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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2226 |
2226
Callahan Advisors
Houston,
Texas
| $287M | +$24.6M | +9% | 8.93% | 87.7% | 113 | 7.08% | 0.5 |
|
| 2227 |
2227
Independent Portfolio Consultants
Boca Raton,
Florida
| $286M | +$36.4M | +15% | 9.1% | 32.4% | 484 | 18.8% | 0.4 |
|
| 2228 |
2228
Coe Capital Management
Highland Park,
Illinois
| $286M | +$137M | +91% | 14.1% | 84.4% | 231 | 66.67% | 0.2 |
|
| 2229 |
2229
Glynn Capital Management
Menlo Park,
California
| $286M | -$17.2M | -6% | 8.89% | 252% | 55 | 20% | 0.4 |
|
| 2230 |
2230
Caspian Capital
New York
| $286M | +$81.5M | +40% | 12.5% | – | 18 | 33.33% | 0.3 |
|
| 2231 |
2231
Accredited Investors
Edina,
Minnesota
| $286M | +$14.8M | +5% | 6.66% | 74% | 57 | 1.75% | 0.5 |
|
| 2232 |
2232
Courage Capital Management
Nashville,
Tennessee
| $286M | +$65.5M | +30% | 9.96% | 86.5% | 44 | 40.91% | 0.4 |
|
| 2233 |
2233
Kings Point Capital Management
Great Neck,
New York
| $286M | +$25.7M | +10% | 9.67% | 80.1% | 290 | 16.55% | 0.4 |
|
| 2234 |
WAM
2234
Westport Asset Management
Southport,
Connecticut
| $285M | -$94.3M | -25% | 8.26% | 64.2% | 61 | 13.11% | 0.5 |
|
| 2235 |
2235
Greylock XI
Cambridge,
Massachusetts
| $285M | -$92.3M | -24% | 0.04% | – | 4 | 75% | 0.3 |
|
| 2236 |
2236
Buckingham Capital Management (Ohio)
Dayton,
Ohio
| $285M | +$38.9M | +16% | 7.17% | 26.3% | 171 | 7.02% | 0.5 |
|
| 2237 |
2237
White Pine Capital
Bloomington,
Minnesota
| $285M | -$5.67M | -2% | 10.5% | 143% | 254 | 16.54% | 0.4 |
|
| 2238 |
2238
Waverly Advisors
Birmingham,
Alabama
| $284M | +$88.6M | +45% | 7.47% | 67.6% | 877 | 38.08% | 0.2 |
|
| 2239 |
2239
Canandaigua National Bank & Trust
Canandaigua,
New York
| $284M | +$21.1M | +8% | 10.8% | – | 181 | 8.29% | 0.5 |
|
| 2240 |
LHC
2240
Lodge Hill Capital
New York
| $284M | – | – | 11.9% | 17.9% | 29 | – | 0 |
|
| 2241 |
2241
MAK Capital One
New York
| $284M | -$163M | -37% | 6.32% | 200% | 18 | 50% | 0.3 |
|
| 2242 |
2242
Farmers Trust Company
Youngstown,
Ohio
| $284M | +$21.1M | +8% | 9.43% | 73.5% | 124 | 6.45% | 0.5 |
|
| 2243 |
GJCM
2243
Grand Jean Capital Management
San Francisco,
California
| $284M | -$25.2M | -8% | 8.88% | 61.4% | 37 | 18.92% | 0.4 |
|
| 2244 |
PCM
2244
Prime Capital Management
Hong Kong
| $283M | +$160M | +130% | 25.3% | 579% | 11 | 54.55% | 0.3 |
|
| 2245 |
2245
Regis Management Company
Menlo Park,
California
| $283M | -$25.9M | -8% | 4.17% | 5.33% | 53 | 18.87% | 0.4 |
|
| 2246 |
2246
MCF Advisors
Covington,
Kentucky
| $283M | +$101M | +56% | 7.71% | 50.2% | 462 | 25.11% | 0.4 |
|
| 2247 |
AA
2247
Alta Advisers
London,
United Kingdom
| $283M | -$1.04M | -0.4% | 0.81% | 114% | 79 | 40.51% | 0.5 |
|
| 2248 |
2248
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
| $282M | +$14.5M | +5% | 5.87% | 55.7% | 106 | 7.55% | 0.5 |
|
| 2249 |
2249
Penobscot Investment Management
Boston,
Massachusetts
| $282M | +$27.2M | +11% | 9.93% | 103% | 172 | 6.98% | 0.5 |
|
| 2250 |
2250
Abner Herrman & Brock
Jersey City,
New Jersey
| $282M | +$131M | +87% | 11.7% | 156% | 103 | 15.53% | 0.4 |
|