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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2826 |
2826
Murchinson
Toronto,
Ontario, Canada
| $524M | -$530M | -50% | 10.1% | 107% | 183 | 60.11% | 0.3 |
|
| 2827 |
2827
Nan Fung Trinity
Central, Hong Kong,
Hong Kong
| $523M | +$63.4M | +14% | 7.6% | 82.3% | 33 | 18.18% | 1.3 |
|
| 2828 |
2828
HeadInvest LLC
Portland,
Maine
| $523M | -$40.4M | -7% | 4.25% | 59.1% | 238 | 5.88% | 4.1 |
|
| 2829 |
IIA
2829
IPG Investment Advisors
San Diego,
California
| $523M | -$29.5M | -5% | 9.25% | 126% | 233 | 38.2% | 1.4 |
|
| 2830 |
2830
Hefren-Tillotson
Pittsburgh,
Pennsylvania
| $523M | -$33.7M | -6% | 5.13% | 40% | 13 | 0% | 4.8 |
|
| 2831 |
2831
Zevin Asset Management
Boston,
Massachusetts
| $522M | -$32.7M | -6% | 4.12% | 71.7% | 98 | 11.22% | 4.6 |
|
| 2832 |
2832
IBEX Wealth Advisors
Bedminster,
New Jersey
| $522M | -$42.6M | -8% | 1.6% | 221% | 210 | 27.14% | 1.5 |
|
| 2833 |
2833
Valley National Advisers
Bethlehem,
Pennsylvania
| $522M | -$19.9M | -4% | 3.43% | 87.2% | 1,023 | 9.58% | 3.7 |
|
| 2834 |
TIM
2834
Total Investment Management
Scottsdale,
Arizona
| $522M | -$83.8M | -14% | 4.37% | 44.4% | 79 | 16.46% | 2 |
|
| 2835 |
2835
Mengis Capital Management
Portland,
Oregon
| $522M | -$10.9M | -2% | 0.19% | 104% | 188 | 6.91% | 4.1 |
|
| 2836 |
2836
Formidable Asset Management
Cincinnati,
Ohio
| $522M | +$471K | +0.1% | 2.8% | 52.2% | 371 | 18.6% | 1.4 |
|
| 2837 |
2837
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| $521M | +$191M | +58% | 9.16% | 82.6% | 220 | 16.82% | 4.2 |
|
| 2838 |
2838
Intersect Capital
San Ramon,
California
| $521M | -$21.2M | -4% | 3.26% | 57.2% | 475 | 17.89% | 2.1 |
|
| 2839 |
2839
Incline Global Management
New York
| $520M | +$45.9M | +10% | 10.4% | 40.1% | 25 | 20% | 1.4 |
|
| 2840 |
2840
Northwest Bancshares
Warren,
Pennsylvania
| $520M | +$11.3M | +2% | 1.42% | 84.8% | 225 | 15.56% | 2.6 |
|
| 2841 |
2841
Claret Asset Management
Montreal,
Quebec, Canada
| $520M | -$20.8M | -4% | 2.45% | 73.3% | 179 | 17.88% | 2.9 |
|
| 2842 |
VCM
2842
V3 Capital Management
Dallas,
Texas
| $518M | -$175M | -25% | 3.75% | 20.5% | 16 | 43.75% | 1.2 |
|
| 2843 |
2843
Sycamore Partners Management
New York
| $518M | -$296M | -36% | 37.7% | 31.8% | 2 | 50% | 0.1 |
|
| 2844 |
2844
Chatham Capital Group
Savannah,
Georgia
| $517M | -$36.8M | -7% | 3.68% | 97% | 198 | 13.13% | 4.5 |
|
| 2845 |
2845
Amarillo National Bank
Amarillo,
Texas
| $517M | +$5.83M | +1% | 4.34% | 63.5% | 108 | 5.56% | 4.7 |
|
| 2846 |
2846
Live Oak Private Wealth
Wilmington,
North Carolina
| $517M | -$17.8M | -3% | 1.69% | 65% | 183 | 12.02% | 1.6 |
|
| 2847 |
2847
Faithward Advisors
Lancaster,
Pennsylvania
| $516M | -$10.9M | -2% | 3.81% | 119% | 305 | 18.03% | 1.1 |
|
| 2848 |
2848
SB Management
Abu Dhabi,
United Arab Emirates
| $516M | -$496M | -49% | 22.6% | – | 26 | 23.08% | 0.7 |
|
| 2849 |
2849
Chemung Canal Trust
Elmira,
New York
| $516M | -$38M | -7% | 0.54% | 80.9% | 127 | 7.09% | 5.5 |
|
| 2850 |
2850
Moloney Securities Asset Management
Manchester,
Missouri
| $515M | -$73.5M | -12% | 2.5% | 86% | 489 | 21.88% | 2.5 |
|