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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
Monroe Bank & Trust
Monroe,
Michigan
| $302M | +$858K | +0.3% | 1.82% | 24.7% | 293 | 14.68% | 1.7 |
|
| 2577 |
TAM
2577
Taylor Asset Management
Toronto,
Ontario, Canada
| $302M | -$39.5M | -12% | 4.44% | 12.9% | 29 | 17.24% | 1.2 |
|
| 2578 |
JA
2578
JVL Advisors
Houston,
Texas
| $302M | -$120M | -28% | 12% | 89.4% | 16 | 25% | 2 |
|
| 2579 |
2579
Welch Capital Partners
Harrison,
New York
| $302M | -$1.08M | -0.4% | 5.35% | 79.2% | 44 | 13.64% | 1.8 |
|
| 2580 |
TCM
2580
Tradition Capital Management
Summit,
New Jersey
| $302M | -$4.25M | -1% | 4.58% | 43.5% | 176 | 23.3% | 2.6 |
|
| 2581 |
2581
Anchor Investment Management
Columbia,
South Carolina
| $302M | +$10.5M | +4% | 2.27% | 75.1% | 720 | 5.56% | 1.1 |
|
| 2582 |
2582
Accuvest Global Advisors
Provo,
Utah
| $302M | -$10.6M | -3% | 4.99% | 130% | 109 | 41.28% | 0.7 |
|
| 2583 |
2583
Foundation Asset Management
White Plains,
New York
| $300M | +$12.3M | +4% | 6.45% | 126% | 21 | 42.86% | 0.9 |
|
| 2584 |
2584
Bridgewater Wealth & Financial Management
Bethesda,
Maryland
| $300M | +$26.9M | +10% | 2.35% | 30.8% | 120 | 13.33% | 1.7 |
|
| 2585 |
2585
Wynnefield Capital
New York
| $300M | +$27M | +10% | 10.5% | 52.1% | 45 | 22.22% | 1.9 |
|
| 2586 |
2586
BHZ Capital Management
San Jose,
California
| $300M | +$40.1M | +15% | 3.74% | 3.24% | 128 | 21.88% | 0.9 |
|
| 2587 |
2587
Sarissa Capital Management
Greenwich,
Connecticut
| $300M | +$46.5M | +18% | 7.14% | 80% | 12 | 41.67% | 1.3 |
|
| 2588 |
RC
2588
Reik & Co
New York
| $299M | +$2.06M | +0.7% | 0.42% | 38.6% | 45 | 2.22% | 3.4 |
|
| 2589 |
2589
Cornerstone Advisory
Hunt Valley,
Maryland
| $299M | +$101M | +51% | 2.78% | 53.5% | 144 | 20.14% | 0.9 |
|
| 2590 |
2590
HITE Hedge Asset Management
Braintree,
Massachusetts
| $299M | -$109M | -27% | 8.99% | 54.4% | 70 | 54.29% | 0.9 |
|
| 2591 |
2591
FCG Advisors
Chatham,
New Jersey
| $299M | +$51.1M | +21% | 2.88% | 19.7% | 153 | 25.49% | 1.7 |
|
| 2592 |
CRM
2592
Capital Returns Management
Rye,
New York
| $298M | -$33.7M | -10% | 3.03% | 4.39% | 24 | 20.83% | 1.4 |
|
| 2593 |
2593
Lawson Kroeker Investment Management
Omaha,
Nebraska
| $298M | +$3.05M | +1% | 3.15% | 69.7% | 75 | 8% | 3 |
|
| 2594 |
2594
Security National Trust
Wheeling,
West Virginia
| $298M | +$1.58M | +0.5% | 2.81% | 58.3% | 436 | 6.65% | 3.3 |
|
| 2595 |
AC
2595
Argentiere Capital
Zug,
Switzerland
| $298M | +$49.3M | +20% | 4.66% | 1.96% | 79 | 65.82% | 0.3 |
|
| 2596 |
2596
Smith, Moore & Co
Clayton,
Missouri
| $298M | +$19.5M | +7% | 2.13% | 67% | 259 | 15.06% | 1.9 |
|
| 2597 |
2597
First Light Asset Management
Edina,
Minnesota
| $298M | +$36.1M | +14% | 15% | 364% | 56 | 8.93% | 2.1 |
|
| 2598 |
2598
PKO Investment Management Joint-Stock
Warsaw,
Poland
| $298M | +$79.8M | +37% | 4.58% | 145% | 81 | 11.11% | 1.3 |
|
| 2599 |
2599
Coastal Bridge Advisors
Westport,
Connecticut
| $297M | +$3.85M | +1% | 3.03% | 88.1% | 115 | 26.09% | 0.8 |
|
| 2600 |
FAG
2600
Financial Advisory Group
Houston,
Texas
| $297M | +$7.91M | +3% | 1.94% | 20.6% | 65 | 10.77% | 2.7 |
|