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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 |
2501
Caledonia Investments plc (UK)
London England,
United Kingdom
| $357M | -$6.52M | -2% | 0.85% | 61.9% | 14 | 7.14% | 2.8 |
|
| 2502 |
2502
PL Capital Advisors
Naples,
Florida
| $357M | -$20.6M | -5% | 0.54% | 100% | 34 | 14.71% | 2.9 |
|
| 2503 |
2503
Symmetry Peak Management
Radnor,
Pennsylvania
| $356M | +$229M | +181% | 26% | 320% | 85 | 68.24% | 0.7 |
|
| 2504 |
2504
Roundview Capital
Princeton,
New Jersey
| $355M | -$31.9M | -8% | 1.37% | 77.7% | 243 | 20.99% | 2.5 |
|
| 2505 |
2505
Arcadia Investment Management
Kalamazoo,
Michigan
| $355M | -$2.56M | -0.7% | 1.18% | 83.5% | 372 | 13.98% | 2.3 |
|
| 2506 |
NTCM
2506
Nine Ten Capital Management
Chicago,
Illinois
| $355M | +$67.5M | +23% | 17% | 166% | 8 | 0% | 2.4 |
|
| 2507 |
2507
New England Private Wealth Advisors
Wellesley,
Massachusetts
| $354M | -$1.14M | -0.3% | 0.92% | 55.8% | 152 | 6.58% | 2.9 |
|
| 2508 |
2508
Cubic Asset Management
Boston,
Massachusetts
| $354M | -$4.97M | -1% | 3.52% | 40.5% | 174 | 10.34% | 3.2 |
|
| 2509 |
CFMC
2509
Curbstone Financial Management Corp
Manchester,
New Hampshire
| $354M | +$172M | +95% | 1.4% | 69.6% | 169 | 6.51% | 3 |
|
| 2510 |
2510
Oak Hill Capital Management
New York
| $353M | -$46.9M | -12% | 11.5% | 1.19% | 3 | 0% | 1.5 |
|
| 2511 |
2511
NTV Asset Management
Charleston,
West Virginia
| $352M | -$6.89M | -2% | 1.54% | 110% | 189 | 7.41% | 3.4 |
|
| 2512 |
2512
Ativo Capital Management
Chicago,
Illinois
| $352M | -$23.6M | -6% | 3.5% | 63.2% | 271 | 41.33% | 1.4 |
|
| 2513 |
2513
Princeton Portfolio Strategies Group
Princeton,
New Jersey
| $352M | -$14.7M | -4% | 2.03% | 83.8% | 162 | 14.2% | 3 |
|
| 2514 |
2514
East Coast Asset Management
Essex,
Massachusetts
| $351M | -$16.1M | -4% | 5.6% | 153% | 95 | 24.21% | 4 |
|
| 2515 |
2515
Pensionfund Sabic
Sittard,
Netherlands
| $351M | +$6.24M | +2% | 2.87% | 63.6% | 237 | 27.85% | 1.6 |
|
| 2516 |
CMG
2516
Cavalry Management Group
San Francisco,
California
| $350M | +$7.76M | +2% | 16.3% | 59.6% | 32 | 68.75% | 0.4 |
|
| 2517 |
2517
West Coast Financial
Santa Barbara,
California
| $350M | -$5.46M | -2% | 0.31% | 22.2% | 111 | 5.41% | 3 |
|
| 2518 |
2518
Ritholtz Wealth Management
New York
| $350M | +$12.5M | +4% | 1.38% | 93% | 131 | 27.48% | 0.7 |
|
| 2519 |
2519
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
| $350M | +$40.2M | +13% | 2.6% | 119% | 42 | 21.43% | 2 |
|
| 2520 |
2520
Needham Investment Management
New York
| $350M | -$26.2M | -7% | 1.79% | 424% | 98 | 12.24% | 3.3 |
|
| 2521 |
2521
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
| $350M | +$14.1M | +4% | 1.79% | 22.7% | 50 | 16% | 2.4 |
|
| 2522 |
OM
2522
Opaleye Management
Boston,
Massachusetts
| $350M | +$37.4M | +12% | 20.4% | 748% | 48 | 47.92% | 0.9 |
|
| 2523 |
TCM
2523
Tradition Capital Management
Summit,
New Jersey
| $350M | -$18.7M | -5% | 1.41% | 43.5% | 184 | 13.04% | 2.9 |
|
| 2524 |
2524
Whitney & Co
Rochester,
New York
| $350M | +$4.28M | +1% | 1.84% | 93.2% | 311 | 64.63% | 1.1 |
|
| 2525 |
2525
Lathrop Investment Management
Little Rock,
Arkansas
| $349M | -$13.9M | -4% | 0.96% | 72.2% | 67 | 10.45% | 3.6 |
|