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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2626 |
KIA
2626
King Investment Advisors
Houston,
Texas
| $220M | -$15.3M | -7% | 1.98% | – | 118 | 14.41% | 1 |
|
| 2627 |
2627
Athena Global Investors
Reston,
Virginia
| $219M | -$5.62M | -3% | 1.11% | 13.4% | 32 | 0% | 0.5 |
|
| 2628 |
2628
Timpani Capital Management
Milwaukee,
Wisconsin
| $219M | -$4.01M | -2% | 4.05% | 383% | 106 | 44.34% | 0.5 |
|
| 2629 |
2629
TSP Capital Management Group
Summit,
New Jersey
| $218M | -$12.2M | -5% | 2.64% | 186% | 76 | 97.37% | 0 |
|
| 2630 |
2630
Gateway Advisory
Westfield,
New Jersey
| $218M | +$1.46M | +0.7% | 2.07% | 26% | 43 | 18.6% | 0.9 |
|
| 2631 |
2631
Hilltop Holdings
Dallas,
Texas
| $218M | +$3.56M | +2% | 2.4% | 96.7% | 235 | 23.83% | 1 |
|
| 2632 |
2632
Greenwood Gearhart
Fayetteville,
Arkansas
| $218M | +$12.2M | +6% | 1.27% | 70.6% | 52 | 5.77% | 1.1 |
|
| 2633 |
MCM
2633
Matarin Capital Management
New York
| $218M | -$6.79M | -3% | 1.82% | 73.2% | 187 | 22.46% | 0.7 |
|
| 2634 |
2634
Filament
Seattle,
Washington
| $218M | -$15.2M | -7% | 4.74% | 46.9% | 43 | 18.6% | 1.1 |
|
| 2635 |
2635
Argyle Capital Management
Center Valley,
Pennsylvania
| $217M | +$2.65M | +1% | 0.15% | 95.8% | 113 | 5.31% | 1.2 |
|
| 2636 |
2636
Rothschild Capital Partners
New York
| $217M | -$4.88M | -2% | 0.24% | 90.8% | 47 | 19.15% | 0.9 |
|
| 2637 |
2637
Virtus Investment Advisers
Hartford,
Connecticut
| $217M | -$30.8M | -12% | 1.25% | 172% | 34 | 44.12% | 0.8 |
|
| 2638 |
2638
Forte Capital
Rochester,
New York
| $217M | – | – | 0.52% | 98.3% | 159 | – | 0 |
|
| 2639 |
2639
Whitney & Co
Rochester,
New York
| $217M | +$190K | +0.1% | 0.39% | 93.2% | 109 | 6.42% | 1.1 |
|
| 2640 |
IMIM
2640
Irving Magee Investment Management
Conshohocken,
Pennsylvania
| $217M | -$4.28M | -2% | 6.07% | 39.9% | 51 | 5.88% | 1.2 |
|
| 2641 |
2641
Wynnefield Capital
New York
| $216M | -$874K | -0.4% | 0.5% | 52.1% | 30 | 30% | 1 |
|
| 2642 |
IMAS
2642
ID Management A/S
Randers,
Denmark
| $216M | – | – | 2.01% | – | 271 | – | 0 |
|
| 2643 |
2643
Monetary Management Group
St Louis,
Missouri
| $216M | +$2.03M | +1% | 0.73% | 138% | 380 | 12.63% | 0.8 |
|
| 2644 |
2644
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
| $216M | -$2M | -0.9% | 1.15% | 42% | 216 | 40.74% | 0.6 |
|
| 2645 |
TFP
2645
Triple Frond Partners
San Francisco,
California
| $216M | +$13.6M | +7% | 3.42% | 92.9% | 6 | 33.33% | 0.8 |
|
| 2646 |
2646
Greatmark Investment Partners
Columbus,
Georgia
| $216M | -$23.2M | -10% | 0.46% | 62% | 90 | 6.67% | 1.1 |
|
| 2647 |
2647
ARS Wealth Advisors
St. Petersburg,
Florida
| $216M | +$9.5M | +5% | 1.2% | 62.5% | 77 | 12.99% | 0.6 |
|
| 2648 |
AMCA
2648
Arthur M. Cohen & Associates
Northbrook,
Illinois
| $215M | – | – | 3.11% | 110% | 107 | – | 0 |
|
| 2649 |
2649
Salem Capital Management
Woburn,
Massachusetts
| $215M | -$10.9M | -5% | 0.87% | 32.3% | 74 | 6.76% | 1.2 |
|
| 2650 |
2650
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
| $214M | -$19.8M | -8% | 6.01% | 25.1% | 3 | 0% | 0.8 |
|