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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
Azzad Asset Management
Falls Church,
Virginia
| $243M | -$1.28M | -0.5% | 0.94% | 101% | 249 | 12.45% | 2.3 |
|
| 2727 |
2727
Capital Advisors Ltd
Shaker Heights,
Ohio
| $242M | +$14.8M | +7% | 1.92% | 54.2% | 420 | 18.1% | 2.1 |
|
| 2728 |
2728
BHZ Capital Management
San Jose,
California
| $242M | +$88.8M | +58% | 28.9% | 3.24% | 122 | 31.15% | 0.5 |
|
| 2729 |
ECM
2729
Endurant Capital Management
San Mateo,
California
| $242M | -$27.8M | -10% | 5.15% | 18.4% | 109 | 45.87% | 1 |
|
| 2730 |
2730
Cutter & Co Brokerage
Ballwin,
Missouri
| $242M | +$12.1M | +5% | 2.94% | 40.4% | 280 | 20.71% | 1.7 |
|
| 2731 |
2731
Capital Impact Advisors
Boston,
Massachusetts
| $241M | +$9.7M | +4% | 8.47% | – | 223 | 4.04% | 1.7 |
|
| 2732 |
2732
WFM Asia
Road Town, Tortola,
British Virgin Islands
| $241M | -$65.8M | -21% | 5.5% | 89.9% | 7 | 42.86% | 1.3 |
|
| 2733 |
2733
FRG Family Wealth Advisors
Bellevue,
Washington
| $241M | +$17.2M | +8% | 3.85% | 76.4% | 131 | 5.34% | 0.9 |
|
| 2734 |
2734
Bouchey Financial Group
Troy,
New York
| $241M | -$15.1M | -6% | 3.34% | 66.7% | 61 | 14.75% | 2.2 |
|
| 2735 |
MP
2735
Mediatel Partners
Fort Worth,
Texas
| $241M | +$9.7M | +4% | 4.2% | 11.6% | 2 | 0% | 3.5 |
|
| 2736 |
2736
Founders Financial Securities
Towson,
Maryland
| $241M | +$6.74M | +3% | 1.34% | 64.3% | 103 | 46.6% | 1 |
|
| 2737 |
SCM
2737
Springhouse Capital Management
Westport,
Connecticut
| $241M | +$36.2M | +18% | 21.4% | 52% | 31 | 29.03% | 0.8 |
|
| 2738 |
2738
Tealwood Asset Management
Minneapolis,
Minnesota
| $240M | +$14.4M | +6% | 1.79% | 128% | 99 | 20.2% | 1.7 |
|
| 2739 |
2739
Cambria Investment Management
Manhattan Beach,
California
| $240M | +$26.1M | +12% | 6.93% | 72% | 188 | 23.94% | 1.1 |
|
| 2740 |
2740
Wintrust Investments
Chicago,
Illinois
| $240M | +$24.1M | +11% | 1.99% | 27.5% | 246 | 30.49% | 0.3 |
|
| 2741 |
2741
Timpani Capital Management
Milwaukee,
Wisconsin
| $240M | -$11.3M | -5% | 9.45% | 383% | 125 | 53.6% | 0.5 |
|
| 2742 |
2742
Argus Investors Counsel
New York
| $240M | +$1.88M | +0.8% | 4.04% | 132% | 53 | 0% | 3.3 |
|
| 2743 |
2743
Northern Capital Management (Wisconsin)
Madison,
Wisconsin
| $240M | +$17.3M | +8% | 4.51% | 12.8% | 151 | 17.88% | 1.8 |
|
| 2744 |
2744
Vista Equity Partners Management
San Francisco,
California
| $240M | +$20.2M | +9% | 1.38% | 3.45% | 28 | 39.29% | 0.9 |
|
| 2745 |
2745
Noesis Capital Mangement
Boca Raton,
Florida
| $240M | +$7.22M | +3% | 3.32% | 128% | 92 | 11.96% | 2.6 |
|
| 2746 |
2746
American Investment Services
Great Barrington,
Massachusetts
| $239M | -$976K | -0.4% | 1.34% | 63.1% | 106 | 8.49% | 2.3 |
|
| 2747 |
CCM
2747
Castine Capital Management
Boston,
Massachusetts
| $239M | +$38.2M | +19% | 38.2% | 13.9% | 41 | 21.95% | 1.6 |
|
| 2748 |
2748
U.S. Global Investors (USGI)
San Antonio,
Texas
| $238M | +$26.8M | +13% | 7.11% | 151% | 243 | 73.25% | 0.6 |
|
| 2749 |
2749
Oceanic Investment Management
Douglas,
Isle Of Man
| $238M | +$29.5M | +14% | 10.8% | – | 36 | 58.33% | 0.5 |
|
| 2750 |
2750
Probity Advisors
Dallas,
Texas
| $238M | +$6.03M | +3% | 3.15% | 61.7% | 144 | 13.89% | 0.5 |
|