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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2451 |
2451
Think Investments
San Francisco,
California
| $281M | – | – | 7.47% | 285% | 13 | – | 0 |
|
| 2452 |
WA
2452
WealthTrust Axiom
Wayne,
Pennsylvania
| $281M | -$1.35M | -0.5% | 3.42% | 125% | 238 | 7.98% | 1.2 |
|
| 2453 |
2453
Chase Investment Counsel
Charlottesville,
Virginia
| $281M | +$2.46M | +0.9% | 7.52% | 350% | 112 | 18.75% | 0.9 |
|
| 2454 |
2454
C.V. Starr & Co Trust
New York
| $281M | -$23.6M | -8% | 8.03% | 51.7% | 32 | 15.63% | 1.3 |
|
| 2455 |
2455
Chanos & Company
New York
| $280M | +$26.3M | +10% | 6.44% | – | 40 | 45% | 0.5 |
|
| 2456 |
2456
Cambria Investment Management
Manhattan Beach,
California
| $280M | – | – | 7.12% | 72% | 236 | – | 0 |
|
| 2457 |
2457
Thomasville National Bank
Thomasville,
Georgia
| $280M | +$18M | +7% | 2.93% | – | 141 | 17.02% | 1.1 |
|
| 2458 |
PCMK
2458
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| $280M | +$19.2M | +7% | 5.24% | 87.5% | 65 | 7.69% | 1.4 |
|
| 2459 |
2459
Dynamo Internacional Gestao de Recursos
Rio De Janeiro,
Brazil
| $280M | -$6.74M | -2% | 10% | 34.1% | 10 | 10% | 1.2 |
|
| 2460 |
2460
Southeast Asset Advisors
Thomasville,
Georgia
| $279M | +$17.4M | +7% | 5.55% | 91.5% | 97 | 7.22% | 1.3 |
|
| 2461 |
2461
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
| $279M | +$72.5M | +35% | 3.91% | 50.4% | 8 | 25% | 0.9 |
|
| 2462 |
2462
Hatteras Investment Partners
Raleigh,
North Carolina
| $279M | -$27.1M | -9% | 7.19% | – | 269 | 57.25% | 0.2 |
|
| 2463 |
2463
TA Associates
Boston,
Massachusetts
| $278M | +$33M | +13% | 30.2% | – | 2 | 0% | 1.5 |
|
| 2464 |
TLCM
2464
Tiger Legatus Capital Management
New York
| $278M | -$4.54M | -2% | 7.98% | 19.1% | 18 | 33.33% | 0.8 |
|
| 2465 |
2465
ACK Asset Management
Greenwich,
Connecticut
| $277M | -$978K | -0.4% | 13% | 132% | 41 | 46.34% | 0.6 |
|
| 2466 |
2466
InterOcean Capital
Chicago,
Illinois
| $277M | +$10.7M | +4% | 3.3% | 32.1% | 147 | 16.33% | 1 |
|
| 2467 |
2467
D.L. Carlson Investment Group
Concord,
New Hampshire
| $277M | +$9.7M | +4% | 5.96% | 113% | 160 | 31.25% | 0.9 |
|
| 2468 |
2468
Lathrop Investment Management
Little Rock,
Arkansas
| $277M | +$13.5M | +5% | 7.44% | 72.2% | 59 | 11.86% | 1.2 |
|
| 2469 |
2469
Maple Capital Management
Montpelier,
Vermont
| $276M | +$12.5M | +5% | 5.72% | 100% | 134 | 12.69% | 1.3 |
|
| 2470 |
2470
Baxter Bros Inc
Riverside,
Connecticut
| $276M | +$19.3M | +8% | 3.51% | 73.8% | 122 | 10.66% | 1.2 |
|
| 2471 |
2471
Eos Management LP
New York
| $276M | -$99.4M | -26% | 12.6% | 152% | 111 | 54.05% | 0.8 |
|
| 2472 |
2472
Brown Advisory Securities
Baltimore,
Maryland
| $275M | +$4.4M | +2% | 3.67% | 51% | 328 | 12.2% | 1.1 |
|
| 2473 |
2473
SVA Wealth Management
Madison,
Wisconsin
| $275M | +$40.8M | +17% | 3.5% | 44.5% | 194 | 17.01% | 0.8 |
|
| 2474 |
2474
Meristem Family Wealth
Minnetonka,
Minnesota
| $274M | +$40.5M | +17% | 2.74% | 67.7% | 121 | 14.05% | 1.3 |
|
| 2475 |
2475
Security National Trust
Wheeling,
West Virginia
| $274M | +$28.2M | +11% | 4.97% | 58.3% | 545 | 11.19% | 1.3 |
|