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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2401 |
SAA
2401
Southeast Asset Advisors
Thomasville,
Georgia
| $269M | +$9.56M | +4% | 4.7% | 91.5% | 106 | 13.21% | 0.9 |
|
| 2402 |
FBFS
2402
First Business Financial Services
Madison,
Wisconsin
| $269M | +$17.8M | +7% | 3.78% | 74% | 79 | 25.32% | 0.5 |
|
| 2403 |
CDIA
2403
Capital Directions Investment Advisors
Atlanta,
Georgia
| $269M | +$13.9M | +5% | 3.34% | 7.53% | 67 | 11.94% | 0.9 |
|
| 2404 |
IB
2404
Intrust Bank
Wichita,
Kansas
| $268M | +$24.8M | +10% | 5.41% | 102% | 295 | 16.61% | 0.8 |
|
| 2405 |
GIA
2405
Gargoyle Investment Advisor
Englewood,
New Jersey
| $267M | +$42.6M | +19% | 6.87% | 34.5% | 158 | 29.75% | 0.6 |
|
| 2406 |
ECML
2406
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
| $267M | +$11.3M | +4% | 2.79% | 93.6% | 66 | 6.06% | 0.5 |
|
| 2407 |
IGM
2407
Incline Global Management
New York
| $267M | +$82.4M | +45% | 2.64% | 40.1% | 37 | 35.14% | 0.4 |
|
| 2408 |
UBWV
2408
United Bank (West Virginia)
Parkersburg,
West Virginia
| $267M | +$12.2M | +5% | 4.47% | 22.5% | 123 | 9.76% | 0.9 |
|
| 2409 |
SAS
2409
Stelac Advisory Services
New York
| $267M | +$2.94M | +1% | 4.81% | 84.9% | 35 | 17.14% | 0.8 |
|
| 2410 |
ICM
2410
Indaba Capital Management
San Francisco,
California
| $267M | -$95M | -26% | 0.79% | 66.7% | 20 | 50% | 0.3 |
|
| 2411 |
FSC
2411
Fiduciary Services Corp
Savannah,
Georgia
| $266M | +$15.3M | +6% | 4.66% | – | 159 | 4.4% | 0.9 |
|
| 2412 |
EK
2412
Evensky & Katz
Coral Gables,
Florida
| $266M | +$8.68M | +3% | 4.08% | 57.1% | 35 | 0% | 1 |
|
| 2413 |
EVM
2413
Evelyn V. Moreno
| $266M | +$12.1M | +5% | 4.55% | 39.4% | 79 | 6.33% | 0.5 |
|
| 2414 |
GCM
2414
Gabalex Capital Management
New York
| $266M | -$12.2M | -4% | 2.89% | 24.9% | 14 | 14.29% | 0.8 |
|
| 2415 |
MIHAS
2415
Maj Invest Holding A/S
Copenhagen K,
Denmark
| $266M | -$86.7M | -25% | 5.4% | 92.8% | 29 | 17.24% | 0.8 |
|
| 2416 |
ANBT
2416
American National Bank & Trust
Wichita Falls,
Texas
| $266M | +$15.7M | +6% | 4.56% | 102% | 94 | 3.19% | 0.9 |
|
| 2417 |
RBCM
2417
Raub Brock Capital Management
Larkspur,
California
| $266M | +$4.47M | +2% | 3.06% | 56.3% | 40 | 17.5% | 0.8 |
|
| 2418 |
CCS
2418
Crosspoint Capital Strategies
Orinda,
California
| $265M | +$18.2M | +7% | 11.9% | – | 745 | 40% | 0.4 |
|
| 2419 |
TRIM
2419
Thompson Rubinstein Investment Management
Portland,
Oregon
| $265M | +$14.7M | +6% | 5.93% | 42.8% | 71 | 4.23% | 0.9 |
|
| 2420 |
SCM
2420
Stonebridge Capital Management
Los Angeles,
California
| $265M | +$23.8M | +10% | 4.14% | – | 194 | 11.34% | 0.8 |
|
| 2421 |
6CM
2421
683 Capital Management
New York
| $265M | +$7.89M | +3% | 13.3% | 311% | 67 | 41.79% | 0.4 |
|
| 2422 |
WA
2422
WBH Advisory
Baltimore,
Maryland
| $265M | +$13.1M | +5% | 4.98% | 57.6% | 220 | 5.91% | 0.9 |
|
| 2423 |
IFS
2423
Ifrah Financial Services
Little Rock,
Arkansas
| $264M | +$9.39M | +4% | 3.82% | 64.1% | 213 | 12.68% | 0.7 |
|
| 2424 |
TLCM
2424
Tiger Legatus Capital Management
New York
| $264M | +$14.9M | +6% | 7.09% | 19.1% | 19 | 47.37% | 0.4 |
|
| 2425 |
SCA
2425
Signpost Capital Advisors
New York
| $264M | +$27.7M | +12% | 7.44% | 24.7% | 17 | 29.41% | 0.4 |
|