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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2126 |
2126
Mark Asset Management
New York
| $459M | +$15M | +3% | 9.27% | 325% | 59 | 27.12% | 1.9 |
|
| 2127 |
JC
2127
Joho Capital
New York
| $458M | -$27.4M | -6% | 16.3% | 80.2% | 8 | 25% | 1.8 |
|
| 2128 |
2128
Adell Harriman & Carpenter
Houston,
Texas
| $458M | +$15.3M | +3% | 5.02% | 176% | 149 | 10.07% | 2.9 |
|
| 2129 |
2129
Kirr Marbach & Co
Columbus,
Indiana
| $457M | +$8.66M | +2% | 3.26% | 121% | 91 | 21.98% | 1.9 |
|
| 2130 |
2130
Private Vista
Chicago,
Illinois
| $457M | +$43.3M | +10% | 2.58% | 10.1% | 117 | 22.22% | 0.9 |
|
| 2131 |
2131
Phillips Financial Management
Fort Wayne,
Indiana
| $457M | +$18.9M | +4% | 2.66% | 45.6% | 72 | 5.56% | 3.2 |
|
| 2132 |
2132
First Nebraska Trust
Lincoln,
Nebraska
| $457M | +$10.9M | +2% | 3.84% | 67.9% | 146 | 6.16% | 2.7 |
|
| 2133 |
2133
Sage Financial Group
W. Conshohocken,
Pennsylvania
| $456M | +$21.3M | +5% | 3.25% | 62% | 56 | 0% | 2.2 |
|
| 2134 |
2134
Cobiz Wealth
Denver,
Colorado
| $456M | +$7.69M | +2% | 3.54% | 54% | 133 | 6.02% | 3.3 |
|
| 2135 |
2135
Fidelity National Financial
Jacksonville,
Florida
| $456M | +$17.9M | +4% | 4.58% | 2.54% | 22 | 0% | 2.5 |
|
| 2136 |
2136
Colonial Trust Advisors
Spartanburg,
South Carolina
| $455M | +$14.7M | +3% | 2.49% | 80% | 150 | 10.67% | 3 |
|
| 2137 |
FBP
2137
Flippin Bruce & Porter
Lynchburg,
Virginia
| $454M | +$10.8M | +2% | 4.02% | 44.4% | 78 | 8.97% | 3.3 |
|
| 2138 |
2138
Insight Holdings Group
New York
| $454M | +$44.5M | +11% | 1.67% | 111% | 5 | 20% | 0.6 |
|
| 2139 |
2139
Whitegate Investment Counselors
Concord,
New Hampshire
| $453M | +$10.8M | +2% | 2.78% | 48% | 182 | 5.49% | 2.6 |
|
| 2140 |
2140
Dudley & Shanley
Palm Beach,
Florida
| $453M | -$32.3M | -7% | 6.64% | 67.9% | 33 | 21.21% | 2.3 |
|
| 2141 |
LCM
2141
Lonestar Capital Management
San Francisco,
California
| $452M | +$119M | +36% | 2% | 260% | 17 | 41.18% | 1 |
|
| 2142 |
2142
NumerixS Investment Technologies
Vancouver,
British Columbia, Canada
| $452M | -$229M | -34% | 5.52% | 24.6% | 1,490 | 50.74% | 0.5 |
|
| 2143 |
2143
Buckingham Capital Management (Ohio)
Dayton,
Ohio
| $452M | +$18.1M | +4% | 4.04% | 26.3% | 143 | 4.9% | 3.2 |
|
| 2144 |
2144
Cetera Investment Advisers
Schaumburg,
Illinois
| $452M | +$43.6M | +11% | 3.9% | 73.4% | 423 | 15.6% | 1.1 |
|
| 2145 |
2145
De Burlo Group
Boston,
Massachusetts
| $451M | +$3.16M | +0.7% | 11.3% | 147% | 113 | 17.7% | 2 |
|
| 2146 |
2146
AGF Investments LLC
Toronto,
Ontario, Canada
| $451M | +$14.5M | +3% | 3% | 28.5% | 838 | 22.43% | 0.6 |
|
| 2147 |
2147
Emery Howard Portfolio Management
Burlingame,
California
| $451M | -$9.23M | -2% | 4.44% | 66.5% | 34 | 2.94% | 3.4 |
|
| 2148 |
RCIM
2148
Russell Clark Investment Management
London,
United Kingdom
| $451M | +$92.6M | +26% | 17% | 174% | 71 | 28.17% | 0.4 |
|
| 2149 |
2149
Finepoint Capital
Boston,
Massachusetts
| $449M | +$60.4M | +16% | 7.73% | 27.4% | 9 | 22.22% | 1.6 |
|
| 2150 |
2150
Kings Point Capital Management
Great Neck,
New York
| $448M | +$18.6M | +4% | 3.85% | 80.1% | 378 | 17.46% | 2.5 |
|