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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2476 |
2476
Harvey Capital Management
Palm Beach,
Florida
| $251M | -$45M | -15% | 13.7% | 147% | 95 | 22.11% | 1.4 |
|
| 2477 |
2477
Mechanics Bank - Trust Department
Walnut Creek,
California
| $251M | -$34.3M | -12% | 5.57% | 76.8% | 129 | 11.63% | 2.1 |
|
| 2478 |
2478
Wynnefield Capital
New York
| $250M | -$10M | -4% | 3.9% | 52.1% | 38 | 34.21% | 1.4 |
|
| 2479 |
2479
Bright Rock Capital Management
Hanover,
Massachusetts
| $249M | -$19.5M | -7% | 6.18% | 53.1% | 94 | 15.96% | 1.5 |
|
| 2480 |
FIM
2480
FourPoints Investment Managers
Paris,
France
| $249M | -$189M | -43% | 9.77% | – | 85 | 22.35% | 1.6 |
|
| 2481 |
CM
2481
Capital Management
Glen Allen,
Virginia
| $249M | -$38.8M | -13% | 9.3% | 52.5% | 85 | 12.94% | 1.6 |
|
| 2482 |
2482
HeadInvest LLC
Portland,
Maine
| $249M | -$21M | -8% | 5.84% | 59.1% | 125 | 10.4% | 1.8 |
|
| 2483 |
2483
Stonebridge Capital Advisors
St Paul,
Minnesota
| $249M | -$11.6M | -4% | 6.49% | 80.1% | 164 | 18.9% | 1.5 |
|
| 2484 |
2484
Regal Partners
Sydney, NSW,
Australia
| $248M | +$19.5M | +9% | 2.76% | 146% | 15 | 33.33% | 1 |
|
| 2485 |
2485
Estate Counselors
Thiensville,
Wisconsin
| $248M | -$39.7M | -14% | 4.82% | 60% | 67 | 28.36% | 1.3 |
|
| 2486 |
IFS
2486
Ifrah Financial Services
Little Rock,
Arkansas
| $248M | -$19.9M | -7% | 5.48% | 64.1% | 207 | 8.21% | 1.6 |
|
| 2487 |
2487
Coliseum Capital Management
Rowayton,
Connecticut
| $248M | -$47M | -16% | 4.32% | 41.1% | 10 | 40% | 1.2 |
|
| 2488 |
2488
Timpani Capital Management
Milwaukee,
Wisconsin
| $248M | -$97.1M | -28% | 1.37% | 383% | 122 | 49.18% | 0.7 |
|
| 2489 |
2489
Chanos & Company
New York
| $248M | +$20.1M | +9% | 3.85% | – | 61 | 57.38% | 0.4 |
|
| 2490 |
2490
D.L. Carlson Investment Group
Concord,
New Hampshire
| $248M | -$29.2M | -11% | 4.45% | 113% | 138 | 18.84% | 1.5 |
|
| 2491 |
2491
LS Power Partners II
New York
| $248M | -$57.5M | -19% | 18.8% | 27.3% | 1 | 0% | 2.3 |
|
| 2492 |
OIA
2492
Optimum Investment Advisors
Chicago,
Illinois
| $248M | – | – | 7.82% | 125% | 273 | – | 1.8 |
|
| 2493 |
2493
Chase Investment Counsel
Charlottesville,
Virginia
| $248M | -$27.2M | -10% | 4.94% | 350% | 108 | 24.07% | 1.3 |
|
| 2494 |
2494
Rational Advisors
Huntington,
New York
| $248M | -$63.4M | -20% | 9.22% | 37.7% | 518 | 9.46% | 1.9 |
|
| 2495 |
2495
Weatherly Asset Management
Del Mar,
California
| $247M | -$15.2M | -6% | 4.13% | 116% | 157 | 10.83% | 1.9 |
|
| 2496 |
2496
Miller Investment Management
West Conshohocken,
Pennsylvania
| $247M | -$20.9M | -8% | 6.6% | 60.2% | 66 | 9.09% | 1.8 |
|
| 2497 |
HJA
2497
Hugh Johnson Advisors
Albany,
New York
| $247M | -$36.6M | -13% | 5.83% | 41.5% | 93 | 8.6% | 1.7 |
|
| 2498 |
2498
Princeton Portfolio Strategies Group
Princeton,
New Jersey
| $246M | -$37.8M | -13% | 7.58% | 83.8% | 146 | 15.75% | 1.6 |
|
| 2499 |
HH
2499
Harbinger Holdings
New York
| $246M | -$81.4M | -25% | 9.77% | 43.3% | 1 | 0% | 2.3 |
|
| 2500 |
2500
CNO Financial Group
Carmel,
Indiana
| $246M | +$807K | +0.3% | 3.24% | – | 17 | 0% | 0.7 |
|