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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 |
2676
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
| $213M | -$27.3M | -11% | 8.39% | 76.1% | 147 | 8.84% | 2 |
|
| 2677 |
HPCM
2677
High Pointe Capital Management
Chicago,
Illinois
| $213M | -$67M | -24% | 10.6% | 92.4% | 180 | 12.22% | 1.2 |
|
| 2678 |
2678
FIC Capital
New York
| $213M | -$39M | -15% | 12.9% | 49.7% | 125 | 18.4% | 1.8 |
|
| 2679 |
2679
American Financial Group Inc 401(K) Retirement & Savings Plan
Cincinnati,
Ohio
| $213M | +$7.97M | +4% | 5.95% | 17.8% | 1 | 0% | 2.3 |
|
| 2680 |
2680
StepStone Group
La Jolla,
California
| $213M | -$29.8M | -12% | 7.8% | 103% | 13 | 30.77% | 1.5 |
|
| 2681 |
2681
Lingohr Asset Management
Duesseldorf,
Germany
| $213M | +$40.2M | +23% | 11% | 141% | 111 | 21.62% | 1.4 |
|
| 2682 |
LYV
2682
Live Your Vision
West Conshohocken,
Pennsylvania
| $212M | -$3.08M | -1% | 6.11% | 17.9% | 339 | 80.53% | 0.3 |
|
| 2683 |
2683
Clean Yield Group
Norwich,
Vermont
| $212M | -$5.62M | -3% | 5.82% | 65% | 134 | 14.18% | 1.8 |
|
| 2684 |
2684
NFC Investments
Memphis,
Tennessee
| $212M | -$16.5M | -7% | 10.2% | – | 42 | 11.9% | 1.7 |
|
| 2685 |
YP
2685
Yellowstone Partners
Idaho Falls,
Idaho
| $211M | -$9.5M | -4% | 9.16% | – | 247 | 25.1% | 1.1 |
|
| 2686 |
2686
Gateway Advisory
Westfield,
New Jersey
| $211M | -$16.5M | -7% | 3.75% | 26% | 47 | 38.3% | 1.5 |
|
| 2687 |
2687
Steadfast Advisors
New York
| $211M | -$77.5M | -27% | 12.7% | 81.4% | 73 | 34.25% | 0.9 |
|
| 2688 |
2688
Boothbay Fund Management
New York
| $210M | -$40M | -16% | 10.9% | 328% | 660 | 71.36% | 0.2 |
|
| 2689 |
HF
2689
Hoxton Financial
Shepherdstown,
West Virginia
| $210M | -$30.6M | -13% | 8.21% | 15.3% | 397 | 16.62% | 1.5 |
|
| 2690 |
2690
Krilogy Financial
St. Louis,
Missouri
| $210M | – | – | 6.7% | 79% | 614 | – | 0 |
|
| 2691 |
2691
Greenwood Gearhart
Fayetteville,
Arkansas
| $210M | -$13.9M | -6% | 7.78% | 70.6% | 51 | 5.88% | 2 |
|
| 2692 |
2692
Ipswich Investment Management
Beverly,
Massachusetts
| $210M | -$12M | -5% | 6.06% | 104% | 145 | 15.17% | 1.7 |
|
| 2693 |
FIM
2693
Friedberg Investment Management
Houston,
Texas
| $210M | -$55.4M | -21% | 6.65% | 44.8% | 109 | 26.61% | 1.5 |
|
| 2694 |
2694
SFE Investment Counsel
Los Angeles,
California
| $210M | -$36M | -15% | 9.81% | 105% | 102 | 10.78% | 1.8 |
|
| 2695 |
2695
Hollow Brook Wealth Management
Katonah,
New York
| $210M | -$51.8M | -20% | 11.9% | 92.8% | 56 | 12.5% | 1.6 |
|
| 2696 |
2696
Rosenblum Silverman Sutton
San Francisco,
California
| $210M | -$40.3M | -16% | 3.4% | 90.1% | 75 | 25.33% | 1.4 |
|
| 2697 |
2697
Battery Partners VII
Boston,
Massachusetts
| $209M | -$33M | -14% | 1.4% | – | 1 | 0% | 0.8 |
|
| 2698 |
2698
New England Investment & Retirement Group
North Andover,
Massachusetts
| $209M | -$202K | -0.1% | 7.18% | 72.5% | 69 | 33.33% | 0.9 |
|
| 2699 |
2699
Stonehage Fleming (UK)
London,
United Kingdom
| $209M | -$12.8M | -6% | 6.26% | – | 215 | 21.86% | 1 |
|
| 2700 |
2700
Strategic Global Advisors
Newport Beach,
California
| $209M | +$37.6M | +22% | 8.93% | 137% | 151 | 22.52% | 0.6 |
|