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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
Hendershot Investments
Centreville,
Virginia
| $566M | -$88.5M | -14% | 13.4% | 50.5% | 148 | 6.08% | 3.5 |
|
| 2427 |
2427
Suncoast Equity Management
Tampa,
Florida
| $566M | -$110M | -16% | 15.4% | 82.9% | 57 | 3.51% | 2.7 |
|
| 2428 |
KCM
2428
Karp Capital Management
Sausalito,
California
| $566M | -$121M | -18% | 11.6% | 21.3% | 166 | 36.75% | 1.9 |
|
| 2429 |
2429
Sage Mountain Advisors
Atlanta,
Georgia
| $565M | -$74.9M | -12% | 9.67% | 62.5% | 695 | 22.59% | 0.8 |
|
| 2430 |
2430
ShawSpring Partners
Boston,
Massachusetts
| $565M | -$162M | -22% | 31.8% | 3.53% | 6 | 33.33% | 1.2 |
|
| 2431 |
2431
Canandaigua National Corp
Canandaigua,
New York
| $565M | -$92.7M | -14% | 10.5% | – | 278 | 14.03% | 1.8 |
|
| 2432 |
2432
River Global Investors
London,
United Kingdom
| $564M | -$197M | -26% | 16.2% | 49.7% | 167 | 7.19% | 2.7 |
|
| 2433 |
2433
West Coast Financial
Santa Barbara,
California
| $563M | -$87.7M | -13% | 13.2% | 22.2% | 139 | 12.23% | 4.6 |
|
| 2434 |
2434
George Kaiser Family Foundation
Tulsa,
Oklahoma
| $563M | -$49.8M | -8% | 23.4% | 106% | 50 | 16% | 2.6 |
|
| 2435 |
2435
Stanley-Laman Group
Berwyn,
Pennsylvania
| $562M | -$160M | -22% | 18% | 114% | 319 | 31.66% | 1.4 |
|
| 2436 |
2436
Third Avenue Management
New York
| $562M | -$172M | -23% | 15.2% | 113% | 60 | 8.33% | 4.2 |
|
| 2437 |
AAM
2437
Autus Asset Management
Scottsdale,
Arizona
| $562M | -$105M | -16% | 13.8% | 26.3% | 152 | 5.92% | 6 |
|
| 2438 |
2438
Mechanics Bank - Trust Department
Walnut Creek,
California
| $561M | -$85.7M | -13% | 12.7% | 76.8% | 176 | 8.52% | 5.8 |
|
| 2439 |
2439
Hidden Lake Asset Management
New York
| $561M | +$268M | +92% | 18.1% | 849% | 36 | 63.89% | 0.3 |
|
| 2440 |
2440
Parkwood LLC
Cleveland,
Ohio
| $561M | -$49.2M | -8% | 14.9% | 120% | 182 | 43.96% | 1 |
|
| 2441 |
2441
Foundation Resource Management
Little Rock,
Arkansas
| $561M | -$87.2M | -13% | 12.7% | 84.5% | 54 | 7.41% | 6.3 |
|
| 2442 |
2442
Alpha Omega Wealth Management
Richmond,
Virginia
| $560M | -$72.6M | -11% | 10.3% | 65.9% | 225 | 9.78% | 4.3 |
|
| 2443 |
2443
Auxier Asset Management
Aurora,
Oregon
| $560M | -$70.7M | -11% | 8.99% | 71.7% | 169 | 4.73% | 6.5 |
|
| 2444 |
2444
Redpoint Management
Woodside,
California
| $559M | -$458M | -45% | 42.7% | 20.6% | 8 | 12.5% | 0.4 |
|
| 2445 |
2445
Americana Partners
Houston,
Texas
| $558M | +$233M | +72% | 11.1% | 82.9% | 277 | 23.47% | 1.1 |
|
| 2446 |
2446
AH Equity Partners III
Menlo Park,
California
| $558M | -$1.74B | -76% | 72.3% | 42.6% | 14 | 7.14% | 0.9 |
|
| 2447 |
2447
Baxter Bros Inc
Riverside,
Connecticut
| $557M | -$109M | -16% | 15.4% | 73.8% | 134 | 8.21% | 5.4 |
|
| 2448 |
2448
L.J. Altfest & Co
New York
| $557M | -$4.02M | -0.7% | 8.29% | 90.3% | 293 | 26.28% | 2.8 |
|
| 2449 |
2449
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| $557M | +$7.76M | +1% | 11.4% | 82.1% | 497 | 28.37% | 2 |
|
| 2450 |
2450
Gilbert & Cook
West Des Moines,
Iowa
| $556M | -$61.4M | -10% | 13.6% | 63.2% | 227 | 23.35% | 2.5 |
|