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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
Steigerwald Gordon & Koch
Leesburg,
Virginia
| $363M | +$235K | +0.1% | 5.93% | 59.5% | 95 | 17.89% | 2.6 |
|
| 2477 |
2477
Suncoast Equity Management
Tampa,
Florida
| $362M | +$18M | +5% | 8.93% | 82.9% | 36 | 8.33% | 2.1 |
|
| 2478 |
2478
Accident Compensation Corp
Wellington,
New Zealand
| $362M | -$4.18M | -1% | 6.5% | 24.6% | 119 | 16.81% | 1.5 |
|
| 2479 |
2479
Quattro Financial Advisors
The Woodlands,
Texas
| $362M | +$23.9M | +7% | 1.76% | 77.6% | 81 | 32.1% | 0.5 |
|
| 2480 |
2480
Academy Capital Management
Waco,
Texas
| $362M | +$6.77M | +2% | 7.11% | 71.2% | 39 | 10.26% | 2.9 |
|
| 2481 |
2481
Penobscot Investment Management
Boston,
Massachusetts
| $362M | +$27.6M | +8% | 7.11% | 103% | 188 | 5.85% | 3.4 |
|
| 2482 |
2482
Accredited Investors
Edina,
Minnesota
| $361M | -$861K | -0.2% | 6.03% | 74% | 127 | 14.96% | 2.4 |
|
| 2483 |
2483
Hartline Investment Corp
Winnetka,
Illinois
| $361M | +$30.8M | +9% | 8.12% | 201% | 112 | 8.04% | 3.2 |
|
| 2484 |
2484
Gateway Advisory
Westfield,
New Jersey
| $361M | +$25.1M | +7% | 2.73% | 26% | 105 | 40.95% | 1.1 |
|
| 2485 |
2485
Tetrad Corporation
Omaha,
Nebraska
| $361M | +$18.7M | +5% | 5.61% | 45.6% | 4 | 0% | 4.5 |
|
| 2486 |
2486
Standard Investments
New York
| $361M | -$113M | -24% | 4.55% | 29.6% | 10 | 60% | 1.1 |
|
| 2487 |
MAM
2487
Morse Asset Management
Darien,
Connecticut
| $359M | +$23.8M | +7% | 8.76% | 222% | 147 | 17.69% | 0.6 |
|
| 2488 |
2488
Arrow Investment Advisors
Laurel,
Maryland
| $359M | +$26.7M | +8% | 3.52% | 36.3% | 80 | 25% | 1.2 |
|
| 2489 |
2489
NTV Asset Management
Charleston,
West Virginia
| $359M | +$14.4M | +4% | 4.55% | 110% | 187 | 6.42% | 3.2 |
|
| 2490 |
2490
Aegon USA Investment Management
Cedar Rapids,
Iowa
| $359M | -$159M | -31% | 3.58% | 39.9% | 38 | 31.58% | 1.8 |
|
| 2491 |
VAM
2491
Visionary Asset Management
Houston,
Texas
| $359M | +$15.1M | +4% | 3.4% | 31.9% | 311 | 32.8% | 0.6 |
|
| 2492 |
2492
HighVista Strategies
Boston,
Massachusetts
| $359M | -$80.9M | -18% | 4.35% | 622% | 277 | 38.99% | 0.7 |
|
| 2493 |
2493
Game Creek Capital
Boston,
Massachusetts
| $359M | – | – | 4.35% | 176% | 215 | – | 0 |
|
| 2494 |
PCM
2494
Perritt Capital Management
Chicago,
Illinois
| $359M | -$21.6M | -6% | 2.84% | 80.9% | 241 | 12.03% | 2.8 |
|
| 2495 |
2495
Cubic Asset Management
Boston,
Massachusetts
| $359M | +$3.77M | +1% | 5.71% | 40.5% | 172 | 5.81% | 3.1 |
|
| 2496 |
2496
Globeflex Capital
San Diego,
California
| $359M | +$7.6M | +2% | 7.48% | 186% | 424 | 15.57% | 1.2 |
|
| 2497 |
2497
Hefren-Tillotson
Pittsburgh,
Pennsylvania
| $359M | +$160M | +80% | 4.87% | 40% | 24 | 4.17% | 3.1 |
|
| 2498 |
2498
Hutchin Hill Capital
New York
| $359M | -$2.29B | -86% | 3.6% | 54.4% | 869 | 78.14% | 0.3 |
|
| 2499 |
2499
Martin Investment Management
Palm Beach Gardens,
Florida
| $358M | $0 | 0% | 3.38% | 44% | 37 | 0% | 3 |
|
| 2500 |
2500
Arcadia Investment Management
Kalamazoo,
Michigan
| $357M | +$29.9M | +9% | 7.84% | 83.5% | 388 | 13.4% | 2.1 |
|