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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 |
2426
Intrust Bank
Wichita,
Kansas
| $263M | -$24.5M | -9% | 8.3% | 102% | 290 | 19.31% | 1.6 |
|
| 2427 |
2427
Bank OZK
Little Rock,
Arkansas
| $263M | -$26.7M | -9% | 8.33% | 112% | 126 | 15.87% | 1.7 |
|
| 2428 |
2428
Diana Davis Spencer Foundation
Bethesda,
Maryland
| $262M | +$2.49M | +1% | 0.96% | 13.4% | 3 | 0% | 0.8 |
|
| 2429 |
2429
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
| $262M | +$17.8M | +7% | 8.43% | 50.4% | 7 | 0% | 1.6 |
|
| 2430 |
2430
Segment Wealth Management
Houston,
Texas
| $262M | -$26.4M | -9% | 8.93% | 102% | 180 | 12.22% | 1.7 |
|
| 2431 |
2431
MUFG Securities EMEA
London,
United Kingdom
| $261M | -$342M | -57% | 6.71% | 114% | 132 | 46.97% | 0.3 |
|
| 2432 |
2432
Wilkins Investment Counsel
Boston,
Massachusetts
| $261M | -$13.1M | -5% | 5.34% | 56.2% | 78 | 5.13% | 2 |
|
| 2433 |
2433
Nelson Capital Management
Menlo Park,
California
| $261M | -$15.3M | -6% | 5.65% | 121% | 281 | 12.46% | 1.6 |
|
| 2434 |
2434
Mariner Independent Advisor Network
Overland Park,
Kansas
| $261M | +$56.5M | +28% | 6.68% | 39.5% | 141 | 40.43% | 0.6 |
|
| 2435 |
2435
Adirondack Funds
Guilderland,
New York
| $261M | – | – | 10% | – | 102 | – | 0 |
|
| 2436 |
2436
Adirondack Research & Management
Guilderland,
New York
| $261M | -$11.4M | -4% | 10% | 47.8% | 106 | 12.26% | 1.7 |
|
| 2437 |
2437
Impax Asset Management (AIFM)
London,
United Kingdom
| $261M | -$62.2M | -19% | 13.2% | 40.5% | 44 | 40.91% | 0.7 |
|
| 2438 |
CT
2438
Chicago Trust
Grayslake,
Illinois
| $260M | -$23.8M | -8% | 5.59% | 85.9% | 183 | 10.93% | 0.5 |
|
| 2439 |
2439
Samsung Asset Management (New York)
New York
| $260M | -$36.9M | -12% | 7.02% | 38% | 77 | 12.99% | 1.6 |
|
| 2440 |
2440
Cambria Investment Management
Manhattan Beach,
California
| $260M | -$67.2M | -21% | 3.43% | 72% | 394 | 52.28% | 0.4 |
|
| 2441 |
2441
Bessemer Securities
New York
| $260M | -$27.3M | -9% | 9.41% | 45% | 82 | 23.17% | 0.6 |
|
| 2442 |
2442
Algebris Investments (UK)
London,
United Kingdom
| $259M | +$5.79M | +2% | 9.94% | 15.3% | 84 | 53.57% | 0.8 |
|
| 2443 |
2443
Palouse Capital Management
Spokane,
Washington
| $259M | -$24.9M | -9% | 11.1% | 67.8% | 126 | 22.22% | 1.3 |
|
| 2444 |
2444
SOL Capital Management
Rockville,
Maryland
| $259M | -$14.5M | -5% | 11.3% | 56.6% | 202 | 7.43% | 1.9 |
|
| 2445 |
2445
First American Trust
Santa Ana,
California
| $259M | -$11.2M | -4% | 5.16% | 84.6% | 99 | 17.17% | 1.7 |
|
| 2446 |
2446
Xponance
Philadelphia,
Pennsylvania
| $259M | -$24.2M | -9% | 7.46% | 144% | 54 | 42.59% | 0.8 |
|
| 2447 |
2447
Strategic Investment Management
Arlington,
Virginia
| $258M | +$106M | +70% | 13.3% | 53.4% | 147 | 57.82% | 0.4 |
|
| 2448 |
2448
GoodHaven Capital Management
Millburn,
New Jersey
| $258M | -$56.8M | -18% | 16.7% | 80.7% | 28 | 32.14% | 1.9 |
|
| 2449 |
2449
JOYN Advisors
Atlanta,
Georgia
| $258M | +$14.9M | +6% | 9.74% | 0.77% | 32 | 18.75% | 1.1 |
|
| 2450 |
2450
Venor Capital Management
New York
| $257M | -$77.2M | -23% | 19.1% | – | 13 | 61.54% | 1 |
|