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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
Mirador Capital Partners
Pleasanton,
California
| $415M | -$8.98M | -2% | 2.31% | 120% | 205 | 16.1% | 3 |
|
| 2827 |
2827
Tufton Capital Management
Hunt Valley,
Maryland
| $414M | -$121M | -23% | 6.87% | 96.1% | 114 | 2.63% | 6.5 |
|
| 2828 |
2828
Basso Capital Management
Stamford,
Connecticut
| $414M | -$539M | -57% | 0.58% | 85.5% | 680 | 47.65% | 0.8 |
|
| 2829 |
2829
Dimension Capital Management
Coral Gables,
Florida
| $413M | -$30.3M | -7% | 6.75% | 65.5% | 113 | 15.93% | 3 |
|
| 2830 |
2830
Arbor Investment Advisors
Winston Salem,
North Carolina
| $413M | -$53.9M | -12% | 6.38% | 48.5% | 109 | 27.52% | 4.4 |
|
| 2831 |
2831
Arcadia Investment Management
Kalamazoo,
Michigan
| $413M | -$35.2M | -8% | 3.76% | 83.5% | 290 | 3.45% | 4.7 |
|
| 2832 |
RL
2832
RPO LLC
Stamford,
Connecticut
| $413M | +$14.3M | +4% | 1.19% | 66.2% | 251 | 54.98% | 0.3 |
|
| 2833 |
2833
Moloney Securities Asset Management
Manchester,
Missouri
| $413M | -$13.9M | -3% | 5.1% | 86% | 419 | 15.51% | 2.9 |
|
| 2834 |
2834
Financial Planning & Information Services
De Pere,
Wisconsin
| $413M | +$2.87M | +0.7% | 5.74% | 13% | 78 | 10.26% | 4.7 |
|
| 2835 |
2835
Teton Advisors
Rye,
New York
| $413M | -$59.8M | -13% | 3.15% | 139% | 299 | 8.7% | 6 |
|
| 2836 |
2836
Regis Management Company
Menlo Park,
California
| $412M | -$34M | -8% | 5.57% | 5.33% | 57 | 8.77% | 5.8 |
|
| 2837 |
2837
Cohanzick Management
Pleasantville,
New York
| $412M | +$58.3M | +16% | 0.74% | 1.18% | 412 | 35.68% | 0.6 |
|
| 2838 |
2838
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
| $412M | -$25.3M | -6% | 5.28% | 55.7% | 123 | 3.25% | 7.6 |
|
| 2839 |
2839
Pacific Global Investment Management
Glendale,
California
| $412M | -$12.5M | -3% | 3.43% | 48% | 215 | 10.23% | 5.5 |
|
| 2840 |
2840
Kerrisdale Advisers
Miami,
Florida
| $412M | +$94.1M | +30% | 5.92% | 78.8% | 89 | 29.21% | 0.5 |
|
| 2841 |
2841
Roble Belko & Company
Sewickley,
Pennsylvania
| $412M | -$28.5M | -6% | 6.37% | 53.3% | 356 | 8.43% | 4.1 |
|
| 2842 |
2842
Noked Israel
Ramat Hasharon,
Israel
| $411M | -$24.2M | -6% | 5.36% | 265% | 62 | 45.16% | 0.6 |
|
| 2843 |
JCM
2843
JS Capital Management
New York
| $411M | -$196M | -32% | 15.6% | 52.4% | 22 | 31.82% | 1.4 |
|
| 2844 |
2844
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $410M | -$82.2M | -17% | 5.65% | 97.3% | 2,142 | 80.91% | 3.7 |
|
| 2845 |
2845
Citizens Business Bank
Ontario,
California
| $410M | -$294M | -42% | 4.3% | 108% | 245 | 53.06% | 6.1 |
|
| 2846 |
2846
Procyon Advisors
Shelton,
Connecticut
| $409M | -$45.1M | -10% | 5.48% | 92.3% | 338 | 11.83% | 1.8 |
|
| 2847 |
2847
Well Done LLC
Holland,
Michigan
| $409M | -$45.6M | -10% | 5.59% | 80.4% | 182 | 15.38% | 3.3 |
|
| 2848 |
2848
RMR Wealth Builders
Montclair,
New Jersey
| $409M | +$7.5M | +2% | 4.67% | 91.7% | 216 | 19.91% | 1.3 |
|
| 2849 |
2849
Hunter Perkins Capital Management
Lombard,
Illinois
| $409M | -$25.8M | -6% | 5.96% | 58% | 101 | 30.69% | 1.3 |
|
| 2850 |
2850
Sanders Morris Harris
Houston,
Texas
| $408M | -$48.8M | -11% | 5.24% | 85.8% | 319 | 18.18% | 2 |
|