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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
Rockbridge Investment Management
Syracuse,
New York
| $424M | -$36.3M | -8% | 6.17% | 38.6% | 646 | 83.75% | 2 |
|
| 2777 |
2777
Viking Fund Management
Minot,
North Dakota
| $424M | -$8.1M | -2% | 5.18% | 105% | 120 | 7.5% | 3.5 |
|
| 2778 |
2778
Zevin Asset Management
Boston,
Massachusetts
| $423M | -$20M | -5% | 3.17% | 71.7% | 85 | 11.76% | 5.2 |
|
| 2779 |
2779
McMorgan & Co
San Francisco,
California
| $423M | -$23.5M | -5% | 4.75% | 30.1% | 57 | 14.04% | 1 |
|
| 2780 |
FPCM
2780
Financial Partners Capital Management
New York
| $423M | -$42.3M | -9% | 5.83% | 34.2% | 124 | 4.03% | 4.1 |
|
| 2781 |
2781
Kettle Hill Capital Management
New York
| $423M | +$25.3M | +6% | 6.07% | 37.4% | 90 | 70% | 0.3 |
|
| 2782 |
2782
Wallington Asset Management
Indianapolis,
Indiana
| $423M | -$70M | -14% | 3.73% | 108% | 86 | 11.63% | 4.2 |
|
| 2783 |
2783
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
| $423M | -$14.5M | -3% | 3.84% | 86.4% | 144 | 4.86% | 6.3 |
|
| 2784 |
2784
MPM BioImpact
Boston,
Massachusetts
| $422M | +$62.2M | +17% | 18.1% | 550% | 41 | 17.07% | 1.1 |
|
| 2785 |
2785
Mengis Capital Management
Portland,
Oregon
| $422M | -$33.2M | -7% | 3.41% | 104% | 168 | 4.17% | 4.8 |
|
| 2786 |
2786
GCM Grosvenor Holdings
Chicago,
Illinois
| $422M | -$20.1M | -5% | 9.87% | 78.7% | 15 | 20% | 0.2 |
|
| 2787 |
2787
Faithward Advisors
Lancaster,
Pennsylvania
| $422M | -$23.8M | -5% | 4.96% | 119% | 281 | 21.71% | 1.5 |
|
| 2788 |
2788
Claret Asset Management
Montreal,
Quebec, Canada
| $422M | -$41.8M | -9% | 6.53% | 73.3% | 154 | 5.19% | 3.2 |
|
| 2789 |
2789
Spirit of America Management Corp
Syosset,
New York
| $422M | -$18.3M | -4% | 2.65% | 113% | 239 | 1.67% | 5.3 |
|
| 2790 |
2790
Brasada Capital Management
Houston,
Texas
| $422M | -$23.9M | -5% | 2.05% | 76.5% | 142 | 21.83% | 2.3 |
|
| 2791 |
2791
Tarbox Family Office
Newport Beach,
California
| $422M | -$23.6M | -5% | 6.6% | 66.4% | 107 | 18.69% | 7.1 |
|
| 2792 |
2792
Summit Financial Strategies
Columbus,
Ohio
| $421M | -$5.9M | -1% | 6.23% | 59.4% | 127 | 13.39% | 2.7 |
|
| 2793 |
2793
World Investment Advisors
Santa Barbara,
California
| $421M | -$55M | -12% | 4.26% | 65.4% | 269 | 13.01% | 2.1 |
|
| 2794 |
2794
Robotti Robert
| $421M | +$12M | +3% | 2.18% | 107% | 73 | 12.33% | 3.8 |
|
| 2795 |
2795
Arkansas Financial Group
Little Rock,
Arkansas
| $421M | -$17.8M | -4% | 5.05% | 41.4% | 51 | 9.8% | 4.1 |
|
| 2796 |
2796
Wellington Shields Capital Management
New York
| $421M | -$385M | -48% | 5.4% | 137% | 322 | 12.11% | 3.9 |
|
| 2797 |
2797
Browning West
Los Angeles,
California
| $421M | +$45.9M | +12% | 7.05% | 96.8% | 2 | 0% | 1.8 |
|
| 2798 |
2798
Pier 88 Investment Partners
San Francisco,
California
| $421M | -$4.22M | -1% | 1.5% | 36.1% | 106 | 10.38% | 1.7 |
|
| 2799 |
2799
American Investment Services
Great Barrington,
Massachusetts
| $420M | -$18.5M | -4% | 7.24% | 63.1% | 126 | 8.73% | 4.8 |
|
| 2800 |
2800
Conversant Capital
Summit,
New Jersey
| $420M | -$17.7M | -4% | 0.55% | 228% | 21 | 23.81% | 0.5 |
|