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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2551 |
2551
Accuvest Global Advisors
Provo,
Utah
| $259M | -$208M | -44% | 4.89% | 130% | 96 | 35.42% | 0.7 |
|
| 2552 |
2552
Princeton Portfolio Strategies Group
Princeton,
New Jersey
| $259M | +$6.94M | +3% | 0.51% | 83.8% | 118 | 8.47% | 1.5 |
|
| 2553 |
2553
Trust Asset Management
Houston,
Texas
| $259M | +$7M | +3% | 0.62% | 91.1% | 137 | 42.34% | 0.4 |
|
| 2554 |
2554
American National Bank & Trust
Wichita Falls,
Texas
| $258M | -$3.84M | -1% | 2.89% | 102% | 298 | 11.41% | 0.8 |
|
| 2555 |
2555
Hansberger Growth Investors
Madison,
Wisconsin
| $258M | -$64.4M | -20% | 4.03% | 36.4% | 64 | 17.19% | 0.2 |
|
| 2556 |
2556
Financial Architects (New Jersey)
Marlton,
New Jersey
| $258M | +$29.2M | +13% | 2.75% | 31.3% | 1,113 | 31.54% | 0.7 |
|
| 2557 |
2557
Wildcat Capital Management
New York
| $258M | +$15.1M | +6% | 1.75% | 126% | 16 | 37.5% | 0.2 |
|
| 2558 |
2558
Adirondack Research & Management
Guilderland,
New York
| $258M | -$9.3M | -3% | 5.97% | 47.8% | 103 | 12.62% | 1.4 |
|
| 2559 |
2559
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
| $258M | -$2.26M | -0.9% | 0.31% | 99.4% | 109 | 20.18% | 0.2 |
|
| 2560 |
2560
Charles River XIII
Cambridge,
Massachusetts
| $257M | -$63.9M | -20% | 6.89% | – | 1 | 0% | 0.8 |
|
| 2561 |
CAM
2561
CG Asset Management
New York
| $257M | +$3.51M | +1% | 5.95% | 62.7% | 139 | 23.02% | 0.9 |
|
| 2562 |
2562
Permian Investment Partners
Dallas,
Texas
| $257M | +$22.5M | +10% | 17.5% | 78.6% | 17 | 35.29% | 0.4 |
|
| 2563 |
2563
Giralda Advisors
New York
| $257M | -$13.6M | -5% | 0.6% | 36.8% | 21 | 52.38% | 0.7 |
|
| 2564 |
2564
New England Private Wealth Advisors
Wellesley,
Massachusetts
| $257M | +$2.72M | +1% | 1.82% | 55.8% | 116 | 21.55% | 1.2 |
|
| 2565 |
2565
TA Associates
Boston,
Massachusetts
| $256M | -$22M | -8% | 1.08% | – | 2 | 0% | 1.8 |
|
| 2566 |
2566
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
| $256M | +$218M | +564% | 78.5% | 68.3% | 46 | 69.57% | 0.7 |
|
| 2567 |
2567
Modera Wealth Management
Westwood,
New Jersey
| $256M | -$1.28M | -0.5% | 1.8% | 68.2% | 95 | 12.63% | 1.2 |
|
| 2568 |
2568
Bruderman Asset Management
Locust Valley,
New York
| $256M | – | – | 0.01% | 31.7% | 431 | – | 0 |
|
| 2569 |
2569
Marietta Investment Partners
Milwaukee,
Wisconsin
| $256M | +$6.63M | +3% | 10% | 160% | 124 | 16.94% | 1.2 |
|
| 2570 |
2570
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
| $256M | +$2.74M | +1% | 0.18% | 65.9% | 165 | 15.76% | 1.2 |
|
| 2571 |
2571
Secor Capital Advisors
New York
| $256M | +$16.3M | +7% | 2.75% | 43.5% | 632 | 69.78% | 0.2 |
|
| 2572 |
TRIM
2572
Thompson Rubinstein Investment Management
Portland,
Oregon
| $256M | -$5.43M | -2% | 0.98% | 42.8% | 75 | 1.33% | 1.6 |
|
| 2573 |
2573
Battery Partners IX
Boston,
Massachusetts
| $255M | +$22.7M | +10% | 29.3% | 322% | 3 | 0% | 0.8 |
|
| 2574 |
2574
Newport Asia
San Francisco,
California
| $255M | $0 | 0% | 4.72% | – | 6 | 0% | 1.1 |
|
| 2575 |
2575
Ativo Capital Management
Chicago,
Illinois
| $255M | +$11.7M | +5% | 7.56% | 63.8% | 240 | 27.5% | 0.9 |
|