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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
Alaska Wealth Advisors
Anchorage,
Alaska
| $332M | +$19.8M | +6% | 2.22% | 44.3% | 59 | 22.03% | 0.6 |
|
| 2677 |
2677
Needham Investment Management
New York
| $332M | -$24.3M | -7% | 5.57% | 424% | 96 | 15.63% | 3.4 |
|
| 2678 |
2678
Atlantic Union Bankshares
Glen Allen,
Virginia
| $332M | +$24M | +8% | 7.69% | 78.9% | 135 | 8.89% | 3.2 |
|
| 2679 |
ICM
2679
Indaba Capital Management
San Francisco,
California
| $331M | -$103M | -24% | 8.48% | 66.7% | 24 | 29.17% | 0.7 |
|
| 2680 |
2680
Fort Point Capital Partners
San Francisco,
California
| $331M | +$33.3M | +11% | 4.77% | 62.2% | 169 | 32.54% | 1.5 |
|
| 2681 |
2681
Integrated Wealth Concepts
Waltham,
Massachusetts
| $331M | +$38M | +13% | 4.09% | 69.4% | 262 | 17.94% | 0.6 |
|
| 2682 |
IAA
2682
Ironsides Asset Advisors
Rocky Mount,
North Carolina
| $331M | +$38.6M | +13% | 9.17% | 49.3% | 106 | 12.26% | 1.8 |
|
| 2683 |
2683
Lannebo Fonder
Stockholm,
Sweden
| $331M | +$38.1M | +13% | 9.09% | 49.8% | 24 | 4.17% | 2.2 |
|
| 2684 |
2684
Martin & Co
Knoxville,
Tennessee
| $331M | +$16.5M | +5% | 5.85% | 67.8% | 115 | 3.48% | 4.1 |
|
| 2685 |
2685
Miller Investment Management
West Conshohocken,
Pennsylvania
| $330M | -$2.36M | -0.7% | 6.93% | 60.2% | 85 | 5.88% | 3.4 |
|
| 2686 |
2686
Carrhae Capital
London,
United Kingdom
| $330M | +$45.8M | +16% | 1.59% | 182% | 10 | 40% | 0.4 |
|
| 2687 |
2687
Winslow Evans & Crocker
Boston,
Massachusetts
| $330M | +$10.6M | +3% | 7.67% | 76.2% | 1,162 | 8.35% | 3.4 |
|
| 2688 |
CDIA
2688
Capital Directions Investment Advisors
Atlanta,
Georgia
| $330M | +$116M | +55% | 4.3% | 7.53% | 258 | 79.46% | 1.2 |
|
| 2689 |
2689
RWWM Inc
Rocklin,
California
| $329M | +$21.5M | +7% | 7.95% | 40.6% | 13 | 15.38% | 3.5 |
|
| 2690 |
2690
Strategic Global Advisors
Newport Beach,
California
| $329M | -$63.5M | -16% | 6.31% | 137% | 224 | 29.02% | 1.9 |
|
| 2691 |
2691
CAS Investment Partners
Westport,
Connecticut
| $329M | +$41.3M | +14% | 19.5% | 527% | 5 | 0% | 0.7 |
|
| 2692 |
2692
Matthew 25 Management Corp
Ambler,
Pennsylvania
| $329M | -$2.4M | -0.7% | 3.79% | 141% | 21 | 19.05% | 3.4 |
|
| 2693 |
AMCA
2693
Arthur M. Cohen & Associates
Northbrook,
Illinois
| $329M | +$63.7M | +24% | 10.8% | 110% | 125 | 13.6% | 2.4 |
|
| 2694 |
2694
Old Dominion Capital Management
Charlottesville,
Virginia
| $328M | +$218M | +198% | 5.63% | 45.9% | 145 | 56.55% | 1.1 |
|
| 2695 |
2695
Oak Hill Capital Management
New York
| $328M | +$36.2M | +12% | 15.1% | 1.19% | 3 | 0% | 2 |
|
| 2696 |
2696
Univest Financial
Souderton,
Pennsylvania
| $328M | +$78.2M | +31% | 4.81% | 82.6% | 111 | 14.41% | 3.2 |
|
| 2697 |
2697
Parker Investment Management
Menlo Park,
California
| $327M | +$35.2M | +12% | 8.55% | 208% | 31 | 22.58% | 1.3 |
|
| 2698 |
KAS
2698
Kemnay Advisory Services
New York
| $327M | +$9.8M | +3% | 3.31% | 167% | 163 | 37.42% | 1.6 |
|
| 2699 |
FC
2699
Fore Capital
New York
| $327M | +$41.8M | +15% | 0.77% | 25.4% | 64 | 54.69% | 0.2 |
|
| 2700 |
2700
Alley Company
Lake Forest,
Illinois
| $327M | +$30M | +10% | 7.42% | 88.2% | 80 | 0% | 3.7 |
|