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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1501 |
ELC
1501
Edgar Lomax Company
Kingstowne,
Virginia
| $1.54B | -$74.4M | -5% | 1.89% | 66.2% | 65 | 3.08% | 4.6 |
|
| 1502 |
EA
1502
Efficient Advisors
Mason,
Ohio
| $1.54B | -$17.3M | -1% | 0.58% | 30.6% | 68 | 2.94% | 6.3 |
|
| 1503 |
BCM
1503
Basswood Capital Management
New York
| $1.54B | -$174M | -10% | 2.11% | 111% | 103 | 17.48% | 4.9 |
|
| 1504 |
HVCM
1504
HG Vora Capital Management
New York
| $1.54B | -$205M | -12% | 3.87% | 42.6% | 13 | 23.08% | 2.5 |
|
| 1505 |
APSPRSPT
1505
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Phoenix,
Arizona
| $1.53B | – | – | 0.98% | – | 9 | – | 0 |
|
| 1506 |
RIA
1506
Regal Investment Advisors
Kentwood,
Michigan
| $1.53B | +$69.9M | +5% | 1.8% | 64.7% | 618 | 13.59% | 2.3 |
|
| 1507 |
KOCAA
1507
Knights of Columbus Asset Advisors
New Haven,
Connecticut
| $1.53B | +$151M | +11% | 2.62% | 137% | 424 | 18.63% | 2 |
|
| 1508 |
VWA
1508
Visionary Wealth Advisors
O'fallon,
Illinois
| $1.53B | +$48.2M | +3% | 1.85% | 69.4% | 520 | 10.19% | 2.4 |
|
| 1509 |
MLL
1509
Moody Lynn & Lieberson
Boston,
Massachusetts
| $1.53B | +$40.2M | +3% | 7.09% | 142% | 251 | 12.35% | 4.7 |
|
| 1510 |
LLL
1510
Lynrock Lake LP
Rye Brook,
New York
| $1.53B | -$343M | -18% | 2.86% | 21.2% | 28 | 10.71% | 2.1 |
|
| 1511 |
BCP
1511
BSN Capital Partners
London,
United Kingdom
| $1.53B | +$178M | +13% | 12% | 168% | 8 | 50% | 0.4 |
|
| 1512 |
1512
Pine Valley Investments
Marlton,
New Jersey
| $1.53B | +$37.9M | +3% | 3.58% | 93.9% | 525 | 11.62% | 0.9 |
|
| 1513 |
ESBC
1513
E.S. Barr & Co
Lexington,
Kentucky
| $1.52B | -$10.2M | -0.7% | 2.33% | 73.5% | 95 | 7.37% | 6.8 |
|
| 1514 |
1514
First National Bank of Omaha
Omaha,
Nebraska
| $1.52B | +$56.1M | +4% | 1.97% | 70.9% | 336 | 16.67% | 6 |
|
| 1515 |
SHIM
1515
Spruce House Investment Management
New York
| $1.52B | +$128M | +9% | 19.9% | 863% | 11 | 9.09% | 3.8 |
|
| 1516 |
RMA
1516
Roffman Miller Associates
Philadelphia,
Pennsylvania
| $1.52B | +$22.8M | +2% | 1.96% | 68.9% | 78 | 5.13% | 7.2 |
|
| 1517 |
1517
MUFG Securities (Canada)
New York
| $1.52B | +$726M | +92% | 4.89% | – | 42 | 0% | 0.5 |
|
| 1518 |
MSR
1518
Main Street Research
Lakeville,
Connecticut
| $1.52B | +$45.2M | +3% | 7.93% | 232% | 112 | 12.5% | 4.5 |
|
| 1519 |
OFG
1519
Oxford Financial Group
Carmel,
Indiana
| $1.52B | +$75.1M | +5% | 4.12% | 77.2% | 336 | 23.21% | 2.6 |
|
| 1520 |
CFA
1520
Capstone Financial Advisors
Downers Grove,
Illinois
| $1.51B | +$26.6M | +2% | 1.09% | 54.5% | 162 | 9.26% | 4 |
|
| 1521 |
BHWM
1521
Bar Harbor Wealth Management
Concord,
New Hampshire
| $1.51B | +$13.5M | +0.9% | 2.69% | 79.2% | 265 | 3.77% | 6.5 |
|
| 1522 |
MFAM
1522
Motley Fool Asset Management
Alexandria,
Virginia
| $1.51B | -$37.4M | -2% | 4.74% | 117% | 225 | 10.67% | 2.7 |
|
| 1523 |
OA
1523
Oak Associates
Akron,
Ohio
| $1.51B | +$64.9M | +4% | 7.21% | 152% | 135 | 2.22% | 5.8 |
|
| 1524 |
1524
EverSource Wealth Advisors
Birmingham,
Alabama
| $1.51B | +$234M | +18% | 1.85% | 89.7% | 3,190 | 12.92% | 1.5 |
|
| 1525 |
FIB
1525
First Interstate Bank
Billings,
Montana
| $1.51B | +$61.8M | +4% | 0.76% | 48.2% | 177 | 8.47% | 4.8 |
|