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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2776 |
2776
Chicago Partners Investment Group
Chicago,
Illinois
| $220M | -$6.68M | -3% | 3.19% | 75.8% | 526 | 23.76% | 0.4 |
|
| 2777 |
SGK
2777
Steigerwald Gordon & Koch
Leesburg,
Virginia
| $220M | +$4.66M | +2% | 0.1% | 59.5% | 53 | 7.55% | 1.6 |
|
| 2778 |
CC
2778
Cambrian Capital
San Francisco,
California
| $219M | -$59.5M | -21% | 0.29% | 17.3% | 48 | 16.67% | 1.3 |
|
| 2779 |
SAM
2779
Shikiar Asset Management
New York
| $219M | -$10.6M | -5% | 0.69% | 97.8% | 119 | 21.85% | 1.3 |
|
| 2780 |
HI
2780
Hudock Inc
Williamsport,
Pennsylvania
| $219M | -$6.56M | -3% | 1.77% | 69.7% | 641 | 10.3% | 1.5 |
|
| 2781 |
CCM
2781
Chicago Capital Management
Chicago,
Illinois
| $219M | -$18.9M | -8% | 8.28% | 295% | 53 | 64.15% | 0.1 |
|
| 2782 |
ACM
2782
Argyle Capital Management
Center Valley,
Pennsylvania
| $219M | -$4.96M | -2% | 0.78% | 95.8% | 114 | 0.88% | 1.8 |
|
| 2783 |
HP
2783
Harbourvest Partners
Boston,
Massachusetts
| $218M | +$42.1M | +24% | 11.3% | 8.96% | 27 | 48.15% | 0.4 |
|
| 2784 |
2784
Sessa Capital
New York
| $218M | -$5.07M | -2% | 0.34% | 147% | 33 | 33.33% | 0.4 |
|
| 2785 |
UF
2785
Univest Financial
Souderton,
Pennsylvania
| $218M | -$4.93M | -2% | 0.44% | 82.6% | 91 | 7.69% | 1.6 |
|
| 2786 |
CYG
2786
Clean Yield Group
Norwich,
Vermont
| $218M | -$15.6M | -7% | 2.77% | 65% | 360 | 66.11% | 1.6 |
|
| 2787 |
GAAM
2787
Guinness Atkinson Asset Management
Pasadena,
California
| $218M | -$4.58M | -2% | 0.26% | 132% | 69 | 0% | 1.8 |
|
| 2788 |
NCIM
2788
New Century Investment Management
Southfield,
Michigan
| $217M | +$1.38M | +0.6% | 5.57% | 103% | 109 | 39.45% | 0.8 |
|
| 2789 |
MCM
2789
Marathon Capital Management
Hunt Valley,
Maryland
| $217M | -$8.68M | -4% | 0.53% | 70.9% | 106 | 15.09% | 1.4 |
|
| 2790 |
SCM
2790
Stonerise Capital Management
San Francisco,
California
| $216M | -$12M | -5% | 2.35% | 0.77% | 9 | 0% | 1.3 |
|
| 2791 |
2791
NorthRock Partners
Minneapolis,
Minnesota
| $216M | +$48.1M | +29% | 1.77% | 62.8% | 52 | 25% | 0.4 |
|
| 2792 |
F
2792
Filament
Seattle,
Washington
| $216M | -$5.82M | -3% | 0.96% | 46.9% | 43 | 11.63% | 1.2 |
|
| 2793 |
LYV
2793
Live Your Vision
West Conshohocken,
Pennsylvania
| $216M | +$5.02M | +2% | 1.4% | 17.9% | 68 | 14.71% | 1.2 |
|
| 2794 |
SAM
2794
Shamrock Asset Management
Dallas,
Texas
| $216M | -$36M | -14% | 0.93% | 31% | 320 | 20.63% | 1.1 |
|
| 2795 |
LCM
2795
Lionstone Capital Management
New York
| $216M | +$1.48M | +0.7% | 1.28% | 74.1% | 15 | 6.67% | 1.7 |
|
| 2796 |
HM
2796
Heronetta Management
New York
| $215M | -$1.14M | -0.5% | 6.43% | 59.7% | 39 | 10.26% | 1.6 |
|
| 2797 |
EGA
2797
Emerging Global Advisors
New York
| $215M | -$58.3M | -21% | 1.37% | 0.93% | 28 | 0% | 1.2 |
|
| 2798 |
NCMW
2798
Northern Capital Management (Wisconsin)
Madison,
Wisconsin
| $215M | +$6.71M | +3% | 0.3% | 12.8% | 151 | 19.87% | 1.2 |
|
| 2799 |
TCMG
2799
TSP Capital Management Group
Summit,
New Jersey
| $215M | -$3.44M | -2% | 1.26% | 186% | 79 | 100% | 0.5 |
|
| 2800 |
HP
2800
Harvey Partners
Tarrytown,
New York
| $215M | -$36.3M | -14% | 7.45% | 174% | 55 | 40% | 0.7 |
|