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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2651 |
2651
Allworth Financial
Folsom,
California
| $202M | +$9.21M | +5% | 8.56% | 53.3% | 85 | 32.94% | 0.4 |
|
| 2652 |
2652
Stelac Advisory Services
New York
| $202M | +$7.5M | +4% | 5.78% | 84.9% | 30 | 3.33% | 0.5 |
|
| 2653 |
2653
Firsthand Capital Management
San Jose,
California
| $202M | +$79.7M | +65% | 21.1% | 265% | 54 | 20.37% | 0.4 |
|
| 2654 |
2654
CIBC World Markets
New York
| $202M | – | – | 13.4% | – | 48 | – | 0 |
|
| 2655 |
2655
Rodgers Brothers
Harmony,
Pennsylvania
| $202M | +$19.4M | +11% | 7.97% | 108% | 170 | 12.94% | 0.4 |
|
| 2656 |
2656
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
| $202M | +$17.7M | +10% | 10.8% | 147% | 199 | 0.5% | 0.5 |
|
| 2657 |
G
2657
GlobalBridge
Minneapolis,
Minnesota
| $202M | +$15M | +8% | 9.36% | – | 361 | 23.55% | 0.4 |
|
| 2658 |
2658
Mazama Capital Management
Portland,
Oregon
| $201M | +$18.2M | +10% | 10.6% | – | 310 | 38.71% | 0.3 |
|
| 2659 |
2659
Timpani Capital Management
Milwaukee,
Wisconsin
| $201M | +$31.5M | +19% | 18.6% | 383% | 105 | 36.19% | 0.3 |
|
| 2660 |
HCM
2660
Horrell Capital Management
Little Rock,
Arkansas
| $201M | +$13.2M | +7% | 9.58% | 55.6% | 311 | 12.86% | 0.5 |
|
| 2661 |
2661
Brian C. Broderick
| $201M | +$21.6M | +12% | 9.6% | 98.6% | 94 | 6.38% | 0.5 |
|
| 2662 |
SBK
2662
Steven B. Klinsky
| $201M | +$33.5M | +20% | 19.1% | – | 3 | 33.33% | 0.3 |
|
| 2663 |
2663
Heronetta Management
New York
| $200M | +$13.5M | +7% | 6.67% | 59.7% | 38 | 5.26% | 0.5 |
|
| 2664 |
2664
Technology Crossover Management V
Menlo Park,
California
| $200M | -$41.4M | -17% | 10% | 2.5% | 3 | 0% | 0.5 |
|
| 2665 |
2665
Eagle Ridge Investment Management
Stamford,
Connecticut
| $199M | +$18.7M | +10% | 11.9% | 28.2% | 60 | 25% | 0.4 |
|
| 2666 |
PCM
2666
Piermont Capital Management
St. Louis,
Missouri
| $199M | – | – | 10.2% | 33.2% | 132 | – | 0 |
|
| 2667 |
2667
Three Peaks Capital Management
Castle Rock,
Colorado
| $199M | – | – | 10.4% | 84.5% | 71 | – | 0 |
|
| 2668 |
2668
Advisory Services Network
Atlanta,
Georgia
| $199M | +$82.9M | +71% | 7.88% | 105% | 1,109 | 93.78% | 0 |
|
| 2669 |
ACM
2669
Argonaut Capital Management
New York
| $199M | +$110M | +125% | 10.5% | – | 29 | 48.28% | 0.3 |
|
| 2670 |
2670
Essex Woodlands Management
The Woodlands,
Texas
| $199M | +$47.5M | +31% | 45.5% | 55% | 11 | 0% | 0.5 |
|
| 2671 |
2671
Argyle Capital Management
Center Valley,
Pennsylvania
| $199M | +$16.4M | +9% | 9.09% | 95.8% | 112 | 4.46% | 0.5 |
|
| 2672 |
KCM
2672
Knoll Capital Management
Miami,
Florida
| $199M | +$11.2M | +6% | 5.76% | 258% | 18 | 61.11% | 0.3 |
|
| 2673 |
IFLIT
2673
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Bonn,
Germany
| $198M | +$21.1M | +12% | 12.1% | 45.7% | 34 | 2.94% | 0.5 |
|
| 2674 |
2674
Beech Hill Advisors
New York
| $198M | +$13.2M | +7% | 10.5% | 105% | 160 | 36.88% | 0.4 |
|
| 2675 |
2675
Birinyi Associates
Westport,
Connecticut
| $198M | +$20.5M | +12% | 13.1% | 113% | 100 | 28% | 0.4 |
|