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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
Huntington Steele
Oaks,
Pennsylvania
| $333M | +$10.6M | +3% | 3.08% | 69.8% | 74 | 6.76% | 2.9 |
|
| 2452 |
RPGK
2452
Retirement Planning Group (Kansas)
Leawood,
Kansas
| $333M | +$4.03M | +1% | 2.48% | 54.7% | 52 | 5.77% | 3.5 |
|
| 2453 |
2453
Baxter Bros Inc
Riverside,
Connecticut
| $332M | +$12.5M | +4% | 2.71% | 73.8% | 117 | 5.98% | 2.9 |
|
| 2454 |
2454
Robotti Robert
| $332M | -$6.59M | -2% | 0.8% | 107% | 54 | 14.81% | 2.5 |
|
| 2455 |
2455
PagnatoKarp Partners
Reston,
Virginia
| $332M | -$14.5M | -4% | 1.9% | 2.06% | 125 | 8.8% | 0.4 |
|
| 2456 |
2456
Carlson Capital Management
Northfield,
Minnesota
| $331M | +$22.9M | +7% | 3% | 9.85% | 81 | 34.57% | 2.4 |
|
| 2457 |
2457
Freshford Capital Management
Rye Brook,
New York
| $331M | +$55.8M | +20% | 3.8% | 97.3% | 26 | 42.31% | 0.8 |
|
| 2458 |
2458
Suncoast Equity Management
Tampa,
Florida
| $330M | +$20.4M | +7% | 5.73% | 82.9% | 35 | 11.43% | 1.7 |
|
| 2459 |
2459
Krensavage Asset Management
New York
| $329M | +$19.3M | +6% | 4.69% | 124% | 16 | 12.5% | 2 |
|
| 2460 |
2460
American Assets Inc
San Diego,
California
| $329M | +$3.9M | +1% | 4.26% | 63.2% | 2 | 0% | 4 |
|
| 2461 |
2461
Chanos & Company
New York
| $329M | -$97.8M | -23% | 1.73% | – | 43 | 13.95% | 1.1 |
|
| 2462 |
2462
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
| $328M | +$46.6M | +17% | 4.48% | 65.9% | 131 | 7.63% | 2.8 |
|
| 2463 |
2463
NTV Asset Management
Charleston,
West Virginia
| $328M | +$12.7M | +4% | 1.96% | 97.8% | 174 | 5.17% | 3 |
|
| 2464 |
2464
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
| $328M | -$5.54M | -2% | 0.9% | 40.2% | 78 | 6.41% | 2.9 |
|
| 2465 |
2465
Tetrad Corporation
Omaha,
Nebraska
| $328M | -$2.05M | -0.6% | 0.31% | 45.6% | 4 | 0% | 4 |
|
| 2466 |
2466
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
| $328M | +$16.9M | +5% | 7.99% | 22.7% | 50 | 10% | 2.1 |
|
| 2467 |
RCM
2467
Rockshelter Capital Management
Canonsburg,
Pennsylvania
| $328M | -$3.9M | -1% | 0.51% | 31.2% | 35 | 5.71% | 2.3 |
|
| 2468 |
PAM
2468
PineView Asset Management
Greenwich,
Connecticut
| $328M | +$83M | +34% | 7.55% | – | 24 | 37.5% | 0.7 |
|
| 2469 |
2469
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| $328M | +$12.1M | +4% | 2.68% | 73.7% | 63 | 1.59% | 1.8 |
|
| 2470 |
2470
Credential Securities
Vancouver,
| $327M | +$41.7M | +15% | 2.48% | 32.5% | 276 | 9.78% | 2.2 |
|
| 2471 |
2471
Tanglewood Wealth Management
Houston,
Texas
| $327M | +$17.8M | +6% | 3.01% | 59.7% | 10 | 0% | 2.1 |
|
| 2472 |
NTCM
2472
Nine Ten Capital Management
Chicago,
Illinois
| $327M | -$14.1M | -4% | 25% | 166% | 10 | 10% | 1.7 |
|
| 2473 |
2473
Shelter Mutual Insurance
Columbia,
Missouri
| $326M | -$276K | -0.1% | 2.66% | 51.2% | 43 | 4.65% | 3.3 |
|
| 2474 |
2474
Verity & Verity
Beaufort,
South Carolina
| $326M | +$4.29M | +1% | 1.61% | 76.4% | 91 | 7.69% | 2.4 |
|
| 2475 |
EVM
2475
Evelyn V. Moreno
| $326M | -$2.96M | -0.9% | 2.92% | 39.4% | 71 | 5.63% | 2.9 |
|