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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%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2076 |
CA
2076
Callahan Advisors
Houston,
Texas
| $953M | +$91.5M | +11% | 11.8% | 75.6% | 147 | 6.12% |
|
| 2077 |
KGI
2077
Kopernik Global Investors
Tampa,
Florida
| $953M | -$12.2M | -1% | 5.84% | 152% | 35 | 20% |
|
| 2078 |
FFS
2078
Founders Financial Securities
Towson,
Maryland
| $953M | +$52M | +6% | 8.12% | 52.3% | 428 | 24.3% |
|
| 2079 |
JFA
2079
JNBA Financial Advisors
Bloomington,
Minnesota
| $952M | +$72.9M | +8% | 6.86% | 61.8% | 737 | 12.75% |
|
| 2080 |
PP
2080
PDS Planning
Dublin,
Ohio
| $952M | +$73.8M | +8% | 6.74% | 48.6% | 402 | 10.45% |
|
| 2081 |
GGI
2081
Godsey & Gibb Inc
Richmond,
Virginia
| $950M | +$67.5M | +8% | 7.29% | 78.9% | 426 | 25.59% |
|
| 2082 |
SL
2082
Sonnipe Ltd
Douglas,
Isle Of Man
| $949M | +$141M | +18% | 20.1% | 51.7% | 21 | 0% |
|
| 2083 |
OCAM
2083
Owl Creek Asset Management
New York
| $949M | -$373M | -28% | 10.2% | 139% | 80 | 42.5% |
|
| 2084 |
CIS
2084
Connors Investor Services
Wyomissing,
Pennsylvania
| $949M | +$58.2M | +7% | 12.7% | 116% | 167 | 11.38% |
|
| 2085 |
MIA
2085
MMBG Investment Advisors
Miami,
Florida
| $948M | +$98.3M | +12% | 15.5% | 101% | 163 | 5.52% |
|
| 2086 |
AAP
2086
Arax Advisory Partners
Denver,
Colorado
| $948M | +$50.5M | +6% | 5.97% | 47.9% | 1,407 | 12.01% |
|
| 2087 |
DLIC
2087
Daido Life Insurance Company
Osaka,
Japan
| $947M | +$61.1M | +7% | 9.9% | 57.1% | 6 | 0% |
|
| 2088 |
BWC
2088
Blue Whale Capital
London,
United Kingdom
| $947M | +$168M | +21% | 23.5% | 265% | 18 | 16.67% |
|
| 2089 |
PIM
2089
Penobscot Investment Management
Boston,
Massachusetts
| $947M | +$93.4M | +11% | 11.8% | 103% | 307 | 6.84% |
|
| 2090 |
KL
2090
KIM LLC
Wichita,
Kansas
| $946M | -$32.7M | -3% | 4.26% | 26.4% | 374 | 36.63% |
|
| 2091 |
AL
2091
Arnhold LLC
New York
| $945M | +$50.1M | +6% | 9.24% | 156% | 129 | 10.85% |
|
| 2092 |
JC
2092
Jacobs & Co
San Francisco,
California
| $945M | +$63M | +7% | 10.6% | 92.2% | 124 | 2.42% |
|
| 2093 |
NP
2093
Ninepoint Partners
Toronto,
Ontario, Canada
| $944M | +$8.98M | +1% | 15.6% | 38.6% | 107 | 25.23% |
|
| 2094 |
HP
2094
Harvey Partners
Tarrytown,
New York
| $944M | +$63.6M | +7% | 10.7% | 124% | 46 | 17.39% |
|
| 2095 |
PO
2095
Private Ocean
San Rafael,
California
| $944M | -$63.3M | -6% | 4.57% | 2.82% | 576 | 27.95% |
|
| 2096 |
PP
2096
Pegasus Partners
Mequon,
Wisconsin
| $944M | +$87.3M | +10% | 8.82% | 32.6% | 159 | 15.72% |
|
| 2097 |
BST
2097
Bath Savings Trust
Bath,
Maine
| $942M | +$50M | +6% | 7.72% | 47.3% | 172 | 9.3% |
|
| 2098 |
BFS
2098
Bard Financial Services
Branford,
Connecticut
| $941M | +$49.5M | +6% | 8.96% | 90.1% | 241 | 5.81% |
|
| 2099 |
JLBC
2099
J.L. Bainbridge & Co
Sarasota,
Florida
| $940M | +$122M | +15% | 13.6% | 93.8% | 98 | 14.29% |
|
| 2100 |
SMC
2100
Smith, Moore & Co
Clayton,
Missouri
| $938M | +$89.8M | +11% | 8.34% | 55.8% | 443 | 10.84% |
|