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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2676 |
AR
2676
Argyll Research
Wilmington,
Delaware
| $209M | +$19.7M | +10% | 10.7% | 0.8% | 4 | 0% | 1.3 |
|
| 2677 |
2677
Mittleman Investment Management
Melville,
New York
| $209M | +$20.4M | +11% | 2.58% | 11.6% | 8 | 12.5% | 1.1 |
|
| 2678 |
HCM
2678
Horrell Capital Management
Little Rock,
Arkansas
| $209M | -$492K | -0.2% | 0.11% | 55.6% | 334 | 7.49% | 1 |
|
| 2679 |
2679
American National Registered Investment Advisor
Galveston,
Texas
| $209M | -$2.6M | -1% | 0.26% | 95.8% | 230 | 3.04% | 1.2 |
|
| 2680 |
OCM
2680
Oskie Capital Management
New York
| $209M | -$200M | -49% | 4.14% | 69.3% | 36 | 61.11% | 0.4 |
|
| 2681 |
DD
2681
Dominick & Dominick
New York
| $209M | +$3.08M | +1% | 0.23% | – | 203 | 19.7% | 0.9 |
|
| 2682 |
WFG
2682
Windsor Financial Group
Minneapolis,
Minnesota
| $209M | +$3.86M | +2% | 0.06% | 15.3% | 79 | 7.59% | 1.1 |
|
| 2683 |
2683
Eidelman Virant Capital
Saint Louis,
Missouri
| $209M | -$33.1M | -14% | 3.81% | 46.2% | 203 | 22.66% | 0.9 |
|
| 2684 |
2684
BlueSpruce Investments
Chicago,
Illinois
| $208M | +$29.5M | +16% | 0.58% | 59.6% | 13 | 30.77% | 0.4 |
|
| 2685 |
2685
Clean Yield Group
Norwich,
Vermont
| $208M | +$5.81M | +3% | 0.11% | 65% | 128 | 7.03% | 1.1 |
|
| 2686 |
2686
Miller Investment Management
West Conshohocken,
Pennsylvania
| $208M | -$17.4M | -8% | 5.12% | 60.2% | 76 | 13.16% | 1.1 |
|
| 2687 |
2687
Eagle Ridge Investment Management
Stamford,
Connecticut
| $208M | -$6.14M | -3% | 1.74% | 28.2% | 61 | 11.48% | 1 |
|
| 2688 |
2688
Renaissance Investment Group
Lenox,
Massachusetts
| $208M | +$1.96M | +1% | 0.85% | 99.6% | 77 | 6.49% | 1.2 |
|
| 2689 |
2689
Selway Asset Management
| $208M | +$1.17M | +0.6% | 0.64% | 36.5% | 74 | 16.22% | 0.8 |
|
| 2690 |
2690
Rock Point Advisors
Burlington,
Vermont
| $207M | -$21.9M | -10% | 5.1% | 82.8% | 83 | 15.66% | 1.1 |
|
| 2691 |
2691
Gould Asset Management
Claremont,
California
| $207M | -$1.04M | -0.5% | 1.2% | 42.8% | 107 | 12.15% | 1 |
|
| 2692 |
2692
SignalPoint Asset Management
Springfield,
Missouri
| $207M | -$17.6M | -8% | 2.14% | 36% | 170 | 7.65% | 1 |
|
| 2693 |
BCM
2693
Bodri Capital Management
San Francisco,
California
| $206M | +$12.5M | +6% | 4.75% | – | 78 | 75.64% | 0.3 |
|
| 2694 |
2694
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
| $206M | -$6.24M | -3% | 1.9% | 50.4% | 6 | 16.67% | 1 |
|
| 2695 |
2695
Raab & Moskowitz Asset Management
Chatham,
New Jersey
| $206M | -$3.93M | -2% | 0.19% | 75% | 151 | 8.61% | 0.7 |
|
| 2696 |
DTL
2696
Dynamic Technology Lab
Singapore
| $206M | -$4.39M | -2% | 5.9% | 30.8% | 1,076 | 83.83% | 0.1 |
|
| 2697 |
2697
McRae Capital Management
Morristown,
New Jersey
| $206M | -$1.62M | -0.8% | 0.29% | 78.2% | 82 | 7.32% | 1.1 |
|
| 2698 |
CCP
2698
Caymus Capital Partners
The Woodlands,
Texas
| $206M | +$2.18M | +1% | 18.1% | 57.3% | 20 | 15% | 0.8 |
|
| 2699 |
GC
2699
Gratia Capital
Los Angeles,
California
| $205M | +$9.43M | +5% | 3.64% | 42.4% | 64 | 51.56% | 0.4 |
|
| 2700 |
2700
American National Bank & Trust (Virginia)
Danville,
Virginia
| $205M | +$7.7M | +4% | 0.45% | – | 147 | 16.33% | 0.9 |
|