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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%
10
50
100
250
500
1,000
2,500
5,000
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2276 |
KA
2276
KSL Advisors
Denver,
Colorado
| $283M | -$170M | -37% | 2.46% | – | 2 | 50% |
|
| 2277 |
BST
2277
Bath Savings Trust
Bath,
Maine
| $283M | -$9.5M | -3% | 2.49% | 47.3% | 117 | 10.26% |
|
| 2278 |
TLCM
2278
Tiger Legatus Capital Management
New York
| $283M | +$2.75M | +1% | 7.46% | 19.1% | 19 | 42.11% |
|
| 2279 |
LWA
2279
Lenox Wealth Advisors
New York
| $283M | +$49.1M | +21% | 9.09% | 35.7% | 412 | 27.91% |
|
| 2280 |
MDCM
2280
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| $283M | -$79.7M | -22% | 8.55% | 40.8% | 174 | 10.34% |
|
| 2281 |
KA
2281
KLCM Advisors
Milwaukee,
Wisconsin
| $283M | -$114M | -29% | 13.9% | 97.4% | 142 | 52.11% |
|
| 2282 |
GCA
2282
Greenwood Capital Associates
Greenwood,
South Carolina
| $282M | -$48.7M | -15% | 5.78% | 68.5% | 204 | 48.53% |
|
| 2283 |
CAM
2283
Cubic Asset Management
Boston,
Massachusetts
| $282M | -$32M | -10% | 10.3% | 40.5% | 170 | 12.35% |
|
| 2284 |
TBA
2284
Train Babcock Advisors
New York
| $282M | -$34.8M | -11% | 9.57% | 41.9% | 137 | 16.06% |
|
| 2285 |
FBP
2285
Flippin Bruce & Porter
Lynchburg,
Virginia
| $282M | -$14.1M | -5% | 10.7% | 44.4% | 80 | 8.75% |
|
| 2286 |
ZBI
2286
Ziff Brothers Investments
New York
| $282M | +$166M | +143% | 8.43% | – | 15 | 60% |
|
| 2287 |
RC
2287
Reik & Co
New York
| $281M | -$27.9M | -9% | 2.39% | 37.6% | 54 | 14.81% |
|
| 2288 |
IC
2288
InterOcean Capital
Chicago,
Illinois
| $281M | -$42.5M | -13% | 6.01% | 32.1% | 172 | 22.67% |
|
| 2289 |
FCM
2289
Ferox Capital Management
London,
United Kingdom
| $281M | +$32.2M | +13% | 0% | 2.07% | 34 | 0% |
|
| 2290 |
AF
2290
Allworth Financial
Folsom,
California
| $281M | +$839K | +0.3% | 7.49% | 41% | 680 | 8.24% |
|
| 2291 |
SFG
2291
Sage Financial Group
W. Conshohocken,
Pennsylvania
| $281M | +$67.8M | +32% | 9.49% | 62% | 44 | 4.55% |
|
| 2292 |
BEAM
2292
Baker Ellis Asset Management
Vancouver,
Washington
| $281M | -$17.5M | -6% | 5.46% | 89.2% | 264 | 10.61% |
|
| 2293 |
TC
2293
Tetrad Corporation
Omaha,
Nebraska
| $280M | -$30.3M | -10% | 8.58% | 50.4% | 10 | 0% |
|
| 2294 |
FMC
2294
First Merchants Corp
Muncie,
Indiana
| $280M | -$40.1M | -13% | 6.07% | 49.9% | 145 | 11.72% |
|
| 2295 |
FPC
2295
Falcon Point Capital
San Francisco,
California
| $280M | -$16.1M | -5% | 8.63% | 119% | 144 | 31.94% |
|
| 2296 |
CIC
2296
Cutler Investment Counsel
Jacksonville,
Oregon
| $280M | -$26.6M | -9% | 6.86% | 56.2% | 64 | 7.81% |
|
| 2297 |
EA
2297
Echinus Advisors
New York
| $279M | +$13.1M | +5% | 10.7% | 91.4% | 10 | 0% |
|
| 2298 |
CDIA
2298
Capital Directions Investment Advisors
Atlanta,
Georgia
| $279M | -$15.2M | -5% | 7.63% | 7.53% | 62 | 6.45% |
|
| 2299 |
SC
2299
Savant Capital
Rockford,
Illinois
| $279M | -$18M | -6% | 10.1% | 51.8% | 219 | 10.5% |
|
| 2300 |
NFG
2300
Next Financial Group
Houston,
Texas
| $279M | -$10.9M | -4% | 6.07% | 85.4% | 2,107 | 12.1% |
|