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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2151 |
2151
Ashford Capital Management
Wilmington,
Delaware
| $656M | -$48.1M | -7% | 1.81% | 150% | 98 | 14.29% | 4.1 |
|
| 2152 |
2152
Community Bank
Dewitt,
New York
| $655M | -$43.3M | -6% | 5.93% | 73.5% | 711 | 42.05% | 3.1 |
|
| 2153 |
2153
Marble Harbor Investment Counsel
Boston,
Massachusetts
| $655M | -$1.13M | -0.2% | 4.84% | 66.7% | 182 | 6.59% | 6 |
|
| 2154 |
2154
ARS Wealth Advisors Group
St. Petersburg,
Florida
| $655M | -$73.6M | -10% | 5.2% | 89.5% | 170 | 22.94% | 0.8 |
|
| 2155 |
NTCM
2155
Nine Ten Capital Management
Chicago,
Illinois
| $654M | -$66.5M | -9% | 4.7% | 166% | 10 | 0% | 3.7 |
|
| 2156 |
2156
Richard C. Young & Co
Newport,
Rhode Island
| $654M | -$118M | -15% | 6.39% | 137% | 78 | 8.97% | 4.3 |
|
| 2157 |
2157
LVM Capital Management
Portage,
Michigan
| $653M | -$36.2M | -5% | 6.11% | 121% | 139 | 7.91% | 5.3 |
|
| 2158 |
2158
Montanaro Asset Management
London,
United Kingdom
| $653M | -$12.2M | -2% | 0.99% | 49.6% | 49 | 4.08% | 1.4 |
|
| 2159 |
2159
Fidelity National Financial
Jacksonville,
Florida
| $653M | -$47.4M | -7% | 4.5% | 2.54% | 33 | 0% | 3.4 |
|
| 2160 |
2160
J.L. Bainbridge & Co
Sarasota,
Florida
| $653M | -$19.6M | -3% | 4.96% | 118% | 76 | 6.58% | 2.8 |
|
| 2161 |
2161
United Asset Strategies
Garden City,
New York
| $651M | -$35.3M | -5% | 5.23% | 94.6% | 233 | 21.03% | 2.8 |
|
| 2162 |
2162
Wesleyan Assurance Society
Birmingham,
United Kingdom
| $651M | -$48.2M | -7% | 7.17% | 102% | 100 | 1% | 2.9 |
|
| 2163 |
2163
Hengehold Capital Management
Cincinnati,
Ohio
| $650M | -$55.1M | -8% | 6.85% | 54.5% | 163 | 9.2% | 4.1 |
|
| 2164 |
2164
KWMG LLC
Overland Park,
Kansas
| $650M | -$13.7M | -2% | 4.68% | 76.2% | 142 | 2.82% | 4.8 |
|
| 2165 |
ICM
2165
Indaba Capital Management
San Francisco,
California
| $650M | -$110M | -15% | 1.46% | 66.7% | 48 | 8.33% | 1.2 |
|
| 2166 |
2166
United Bank (Virginia)
Vienna,
Virginia
| $650M | -$17.3M | -3% | 2.16% | 76.1% | 164 | 12.2% | 3.7 |
|
| 2167 |
2167
Intrust Bank
Wichita,
Kansas
| $649M | -$43.1M | -6% | 4.63% | 102% | 398 | 11.81% | 4.9 |
|
| 2168 |
2168
Tensile Capital Management
Larkspur,
California
| $648M | +$68.3M | +12% | 8.65% | 47.7% | 16 | 0% | 3 |
|
| 2169 |
2169
VR Adviser
New York
| $648M | +$140M | +28% | 46% | 1,698% | 36 | 38.89% | 0.7 |
|
| 2170 |
2170
JNBA Financial Advisors
Bloomington,
Minnesota
| $648M | -$11.2M | -2% | 6.17% | 61.8% | 776 | 14.18% | 3.9 |
|
| 2171 |
2171
North Peak Capital Management
New York
| $647M | -$66.5M | -9% | 0.46% | 301% | 7 | 42.86% | 1.1 |
|
| 2172 |
2172
Estate Counselors
Thiensville,
Wisconsin
| $646M | -$25.5M | -4% | 3.86% | 60% | 196 | 26.02% | 2 |
|
| 2173 |
2173
Strategic Value Partners
Greenwich,
Connecticut
| $646M | -$109M | -14% | 0.89% | – | 6 | 33.33% | 1.3 |
|
| 2174 |
2174
EJF Capital
Arlington,
Virginia
| $646M | +$46.9M | +8% | 0.5% | 127% | 135 | 25.93% | 1.6 |
|
| 2175 |
2175
Phocas Financial Corp
Alameda,
California
| $646M | -$22M | -3% | 4.3% | – | 214 | 12.15% | 2.7 |
|