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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2351 |
2351
Hudson Valley Investment Advisors
Goshen,
New York
| $363M | +$4.56M | +1% | 3.4% | 94.6% | 157 | 6.37% | 3 |
|
| 2352 |
2352
Academy Capital Management
Waco,
Texas
| $363M | -$4.4M | -1% | 4.86% | 71.2% | 37 | 5.41% | 2.8 |
|
| 2353 |
2353
First Merchants Corp
Muncie,
Indiana
| $362M | +$2.94M | +0.8% | 2.36% | 55.6% | 156 | 8.33% | 3 |
|
| 2354 |
2354
Chatham Capital Group
Savannah,
Georgia
| $361M | +$3.39M | +0.9% | 2.23% | 97% | 162 | 13.58% | 2.7 |
|
| 2355 |
2355
Bath Savings Trust
Bath,
Maine
| $361M | +$18.1M | +5% | 3.55% | 57.8% | 127 | 10.24% | 3 |
|
| 2356 |
2356
Matthew 25 Management Corp
Ambler,
Pennsylvania
| $361M | -$5.48M | -1% | 3.27% | 141% | 21 | 4.76% | 2.9 |
|
| 2357 |
2357
Gagnon Securities
New York
| $360M | +$129M | +56% | 8% | 129% | 103 | 21.36% | 2.3 |
|
| 2358 |
2358
Toews Corporation
Northfield,
New Jersey
| $360M | +$112M | +45% | 0.86% | 22% | 12 | 8.33% | 0.8 |
|
| 2359 |
2359
NBW Capital
Boston,
Massachusetts
| $360M | +$1.32M | +0.4% | 0.99% | 86% | 76 | 9.21% | 2.3 |
|
| 2360 |
2360
Wallington Asset Management
Indianapolis,
Indiana
| $360M | +$8.44M | +2% | 3.1% | 108% | 62 | 6.45% | 2.9 |
|
| 2361 |
2361
Bramshill Investments
Naples,
Florida
| $360M | – | – | 3.37% | 3.6% | 96 | – | 0 |
|
| 2362 |
2362
First American Trust
Santa Ana,
California
| $359M | +$31.5M | +10% | 3.22% | 84.6% | 120 | 19.17% | 2.3 |
|
| 2363 |
2363
Raub Brock Capital Management
Larkspur,
California
| $359M | +$17.8M | +5% | 4.72% | 54.7% | 36 | 0% | 2.6 |
|
| 2364 |
2364
Sheffield Asset Management
Chicago,
Illinois
| $359M | +$100M | +39% | 2.38% | 24.5% | 25 | 68% | 0.4 |
|
| 2365 |
2365
Think Investments
San Francisco,
California
| $359M | +$169M | +89% | 13.4% | 285% | 14 | 42.86% | 0.6 |
|
| 2366 |
2366
Merriman Wealth Management
Seattle,
Washington
| $359M | -$52.2M | -13% | 2.51% | 18.3% | 147 | 32.65% | 0.9 |
|
| 2367 |
2367
Edinburgh Partners
Edinburgh,
United Kingdom
| $359M | -$71.2M | -17% | 5.12% | 39.2% | 38 | 15.79% | 3 |
|
| 2368 |
2368
Krilogy Financial
St. Louis,
Missouri
| $358M | +$36M | +11% | 2.49% | 79% | 828 | 20.29% | 1.2 |
|
| 2369 |
RCIM
2369
Russell Clark Investment Management
London,
United Kingdom
| $358M | -$241M | -40% | 2.96% | 174% | 73 | 58.9% | 0.2 |
|
| 2370 |
2370
Argent Trust
San Antonio,
Texas
| $357M | +$4.16M | +1% | 2.36% | 25.8% | 207 | 5.31% | 1.6 |
|
| 2371 |
2371
Acuta Capital Partners
Redwood City,
California
| $357M | -$64.5M | -15% | 0.78% | 7,269% | 90 | 58.89% | 0.6 |
|
| 2372 |
2372
Bienville Capital Management
New York
| $357M | -$67M | -16% | 1.78% | 36.3% | 183 | 18.58% | 1.1 |
|
| 2373 |
2373
WBH Advisory
Baltimore,
Maryland
| $356M | +$22.7M | +7% | 2.6% | 57.6% | 236 | 6.78% | 2.8 |
|
| 2374 |
2374
Algert Global
San Francisco,
California
| $356M | -$13.9M | -4% | 7.46% | 194% | 413 | 55.69% | 0.6 |
|
| 2375 |
2375
10-15 Associates
Goshen,
New York
| $356M | -$9.5M | -3% | 0.07% | 33% | 107 | 15.89% | 2.4 |
|