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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 |
2576
Dorchester Wealth Management
Montreal,
Quebec, Canada
| $274M | +$5.71M | +2% | 2.85% | 18.3% | 117 | 21.37% | 1.2 |
|
| 2577 |
2577
Chicago Partners Investment Group
Chicago,
Illinois
| $274M | +$22.6M | +9% | 2.62% | 75.8% | 581 | 19.62% | 1.3 |
|
| 2578 |
2578
Spectrum Management Group
Indianapolis,
Indiana
| $274M | +$25.9M | +10% | 3.46% | 44% | 99 | 35.35% | 1.1 |
|
| 2579 |
AC
2579
Apertura Capital
Dallas,
Texas
| $274M | -$26M | -9% | 7.1% | 41.5% | 74 | 85.14% | 0.1 |
|
| 2580 |
2580
Arlington Capital Management
Arlington Heights,
Illinois
| $274M | +$34.7M | +15% | 7.55% | 154% | 37 | 35.14% | 0.4 |
|
| 2581 |
2581
Ferox Capital Management
London,
United Kingdom
| $274M | -$45.1M | -14% | 0% | 2.07% | 40 | 0% | 0.7 |
|
| 2582 |
2582
Yorktown Energy Partners VIII
New York
| $273M | -$30.8M | -10% | 9.54% | 15.2% | 2 | 0% | 1 |
|
| 2583 |
2583
IberiaBank
Lafayette,
Louisiana
| $273M | +$38.4M | +16% | 4.49% | 39.6% | 169 | 24.85% | 1.9 |
|
| 2584 |
2584
Pura Vida Investments
New York
| $273M | -$56.5M | -17% | 0.96% | 38.3% | 118 | 69.49% | 0.4 |
|
| 2585 |
2585
Segment Wealth Management
Houston,
Texas
| $273M | +$18.5M | +7% | 4.07% | 102% | 182 | 17.03% | 2.1 |
|
| 2586 |
2586
RWWM Inc
Rocklin,
California
| $272M | +$18.7M | +7% | 6.66% | 40.6% | 8 | 0% | 3.2 |
|
| 2587 |
C
2587
Chescapmanager
Baltimore,
Maryland
| $272M | – | – | 0.16% | 202% | 29 | – | 0 |
|
| 2588 |
HLC
2588
Hunt Lane Capital
New York
| $272M | +$80.4M | +42% | 8.81% | 3.59% | 14 | 64.29% | 0.3 |
|
| 2589 |
2589
Gilman Hill Asset Management
New Canaan,
Connecticut
| $271M | +$12.2M | +5% | 1.86% | 54.2% | 209 | 13.4% | 2.1 |
|
| 2590 |
2590
United Fire Group
Cedar Rapids,
Iowa
| $271M | +$19.7M | +8% | 8.9% | 27.4% | 116 | 2.59% | 3.1 |
|
| 2591 |
TLCM
2591
Tiger Legatus Capital Management
New York
| $271M | -$37.2M | -12% | 4.06% | 19.1% | 20 | 45% | 0.9 |
|
| 2592 |
AIM
2592
Advantage Investment Management
Cedar Rapids,
Iowa
| $270M | -$3.52M | -1% | 3.62% | 28.6% | 1,063 | 18.91% | 1.3 |
|
| 2593 |
2593
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
| $270M | +$1.28M | +0.5% | 3.29% | 65.9% | 136 | 12.5% | 2.5 |
|
| 2594 |
HCP
2594
Holt Capital Partners
Fort Worth,
Texas
| $270M | +$16.1M | +6% | 3.76% | 69.5% | 134 | 2.99% | 2.3 |
|
| 2595 |
2595
White Mountains Advisors
Guilford,
Connecticut
| $270M | +$180M | +199% | 3.35% | 33.4% | 3 | 0% | 1.8 |
|
| 2596 |
2596
Mountain Lake Investment Management
Boca Raton,
Florida
| $270M | -$2.85M | -1% | 7.16% | 64% | 34 | 44.12% | 0.9 |
|
| 2597 |
IC
2597
Immersion Capital
London,
United Kingdom
| $270M | +$31.3M | +13% | 9.13% | 63.4% | 5 | 20% | 0.6 |
|
| 2598 |
2598
Yiheng Capital Management
San Francisco,
California
| $270M | -$13.5M | -5% | 4.96% | 82% | 13 | 0% | 0.9 |
|
| 2599 |
TRIM
2599
Thompson Rubinstein Investment Management
Portland,
Oregon
| $270M | +$6.31M | +2% | 3.32% | 42.8% | 77 | 0% | 3.1 |
|
| 2600 |
2600
Nadler Financial Group
Deerfield,
Illinois
| $270M | +$15.8M | +6% | 3.01% | 72.4% | 89 | 19.1% | 2.5 |
|