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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2576 |
HIM
2576
Hanlon Investment Management
Egg Harbor Township,
New Jersey
| $220M | -$2.29M | -1% | 1.64% | 80.6% | 34 | 38.24% | 0.4 |
|
| 2577 |
TL
2577
TowerView LLC
New York
| $220M | +$840K | +0.4% | 4.45% | 17.9% | 22 | 22.73% | 0.6 |
|
| 2578 |
MPEM
2578
Marathon Partners Equity Management
New York
| $220M | +$30.9M | +16% | 0.43% | – | 41 | 19.51% | 0.2 |
|
| 2579 |
JA
2579
JOYN Advisors
Atlanta,
Georgia
| $220M | +$28.7M | +15% | 1.52% | 0.77% | 56 | 33.93% | 0.6 |
|
| 2580 |
AP
2580
Advisors Preferred
Rockville,
Maryland
| $219M | +$38.6M | +21% | 3.13% | 102% | 511 | 64.77% | 0.1 |
|
| 2581 |
2581
Advent International
Boston,
Massachusetts
| $219M | -$632M | -74% | 5.15% | 15.9% | 3 | 33.33% | 0.8 |
|
| 2582 |
AAM
2582
American Asset Management
Boca Raton,
Florida
| $219M | +$74.3M | +51% | 6.39% | 42.5% | 11 | 9.09% | 0.4 |
|
| 2583 |
LI
2583
Lafayette Investments
Ashton,
Maryland
| $219M | +$5.37M | +3% | 1.81% | 77.9% | 69 | 8.7% | 0.7 |
|
| 2584 |
AR
2584
Argyll Research
Wilmington,
Delaware
| $219M | +$13.6M | +7% | 6.61% | 0.8% | 5 | 0% | 0.8 |
|
| 2585 |
HFS
2585
Haverford Financial Services
Radnor,
Pennsylvania
| $219M | +$6.61M | +3% | 2.66% | 57.9% | 52 | 17.31% | 0.6 |
|
| 2586 |
PWW
2586
Pettyjohn Wood & White
Lynchburg,
Virginia
| $219M | +$47.8M | +28% | 1.52% | 70.9% | 131 | 34.35% | 0.5 |
|
| 2587 |
WIP
2587
Wayzata Investment Partners
Wayzata,
Minnesota
| $219M | -$139M | -39% | 6.02% | – | 2 | 50% | 0.8 |
|
| 2588 |
BMM
2588
Berkshire Money Management
Dalton,
Massachusetts
| $219M | -$54.7M | -20% | 1.25% | 56.5% | 17 | 11.76% | 0.6 |
|
| 2589 |
LC
2589
Lilley & Co
Tecumseh,
Michigan
| $219M | +$3.72M | +2% | 1.08% | – | 110 | 7.27% | 0.7 |
|
| 2590 |
UPA
2590
Union Point Advisors
San Mateo,
California
| $218M | +$116M | +112% | 5.4% | – | 42 | 64.29% | 0.2 |
|
| 2591 |
NAMP
2591
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
| $218M | +$3.38M | +2% | 1.28% | 73.1% | 102 | 11.76% | 0.6 |
|
| 2592 |
KIA
2592
King Investment Advisors
Houston,
Texas
| $218M | -$787K | -0.4% | 3.22% | – | 128 | 22.66% | 0.6 |
|
| 2593 |
TCM
2593
Texan Capital Management
Houston,
Texas
| $218M | +$23.1M | +12% | 2.47% | 19.3% | 147 | 8.16% | 0.6 |
|
| 2594 |
1M
2594
13D Management
New York
| $218M | +$83.2M | +62% | 2.86% | 157% | 42 | 21.43% | 0.2 |
|
| 2595 |
GFA
2595
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
| $218M | -$7.45M | -3% | 2.99% | 25.1% | 3 | 0% | 0.3 |
|
| 2596 |
ECM
2596
Exchange Capital Management
Ann Arbor,
Michigan
| $218M | +$12.5M | +6% | 2.93% | 57.8% | 269 | 26.77% | 0.6 |
|
| 2597 |
2597
Atlantic Union Bankshares
Glen Allen,
Virginia
| $218M | – | – | 0.34% | 78.9% | 257 | – | 0 |
|
| 2598 |
CIM
2598
CIM Investment Management
Pittsburgh,
Pennsylvania
| $217M | +$21.2M | +11% | 1.87% | 123% | 224 | 45.09% | 0.4 |
|
| 2599 |
GMA
2599
Goldstein Munger & Associates
San Ramon,
California
| $217M | -$21.7M | -9% | 2.14% | 11.9% | 30 | 20% | 0.8 |
|
| 2600 |
PCM
2600
Peg Capital Management
Canaan,
New Hampshire
| $217M | -$301K | -0.1% | 1.23% | – | 36 | 5.56% | 0.7 |
|