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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
Managed Asset Portfolios
Rochester,
Michigan
| $378M | +$36.9M | +11% | 7.1% | 99.2% | 25 | 12% | 3.1 |
|
| 2502 |
2502
EnCap Energy Capital Fund VIII
Houston,
Texas
| $377M | -$4.35M | -1% | 0.94% | 6.16% | 3 | 0% | 1.1 |
|
| 2503 |
2503
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
| $377M | +$11.9M | +3% | 5.27% | 55.7% | 129 | 2.33% | 4.2 |
|
| 2504 |
2504
Naples Global Advisors
Naples,
Florida
| $377M | +$21.9M | +6% | 5.78% | 103% | 307 | 9.12% | 3 |
|
| 2505 |
BP
2505
Banbury Partners
Charlotte,
North Carolina
| $377M | -$41.9M | -10% | 6.11% | 138% | 22 | 18.18% | 1 |
|
| 2506 |
WCM
2506
Woodson Capital Management
Greenwich,
Connecticut
| $377M | +$75.3M | +25% | 18.3% | 235% | 41 | 31.71% | 0.8 |
|
| 2507 |
2507
Cannell Capital
Alta,
Wyoming
| $376M | -$13.8M | -4% | 15.2% | 127% | 67 | 22.39% | 1.9 |
|
| 2508 |
MP
2508
Meghalaya Partners
Greenwich,
Connecticut
| $376M | +$21.6M | +6% | 1.53% | – | 28 | 21.43% | 0.5 |
|
| 2509 |
2509
Van Hulzen Asset Management
El Dorado Hills,
California
| $376M | +$38.6M | +11% | 6.39% | 86.3% | 246 | 28.86% | 1.4 |
|
| 2510 |
OFM
2510
Okumus Fund Management
Grand Cayman,
Cayman Islands
| $375M | -$149M | -28% | 12.5% | 8.26% | 6 | 33.33% | 0.8 |
|
| 2511 |
AH
2511
Aviva Holdings
New Providence,
Bahamas
| $375M | -$241M | -39% | 3.24% | 36.5% | 7 | 14.29% | 1 |
|
| 2512 |
2512
VHCP Management II
New York
| $374M | +$40.4M | +12% | 21.9% | 2,334% | 21 | 14.29% | 0.8 |
|
| 2513 |
2513
American Securities
New York
| $374M | -$61.7M | -14% | 3.52% | – | 2 | 0% | 1 |
|
| 2514 |
2514
New England Private Wealth Advisors
Wellesley,
Massachusetts
| $374M | +$19.4M | +5% | 4.93% | 55.8% | 162 | 11.11% | 3.1 |
|
| 2515 |
2515
Jacobi Capital Management
Pittston,
Pennsylvania
| $374M | +$28M | +8% | 5.23% | 76.6% | 1,094 | 11.97% | 1.6 |
|
| 2516 |
2516
Ativo Capital Management
Chicago,
Illinois
| $374M | +$14.8M | +4% | 6.32% | 63.8% | 242 | 22.73% | 1.6 |
|
| 2517 |
2517
Azzad Asset Management
Falls Church,
Virginia
| $374M | +$24.7M | +7% | 8.64% | 101% | 345 | 17.1% | 2.3 |
|
| 2518 |
2518
Ellington Management Group
Old Greenwich,
Connecticut
| $374M | -$1.06B | -74% | 5.89% | 16.1% | 796 | 79.4% | 0.2 |
|
| 2519 |
2519
Southeast Asset Advisors
Thomasville,
Georgia
| $373M | +$25.7M | +7% | 5.67% | 91.5% | 113 | 9.73% | 3 |
|
| 2520 |
2520
Fusion Family Wealth
Woodbury,
New York
| $373M | +$16.8M | +5% | 2.39% | 58.2% | 296 | 8.11% | 1.2 |
|
| 2521 |
2521
Martin Investment Management
Palm Beach Gardens,
Florida
| $372M | -$25.2M | -6% | 8.97% | 44% | 40 | 7.5% | 3.3 |
|
| 2522 |
2522
Hills Bank & Trust
North Liberty,
Iowa
| $372M | +$25.2M | +7% | 6.81% | 52.8% | 143 | 7.69% | 3.5 |
|
| 2523 |
2523
Symphony Asset Management
San Francisco,
California
| $372M | -$129M | -26% | 4.62% | 21.6% | 310 | 65.16% | 1.1 |
|
| 2524 |
2524
NBW Capital
Boston,
Massachusetts
| $372M | +$22.1M | +6% | 6.07% | 86% | 80 | 13.75% | 2.8 |
|
| 2525 |
2525
HGC Investment Management
Toronto,
Ontario, Canada
| $370M | +$66.4M | +22% | 0.97% | 33.2% | 137 | 40.15% | 0.3 |
|