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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2726 |
2726
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| $204M | -$132M | -39% | 10.6% | 140% | 205 | 41.95% | 1.3 |
|
| 2727 |
2727
Atika Capital Management
New York
| $204M | -$18.2M | -8% | 2.94% | 811% | 87 | 58.62% | 0.5 |
|
| 2728 |
2728
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
| $204M | -$36.5M | -15% | 9.07% | 149% | 167 | 11.38% | 1.5 |
|
| 2729 |
2729
BCWM LLC
Overland Park,
Kansas
| $204M | -$35.2M | -15% | 13.1% | – | 106 | 17.92% | 1.5 |
|
| 2730 |
2730
Man Investments (Switzerland)
Pfaffikon,
Switzerland
| $204M | -$19.9M | -9% | 0.12% | 0.23% | 65 | 3.08% | 1 |
|
| 2731 |
2731
Halbert Hargrove Global Advisors
Long Beach,
California
| $204M | -$208M | -50% | 3.97% | 68.2% | 183 | 48.63% | 1.7 |
|
| 2732 |
2732
Cutter & Co Brokerage
Ballwin,
Missouri
| $204M | -$47.7M | -19% | 7.73% | 40.4% | 265 | 21.89% | 1.5 |
|
| 2733 |
2733
Kemper Corp Master Retirement Trust
Chicago,
Illinois
| $203M | -$21.4M | -10% | 8.31% | 21.9% | 109 | 3.67% | 1.8 |
|
| 2734 |
2734
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
| $203M | -$76.5M | -27% | 26.9% | 68.3% | 25 | 40% | 0.9 |
|
| 2735 |
2735
Quantitative Systematic Strategies
Ponte Vedra Beach,
Florida
| $203M | -$246M | -55% | 11.1% | 133% | 663 | 73.15% | 0.3 |
|
| 2736 |
2736
Ironwood Financial
Tucson,
Arizona
| $203M | -$7.58M | -4% | 5.57% | 54.1% | 414 | 18.84% | 0.6 |
|
| 2737 |
2737
FundX Investment Group
San Francisco,
California
| $203M | -$38M | -16% | 7.38% | 94.6% | 23 | 47.83% | 0.7 |
|
| 2738 |
OM
2738
Opaleye Management
Boston,
Massachusetts
| $203M | -$48.1M | -19% | 14.4% | 748% | 56 | 30.36% | 0.6 |
|
| 2739 |
2739
FCM Investments
Dallas,
Texas
| $203M | -$6.58M | -3% | 1.35% | 40.1% | 99 | 8.08% | 2 |
|
| 2740 |
UIM
2740
Underhill Investment Management
Greenbrae,
California
| $203M | -$7.87M | -4% | 6.81% | 59.8% | 19 | 21.05% | 1.7 |
|
| 2741 |
2741
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
| $203M | -$62M | -23% | 9.03% | 167% | 73 | 52.05% | 0.6 |
|
| 2742 |
2742
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
| $203M | -$9.39M | -4% | 21.8% | 25.1% | 4 | 25% | 1.3 |
|
| 2743 |
2743
Muzinich & Co
New York
| $203M | -$30.1M | -13% | 10.4% | 9.67% | 37 | 2.7% | 0.7 |
|
| 2744 |
TFF
2744
Timothy F. Fidgeon
| $203M | -$23.1M | -10% | 5.97% | – | 125 | 7.2% | 2 |
|
| 2745 |
2745
First Light Asset Management
Edina,
Minnesota
| $202M | -$10.1M | -5% | 12.6% | 364% | 66 | 13.64% | 1.4 |
|
| 2746 |
2746
Shelter Insurance Profit Sharing
Columbia,
Missouri
| $202M | -$30.7M | -13% | 8.41% | – | 42 | 4.76% | 2 |
|
| 2747 |
2747
Shelter Insurance Retirement Plan
Columbia,
Missouri
| $202M | -$20.2M | -9% | 8.34% | 60.5% | 43 | 4.65% | 2 |
|
| 2748 |
2748
Founders Financial Securities
Towson,
Maryland
| $202M | +$957K | +0.5% | 7.79% | 64.3% | 87 | 50.57% | 0.8 |
|
| 2749 |
2749
MKP Capital Management
New York
| $202M | +$127M | +171% | 0% | 69.8% | 4 | 100% | 0 |
|
| 2750 |
FAG
2750
Financial Advisory Group
Houston,
Texas
| $202M | +$1.65M | +0.8% | 6.6% | 20.6% | 54 | 12.96% | 1.8 |
|