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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
Institutional & Family Asset Management
Fort Collins,
Colorado
| $475M | +$29.2M | +7% | 10.9% | 19% | 905 | 13.48% | 1.1 |
|
| 2227 |
AP
2227
Archon Partners
Princeton Junction,
New Jersey
| $475M | +$73.6M | +18% | 15.6% | 99.5% | 61 | 26.23% | 2.7 |
|
| 2228 |
2228
TD Capital Management
Memphis,
Tennessee
| $475M | +$68.9M | +17% | 9.53% | 40.5% | 235 | 4.26% | 3 |
|
| 2229 |
2229
Hawk Ridge Capital Management
Los Angeles,
California
| $474M | +$153M | +48% | 22.2% | 84.9% | 53 | 41.51% | 0.8 |
|
| 2230 |
2230
Bath Savings Trust
Bath,
Maine
| $474M | +$71.1M | +18% | 16.9% | 57.8% | 125 | 9.6% | 4.1 |
|
| 2231 |
2231
JLB & Associates
Plymouth,
Michigan
| $474M | +$63.9M | +16% | 15.9% | 69.9% | 74 | 6.76% | 4.2 |
|
| 2232 |
2232
Fairholme Capital Management
South Miami,
Florida
| $473M | +$107M | +29% | 22.6% | 36.2% | 4 | 50% | 2.3 |
|
| 2233 |
2233
Globeflex Capital
San Diego,
California
| $473M | +$53M | +13% | 16.7% | 186% | 480 | 21.04% | 1.6 |
|
| 2234 |
2234
W.R. Berkley Corp
Greenwich,
Connecticut
| $473M | +$14.8M | +3% | 3.76% | 38.7% | 116 | 46.55% | 0.5 |
|
| 2235 |
2235
Krilogy Financial
St. Louis,
Missouri
| $472M | +$110M | +30% | 11.4% | 79% | 180 | 30% | 2.2 |
|
| 2236 |
2236
Penobscot Investment Management
Boston,
Massachusetts
| $472M | +$55.8M | +13% | 12.4% | 114% | 196 | 8.16% | 4.1 |
|
| 2237 |
2237
Segment Wealth Management
Houston,
Texas
| $472M | +$75.7M | +19% | 12.9% | 108% | 210 | 17.14% | 2.7 |
|
| 2238 |
BIM
2238
Bridgecreek Investment Management
Tulsa,
Oklahoma
| $472M | +$97.2M | +26% | 20.6% | 48.4% | 114 | 11.4% | 3 |
|
| 2239 |
2239
Avior Wealth Management
Omaha,
Nebraska
| $472M | +$57.2M | +14% | 12.7% | 71.4% | 780 | 21.03% | 2.4 |
|
| 2240 |
2240
CNA Financial
Chicago,
Illinois
| $471M | +$7.92M | +2% | 13.1% | 48.6% | 201 | 16.92% | 2.9 |
|
| 2241 |
2241
Hilltop Holdings
Dallas,
Texas
| $471M | +$68M | +17% | 10.2% | 96.7% | 413 | 25.42% | 2.4 |
|
| 2242 |
SCM
2242
Somerset Capital Management
London,
United Kingdom
| $470M | +$57.5M | +14% | 13.9% | 7.5% | 18 | 5.56% | 2.4 |
|
| 2243 |
2243
G.F.W. Energy X
Dallas,
Texas
| $470M | +$39.5M | +9% | 35.9% | 71.3% | 5 | 40% | 1 |
|
| 2244 |
2244
Oracle Investment Management
Greenwich,
Connecticut
| $470M | +$148M | +46% | 57.3% | 865% | 21 | 23.81% | 3.3 |
|
| 2245 |
2245
Oslo Pensjonsforsikring
Oslo,
| $470M | +$69.4M | +17% | 17.8% | 79% | 16 | 0% | 1.7 |
|
| 2246 |
2246
Tufton Capital Management
Hunt Valley,
Maryland
| $470M | +$61.9M | +15% | 12.7% | 96.1% | 127 | 9.45% | 4 |
|
| 2247 |
2247
Lunia Capital
Dallas,
Texas
| $469M | +$14.4M | +3% | 20.8% | 115% | 43 | 39.53% | 0.6 |
|
| 2248 |
2248
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| $468M | +$21.4M | +5% | 11.1% | 73.7% | 131 | 23.66% | 2.2 |
|
| 2249 |
2249
SPC Financial Inc
Rockville,
Maryland
| $467M | +$105M | +29% | 13.5% | 65.1% | 138 | 18.12% | 2.7 |
|
| 2250 |
2250
J.M. Forbes & Co
Boston,
Massachusetts
| $467M | +$43.5M | +10% | 12.3% | 112% | 103 | 1.94% | 4.3 |
|