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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 |
IA
2651
Independence Advisors
Wayne,
Pennsylvania
| $301M | -$35.1M | -10% | 10.8% | 24.4% | 98 | 15.31% | 1.8 |
|
| 2652 |
SCM
2652
SIR Capital Management
New York
| $301M | -$372M | -55% | 28.5% | 71.1% | 80 | 67.5% | 0.4 |
|
| 2653 |
2653
Greenwood Gearhart
Fayetteville,
Arkansas
| $300M | -$56.5M | -16% | 13% | 70.6% | 70 | 10% | 3.7 |
|
| 2654 |
2654
Brasada Capital Management
Houston,
Texas
| $300M | -$61.1M | -17% | 10.8% | 76.5% | 407 | 38.33% | 0.6 |
|
| 2655 |
2655
German American Bancorp
Jasper,
Indiana
| $300M | -$34.1M | -10% | 11.7% | 92.3% | 93 | 25.81% | 0.4 |
|
| 2656 |
2656
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
| $300M | -$87.6M | -23% | 20.3% | 149% | 138 | 7.25% | 3.2 |
|
| 2657 |
2657
Hutchinson Capital Management
San Rafael,
California
| $300M | -$59.9M | -17% | 14.2% | 52.6% | 58 | 8.62% | 3.7 |
|
| 2658 |
2658
Monroe Bank & Trust
Monroe,
Michigan
| $299M | -$25.2M | -8% | 6.95% | 24.7% | 107 | 9.35% | 4.4 |
|
| 2659 |
2659
America First Investment Advisors
Omaha,
Nebraska
| $299M | -$17.6M | -6% | 5.58% | 78.2% | 100 | 10% | 4.1 |
|
| 2660 |
2660
Arcadia Investment Management
Kalamazoo,
Michigan
| $299M | -$80.2M | -21% | 11.4% | 83.5% | 343 | 24.78% | 3 |
|
| 2661 |
2661
Knighthead Capital Management
New York
| $299M | -$2.5B | -89% | 34.6% | 74.1% | 16 | 43.75% | 1.6 |
|
| 2662 |
2662
Attestor
London,
United Kingdom
| $298M | – | – | 6.14% | 55.7% | 2 | – | 0 |
|
| 2663 |
2663
Athanor Capital
New York
| $298M | +$105M | +54% | 13.8% | 171% | 77 | 68.83% | 0.2 |
|
| 2664 |
2664
PFM Asset Management
Harrisburg,
Pennsylvania
| $298M | – | – | 0.07% | 23.3% | 11 | – | 0 |
|
| 2665 |
2665
Winslow Evans & Crocker
Boston,
Massachusetts
| $298M | -$31.9M | -10% | 12.3% | 76.2% | 1,165 | 11.33% | 3.5 |
|
| 2666 |
LYV
2666
Live Your Vision
West Conshohocken,
Pennsylvania
| $297M | -$16.8M | -5% | 8.15% | 17.9% | 303 | 18.15% | 2.2 |
|
| 2667 |
2667
Lenox Wealth Management
Cincinnati,
Ohio
| $297M | -$39.1M | -12% | 3.48% | 24.7% | 757 | 27.34% | 1.6 |
|
| 2668 |
2668
CreativeOne Wealth
Overland Park,
Kansas
| $297M | +$26.5M | +10% | 8.04% | 67.6% | 106 | 38.68% | 0.4 |
|
| 2669 |
2669
Yakira Capital Management
Westport,
Connecticut
| $297M | -$230M | -44% | 5.51% | 74.1% | 173 | 44.51% | 1 |
|
| 2670 |
2670
Cliffwater
Marina Del Rey,
California
| $297M | +$49.2M | +20% | 10.7% | 29.4% | 20 | 0% | 1 |
|
| 2671 |
ARMC
2671
American Research & Management Company
Marion,
Massachusetts
| $297M | -$40.3M | -12% | 9.76% | 35.1% | 362 | 11.05% | 3.7 |
|
| 2672 |
2672
Global Beta Advisors
Philadelphia,
Pennsylvania
| $296M | – | – | 15% | – | 7 | – | 0 |
|
| 2673 |
2673
Azzad Asset Management
Falls Church,
Virginia
| $296M | -$77.4M | -21% | 12.4% | 101% | 336 | 15.48% | 2.6 |
|
| 2674 |
2674
LVW Advisors
Pittsford,
New York
| $296M | -$60M | -17% | 11.2% | 79.1% | 171 | 18.13% | 1.9 |
|
| 2675 |
2675
Krensavage Asset Management
New York
| $296M | -$93M | -24% | 12.8% | 124% | 14 | 7.14% | 2.8 |
|