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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2526 |
2526
StepStone Group
La Jolla,
California
| $223M | +$33M | +17% | 11.2% | 107% | 17 | 35.29% | 0.4 |
|
| 2527 |
2527
United Fire Group
Cedar Rapids,
Iowa
| $223M | +$22.4M | +11% | 10.5% | 27.4% | 109 | 0.92% | 0.5 |
|
| 2528 |
ACM
2528
Alistair Capital Management
Dallas,
Texas
| $223M | – | – | 11.2% | – | 23 | – | 0 |
|
| 2529 |
2529
FIC Capital
New York
| $223M | +$26.1M | +13% | 9.43% | 49.7% | 152 | 9.87% | 0.4 |
|
| 2530 |
LSC
2530
Lyon Street Capital
Sausalito,
California
| $222M | +$19.6M | +10% | 13.7% | – | 46 | 23.91% | 0.4 |
|
| 2531 |
2531
Huntington Steele
Oaks,
Pennsylvania
| $222M | +$26M | +13% | 12.7% | 69.8% | 65 | 6.15% | 0.5 |
|
| 2532 |
2532
Hanlon Investment Management
Egg Harbor Township,
New Jersey
| $222M | +$23.8M | +12% | 2.04% | 80.6% | 35 | 45.71% | 0.4 |
|
| 2533 |
2533
Baldwin Investment Management
West Conshohocken,
Pennsylvania
| $222M | +$14.4M | +7% | 6.49% | 74.8% | 135 | 5.19% | 0.5 |
|
| 2534 |
2534
Corrado Advisors
Ramsey,
New Jersey
| $221M | +$31.1M | +16% | 9.56% | 64% | 75 | 13.33% | 0.4 |
|
| 2535 |
KF
2535
Kopp Funds
Milwaukee,
Wisconsin
| $221M | – | – | 13% | – | 64 | – | 0 |
|
| 2536 |
2536
Kopp Investment Advisors
Bloomington,
Minnesota
| $221M | -$51M | -19% | 13% | 109% | 90 | 32.22% | 0.5 |
|
| 2537 |
2537
SignalPoint Asset Management
Springfield,
Missouri
| $221M | +$63.8M | +41% | 6.21% | 36% | 165 | 36.36% | 0.2 |
|
| 2538 |
2538
New England Private Wealth Advisors
Wellesley,
Massachusetts
| $221M | +$30.1M | +16% | 6.23% | 55.8% | 95 | 23.16% | 0.4 |
|
| 2539 |
2539
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
| $221M | +$7.12M | +3% | 8.87% | 58% | 139 | 5.04% | 0.5 |
|
| 2540 |
2540
Capital Investment Counsel Inc
Raleigh,
North Carolina
| $220M | +$18.9M | +9% | 10.4% | 174% | 159 | 5.66% | 0.5 |
|
| 2541 |
2541
Waldron Private Wealth
Bridgeville,
Pennsylvania
| $219M | – | – | 8.67% | 68.7% | 109 | – | 0 |
|
| 2542 |
IMIM
2542
Irving Magee Investment Management
Conshohocken,
Pennsylvania
| $219M | +$21.9M | +11% | 10.8% | 39.9% | 51 | 1.96% | 0.5 |
|
| 2543 |
KIA
2543
King Investment Advisors
Houston,
Texas
| $219M | -$13.1M | -6% | 11.3% | – | 135 | 16.3% | 0.4 |
|
| 2544 |
2544
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
| $219M | +$17.8M | +9% | 9.95% | 86% | 245 | 42.86% | 0.4 |
|
| 2545 |
TL
2545
TowerView LLC
New York
| $219M | +$12.4M | +6% | 15.9% | 17.9% | 24 | 33.33% | 0.4 |
|
| 2546 |
TSBJ
2546
Trevor, Stewart, Burton & Jacobsen
New York
| $219M | +$25.1M | +13% | 10.3% | – | 61 | 14.75% | 0.4 |
|
| 2547 |
SIA
2547
Spruce Investment Advisors
Stamford,
Connecticut
| $219M | +$79.5M | +57% | 7.84% | 23.5% | 23 | 39.13% | 0.4 |
|
| 2548 |
CAM
2548
CG Asset Management
New York
| $218M | – | – | 14.8% | 62.7% | 126 | – | 0 |
|
| 2549 |
2549
Merion Investment Management
Bay Harbor Islands,
Florida
| $218M | – | – | 12.4% | 27.6% | 15 | – | 0 |
|
| 2550 |
2550
Roundview Capital
Princeton,
New Jersey
| $218M | +$25.6M | +13% | 8.73% | 77.7% | 136 | 16.18% | 0.4 |
|