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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
Traphagen Investment Advisors
Oradell,
New Jersey
| $384M | +$8.87M | +2% | 1.04% | 65.8% | 117 | 8.55% | 0.5 |
|
| 2502 |
SCM
2502
Schneider Capital Management
Berwyn,
Pennsylvania
| $382M | -$38.5M | -9% | 6.01% | 52.5% | 46 | 13.04% | 2.5 |
|
| 2503 |
2503
American Assets Inc
San Diego,
California
| $382M | +$3.08M | +0.8% | 0.91% | 63.2% | 2 | 0% | 6.3 |
|
| 2504 |
TEC
2504
Tiger Eye Capital
Nashville,
Tennessee
| $381M | -$99.2M | -21% | 2.31% | 116% | 47 | 23.4% | 1.9 |
|
| 2505 |
2505
Exchange Capital Management
Ann Arbor,
Michigan
| $380M | +$7.73M | +2% | 2.02% | 57.8% | 153 | 13.73% | 2.9 |
|
| 2506 |
RC
2506
Reik & Co
New York
| $379M | +$6.5M | +2% | 2.37% | 38.6% | 46 | 4.35% | 5.3 |
|
| 2507 |
2507
Biltmore Capital Advisors
Princeton,
New Jersey
| $379M | +$36.7M | +11% | 2.52% | 80.4% | 82 | 20.73% | 0.4 |
|
| 2508 |
2508
American Assets Capital Advisers
San Diego,
California
| $379M | -$66.4M | -15% | 9.41% | 73.5% | 28 | 21.43% | 2.6 |
|
| 2509 |
2509
AH Equity Partners III (Parallel)
Menlo Park,
California
| $379M | -$225M | -37% | 37% | 33.1% | 2 | 0% | 0.4 |
|
| 2510 |
2510
12th Street Asset Management Company
Nashville,
Tennessee
| $378M | +$11.7M | +3% | 5.54% | 106% | 32 | 31.25% | 1.6 |
|
| 2511 |
2511
EAM Investors
Solana Beach,
California
| $378M | -$30.8M | -8% | 15.1% | 6,012% | 337 | 60.24% | 0.3 |
|
| 2512 |
2512
Halbert Hargrove Global Advisors
Long Beach,
California
| $377M | +$8.78M | +2% | 0.79% | 68.2% | 94 | 24.47% | 1.7 |
|
| 2513 |
2513
Private Vista
Chicago,
Illinois
| $377M | -$22.6M | -6% | 0.39% | 10.1% | 167 | 18.56% | 1.6 |
|
| 2514 |
2514
Fusion Family Wealth
Woodbury,
New York
| $377M | -$24.8M | -6% | 0.7% | 58.2% | 157 | 10.83% | 2.3 |
|
| 2515 |
2515
Salesforce Inc
San Francisco,
California
| $377M | -$206M | -35% | 12.5% | 33.9% | 5 | 40% | 0.9 |
|
| 2516 |
2516
Engle Capital Management
Greenwich,
Connecticut
| $377M | -$45M | -11% | 2.12% | 398% | 27 | 51.85% | 0.9 |
|
| 2517 |
2517
Tuttle Capital Management
Riverside,
Connecticut
| $377M | +$122M | +48% | 5.4% | 115% | 282 | 86.52% | 0.1 |
|
| 2518 |
AR
2518
Argyll Research
Wilmington,
Delaware
| $377M | +$721K | +0.2% | 0.52% | 0.8% | 3 | 0% | 3.5 |
|
| 2519 |
2519
Kora Management
Brooklyn,
New York
| $377M | +$39.7M | +12% | 8.71% | 307% | 8 | 12.5% | 2 |
|
| 2520 |
2520
Spyglass Capital Management
San Francisco,
California
| $377M | +$60.2M | +19% | 1.34% | 154% | 28 | 17.86% | 0.7 |
|
| 2521 |
2521
German American Bancorp
Jasper,
Indiana
| $376M | +$10.3M | +3% | 1.32% | 92.3% | 85 | 8.24% | 1 |
|
| 2522 |
2522
Baker Ellis Asset Management
Vancouver,
Washington
| $376M | -$275K | -0.1% | 1.61% | 91.9% | 241 | 6.64% | 4.1 |
|
| 2523 |
2523
Moody Aldrich Partners
Marblehead,
Massachusetts
| $376M | -$15.3M | -4% | 3.48% | 336% | 150 | 38% | 0.9 |
|
| 2524 |
2524
Fiduciary Financial Services of The Southwest
Dallas,
Texas
| $374M | +$21.1M | +6% | 2.79% | 39.8% | 149 | 3.36% | 4.6 |
|
| 2525 |
2525
Broad Bay Capital Management
New York
| $374M | +$74.9M | +25% | 3.06% | 338% | 17 | 17.65% | 0.6 |
|