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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
EAM Investors
Solana Beach,
California
| $872M | +$212M | +32% | 53.1% | 6,012% | 346 | 63.01% | 0.2 |
|
| 2527 |
2527
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
| $871M | +$61.6M | +8% | 16.9% | 140% | 30 | 6.67% | 5.1 |
|
| 2528 |
2528
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
| $870M | +$78.9M | +10% | 10.1% | 40.2% | 114 | 18.42% | 3.8 |
|
| 2529 |
PCR
2529
Potrero Capital Research
San Francisco,
California
| $869M | +$456M | +110% | 28.8% | 226% | 49 | 59.18% | 0.5 |
|
| 2530 |
2530
Greenwood Capital Associates
Greenwood,
South Carolina
| $867M | +$62.6M | +8% | 7.85% | 87.7% | 276 | 17.75% | 2.5 |
|
| 2531 |
2531
Kryger Capital
London,
United Kingdom
| $866M | +$325M | +60% | 27.2% | 421% | 42 | 85.71% | 0.1 |
|
| 2532 |
2532
Baxter Bros Inc
Riverside,
Connecticut
| $865M | +$47.6M | +6% | 5.34% | 73.8% | 171 | 16.37% | 6 |
|
| 2533 |
2533
Keystone Investors
Singapore
| $865M | +$381M | +79% | 33.7% | – | 88 | 68.18% | 0.3 |
|
| 2534 |
2534
HHM Wealth Advisors
Chattanooga,
Tennessee
| $864M | +$23.1M | +3% | 6.75% | 62.3% | 949 | 19.28% | 3 |
|
| 2535 |
2535
Total Wealth Planning
Cincinnati,
Ohio
| $864M | +$72.9M | +9% | 5.41% | 37.2% | 110 | 5.45% | 3.3 |
|
| 2536 |
2536
Oak Root LLC
Santa Barbara,
California
| $864M | +$56.1M | +7% | 7.74% | 75.4% | 11 | 0% | 1.8 |
|
| 2537 |
2537
Blue Grotto Capital
Atlanta,
Georgia
| $862M | +$33.8M | +4% | 12.8% | 300% | 33 | 42.42% | 0.8 |
|
| 2538 |
2538
Pertento Partners
London,
United Kingdom
| $862M | -$255M | -23% | 10.5% | 196% | 23 | 47.83% | 0.9 |
|
| 2539 |
2539
Ascent Wealth Partners
New Hartford,
New York
| $862M | +$51.7M | +6% | 7.89% | 105% | 183 | 6.01% | 4 |
|
| 2540 |
2540
Genus Capital Management
Vancouver,
British Columbia, Canada
| $862M | +$76.5M | +10% | 17.1% | – | 230 | 33.48% | 0.4 |
|
| 2541 |
2541
Redhawk Wealth Advisors
Minneapolis,
Minnesota
| $861M | +$63.9M | +8% | 8.98% | 116% | 377 | 24.4% | 1.7 |
|
| 2542 |
2542
Signet Financial Management
Parsippany,
New Jersey
| $861M | +$65.1M | +8% | 8.02% | 65.2% | 300 | 8.33% | 3.2 |
|
| 2543 |
2543
Alley Investment Management Company
Lake Forest,
Illinois
| $861M | +$35M | +4% | 4.86% | 54.6% | 90 | 7.78% | 2.8 |
|
| 2544 |
2544
Clark Asset Management
Stratham,
New Hampshire
| $860M | +$127M | +17% | 5.65% | 51.8% | 219 | 15.07% | 1.2 |
|
| 2545 |
PS
2545
Portfolio Strategies
Monsey,
New York
| $860M | +$92.8M | +12% | 11.5% | 120% | 70 | 35.71% | 2.8 |
|
| 2546 |
MI
2546
MMCAP International
Grand Cayman,
Cayman Islands
| $860M | +$28.4M | +3% | 22.6% | 184% | 208 | 48.08% | 1 |
|
| 2547 |
2547
Naviter Wealth
Little Rock,
Arkansas
| $859M | +$47.1M | +6% | 6.84% | 87.1% | 286 | 13.64% | 2.1 |
|
| 2548 |
2548
Atlas FRM
Greenwich,
Connecticut
| $859M | +$70K | +0% | 1.78% | 38.9% | 9 | 0% | 2.1 |
|
| 2549 |
2549
Covalis Capital
London,
United Kingdom
| $858M | +$35.5M | +4% | 12.1% | 37.9% | 86 | 70.93% | 0.3 |
|
| 2550 |
2550
Oak Harvest Investment Services
Houston,
Texas
| $857M | +$59.1M | +7% | 9.46% | 120% | 179 | 19.55% | 2 |
|