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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
SOL Capital Management
Rockville,
Maryland
| $351M | +$2.43M | +0.7% | 2.41% | 56.6% | 245 | 4.9% | 3.6 |
|
| 2552 |
2552
Aegon USA Investment Management
Cedar Rapids,
Iowa
| $351M | +$7.55M | +2% | 1.65% | 39.9% | 39 | 12.82% | 1.4 |
|
| 2553 |
2553
BHZ Capital Management
San Jose,
California
| $350M | +$46.1M | +15% | 4.77% | 3.24% | 129 | 22.48% | 1.5 |
|
| 2554 |
2554
Columbia Partners Investment Management
Alexandria,
Virginia
| $350M | -$433M | -55% | 12.9% | 69.7% | 254 | 58.27% | 1.5 |
|
| 2555 |
2555
NBW Capital
Boston,
Massachusetts
| $349M | +$29.5M | +9% | 8.35% | 86% | 75 | 5.33% | 2.9 |
|
| 2556 |
2556
American National Bank & Trust
Wichita Falls,
Texas
| $349M | +$1.28M | +0.4% | 3.28% | 102% | 254 | 15.35% | 2.8 |
|
| 2557 |
2557
Azzad Asset Management
Falls Church,
Virginia
| $349M | +$19M | +6% | 4.62% | 101% | 320 | 11.25% | 2.3 |
|
| 2558 |
2558
QVT Financial
New York
| $348M | -$605M | -64% | 2.38% | 267% | 61 | 31.15% | 1.5 |
|
| 2559 |
AIS
2559
AlphaOne Investment Services
West Chester,
Pennsylvania
| $348M | -$16.2M | -4% | 5.37% | 77.1% | 482 | 59.54% | 1.4 |
|
| 2560 |
2560
Southeast Asset Advisors
Thomasville,
Georgia
| $347M | +$9.8M | +3% | 2.42% | 91.5% | 113 | 11.5% | 2.9 |
|
| 2561 |
2561
ArchPoint Investors
Coral Gables,
Florida
| $347M | +$7.88M | +2% | 12.4% | 111% | 160 | 16.88% | 2.1 |
|
| 2562 |
OIA
2562
Optimum Investment Advisors
Chicago,
Illinois
| $347M | +$6.76M | +2% | 2.85% | 125% | 1,126 | 14.39% | 1.1 |
|
| 2563 |
2563
Hills Bank & Trust
North Liberty,
Iowa
| $347M | +$15.6M | +5% | 3.15% | 52.8% | 138 | 7.97% | 3.3 |
|
| 2564 |
2564
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| $347M | +$40.6M | +13% | 4.5% | 140% | 197 | 24.37% | 1.6 |
|
| 2565 |
2565
Gagnon Securities
New York
| $347M | +$65.8M | +23% | 20% | 129% | 106 | 18.87% | 2.3 |
|
| 2566 |
2566
BTG Pactual Global Asset Management
Hamilton,
Bermuda
| $347M | -$25.9M | -7% | 4.33% | 88.9% | 94 | 57.45% | 0.6 |
|
| 2567 |
2567
Cubic Asset Management
Boston,
Massachusetts
| $346M | -$7.82M | -2% | 0.02% | 40.5% | 170 | 6.47% | 3.4 |
|
| 2568 |
2568
Jacobi Capital Management
Pittston,
Pennsylvania
| $346M | +$12.5M | +4% | 2.3% | 76.6% | 1,078 | 9.18% | 1.4 |
|
| 2569 |
2569
Aviance Capital Partners
Naples,
Florida
| $346M | +$14M | +4% | 4.52% | 98.2% | 240 | 15.83% | 2.9 |
|
| 2570 |
2570
Nightview Capital
Austin,
Texas
| $346M | +$155M | +81% | 28.5% | 170% | 15 | 13.33% | 0.4 |
|
| 2571 |
HJA
2571
Hugh Johnson Advisors
Albany,
New York
| $345M | +$10.4M | +3% | 2.14% | 41.5% | 98 | 4.08% | 3.6 |
|
| 2572 |
2572
Princeton Portfolio Strategies Group
Princeton,
New Jersey
| $345M | -$6.82M | -2% | 2.92% | 83.8% | 156 | 8.33% | 3.2 |
|
| 2573 |
2573
Barber Financial Group
Lenexa,
Kansas
| $345M | -$31.9M | -8% | 1.02% | 39% | 145 | 28.97% | 0.9 |
|
| 2574 |
PCM
2574
Perritt Capital Management
Chicago,
Illinois
| $345M | +$2.32M | +0.7% | 7.2% | 80.9% | 232 | 7.76% | 3 |
|
| 2575 |
2575
Yorktown Management & Research Company
Forest,
Virginia
| $345M | +$7.16M | +2% | 2.96% | 223% | 418 | 31.58% | 1.4 |
|