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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2801 |
HIM
2801
Herald Investment Management
London,
United Kingdom
| $231M | -$38.5M | -14% | 0.74% | 493% | 87 | 13.79% | 2.5 |
|
| 2802 |
SC
2802
Stratford Consulting
Addison,
Texas
| $231M | +$5.89M | +3% | 1.33% | 8.23% | 56 | 5.36% | 2.9 |
|
| 2803 |
WIS
2803
Wright Investors Service
Shelton,
Connecticut
| $231M | -$8.85M | -4% | 7.05% | 146% | 252 | 30.56% | 1.7 |
|
| 2804 |
BCB
2804
Brian C. Broderick
| $231M | -$3.86M | -2% | 1.27% | 98.6% | 100 | 8% | 2.7 |
|
| 2805 |
CT
2805
Chicago Trust
Grayslake,
Illinois
| $230M | +$1.28M | +0.6% | 5.16% | 85.9% | 167 | 12.57% | 1.5 |
|
| 2806 |
VFP
2806
Verus Financial Partners
Richmond,
Virginia
| $230M | +$5.49M | +2% | 1.78% | 41.6% | 46 | 4.35% | 2.8 |
|
| 2807 |
FCMI
2807
Foresite Capital Management III
Larkspur,
California
| $230M | +$16.2M | +8% | 22.1% | 444% | 24 | 45.83% | 0.5 |
|
| 2808 |
PGA
2808
Portland Global Advisors
Portland,
Maine
| $230M | +$3.89M | +2% | 2.64% | 43.4% | 103 | 6.8% | 2.8 |
|
| 2809 |
KL
2809
KWMG LLC
Overland Park,
Kansas
| $230M | +$24.1M | +12% | 1.69% | 76.2% | 149 | 18.12% | 1.6 |
|
| 2810 |
EAMA
2810
EFG Asset Management (Americas)
Miami,
Florida
| $230M | -$6.76M | -3% | 1.76% | 112% | 128 | 28.13% | 1.6 |
|
| 2811 |
PFM
2811
Peak Financial Management
Wellesley,
Massachusetts
| $230M | -$1.36M | -0.6% | 2.36% | 51.8% | 44 | 40.91% | 0.5 |
|
| 2812 |
2812
Avidian Wealth Enterprises
Houston,
Texas
| $230M | -$17.1M | -7% | 2.22% | 71.7% | 104 | 47.12% | 0.8 |
|
| 2813 |
AIIMS
2813
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
| $229M | -$7.31M | -3% | 1.82% | 99.4% | 105 | 7.62% | 1.6 |
|
| 2814 |
ICM
2814
Indaba Capital Management
San Francisco,
California
| $229M | -$20.9M | -8% | 2.84% | 66.7% | 15 | 33.33% | 0.9 |
|
| 2815 |
HCM
2815
Harvest Capital Management
Concord,
New Hampshire
| $228M | +$9.05M | +4% | 0.64% | 19.5% | 89 | 4.49% | 2.4 |
|
| 2816 |
PAS
2816
Point72 Asia (Singapore)
Singapore
| $228M | +$7.91M | +4% | 20% | – | 28 | 71.43% | 0.2 |
|
| 2817 |
SAM
2817
Shikiar Asset Management
New York
| $228M | +$2.83M | +1% | 3.53% | 97.8% | 121 | 16.53% | 1.8 |
|
| 2818 |
PFBT
2818
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $228M | +$10.2M | +5% | 2.13% | 73.6% | 1,593 | 35.97% | 0.9 |
|
| 2819 |
HAM
2819
Harber Asset Management
Asheville,
North Carolina
| $228M | +$30.1M | +15% | 0.21% | 63.6% | 56 | 37.5% | 1.1 |
|
| 2820 |
CL
2820
Chubb Ltd
Zurich,
Switzerland
| $228M | +$7.28M | +3% | 5.15% | 64.2% | 26 | 11.54% | 0.7 |
|
| 2821 |
TL
2821
TowerView LLC
New York
| $228M | +$10.1M | +5% | 4.66% | 17.9% | 30 | 16.67% | 2.1 |
|
| 2822 |
AC
2822
Alley Company
Lake Forest,
Illinois
| $228M | +$3.3M | +1% | 2.47% | 88.2% | 81 | 8.64% | 2.7 |
|
| 2823 |
FLAM
2823
First Light Asset Management
Edina,
Minnesota
| $228M | -$4.71M | -2% | 4.36% | 364% | 75 | 38.67% | 1.9 |
|
| 2824 |
SFWA
2824
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| $227M | -$3.43M | -1% | 2.41% | 71.4% | 154 | 14.29% | 1.3 |
|
| 2825 |
TMNFIC
2825
Tokio Marine & Nichido Fire Insurance Company
Tokyo,
Japan
| $227M | +$24.3M | +12% | 3.6% | – | 6 | 16.67% | 1.8 |
|