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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
KLS Diversified Asset Management
New York
| $314M | -$451M | -59% | 25.5% | 156% | 18 | 61.11% | 0.4 |
|
| 2577 |
AMCA
2577
Arthur M. Cohen & Associates
Northbrook,
Illinois
| $314M | -$14.2M | -4% | 15.3% | 129% | 123 | 10.57% | 2.8 |
|
| 2578 |
CANC
2578
Culbertson A N & Co
Charlottesville,
Virginia
| $314M | -$53.1M | -14% | 11.1% | 87.5% | 110 | 5.45% | 4.2 |
|
| 2579 |
2579
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
| $314M | -$79M | -20% | 14.7% | 25.1% | 8 | 0% | 2.4 |
|
| 2580 |
LCM
2580
Lucha Capital Management
San Francisco,
California
| $313M | -$80.7M | -20% | 18.1% | 84.3% | 43 | 67.44% | 0.5 |
|
| 2581 |
2581
Corsair Capital Management
New York
| $313M | -$122M | -28% | 17.1% | 435% | 70 | 37.14% | 1.9 |
|
| 2582 |
2582
AlphaStar Capital Management
Cornelius,
North Carolina
| $313M | -$26.9M | -8% | 8.42% | 69.5% | 242 | 19.83% | 0.8 |
|
| 2583 |
2583
Kite Lake Capital Management (UK)
London,
United Kingdom
| $313M | -$171M | -35% | 7.2% | 337% | 22 | 54.55% | 0.4 |
|
| 2584 |
2584
SOL Capital Management
Rockville,
Maryland
| $313M | -$57.6M | -16% | 15.3% | 56.6% | 250 | 9.6% | 4 |
|
| 2585 |
2585
Advanced Asset Management Advisors
Dublin,
Ohio
| $312M | +$36.8M | +13% | 14.1% | 93.6% | 134 | 40.3% | 0.6 |
|
| 2586 |
2586
Shelter Mutual Insurance
Columbia,
Missouri
| $312M | -$45.1M | -13% | 8.07% | 51.2% | 47 | 8.51% | 4.2 |
|
| 2587 |
KM
2587
Kylin Management
New York
| $312M | -$135M | -30% | 21.6% | 126% | 10 | 50% | 1.7 |
|
| 2588 |
2588
Herald Investment Management
London,
United Kingdom
| $312M | -$78.5M | -20% | 15.3% | 493% | 94 | 6.38% | 3.1 |
|
| 2589 |
2589
Sunflower Bank Wealth Management
Scottsdale,
Arizona
| $312M | -$42.7M | -12% | 8.23% | 33.7% | 139 | 10.79% | 3.4 |
|
| 2590 |
2590
Bank Hapoalim BM
Tel Aviv,
Israel
| $311M | -$100M | -24% | 14.5% | 76.6% | 201 | 25.37% | 2.7 |
|
| 2591 |
2591
Towercrest Capital Management
Newtown,
Pennsylvania
| $311M | -$26.9M | -8% | 8.14% | 42.6% | 74 | 14.86% | 1.4 |
|
| 2592 |
2592
Hengehold Capital Management
Cincinnati,
Ohio
| $311M | -$86.4M | -22% | 9.85% | 54.5% | 129 | 17.05% | 2.7 |
|
| 2593 |
2593
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
| $311M | +$9.14M | +3% | 15.8% | 79.4% | 64 | 29.69% | 1.2 |
|
| 2594 |
2594
Good Life Advisors
Reading,
Pennsylvania
| $311M | -$35.7M | -10% | 12% | 60% | 272 | 17.65% | 1.4 |
|
| 2595 |
2595
Rodgers Brothers
Harmony,
Pennsylvania
| $311M | -$37.1M | -11% | 9.83% | 108% | 199 | 9.55% | 3.5 |
|
| 2596 |
2596
Front Street Capital Management
Missoula,
Montana
| $311M | +$20M | +7% | 21% | 316% | 67 | 17.91% | 1.9 |
|
| 2597 |
2597
Martin Investment Management
Palm Beach Gardens,
Florida
| $311M | -$61.7M | -17% | 13.6% | 44% | 42 | 14.29% | 3.5 |
|
| 2598 |
HCP
2598
Holt Capital Partners
Fort Worth,
Texas
| $311M | -$43.2M | -12% | 12.9% | 69.5% | 151 | 9.27% | 3.5 |
|
| 2599 |
PI
2599
PHH Investments
Addison,
Texas
| $310M | -$33.6M | -10% | 8.56% | 30.9% | 85 | 9.41% | 1.4 |
|
| 2600 |
2600
Cavalier Investments
Alpharetta,
Georgia
| $310M | -$33.7M | -10% | 11.1% | 171% | 214 | 52.34% | 0.5 |
|