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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
MidWestOne Financial Group
Iowa City,
Iowa
| $364M | – | – | 2.58% | 62.7% | 256 | – | 0 |
|
| 2577 |
2577
Trust Asset Management
Houston,
Texas
| $364M | -$7.9M | -2% | 3.39% | 91.1% | 22 | 27.27% | 2.8 |
|
| 2578 |
2578
Azzad Asset Management
Falls Church,
Virginia
| $364M | +$18.9M | +5% | 4.62% | 101% | 304 | 8.55% | 2.8 |
|
| 2579 |
2579
Valley National Advisers
Bethlehem,
Pennsylvania
| $364M | +$14.6M | +4% | 3.64% | 87.2% | 822 | 9% | 2.8 |
|
| 2580 |
2580
Sentinel Trust
Houston,
Texas
| $364M | -$3.44M | -0.9% | 2.09% | 79.2% | 40 | 10% | 3.9 |
|
| 2581 |
2581
NBW Capital
Boston,
Massachusetts
| $363M | -$1.78M | -0.5% | 2.74% | 86% | 75 | 5.33% | 3.3 |
|
| 2582 |
2582
Aviance Capital Partners
Naples,
Florida
| $362M | +$13.1M | +4% | 3.83% | 98.2% | 221 | 9.05% | 3.5 |
|
| 2583 |
2583
Hefren-Tillotson
Pittsburgh,
Pennsylvania
| $362M | +$19.9M | +6% | 1.86% | 40% | 14 | 0% | 3 |
|
| 2584 |
CM
2584
Capital Management
Glen Allen,
Virginia
| $362M | -$2.02M | -0.6% | 1.89% | 52.5% | 88 | 20.45% | 2.9 |
|
| 2585 |
2585
LVW Advisors
Pittsford,
New York
| $362M | -$13.5M | -4% | 2.19% | 79.1% | 184 | 26.63% | 2.1 |
|
| 2586 |
2586
Ostrum Asset Management
Paris,
France
| $361M | +$55.7M | +18% | 4.29% | 107% | 157 | 17.83% | 0.4 |
|
| 2587 |
2587
Quantitative Advantage
Minnetonka,
Minnesota
| $361M | +$15.2M | +4% | 2.63% | 45.9% | 59 | 13.56% | 1.7 |
|
| 2588 |
2588
RWWM Inc
Rocklin,
California
| $361M | +$24.8M | +7% | 5% | 40.6% | 13 | 0% | 3.9 |
|
| 2589 |
2589
Realta Investment Advisors
Wilmington,
Delaware
| $361M | +$141M | +64% | 4.48% | 151% | 1,887 | 33.44% | 0.2 |
|
| 2590 |
2590
Spectrum Management Group
Indianapolis,
Indiana
| $360M | +$25.7M | +8% | 3.84% | 44% | 274 | 21.53% | 1.6 |
|
| 2591 |
2591
Evermay Wealth Management
Arlington,
Virginia
| $360M | +$6.33M | +2% | 3.11% | 56.2% | 152 | 7.89% | 2.7 |
|
| 2592 |
CANC
2592
Culbertson A N & Co
Charlottesville,
Virginia
| $360M | +$12.8M | +4% | 3.57% | 87.5% | 105 | 0.95% | 4.6 |
|
| 2593 |
2593
Rodgers Brothers
Harmony,
Pennsylvania
| $360M | +$8.52M | +2% | 1.19% | 108% | 202 | 10.4% | 3.7 |
|
| 2594 |
2594
Avitas Wealth Management
Los Angeles,
California
| $360M | +$15.9M | +5% | 7% | 56.2% | 184 | 23.37% | 0.7 |
|
| 2595 |
2595
Herald Investment Management
London,
United Kingdom
| $359M | -$34M | -9% | 5.87% | 493% | 102 | 14.71% | 3.2 |
|
| 2596 |
2596
Winslow Evans & Crocker
Boston,
Massachusetts
| $359M | +$6.52M | +2% | 4.4% | 76.2% | 1,416 | 26.34% | 3.6 |
|
| 2597 |
2597
Harber Asset Management
Asheville,
North Carolina
| $359M | +$7.16M | +2% | 5.63% | 63.6% | 45 | 35.56% | 1.5 |
|
| 2598 |
NTCM
2598
Nine Ten Capital Management
Chicago,
Illinois
| $358M | -$21.1M | -6% | 0.51% | 166% | 9 | 11.11% | 2.8 |
|
| 2599 |
2599
Hussman Strategic Advisors
Ellicott City,
Maryland
| $358M | -$51.2M | -13% | 2.63% | 41.6% | 268 | 41.79% | 1.6 |
|
| 2600 |
2600
Caledonia Investments plc (UK)
London England,
United Kingdom
| $358M | +$9.12M | +3% | 6.14% | 61.9% | 12 | 8.33% | 3.4 |
|