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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2426 |
PCMK
2426
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| $260M | +$6.96M | +3% | 0.03% | 87.5% | 68 | 14.71% | 1.1 |
|
| 2427 |
2427
Tiger Veda Management
New York
| $260M | -$43.6M | -14% | 3.25% | – | 17 | 29.41% | 0.8 |
|
| 2428 |
2428
Stonebridge Capital Management
Los Angeles,
California
| $260M | -$4.75M | -2% | 1.36% | – | 197 | 12.69% | 1 |
|
| 2429 |
2429
Cutter & Co Brokerage
Ballwin,
Missouri
| $260M | -$12M | -4% | 3.23% | 40.4% | 263 | 14.83% | 0.9 |
|
| 2430 |
FIM
2430
Friedberg Investment Management
Houston,
Texas
| $260M | -$14.1M | -5% | 3.02% | 44.8% | 113 | 22.12% | 0.9 |
|
| 2431 |
MAA
2431
Mraz Amerine & Associates
Modesto,
California
| $260M | +$1.57M | +0.6% | 2.13% | 69.8% | 155 | 11.61% | 1.1 |
|
| 2432 |
2432
Edge Wealth Management
New York
| $260M | +$19M | +8% | 1.17% | 75.3% | 449 | 23.83% | 0.8 |
|
| 2433 |
2433
Estate Counselors
Thiensville,
Wisconsin
| $260M | -$2.24M | -0.9% | 1.59% | 60% | 51 | 5.88% | 1.1 |
|
| 2434 |
2434
Valentine Capital Asset Management
Danville,
California
| $259M | -$260M | -50% | 1.02% | – | 120 | 54.17% | 0.9 |
|
| 2435 |
IFS
2435
Ifrah Financial Services
Little Rock,
Arkansas
| $259M | -$5.16M | -2% | 1.18% | 64.1% | 225 | 20% | 0.8 |
|
| 2436 |
NCM
2436
Northroad Capital Management
New York
| $259M | -$27.2M | -9% | 2.56% | 0.16% | 56 | 8.93% | 1.1 |
|
| 2437 |
2437
Sarissa Capital Management
Greenwich,
Connecticut
| $259M | -$35.1M | -12% | 8.02% | 80% | 16 | 18.75% | 0.6 |
|
| 2438 |
2438
Gramercy Funds Management
Greenwich,
Connecticut
| $259M | -$12.1M | -4% | 2.39% | 87.6% | 76 | 21.05% | 0.8 |
|
| 2439 |
2439
Intrust Bank
Wichita,
Kansas
| $259M | -$9.04M | -3% | 0.16% | 102% | 290 | 20% | 1 |
|
| 2440 |
GCA
2440
Gideon Capital Advisors
New York
| $258M | -$17.3M | -6% | 3.73% | 37.6% | 404 | 79.46% | 0.1 |
|
| 2441 |
2441
AGF Investments America
Toronto,
Ontario, Canada
| $258M | +$715K | +0.3% | 5.05% | 72.1% | 83 | 9.64% | 1 |
|
| 2442 |
2442
American National Bank & Trust
Wichita Falls,
Texas
| $258M | -$7.67M | -3% | 1.26% | 102% | 287 | 69.34% | 0.4 |
|
| 2443 |
PCM
2443
Piermont Capital Management
St. Louis,
Missouri
| $258M | +$1.75M | +0.7% | 6.08% | 33.2% | 216 | 45.37% | 0.4 |
|
| 2444 |
OA
2444
Outfitter Advisors
Mclean,
Virginia
| $257M | -$5.06M | -2% | 0.14% | 35.6% | 143 | 7.69% | 1.1 |
|
| 2445 |
2445
Allworth Financial
Folsom,
California
| $257M | +$35.5M | +16% | 0.8% | 53.3% | 113 | 37.17% | 0.8 |
|
| 2446 |
KCM
2446
Knoll Capital Management
Miami,
Florida
| $257M | +$32.7M | +15% | 20.9% | 258% | 17 | 17.65% | 0.7 |
|
| 2447 |
2447
Baxter Bros Inc
Riverside,
Connecticut
| $257M | +$14.2M | +6% | 1.22% | 73.8% | 119 | 12.61% | 1 |
|
| 2448 |
2448
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
| $256M | +$1.88M | +0.7% | 1.67% | 76.1% | 156 | 11.54% | 1 |
|
| 2449 |
2449
Argent Trust Company
Ruston,
Louisiana
| $256M | -$26.7M | -9% | 0.37% | – | 171 | 12.87% | 1 |
|
| 2450 |
2450
Tealwood Asset Management
Minneapolis,
Minnesota
| $256M | +$9.6M | +4% | 1.88% | 128% | 83 | 6.02% | 1 |
|