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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 |
CIM
2626
CIM Investment Management
Pittsburgh,
Pennsylvania
| $241M | +$11.8M | +5% | 1.52% | 123% | 321 | 23.99% | 1.3 |
|
| 2627 |
2627
PVG Asset Management
Golden,
Colorado
| $241M | -$14.5M | -6% | 0.98% | – | 84 | 36.9% | 0.6 |
|
| 2628 |
SCM
2628
Stonehill Capital Management
New York
| $241M | +$45.2M | +23% | 3.94% | 117% | 16 | 18.75% | 1.1 |
|
| 2629 |
2629
Beddow Capital Management
Jackson,
Wyoming
| $241M | +$17.4M | +8% | 14% | 50.7% | 44 | 6.82% | 2.3 |
|
| 2630 |
ICP
2630
IBIS Capital Partners
London,
United Kingdom
| $241M | +$2.56M | +1% | 4.94% | 35.1% | 19 | 21.05% | 1.2 |
|
| 2631 |
2631
Ashburton (Jersey)
St Helier,
Jersey
| $241M | -$44.8M | -16% | 3.22% | – | 65 | 6.15% | 0.5 |
|
| 2632 |
2632
Edge Wealth Management
New York
| $240M | +$19.9M | +9% | 3.65% | 75.3% | 523 | 20.08% | 1.7 |
|
| 2633 |
NAMP
2633
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
| $240M | +$5.67M | +2% | 2.52% | 90.2% | 113 | 3.54% | 2.4 |
|
| 2634 |
2634
Verger Capital Management
Winston-Salem,
North Carolina
| $240M | +$21.4M | +10% | 4.05% | 58.3% | 14 | 14.29% | 0.9 |
|
| 2635 |
2635
SignalPoint Asset Management
Springfield,
Missouri
| $240M | +$6.36M | +3% | 2.76% | 36% | 253 | 15.81% | 1.9 |
|
| 2636 |
2636
Coliseum Capital Management
Rowayton,
Connecticut
| $240M | -$18.2M | -7% | 7.22% | 41.1% | 11 | 18.18% | 1.5 |
|
| 2637 |
2637
Stairway Partners
Chicago,
Illinois
| $239M | +$1.67M | +0.7% | 0.59% | 48.1% | 9 | 0% | 2.7 |
|
| 2638 |
2638
America First Investment Advisors
Omaha,
Nebraska
| $239M | +$13.3M | +6% | 7.26% | 78.2% | 147 | 26.53% | 2.5 |
|
| 2639 |
2639
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| $239M | +$10.8M | +5% | 5.06% | 71.4% | 159 | 23.27% | 0.9 |
|
| 2640 |
2640
Axis Capital Holdings
Pembroke,
| $239M | +$2.57M | +1% | 1.1% | 67% | 5 | 0% | 2 |
|
| 2641 |
2641
Schooner Capital
Vero Beach,
Florida
| $239M | -$29M | -11% | 17.5% | 31.1% | 1 | 0% | 3 |
|
| 2642 |
2642
Herald Investment Management
London,
United Kingdom
| $239M | +$3.63M | +2% | 8.05% | 493% | 81 | 3.7% | 2.4 |
|
| 2643 |
2643
Strid Group
Newtown Square,
Pennsylvania
| $239M | +$83M | +53% | 2.94% | 50.4% | 50 | 32% | 0.4 |
|
| 2644 |
2644
Grace Capital
Quincy,
Massachusetts
| $238M | +$15.4M | +7% | 7.95% | 127% | 84 | 11.9% | 2.1 |
|
| 2645 |
AAM
2645
AR Asset Management
West Hollywood,
California
| $238M | +$8.23M | +4% | 3.89% | 64.9% | 119 | 5.04% | 2.4 |
|
| 2646 |
2646
Pear Tree Advisors
Lincoln,
Massachusetts
| $238M | -$6.19M | -3% | 1.66% | 45.8% | 113 | 12.39% | 1.2 |
|
| 2647 |
2647
Transform Wealth
Greenwood Village,
Colorado
| $238M | – | – | 3.15% | 48.4% | 209 | – | 0 |
|
| 2648 |
PAM
2648
PineView Asset Management
Greenwich,
Connecticut
| $238M | +$35.8M | +18% | 1.45% | – | 27 | 33.33% | 0.3 |
|
| 2649 |
2649
Brian C. Broderick
| $238M | +$6.76M | +3% | 2.2% | 98.6% | 103 | 3.88% | 2.2 |
|
| 2650 |
2650
White Pine Capital
Bloomington,
Minnesota
| $238M | +$3.91M | +2% | 3.1% | 143% | 226 | 10.62% | 2.3 |
|