand Cayman,
Cayman Islands
| $903M | -$351M | -28% | 5.73% | 223% | 28 | 10.71% | 0.7 |
|
| 1287 |
M
1287
MOTCO
San Antonio,
Texas
| $902M | +$18.6M | +2% | 1.83% | 63.5% | 563 | 20.96% | 2.3 |
|
| 1288 |
AVC
1288
Arlington Value Capital
Salt Lake City,
Utah
| $902M | +$84.4M | +10% | 0.03% | 14.4% | 21 | 19.05% | 1.4 |
|
| 1289 |
MFBTD
1289
MB Financial Bank - Trust Department
Rosemont,
Illinois
| $901M | +$11.7M | +1% | 0.82% | 23.5% | 345 | 16.52% | 2.4 |
|
| 1290 |
SB
1290
Simmons Bank
Pine Bluff,
Arkansas
| $899M | +$1.35M | +0.2% | 2.5% | 92.9% | 298 | 8.05% | 0.2 |
|
| 1291 |
FCP
1291
Fine Capital Partners
New York
| $899M | +$65.9M | +8% | 2.16% | 95.5% | 25 | 24% | 1.6 |
|
| 1292 |
1292
FineMark National Bank & Trust
Fort Myers,
Florida
| $897M | +$46.1M | +5% | 2.8% | 69.8% | 1,477 | 18.89% | 2 |
|
| 1293 |
NTC
1293
North Tide Capital
Boston,
Massachusetts
| $897M | -$26.9M | -3% | 7.93% | 14.8% | 22 | 50% | 1.3 |
|
| 1294 |
1294
New York Life Investment Management
New York
| $897M | +$229M | +34% | 2.71% | 100% | 57 | 14.04% | 1.7 |
|
| 1295 |
B
1295
BancorpSouth
Tupelo,
Mississippi
| $896M | +$61.3M | +7% | 6.43% | 3.86% | 273 | 15.02% | 1.9 |
|
| 1296 |
1296
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| $895M | +$34.1M | +4% | 1.98% | 77.8% | 773 | 11.64% | 2.1 |
|
| 1297 |
1297
Locust Wood Capital Advisers
New York
| $894M | -$47M | -5% | 1.86% | 111% | 59 | 52.54% | 1 |
|
| 1298 |
1298
Allworth Financial
Folsom,
California
| $892M | +$92.9M | +12% | 2.11% | 53.3% | 730 | 17.26% | 1.1 |
|
| 1299 |
SM
1299
Scoggin Management
New York
| $891M | -$54.3M | -6% | 4.94% | 889% | 76 | 68.42% | 0.4 |
|
| 1300 |
ICOA
1300
Investment Centers of America
Bismarck,
North Dakota
| $891M | -$6.77M | -0.8% | 3.56% | 23.2% | 576 | 17.88% | 1.7 |
|