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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 |
KLC
2401
Knowledge Leaders Capital
Denver,
Colorado
| $300M | -$25.4M | -8% | 5.86% | 51.6% | 43 | 34.88% | 0.9 |
|
| 2402 |
2402
American National Bank & Trust
Wichita Falls,
Texas
| $300M | +$26.1M | +10% | 4.31% | 102% | 267 | 13.48% | 1.6 |
|
| 2403 |
2403
Tetrad Corporation
Omaha,
Nebraska
| $300M | +$7.11M | +2% | 2.71% | 45.6% | 8 | 0% | 3.1 |
|
| 2404 |
AC
2404
Apertura Capital
Dallas,
Texas
| $300M | +$235M | +365% | 4.48% | 41.5% | 64 | 82.81% | 0.1 |
|
| 2405 |
2405
GoodHaven Capital Management
Millburn,
New Jersey
| $299M | +$7.9M | +3% | 10.5% | 80.7% | 23 | 0% | 2.5 |
|
| 2406 |
2406
Wynnefield Capital
New York
| $299M | +$22.6M | +8% | 15% | 52.1% | 41 | 17.07% | 1.6 |
|
| 2407 |
2407
SOL Capital Management
Rockville,
Maryland
| $299M | -$1.59M | -0.5% | 5.16% | 56.6% | 221 | 9.5% | 2.5 |
|
| 2408 |
2408
Modera Wealth Management
Westwood,
New Jersey
| $298M | +$12.2M | +4% | 3.79% | 68.2% | 115 | 13.04% | 1.7 |
|
| 2409 |
2409
Wilkins Investment Counsel
Boston,
Massachusetts
| $298M | +$2.62M | +0.9% | 1.94% | 56.2% | 77 | 5.19% | 2.7 |
|
| 2410 |
2410
Southeast Asset Advisors
Thomasville,
Georgia
| $298M | -$5.8M | -2% | 2.48% | 91.5% | 112 | 8.04% | 2 |
|
| 2411 |
2411
Huntington Steele
Oaks,
Pennsylvania
| $298M | +$31M | +12% | 6.97% | 69.8% | 65 | 9.23% | 2.4 |
|
| 2412 |
2412
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| $297M | +$1.81M | +0.6% | 3.93% | 52.1% | 215 | 30.23% | 2.5 |
|
| 2413 |
2413
Stillwater Investment Management (California)
Palo Alto,
California
| $297M | +$123M | +70% | 3.26% | – | 56 | 78.57% | 0.1 |
|
| 2414 |
2414
Barton Investment Management
West Conshohocken,
Pennsylvania
| $297M | +$22.2M | +8% | 9.56% | 80.3% | 46 | 8.7% | 2.6 |
|
| 2415 |
2415
Summit Securities Group
New York
| $297M | +$109M | +58% | 7.74% | 136% | 335 | 83.28% | 0.2 |
|
| 2416 |
2416
Baxter Bros Inc
Riverside,
Connecticut
| $296M | +$9.9M | +3% | 3.33% | 73.8% | 110 | 4.55% | 2.5 |
|
| 2417 |
2417
Biondo Investment Advisors
Milford,
Pennsylvania
| $296M | +$15.4M | +5% | 7.54% | 83.4% | 83 | 15.66% | 2.2 |
|
| 2418 |
2418
Buckingham Strategic Wealth
Clayton,
Missouri
| $296M | +$1.44M | +0.5% | 4.13% | 16.3% | 260 | 17.69% | 2 |
|
| 2419 |
2419
Ropes Wealth Advisors
Boston,
Massachusetts
| $296M | +$8.97M | +3% | 2.02% | 71% | 530 | 22.83% | 1.1 |
|
| 2420 |
PCMK
2420
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| $295M | +$12.8M | +5% | 3.44% | 87.5% | 62 | 4.84% | 2.4 |
|
| 2421 |
2421
Foundation Asset Management
White Plains,
New York
| $295M | -$5.01M | -2% | 13.1% | 126% | 22 | 50% | 1 |
|
| 2422 |
2422
Tortoise Investment Management
White Plains,
New York
| $295M | +$7.83M | +3% | 2.97% | 40.2% | 544 | 24.45% | 2.1 |
|
| 2423 |
KC
2423
KRV Capital
New York
| $295M | +$50M | +20% | 0.46% | – | 37 | 56.76% | 0.2 |
|
| 2424 |
2424
CenturyLink Investment Management
Denver,
Colorado
| $295M | +$12.7M | +5% | 5.19% | – | 254 | 25.98% | 1.8 |
|
| 2425 |
2425
Lombard Odier Asset Management (Europe)
London,
United Kingdom
| $294M | -$1.63B | -85% | 4.09% | 79.7% | 415 | 11.81% | 0.4 |
|