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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2501 |
MMCM
2501
Marque Millennium Capital Management
New York
| $228M | +$25M | +12% | 13.1% | – | 80 | 2.5% | 0.5 |
|
| 2502 |
DMAM
2502
Del Mar Asset Management
New York
| $227M | +$33.7M | +17% | 13.4% | – | 60 | 81.67% | 0.1 |
|
| 2503 |
2503
Night Owl Capital Management
Greenwich,
Connecticut
| $227M | +$22.1M | +11% | 11.6% | 162% | 26 | 19.23% | 0.5 |
|
| 2504 |
2504
Van Cleef Asset Management
Beachwood,
Ohio
| $227M | +$24.5M | +12% | 10.3% | 104% | 99 | 9.09% | 0.5 |
|
| 2505 |
2505
Thomasville National Bank
Thomasville,
Georgia
| $227M | +$34.9M | +18% | 7.83% | – | 141 | 21.99% | 0.4 |
|
| 2506 |
2506
Hudson Valley Investment Advisors
Goshen,
New York
| $227M | +$21.4M | +10% | 11% | 102% | 130 | 5.38% | 0.5 |
|
| 2507 |
2507
Wright Investors Service
Shelton,
Connecticut
| $227M | +$6.05M | +3% | 10.1% | 146% | 247 | 26.72% | 0.4 |
|
| 2508 |
2508
Kerrisdale Advisers
Miami,
Florida
| $227M | +$11.4M | +5% | 12.2% | 78.8% | 88 | 60.23% | 0.3 |
|
| 2509 |
2509
Trigran Investments
Northbrook,
Illinois
| $226M | +$15.3M | +7% | 7.29% | 30.2% | 24 | 25% | 0.4 |
|
| 2510 |
2510
Columbia Asset Management
Ann Arbor,
Michigan
| $226M | – | – | 9.95% | 94.1% | 182 | – | 0 |
|
| 2511 |
2511
Hills Bank & Trust
North Liberty,
Iowa
| $226M | +$20.6M | +10% | 8.12% | 52.8% | 82 | 3.66% | 0.5 |
|
| 2512 |
2512
FundX Investment Group
San Francisco,
California
| $225M | -$27.2M | -11% | 9.49% | 94.6% | 33 | 66.67% | 0.2 |
|
| 2513 |
2513
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
| $225M | – | – | 14.1% | 25.1% | 3 | – | 0 |
|
| 2514 |
2514
Estate Counselors
Thiensville,
Wisconsin
| $225M | +$9.09M | +4% | 4.06% | 60% | 57 | 12.28% | 0.5 |
|
| 2515 |
2515
Nelson Capital Management
Menlo Park,
California
| $225M | +$15.2M | +7% | 7.99% | 121% | 245 | 6.12% | 0.5 |
|
| 2516 |
CM
2516
Cascabel Management
New York
| $225M | -$49.2M | -18% | 22.4% | – | 40 | 62.5% | 0.2 |
|
| 2517 |
2517
KERN Cobalt Co-Invest Partners
Calgary,
Alberta, Canada
| $225M | -$115M | -34% | 33.8% | – | 1 | 0% | 0.5 |
|
| 2518 |
2518
Evanson Asset Management
Carmel,
California
| $225M | – | – | 5.04% | 66.6% | 169 | – | 0 |
|
| 2519 |
MAA
2519
Mraz Amerine & Associates
Modesto,
California
| $224M | +$16.2M | +8% | 6.62% | 69.8% | 145 | 15.17% | 0.4 |
|
| 2520 |
2520
Fairfield, Bush & Co
Darien,
Connecticut
| $224M | -$107M | -32% | 8.02% | 112% | 321 | 61.37% | 0.5 |
|
| 2521 |
2521
Harvey Partners
Tarrytown,
New York
| $224M | +$31.6M | +16% | 20% | 174% | 57 | 45.61% | 0.3 |
|
| 2522 |
2522
Oslo Asset Management AS
Oslo,
Norway
| $224M | -$64.9M | -22% | 0.7% | 82.7% | 11 | 45.45% | 0.4 |
|
| 2523 |
2523
Bar Harbor Trust Services
Ellsworth,
Maine
| $224M | +$10.8M | +5% | 7.91% | 86.4% | 90 | 16.67% | 0.4 |
|
| 2524 |
OCM
2524
Oskie Capital Management
New York
| $223M | -$27.3M | -11% | 12.9% | 69.3% | 40 | 45% | 0.3 |
|
| 2525 |
2525
Wynnefield Capital
New York
| $223M | -$41.7M | -16% | 5.47% | 52.1% | 32 | 15.63% | 0.5 |
|