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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
NorthRock Partners
Minneapolis,
Minnesota
| $283M | +$48.9M | +21% | 4.35% | 62.8% | 67 | 37.31% | 0.9 |
|
| 2552 |
2552
Canal Insurance Company
Greenville,
South Carolina
| $282M | -$33M | -10% | 4.28% | 114% | 109 | 29.36% | 2.6 |
|
| 2553 |
HEC
2553
Hudson Executive Capital
New York
| $281M | -$282M | -50% | 13.9% | 127% | 14 | 42.86% | 0.6 |
|
| 2554 |
2554
Bristlecone Advisors
Bellevue,
Washington
| $281M | +$2.92M | +1% | 2.57% | 103% | 159 | 5.66% | 0.8 |
|
| 2555 |
2555
Northside Capital Management
Hood River,
Oregon
| $281M | +$21.5M | +8% | 3.06% | 99.6% | 64 | 3.13% | 1.5 |
|
| 2556 |
2556
Talara Capital Management
Montclair,
New Jersey
| $280M | +$15.2M | +6% | 1.95% | 17.4% | 23 | 34.78% | 1.1 |
|
| 2557 |
2557
Sunflower Bank Wealth Management
Scottsdale,
Arizona
| $280M | +$6.87M | +3% | 3.87% | 33.7% | 92 | 7.61% | 3 |
|
| 2558 |
RGREA
2558
Ranger Global Real Estate Advisors
Denver,
Colorado
| $279M | – | – | 3.73% | 18% | 47 | – | 0 |
|
| 2559 |
2559
Krensavage Asset Management
New York
| $279M | +$2.19M | +0.8% | 5.58% | 124% | 18 | 16.67% | 1.8 |
|
| 2560 |
2560
Security National Trust
Wheeling,
West Virginia
| $279M | +$4.08M | +1% | 3.2% | 58.3% | 470 | 11.28% | 2.9 |
|
| 2561 |
2561
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
| $278M | +$35.5M | +15% | 19.2% | 149% | 152 | 7.24% | 2.1 |
|
| 2562 |
2562
MV Capital Management
Bethesda,
Maryland
| $278M | +$2.66M | +1% | 1.29% | 67.6% | 382 | 12.3% | 1.4 |
|
| 2563 |
2563
Tinicum
New York
| $278M | +$23.5M | +9% | 12.2% | 21.1% | 6 | 16.67% | 2.4 |
|
| 2564 |
CDIA
2564
Capital Directions Investment Advisors
Atlanta,
Georgia
| $278M | -$3.42M | -1% | 1.55% | 7.53% | 84 | 8.33% | 2.2 |
|
| 2565 |
2565
Wynnefield Capital
New York
| $278M | -$21.3M | -7% | 4.45% | 52.1% | 40 | 12.5% | 1.9 |
|
| 2566 |
EVM
2566
Evelyn V. Moreno
| $277M | +$4.6M | +2% | 3.61% | 39.4% | 69 | 4.35% | 2.6 |
|
| 2567 |
2567
Northcape Capital
Sydney,
Australia
| $277M | – | – | 6.21% | – | 13 | – | 0 |
|
| 2568 |
2568
Barber Financial Group
Lenexa,
Kansas
| $277M | – | – | 0.5% | 39% | 83 | – | 0 |
|
| 2569 |
2569
Lombard Odier Asset Management (Europe)
London,
United Kingdom
| $276M | -$17.8M | -6% | 2.51% | 79.7% | 393 | 11.96% | 0.6 |
|
| 2570 |
2570
CKW Financial Group
Honolulu,
Hawaii
| $276M | -$16.2M | -6% | 3.36% | 62.4% | 187 | 19.79% | 2.3 |
|
| 2571 |
2571
Summit Global Investments
Bountiful,
Utah
| $275M | – | – | 3.51% | 60.4% | 209 | – | 0 |
|
| 2572 |
WA
2572
WealthTrust Axiom
Wayne,
Pennsylvania
| $275M | +$7.62M | +3% | 5.06% | 125% | 238 | 9.66% | 2.6 |
|
| 2573 |
2573
Rampart Investment Management
Hartford,
Connecticut
| $275M | +$13.6M | +5% | 8.37% | 74% | 114 | 8.77% | 0.3 |
|
| 2574 |
2574
ARK Investment Management
St. Petersburg,
Florida
| $275M | – | – | 10.1% | 251% | 102 | – | 0 |
|
| 2575 |
CIM
2575
CIM Investment Management
Pittsburgh,
Pennsylvania
| $275M | +$12.7M | +5% | 4.84% | 123% | 367 | 11.44% | 1.4 |
|