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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
Arctis Global
San Juan,
Puerto Rico
| $614M | -$90.9M | -13% | 10.6% | 69.5% | 24 | 66.67% | 0.3 |
|
| 2577 |
2577
Herald Investment Management
London,
United Kingdom
| $614M | +$38.9M | +7% | 9.36% | 493% | 104 | 7.69% | 3.8 |
|
| 2578 |
2578
Vicus Capital
State College,
Pennsylvania
| $614M | -$227M | -27% | 4.87% | 59.6% | 251 | 47.81% | 3.1 |
|
| 2579 |
2579
Yakira Capital Management
Westport,
Connecticut
| $614M | +$117M | +24% | 6.34% | 74.1% | 447 | 37.36% | 0.4 |
|
| 2580 |
2580
Empirical Finance
Havertown,
Pennsylvania
| $613M | +$44.8M | +8% | 7.3% | 124% | 423 | 27.9% | 1.2 |
|
| 2581 |
RIA
2581
RPG Investment Advisory
Pleasanton,
California
| $613M | +$54.4M | +10% | 8.89% | 186% | 366 | 7.65% | 2.2 |
|
| 2582 |
2582
West Coast Financial
Santa Barbara,
California
| $613M | +$37.9M | +7% | 7.33% | 22.2% | 134 | 8.21% | 3.8 |
|
| 2583 |
2583
Icon Advisers
Greenwood Village,
Colorado
| $613M | -$24.8M | -4% | 6.66% | 114% | 193 | 24.87% | 2.4 |
|
| 2584 |
2584
Planning Alternatives
Birmingham,
Michigan
| $612M | +$11.5M | +2% | 6.14% | 69.6% | 48 | 12.5% | 4.7 |
|
| 2585 |
2585
Redwood Investment Management
Scottsdale,
Arizona
| $612M | +$84.4M | +16% | 5.43% | 62.5% | 261 | 10.73% | 0.8 |
|
| 2586 |
2586
Tree Line Advisors
Central,
Hong Kong
| $611M | +$38.4M | +7% | 14.7% | 670% | 10 | 20% | 1.3 |
|
| 2587 |
2587
Nadler Financial Group
Deerfield,
Illinois
| $611M | +$51.3M | +9% | 7.82% | 81.8% | 135 | 8.89% | 3.9 |
|
| 2588 |
2588
INVST
Indianapolis,
Indiana
| $610M | +$32.2M | +6% | 6.11% | 78.5% | 220 | 18.64% | 1.1 |
|
| 2589 |
2589
Southeast Asset Advisors
Thomasville,
Georgia
| $610M | +$53.3M | +10% | 8.62% | 91.5% | 148 | 14.86% | 3 |
|
| 2590 |
2590
Claret Asset Management
Montreal,
Quebec, Canada
| $610M | +$71.1M | +13% | 9.71% | 73.3% | 213 | 13.15% | 2.1 |
|
| 2591 |
2591
Mechanics Bank - Trust Department
Walnut Creek,
California
| $610M | +$29M | +5% | 6.94% | 76.8% | 178 | 4.49% | 4.8 |
|
| 2592 |
2592
Arden Trust
Wilmington,
Delaware
| $609M | +$15.2M | +3% | 6.53% | 22.5% | 324 | 13.58% | 4.5 |
|
| 2593 |
2593
Alpha Omega Wealth Management
Richmond,
Virginia
| $609M | +$37.5M | +7% | 5.73% | 65.9% | 227 | 4.41% | 3.4 |
|
| 2594 |
2594
Tufton Capital Management
Hunt Valley,
Maryland
| $609M | +$23.5M | +4% | 6.78% | 96.1% | 133 | 7.52% | 5 |
|
| 2595 |
2595
MPM BioImpact
Boston,
Massachusetts
| $609M | -$187M | -24% | 20.1% | 550% | 14 | 7.14% | 1.1 |
|
| 2596 |
2596
Apella Capital
West Hartford,
Connecticut
| $609M | +$291M | +92% | 3.8% | 48.6% | 212 | 42.92% | 0.7 |
|
| 2597 |
2597
Veritas Investment Management (UK)
London,
United Kingdom
| $607M | +$70.7M | +13% | 8.46% | 151% | 46 | 26.09% | 3.4 |
|
| 2598 |
2598
Beach Point Capital Management
Santa Monica,
California
| $607M | +$152M | +33% | 5.06% | 84.1% | 64 | 46.88% | 0.7 |
|
| 2599 |
2599
Institutional & Family Asset Management
Fort Collins,
Colorado
| $607M | +$90M | +17% | 6.01% | 19% | 1,032 | 17.15% | 2.2 |
|
| 2600 |
2600
Dudley & Shanley
Palm Beach,
Florida
| $606M | +$26.8M | +5% | 3.75% | 67.9% | 32 | 9.38% | 2.4 |
|