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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
Chicago Capital Management
Chicago,
Illinois
| $268M | -$18.6M | -6% | 15.8% | 270% | 54 | 81.48% | 0.1 |
|
| 2477 |
2477
Waldron Private Wealth
Bridgeville,
Pennsylvania
| $268M | +$36.6M | +16% | 4.84% | 68.7% | 190 | 33.16% | 1 |
|
| 2478 |
2478
JW Asset Management
Miami Beach,
Florida
| $268M | -$8.07M | -3% | 11.9% | 251% | 59 | 32.2% | 0.7 |
|
| 2479 |
ICM
2479
Indaba Capital Management
San Francisco,
California
| $268M | -$38.8M | -13% | 13% | 66.7% | 22 | 68.18% | 0.4 |
|
| 2480 |
2480
Hartline Investment Corp
Winnetka,
Illinois
| $268M | -$7.86M | -3% | 3.31% | 201% | 113 | 12.39% | 1.9 |
|
| 2481 |
RIA
2481
RPG Investment Advisory
Pleasanton,
California
| $268M | – | – | 3.79% | 186% | 102 | – | 0 |
|
| 2482 |
2482
Institutional & Family Asset Management
Fort Collins,
Colorado
| $268M | – | – | 4.67% | 19% | 123 | – | 0 |
|
| 2483 |
2483
Klingman & Associates
New York
| $267M | +$12.5M | +5% | 2.99% | 64.9% | 455 | 26.59% | 0.7 |
|
| 2484 |
2484
Lexington Advisors
New York
| $267M | – | – | 1.77% | 27% | 5 | – | 0 |
|
| 2485 |
2485
Clearfield Capital Management
New York
| $267M | – | – | 5.55% | 421% | 12 | – | 0 |
|
| 2486 |
2486
Intrust Bank
Wichita,
Kansas
| $267M | +$4.04M | +2% | 4.77% | 102% | 276 | 12.68% | 1.8 |
|
| 2487 |
2487
Duncker Streett & Co
St. Louis,
Missouri
| $267M | +$9.6M | +4% | 4.99% | 90.9% | 691 | 15.34% | 2 |
|
| 2488 |
2488
Pacific Alternative Asset Management Company (PAAMCO)
Irvine,
California
| $267M | +$68.3M | +34% | 18.6% | 87.2% | 55 | 47.27% | 0.5 |
|
| 2489 |
2489
Wilkins Investment Counsel
Boston,
Massachusetts
| $266M | +$4.86M | +2% | 8.02% | 56.2% | 79 | 7.59% | 2.1 |
|
| 2490 |
2490
Endicott Management
New York
| $266M | -$3.83M | -1% | 10.9% | 229% | 53 | 64.15% | 0.6 |
|
| 2491 |
2491
Bruderman Asset Management
Locust Valley,
New York
| $265M | +$11.5M | +5% | 5.18% | 31.7% | 450 | 17.56% | 0.7 |
|
| 2492 |
WC
2492
Whitnell & Co
Oak Brook,
Illinois
| $265M | +$11.2M | +4% | 4.44% | 36.6% | 413 | 7.02% | 1.4 |
|
| 2493 |
2493
Edge Wealth Management
New York
| $265M | -$300K | -0.1% | 5.25% | 75.3% | 510 | 17.45% | 1.5 |
|
| 2494 |
2494
Hills Bank & Trust
North Liberty,
Iowa
| $264M | +$11M | +4% | 5.71% | 52.8% | 116 | 23.28% | 1.7 |
|
| 2495 |
2495
Destrier Capital Management
New York
| $264M | -$75.9M | -22% | 4.18% | 5.28% | 38 | 60.53% | 0.5 |
|
| 2496 |
AC
2496
Apertura Capital
Dallas,
Texas
| $264M | – | – | 9.2% | 41.5% | 36 | – | 0 |
|
| 2497 |
EMR
2497
Errol M. Rudman
| $264M | +$7.84M | +3% | 9.29% | 60.5% | 39 | 12.82% | 1.6 |
|
| 2498 |
2498
Segment Wealth Management
Houston,
Texas
| $264M | +$2.19M | +0.8% | 5.03% | 102% | 177 | 16.95% | 1.9 |
|
| 2499 |
CM
2499
Capital Management
Glen Allen,
Virginia
| $264M | +$14.5M | +6% | 7.16% | 52.5% | 85 | 12.94% | 1.7 |
|
| 2500 |
2500
First Heartland Consultants
Lake St. Louis,
Missouri
| $263M | +$24M | +10% | 4.63% | 59.2% | 284 | 12.32% | 1.6 |
|