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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2601 |
2601
GM Advisory Group
Melville,
New York
| $337M | +$5.39M | +2% | 1.51% | 53.6% | 132 | 11.36% | 1.6 |
|
| 2602 |
2602
Exchange Capital Management
Ann Arbor,
Michigan
| $336M | +$18.2M | +6% | 4.05% | 57.8% | 279 | 21.15% | 1.8 |
|
| 2603 |
2603
Brilliance Asset Management
Admiralty, Hong Kong,
Hong Kong
| $336M | +$160M | +91% | 15.3% | 39.2% | 7 | 57.14% | 0.2 |
|
| 2604 |
CANC
2604
Culbertson A N & Co
Charlottesville,
Virginia
| $336M | +$1.9M | +0.6% | 0.05% | 87.5% | 109 | 2.75% | 3.6 |
|
| 2605 |
2605
Main Management ETF Advisors
San Francisco,
California
| $336M | +$53.7M | +19% | 1.4% | 97.2% | 11 | 0% | 0.5 |
|
| 2606 |
HCP
2606
Holt Capital Partners
Fort Worth,
Texas
| $336M | +$9.8M | +3% | 2.48% | 69.5% | 149 | 6.04% | 3.2 |
|
| 2607 |
2607
First Wilshire Securities Management
Pasadena,
California
| $336M | -$25.5M | -7% | 6.18% | 135% | 128 | 16.41% | 3.2 |
|
| 2608 |
2608
Fiduciary Trust International
Lincoln,
Massachusetts
| $336M | -$65.3M | -16% | 0.14% | 36.8% | 108 | 12.96% | 2.1 |
|
| 2609 |
2609
GuardCap Asset Management
London,
United Kingdom
| $335M | +$67.5M | +25% | 7.13% | 21.9% | 23 | 13.04% | 0.5 |
|
| 2610 |
2610
Zevin Asset Management
Boston,
Massachusetts
| $335M | -$50.3M | -13% | 2.95% | 71.7% | 128 | 26.56% | 2.7 |
|
| 2611 |
2611
Greenwood Gearhart
Fayetteville,
Arkansas
| $335M | +$7.29M | +2% | 2.68% | 70.6% | 69 | 5.8% | 3.2 |
|
| 2612 |
2612
VCU Investment Management
Richmond,
Virginia
| $335M | -$80.7M | -19% | 0.53% | – | 11 | 18.18% | 0.7 |
|
| 2613 |
2613
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| $334M | +$23.6M | +8% | 4.19% | 91.5% | 128 | 26.56% | 1.4 |
|
| 2614 |
2614
VHCP Management II
New York
| $334M | -$80.3M | -19% | 24.3% | 2,334% | 24 | 54.17% | 0.7 |
|
| 2615 |
TLCM
2615
Tiger Legatus Capital Management
New York
| $334M | +$52.7M | +19% | 23.9% | 19.1% | 13 | 69.23% | 0.9 |
|
| 2616 |
2616
Precept Management
Dallas,
Texas
| $334M | +$93.5M | +39% | 13.7% | 110% | 101 | 55.45% | 0.4 |
|
| 2617 |
2617
Well Done LLC
Holland,
Michigan
| $334M | +$11.6M | +4% | 1.25% | 80.4% | 610 | 80.98% | 1.4 |
|
| 2618 |
2618
Delta Dental Plan of Michigan
Okemos,
Michigan
| $333M | +$10.4M | +3% | 1.83% | – | 27 | 0% | 0.5 |
|
| 2619 |
2619
Capstone Financial Advisors
Downers Grove,
Illinois
| $333M | +$30.1M | +10% | 2.43% | 54.5% | 96 | 14.58% | 2.4 |
|
| 2620 |
2620
Perigon Wealth Management
San Francisco,
California
| $333M | +$61.2M | +23% | 5.15% | 104% | 701 | 69.04% | 2.3 |
|
| 2621 |
2621
Miller Investment Management
West Conshohocken,
Pennsylvania
| $333M | +$27.1M | +9% | 2.48% | 60.2% | 86 | 12.79% | 3.1 |
|
| 2622 |
2622
Global Alpha Capital Management
Montreal,
Quebec, Canada
| $332M | +$25.7M | +8% | 4.59% | 80.4% | 36 | 11.11% | 2.4 |
|
| 2623 |
2623
RFG Advisory
Birmingham,
Alabama
| $332M | +$62.7M | +23% | 1.85% | 52.3% | 245 | 35.51% | 1 |
|
| 2624 |
2624
Matthew 25 Management Corp
Ambler,
Pennsylvania
| $331M | -$6.36M | -2% | 3.8% | 141% | 19 | 5.26% | 3.6 |
|
| 2625 |
2625
EFG Asset Management (Americas)
Miami,
Florida
| $331M | +$89.6M | +37% | 5.66% | 112% | 132 | 21.21% | 1.9 |
|