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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
Arcadia Investment Management
Kalamazoo,
Michigan
| $411M | +$80.4M | +24% | 25.1% | 83.5% | 301 | 14.29% | 3.9 |
|
| 2477 |
2477
West Coast Financial
Santa Barbara,
California
| $411M | +$34.6M | +9% | 22.8% | 22.2% | 106 | 12.26% | 4.2 |
|
| 2478 |
2478
Bain Capital Venture Investors
Boston,
Massachusetts
| $410M | +$125M | +44% | 81% | 34.2% | 3 | 0% | 2.1 |
|
| 2479 |
2479
John G. Ullman & Associates
Corning,
New York
| $410M | +$32.8M | +9% | 14.8% | 156% | 122 | 27.87% | 3.3 |
|
| 2480 |
2480
Mangrove Partners
Greenwich,
Connecticut
| $410M | -$315M | -43% | 32.8% | 185% | 93 | 61.29% | 1 |
|
| 2481 |
MPAM
2481
Monarch Partners Asset Management
Boston,
Massachusetts
| $410M | +$125M | +44% | 36.7% | 136% | 217 | 50.23% | 0.8 |
|
| 2482 |
2482
PM Capital
Sydney,
Australia
| $410M | +$104M | +34% | 27.1% | 105% | 21 | 23.81% | 3.1 |
|
| 2483 |
2483
Institute for Wealth Management
Denver,
Colorado
| $408M | +$84.2M | +26% | 25.1% | 137% | 451 | 16.63% | 1.4 |
|
| 2484 |
SCM
2484
SIR Capital Management
New York
| $408M | +$176M | +76% | 57.2% | 71.1% | 55 | 60% | 0.4 |
|
| 2485 |
2485
Land & Buildings Investment Management
Stamford,
Connecticut
| $408M | +$161M | +65% | 34.8% | 53.9% | 28 | 67.86% | 0.9 |
|
| 2486 |
2486
McKinley Carter Wealth Services
Wheeling,
West Virginia
| $408M | +$73.7M | +22% | 23.2% | 63.2% | 146 | 16.44% | 4 |
|
| 2487 |
2487
Private Ocean
San Rafael,
California
| $408M | +$42.2M | +12% | 12.9% | 2.82% | 634 | 24.61% | 2.1 |
|
| 2488 |
CCM
2488
Cohen Capital Management
Corte Madera,
California
| $408M | +$67.4M | +20% | 17.2% | 91.5% | 141 | 10.64% | 4.6 |
|
| 2489 |
2489
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
| $407M | +$22.3M | +6% | 14% | 57.2% | 63 | 4.76% | 3.7 |
|
| 2490 |
2490
RWWM Inc
Rocklin,
California
| $407M | +$91.2M | +29% | 11.8% | 40.6% | 14 | 35.71% | 3.5 |
|
| 2491 |
2491
Think Investments
San Francisco,
California
| $407M | +$135M | +50% | 63.1% | 285% | 24 | 54.17% | 1.1 |
|
| 2492 |
2492
Simcoe Capital Management
New York
| $406M | +$79.6M | +24% | 24.9% | 48.7% | 24 | 50% | 0.8 |
|
| 2493 |
2493
Isthmus Partners
Madison,
Wisconsin
| $406M | +$80.3M | +25% | 26.5% | 73.7% | 145 | 9.66% | 2.1 |
|
| 2494 |
2494
Verdence Capital Advisors
Hunt Valley,
Maryland
| $406M | +$71.6M | +21% | 20.8% | 104% | 373 | 21.72% | 1.5 |
|
| 2495 |
2495
Bpifrance
Maisons Alfort, Cedex,
France
| $405M | +$71.5M | +21% | 27% | 53.2% | 8 | 25% | 1.3 |
|
| 2496 |
2496
Aviance Capital Partners
Naples,
Florida
| $405M | +$87.8M | +28% | 25.7% | 109% | 246 | 19.11% | 3.3 |
|
| 2497 |
2497
III Capital Management
Boca Raton,
Florida
| $404M | +$190M | +89% | 3.96% | 28.7% | 78 | 37.18% | 0.2 |
|
| 2498 |
2498
Silverback Asset Management
Chapel Hill,
North Carolina
| $404M | -$65.7M | -14% | 0.87% | 92.1% | 60 | 16.67% | 0.6 |
|
| 2499 |
2499
Private Capital Management (Florida)
Naples,
Florida
| $404M | +$85.3M | +27% | 25.1% | 118% | 99 | 63.64% | 1.6 |
|
| 2500 |
2500
Wallington Asset Management
Indianapolis,
Indiana
| $404M | +$42.7M | +12% | 20.6% | 108% | 57 | 15.79% | 4.4 |
|