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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1726 |
1726
Buckhead Capital Management
Atlanta,
Georgia
| $511M | -$36.5M | -7% | 7.87% | 67.6% | 207 | 13.04% | 1.7 |
|
| 1727 |
1727
Motley Fool Asset Management
Alexandria,
Virginia
| $510M | -$52.9M | -9% | 5.34% | 117% | 93 | 25.81% | 1.6 |
|
| 1728 |
1728
Delta Asset Management
Memphis,
Tennessee
| $510M | -$29.4M | -5% | 6.93% | 53.8% | 670 | 19.25% | 1.6 |
|
| 1729 |
1729
Roffman Miller Associates
Philadelphia,
Pennsylvania
| $510M | -$16.9M | -3% | 4.73% | 83.5% | 65 | 4.62% | 2.1 |
|
| 1730 |
1730
Rockland Trust
Hanover,
Massachusetts
| $509M | +$5.28M | +1% | 5.27% | 61.5% | 159 | 18.24% | 1.6 |
|
| 1731 |
MFM
1731
Marianas Fund Management
New York
| $508M | -$28.4M | -5% | 5.11% | 26% | 39 | 74.36% | 0.2 |
|
| 1732 |
1732
Broadwood Capital
New York
| $508M | -$79.3M | -14% | 15.7% | 110% | 7 | 14.29% | 1.5 |
|
| 1733 |
CK
1733
Cohen Klingenstein
New York
| $507M | -$48.8M | -9% | 7.17% | 99.1% | 160 | 4.38% | 2.2 |
|
| 1734 |
AR
1734
Argyll Research
Wilmington,
Delaware
| $506M | +$331M | +189% | 19.5% | 0.8% | 7 | 57.14% | 1 |
|
| 1735 |
1735
Iconiq Capital
San Francisco,
California
| $506M | -$53.7M | -10% | 12.2% | 0.21% | 48 | 12.5% | 1.3 |
|
| 1736 |
MIM
1736
Marco Investment Management
Atlanta,
Georgia
| $506M | -$92.9M | -16% | 8.71% | 127% | 201 | 11.94% | 1.8 |
|
| 1737 |
1737
Mogy Joel R Investment Counsel
Beverly Hills,
California
| $506M | -$22.8M | -4% | 3.47% | 121% | 144 | 11.11% | 2.1 |
|
| 1738 |
1738
Academy Capital Management
Waco,
Texas
| $505M | +$22.7M | +5% | 7.85% | 71.2% | 49 | 18.37% | 1.6 |
|
| 1739 |
1739
Winslow Asset Management
Beachwood,
Ohio
| $505M | -$75M | -13% | 11.2% | 89.9% | 91 | 3.3% | 2 |
|
| 1740 |
1740
Steinberg Global Asset Management
Boca Raton,
Florida
| $505M | -$19.7M | -4% | 5.21% | 32.8% | 236 | 13.98% | 1.6 |
|
| 1741 |
1741
Franklin Street Advisors
Chapel Hill,
North Carolina
| $504M | -$54.2M | -10% | 6.95% | 130% | 259 | 18.92% | 1.5 |
|
| 1742 |
1742
Cornercap Investment Counsel
Atlanta,
Georgia
| $504M | -$55.7M | -10% | 11.3% | 55.4% | 433 | 42.26% | 0.8 |
|
| 1743 |
1743
McGowan Group Asset Management
Dallas,
Texas
| $504M | +$16M | +3% | 3.95% | 69.8% | 143 | 13.99% | 0.6 |
|
| 1744 |
1744
North Point Portfolio Managers
Orange Village,
Ohio
| $502M | -$47.5M | -9% | 7.71% | 72.8% | 84 | 10.71% | 1.9 |
|
| 1745 |
EIM
1745
Emerson Investment Management
Boston,
Massachusetts
| $501M | -$34.2M | -6% | 6.17% | 26.1% | 145 | 12.41% | 1.9 |
|
| 1746 |
1746
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| $500M | -$21M | -4% | 2.2% | 68.1% | 73 | 12.33% | 1.8 |
|
| 1747 |
1747
Vigilant Capital Management
Portland,
Maine
| $500M | -$52.3M | -9% | 7.2% | 48.8% | 326 | 30.37% | 1.5 |
|
| 1748 |
ICAS
1748
Investors Capital Advisory Services
Lynnfield,
Massachusetts
| $498M | -$46.9M | -9% | 7.31% | 24.9% | 788 | 14.59% | 1.6 |
|
| 1749 |
DAM
1749
Davis Asset Management
Sausalito,
California
| $498M | +$11.5M | +2% | 6.84% | 97.3% | 24 | 0% | 1.5 |
|
| 1750 |
1750
Wedbush Securities
Los Angeles,
California
| $498M | -$44M | -8% | 7.36% | 99.9% | 811 | 20.84% | 1.4 |
|