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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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2651 |
PIP
2651
Perennial Investment Partners
Sydney,
Australia
| $220M | -$130M | -37% | 6.1% | – | 88 | 27.27% | 2.5 |
|
| 2652 |
HMPV
2652
Highland Management Partners VII
Cambridge,
Massachusetts
| $219M | -$54.3M | -20% | 12% | 131% | 4 | 0% | 1.8 |
|
| 2653 |
CCA
2653
Checchi Capital Advisers
Beverly Hills,
California
| $219M | +$56.3M | +35% | 3.98% | 68% | 261 | 26.05% | 1.3 |
|
| 2654 |
OCM
2654
Otter Creek Management
West Palm Beach,
Florida
| $219M | -$16.6M | -7% | 3.24% | – | 78 | 42.31% | 1.9 |
|
| 2655 |
WC
2655
Whitnell & Co
Oak Brook,
Illinois
| $219M | +$5.51M | +3% | 4.59% | 36.6% | 296 | 14.86% | 3.4 |
|
| 2656 |
FCM
2656
Firsthand Capital Management
San Jose,
California
| $219M | +$3.25M | +2% | 1.99% | 265% | 59 | 13.56% | 3.2 |
|
| 2657 |
FIM
2657
Fruth Investment Management
Houston,
Texas
| $219M | +$7.13M | +3% | 4.53% | 79.4% | 204 | 6.86% | 3.7 |
|
| 2658 |
IAS
2658
IMA Advisory Services
Denver,
Colorado
| $219M | +$4.61M | +2% | 4.14% | 74.5% | 171 | 11.7% | 3.4 |
|
| 2659 |
BCB
2659
Brian C. Broderick
| $218M | +$15M | +7% | 4.67% | 98.6% | 102 | 10.78% | 3.4 |
|
| 2660 |
MIC
2660
MU Investments Company
Tokyo,
Japan
| $218M | +$2.62M | +1% | 4.79% | 40.4% | 343 | 7.87% | 3.5 |
|
| 2661 |
TFF
2661
Timothy F. Fidgeon
| $218M | +$7.94M | +4% | 4.34% | – | 137 | 20.44% | 3.4 |
|
| 2662 |
FI
2662
FCM Investments
Dallas,
Texas
| $218M | -$22M | -9% | 2.23% | 40.1% | 102 | 5.88% | 3.8 |
|
| 2663 |
BA
2663
Birinyi Associates
Westport,
Connecticut
| $218M | +$21.4M | +11% | 4.58% | 113% | 92 | 20.65% | 3 |
|
| 2664 |
NJBEST
2664
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
| $218M | +$8.45M | +4% | 1.97% | 42% | 211 | 39.34% | 2.2 |
|
| 2665 |
KIA
2665
Kopp Investment Advisors
Bloomington,
Minnesota
| $218M | -$20.8M | -9% | 1.92% | 109% | 77 | 22.08% | 3 |
|
| 2666 |
HDIM
2666
Hanson & Doremus Investment Management
Burlington,
Vermont
| $217M | +$5.05M | +2% | 4.77% | 80.8% | 430 | 4.88% | 3.6 |
|
| 2667 |
WAM
2667
Water Asset Management
New York
| $217M | +$23.7M | +12% | 3.7% | 48.9% | 23 | 26.09% | 2.5 |
|
| 2668 |
FGA
2668
Flood Gamble Associates
New York
| $217M | +$12.9M | +6% | 4.13% | – | 57 | 8.77% | 3.2 |
|
| 2669 |
WC
2669
Wynnefield Capital
New York
| $217M | +$12.4M | +6% | 11% | 52.1% | 31 | 22.58% | 3.3 |
|
| 2670 |
SKP
2670
Sanborn Kilcollin Partners
Chicago,
Illinois
| $217M | +$18.7M | +9% | 6.22% | – | 19 | 0% | 3.9 |
|
| 2671 |
FAM
2671
Fortaleza Asset Management
Chicago,
Illinois
| $217M | +$20.9M | +11% | 5.1% | 121% | 239 | 23.85% | 2.6 |
|
| 2672 |
GA
2672
Gateway Advisory
Westfield,
New Jersey
| $217M | +$9.8M | +5% | 2.41% | 26% | 45 | 17.78% | 2.6 |
|
| 2673 |
PC
2673
Pomelo Capital
New York
| $217M | +$15M | +7% | 0.78% | 4.35% | 100 | 26% | 2 |
|
| 2674 |
WC
2674
Whitney & Co
Rochester,
New York
| $217M | +$17.9M | +9% | 4.78% | 93.2% | 114 | 14.04% | 3.4 |
|
| 2675 |
WPW
2675
Waldron Private Wealth
Bridgeville,
Pennsylvania
| $216M | +$11M | +5% | 4.99% | 68.7% | 128 | 14.84% | 1.7 |
|