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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1801 |
WDA
1801
Wendell David Associates
Portsmouth,
New Hampshire
| $509M | -$5.53M | -1% | 2.52% | 46% | 147 | 4.76% | 2.6 |
|
| 1802 |
SAS
1802
Sarbit Advisory Services
Winnipeg,
Manitoba, Canada
| $509M | -$81.2M | -14% | 0.11% | 29.3% | 19 | 31.58% | 1.1 |
|
| 1803 |
NPPM
1803
North Point Portfolio Managers
Orange Village,
Ohio
| $508M | -$11.4M | -2% | 1.49% | 72.8% | 86 | 11.63% | 2.3 |
|
| 1804 |
JVBC
1804
J.V. Bruni & Co
Colorado Springs,
Colorado
| $507M | -$20.6M | -4% | 1.96% | 97.9% | 34 | 14.71% | 2.2 |
|
| 1805 |
FM
1805
Foster & Motley
Cincinnati,
Ohio
| $506M | +$12.6M | +3% | 3.03% | 68.8% | 173 | 9.25% | 2.2 |
|
| 1806 |
PWM
1806
Patriot Wealth Management
Houston,
Texas
| $506M | +$11.1M | +2% | 2.3% | 24.3% | 74 | 13.51% | 2.1 |
|
| 1807 |
1807
Balentine LLC
Atlanta,
Georgia
| $506M | +$112M | +28% | 2.07% | 59.8% | 476 | 34.45% | 0.7 |
|
| 1808 |
FCM
1808
FJ Capital Management
Mclean,
Virginia
| $504M | -$4.8M | -0.9% | 2.49% | 97.9% | 90 | 16.67% | 1.7 |
|
| 1809 |
CEI
1809
Clark Estates Inc
New York
| $504M | -$18.4M | -4% | 2.76% | 34.5% | 125 | 24.8% | 1.5 |
|
| 1810 |
CC
1810
Clearline Capital
New York
| $504M | +$106M | +27% | 2.92% | 57.4% | 66 | 65.15% | 0.4 |
|
| 1811 |
BM
1811
Brandywine Managers
Hockessin,
Delaware
| $503M | +$10.3M | +2% | 2.35% | 96.3% | 3 | 0% | 1.3 |
|
| 1812 |
HIP
1812
Hengistbury Investment Partners
London,
United Kingdom
| $503M | +$8.93M | +2% | 0.43% | 108% | 8 | 25% | 0.8 |
|
| 1813 |
1813
RBF Capital
San Francisco,
California
| $503M | -$19M | -4% | 3.31% | 147% | 395 | 17.72% | 1.8 |
|
| 1814 |
CAM
1814
Cypress Asset Management
Houston,
Texas
| $503M | +$10.9M | +2% | 5.2% | 141% | 214 | 15.42% | 2.1 |
|
| 1815 |
CC
1815
Colrain Capital
Boston,
Massachusetts
| $501M | -$73.6M | -13% | 0.25% | – | 91 | 18.68% | 2.1 |
|
| 1816 |
CC
1816
Courier Capital
Buffalo,
New York
| $501M | +$20.5M | +4% | 2.47% | 69.4% | 287 | 7.67% | 2.3 |
|
| 1817 |
OC
1817
Oakmont Corp
Los Angeles,
California
| $500M | -$95.4M | -16% | 2.44% | 70.2% | 21 | 28.57% | 1.6 |
|
| 1818 |
BRWA
1818
B. Riley Wealth Advisors
Boca Raton,
Florida
| $499M | +$67.1M | +16% | 3.13% | 118% | 666 | 23.87% | 1.5 |
|
| 1819 |
RMC
1819
Regis Management Company
Menlo Park,
California
| $499M | +$43.3M | +9% | 3.08% | 5.33% | 78 | 12.82% | 1.6 |
|
| 1820 |
LIA
1820
LBMC Investment Advisors
Brentwood,
Tennessee
| $499M | +$15M | +3% | 2.72% | 52.8% | 70 | 10% | 2.2 |
|
| 1821 |
SFS
1821
Strategic Financial Services
Utica,
New York
| $499M | +$68.2M | +16% | 3.04% | 58.7% | 101 | 11.88% | 2.3 |
|
| 1822 |
HHAA
1822
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| $498M | +$14.1M | +3% | 1.8% | 70% | 48 | 6.25% | 2.1 |
|
| 1823 |
AR
1823
Argyll Research
Wilmington,
Delaware
| $497M | +$77.6M | +18% | 18.1% | 0.8% | 6 | 16.67% | 1.7 |
|
| 1824 |
1824
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $497M | -$1.15M | -0.2% | 2.29% | 51.3% | 406 | 25.12% | 1.9 |
|
| 1825 |
TCSAM
1825
Tyrus Capital S.A.M.
Monaco
| $497M | -$90.8M | -15% | 12% | – | 57 | 85.96% | 0.1 |
|