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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
First Nebraska Trust
Lincoln,
Nebraska
| $866M | +$59.9M | +7% | 9.4% | 76.9% | 184 | 5.43% | 5.8 |
|
| 2127 |
2127
Seven Eight Capital
New York
| $865M | +$9.5M | +1% | 14.6% | 13.6% | 892 | 68.83% | 0.2 |
|
| 2128 |
2128
Towle & Co
Denver,
Colorado
| $864M | +$131M | +18% | 22.1% | 172% | 72 | 36.11% | 1.4 |
|
| 2129 |
2129
Woodstock Corp
Boston,
Massachusetts
| $864M | +$66.1M | +8% | 9.7% | 115% | 173 | 6.94% | 7.1 |
|
| 2130 |
2130
RWWM Inc
Rocklin,
California
| $862M | +$116M | +16% | 2.81% | 40.6% | 18 | 16.67% | 5.1 |
|
| 2131 |
2131
Callahan Advisors
Houston,
Texas
| $862M | +$65.8M | +8% | 9.9% | 87.7% | 146 | 7.53% | 5.9 |
|
| 2132 |
2132
Intrust Bank
Wichita,
Kansas
| $862M | +$77.7M | +10% | 11.6% | 102% | 389 | 8.23% | 5.6 |
|
| 2133 |
2133
Sage Mountain Advisors
Atlanta,
Georgia
| $862M | +$135M | +19% | 9.29% | 62.5% | 393 | 18.07% | 1.5 |
|
| 2134 |
2134
Groupe Bruxelles Lambert
Brussels,
Belgium
| $862M | – | – | 22.6% | – | 1 | – | 0 |
|
| 2135 |
2135
CoreView Capital Management
Hong Kong
| $861M | -$44.2M | -5% | 17.1% | 50.9% | 10 | 20% | 1.6 |
|
| 2136 |
2136
Cypress Funds
Los Angeles,
California
| $861M | +$116M | +16% | 21.4% | 100% | 17 | 29.41% | 3.3 |
|
| 2137 |
2137
J.M. Forbes & Co
Boston,
Massachusetts
| $861M | +$91.2M | +12% | 11.3% | 112% | 129 | 4.65% | 5.7 |
|
| 2138 |
2138
ICICI Prudential Asset Management
Mumbai,
India
| $860M | +$95.7M | +13% | 9.01% | 62.1% | 169 | 13.61% | 1.8 |
|
| 2139 |
2139
First Business Financial Services
Madison,
Wisconsin
| $860M | +$75.4M | +10% | 11.5% | 80.9% | 177 | 13.56% | 4.1 |
|
| 2140 |
2140
Greenoaks Capital Partners
Orinda,
California
| $860M | +$51.3M | +6% | 12.6% | 311% | 16 | 12.5% | 2.1 |
|
| 2141 |
2141
Advisor Resource Council
Dallas,
Texas
| $859M | +$665M | +343% | 10.1% | 74.7% | 527 | 78.18% | 0.4 |
|
| 2142 |
2142
KMG Fiduciary Partners
Toledo,
Ohio
| $859M | +$102M | +13% | 12.2% | 114% | 241 | 9.54% | 2.8 |
|
| 2143 |
2143
Tran Capital Management
San Rafael,
California
| $859M | +$81.9M | +11% | 16.3% | 173% | 42 | 2.38% | 3 |
|
| 2144 |
2144
Pegasus Partners
Mequon,
Wisconsin
| $856M | +$145M | +20% | 11.4% | 32.6% | 151 | 17.22% | 3.5 |
|
| 2145 |
2145
Tensile Capital Management
Larkspur,
California
| $855M | +$59.9M | +8% | 18.3% | 47.7% | 19 | 15.79% | 3 |
|
| 2146 |
2146
Broad Bay Capital Management
New York
| $855M | +$190M | +29% | 22.4% | 338% | 22 | 36.36% | 2 |
|
| 2147 |
2147
Nicholas Investment Partners
Rancho Santa Fe,
California
| $855M | -$484M | -36% | 17.3% | 397% | 215 | 27.44% | 1.3 |
|
| 2148 |
PWMAG
2148
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
| $854M | +$82.4M | +11% | 10.6% | 90.7% | 360 | 15.56% | 3.4 |
|
| 2149 |
2149
KWMG LLC
Overland Park,
Kansas
| $854M | +$58.8M | +7% | 9.81% | 76.2% | 144 | 11.11% | 5.5 |
|
| 2150 |
F1I
2150
Fund 1 Investments
Rincon,
Puerto Rico
| $854M | +$324M | +61% | 24.3% | 128% | 82 | 62.2% | 0.4 |
|