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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
Private Vista
Chicago,
Illinois
| $343M | +$9.5M | +3% | 2.05% | 10.1% | 157 | 61.15% | 0.6 |
|
| 2552 |
PCM
2552
Perritt Capital Management
Chicago,
Illinois
| $343M | -$16.3M | -5% | 5.29% | 80.9% | 238 | 11.76% | 2.9 |
|
| 2553 |
2553
Hawk Ridge Capital Management
Los Angeles,
California
| $342M | +$41.8M | +14% | 3.11% | 84.9% | 49 | 36.73% | 0.6 |
|
| 2554 |
2554
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
| $342M | -$11.5M | -3% | 2.28% | 65.9% | 140 | 9.29% | 3.2 |
|
| 2555 |
2555
Cypress Asset Management
Houston,
Texas
| $341M | -$123M | -27% | 1.67% | 141% | 197 | 19.29% | 3.2 |
|
| 2556 |
2556
BDT Capital Partners
Chicago,
Illinois
| $341M | -$82.6M | -19% | 19.5% | 25.5% | 1 | 0% | 4.8 |
|
| 2557 |
2557
Quantitative Advantage
Minnetonka,
Minnesota
| $341M | +$4.61M | +1% | 0.14% | 45.9% | 60 | 23.33% | 1.2 |
|
| 2558 |
2558
Gateway Advisory
Westfield,
New Jersey
| $341M | -$19.8M | -5% | 0.39% | 26% | 104 | 40.38% | 1.4 |
|
| 2559 |
2559
Accident Compensation Corp
Wellington,
New Zealand
| $341M | -$21.1M | -6% | 2.96% | 24.6% | 128 | 20.31% | 1.5 |
|
| 2560 |
2560
Columbia Asset Management
Ann Arbor,
Michigan
| $341M | -$7.41M | -2% | 1.4% | 94.1% | 186 | 6.99% | 3 |
|
| 2561 |
2561
Yorktown Energy Partners VIII
New York
| $341M | -$15.3M | -4% | 2.82% | 15.2% | 3 | 0% | 1.8 |
|
| 2562 |
2562
Arrow Investment Advisors
Laurel,
Maryland
| $340M | -$18.8M | -5% | 0.35% | 36.3% | 81 | 24.69% | 1.3 |
|
| 2563 |
2563
Proficio Capital Partners
Newton,
Massachusetts
| $340M | +$29.7M | +10% | 0.96% | 97% | 1,381 | 8.62% | 1.7 |
|
| 2564 |
OIA
2564
Optimum Investment Advisors
Chicago,
Illinois
| $340M | +$25.9M | +8% | 0.12% | 125% | 1,023 | 69.5% | 0.9 |
|
| 2565 |
2565
Prana Capital Management
Greenwich,
Connecticut
| $340M | +$46.7M | +16% | 0.25% | 36.6% | 61 | 68.85% | 0.1 |
|
| 2566 |
2566
KWMG LLC
Overland Park,
Kansas
| $340M | +$7.58M | +2% | 0.39% | 76.2% | 115 | 6.96% | 2.3 |
|
| 2567 |
2567
Institute for Wealth Management
Denver,
Colorado
| $339M | -$94M | -22% | 0.86% | 137% | 428 | 49.77% | 0.8 |
|
| 2568 |
2568
ArchPoint Investors
Coral Gables,
Florida
| $339M | +$18.7M | +6% | 0.09% | 111% | 169 | 19.53% | 1.7 |
|
| 2569 |
2569
United Asset Strategies
Garden City,
New York
| $339M | -$33.8M | -9% | 0.92% | 94.6% | 216 | 21.76% | 1.2 |
|
| 2570 |
2570
Vision Capital Management
Portland,
Oregon
| $339M | -$4.76M | -1% | 1.38% | 78.4% | 100 | 29% | 2.3 |
|
| 2571 |
HEC
2571
Hudson Executive Capital
New York
| $339M | +$131M | +63% | 13.4% | 127% | 7 | 0% | 1.1 |
|
| 2572 |
2572
Lutz Financial Services
Omaha,
Nebraska
| $339M | -$4.04M | -1% | 2.11% | 35.3% | 49 | 14.29% | 0.2 |
|
| 2573 |
2573
HSG Holding
Na,
Hong Kong
| $338M | -$7.92M | -2% | 15.3% | 2.94% | 7 | 28.57% | 2.5 |
|
| 2574 |
2574
Matthew 25 Management Corp
Ambler,
Pennsylvania
| $338M | -$31.3M | -8% | 3.9% | 141% | 20 | 15% | 3.6 |
|
| 2575 |
2575
Yorktown Management & Research Company
Forest,
Virginia
| $338M | -$9.06M | -3% | 1.55% | 223% | 407 | 22.85% | 1.3 |
|