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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 |
SRFM
2576
Shannon River Fund Management
New York
| $306M | -$34.6M | -10% | 8.2% | 554% | 37 | 35.14% | 1.1 |
|
| 2577 |
2577
BHZ Capital Management
San Jose,
California
| $305M | +$5.35M | +2% | 6.21% | 3.24% | 123 | 9.76% | 1.1 |
|
| 2578 |
2578
Coastal Bridge Advisors
Westport,
Connecticut
| $305M | +$7.98M | +3% | 9.13% | 88.1% | 127 | 16.54% | 0.9 |
|
| 2579 |
2579
Koshinski Asset Management
Decatur,
Illinois
| $305M | +$30.6M | +11% | 4.38% | 76.5% | 376 | 13.3% | 1.4 |
|
| 2580 |
2580
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
| $304M | +$23.6M | +8% | 7.67% | 99.4% | 107 | 2.8% | 2.1 |
|
| 2581 |
2581
Avior Wealth Management
Omaha,
Nebraska
| $304M | +$59.1M | +24% | 3.69% | 71.4% | 536 | 21.64% | 2 |
|
| 2582 |
2582
Monroe Bank & Trust
Monroe,
Michigan
| $304M | +$1.74M | +0.6% | 2.21% | 24.7% | 272 | 59.93% | 3.7 |
|
| 2583 |
LHC
2583
Levy Harkins & Co
New York
| $304M | +$17.1M | +6% | 7.69% | 62.9% | 20 | 0% | 3.4 |
|
| 2584 |
2584
Oak Management Corp
Wilton,
Connecticut
| $304M | -$14.8M | -5% | 1.74% | 96.4% | 7 | 28.57% | 1.8 |
|
| 2585 |
2585
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
| $304M | +$59.3M | +24% | 4.09% | 58% | 179 | 16.2% | 1.9 |
|
| 2586 |
2586
Nadler Financial Group
Deerfield,
Illinois
| $304M | +$9.7M | +3% | 3.9% | 81.8% | 82 | 12.2% | 3.3 |
|
| 2587 |
2587
KWMG LLC
Overland Park,
Kansas
| $303M | +$20.6M | +7% | 2.42% | 76.2% | 109 | 10.09% | 2 |
|
| 2588 |
2588
Nelson Capital Management
Menlo Park,
California
| $303M | +$8.23M | +3% | 4.26% | 121% | 333 | 34.53% | 2.5 |
|
| 2589 |
2589
Security National Trust
Wheeling,
West Virginia
| $303M | +$4.8M | +2% | 3.73% | 58.3% | 428 | 9.58% | 3.5 |
|
| 2590 |
2590
Exchange Capital Management
Ann Arbor,
Michigan
| $303M | +$6.13M | +2% | 2.78% | 57.8% | 268 | 17.16% | 1.6 |
|
| 2591 |
2591
Wellington Shields & Co
New York
| $303M | +$13M | +5% | 6.31% | 109% | 155 | 15.48% | 2.5 |
|
| 2592 |
FIMG
2592
Financial & Investment Management Group
Traverse City,
Michigan
| $303M | +$29M | +11% | 1.34% | 18.9% | 91 | 15.38% | 1.8 |
|
| 2593 |
2593
WealthSource Partners
San Luis Obispo,
California
| $302M | +$8.98M | +3% | 3.66% | 16.8% | 314 | 15.92% | 0.9 |
|
| 2594 |
PCM
2594
Piermont Capital Management
St. Louis,
Missouri
| $302M | -$47.7M | -14% | 6.94% | 33.2% | 289 | 31.49% | 0.9 |
|
| 2595 |
2595
Winslow Evans & Crocker
Boston,
Massachusetts
| $302M | -$62.9M | -17% | 5.68% | 76.2% | 1,314 | 18.34% | 2.8 |
|
| 2596 |
2596
Oslo Pensjonsforsikring
Oslo,
| $301M | +$87.2M | +41% | 1.21% | 79% | 13 | 23.08% | 0.4 |
|
| 2597 |
2597
Kovack Advisors
Ft. Lauderdale,
Florida
| $301M | -$15.4M | -5% | 3.73% | 118% | 437 | 27.23% | 1.3 |
|
| 2598 |
2598
Bowie Capital Management
Richardson,
Texas
| $301M | -$72.5M | -19% | 3.08% | 31.6% | 32 | 21.88% | 0.6 |
|
| 2599 |
2599
Truvvo Partners
New York
| $301M | +$24.6M | +9% | 6.17% | 21.1% | 133 | 11.28% | 1.2 |
|
| 2600 |
2600
Yakira Capital Management
Westport,
Connecticut
| $301M | -$34.4M | -10% | 3.43% | 74.1% | 147 | 51.02% | 0.8 |
|