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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%
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250
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2,500
5,000
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50
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250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover | |
|---|---|---|---|---|---|---|---|---|---|
| 2826 |
AAM
2826
Auxier Asset Management
Aurora,
Oregon
| $681M | +$9.85M | +1% | 4.75% | 71.7% | 179 | 7.26% |
|
| 2827 |
DIA
2827
Dean Investment Associates
Beavercreek,
Ohio
| $680M | +$2.83M | +0.4% | 2.41% | 63.5% | 223 | 13.45% |
|
| 2828 |
OTL
2828
Oak Thistle LLC
New York
| $679M | +$182M | +37% | 9.61% | 59% | 635 | 67.4% |
|
| 2829 |
MC
2829
McMorgan & Co
San Francisco,
California
| $678M | +$53.5M | +9% | 5.09% | 30.1% | 59 | 6.78% |
|
| 2830 |
FPF
2830
First Pacific Financial
Vancouver,
Washington
| $678M | +$186M | +38% | 6.25% | 48.5% | 615 | 37.4% |
|
| 2831 |
SL
2831
Sonnipe Ltd
Douglas,
Isle Of Man
| $678M | -$99.5M | -13% | 29.3% | 57.8% | 2 | 50% |
|
| 2832 |
ICM
2832
Irenic Capital Management
New York
| $678M | +$18M | +3% | 10.1% | 93.6% | 27 | 40.74% |
|
| 2833 |
SBFM
2833
S-Bank Fund Management
Helsinki,
Finland
| $677M | +$146M | +28% | 15.1% | – | 235 | 29.36% |
|
| 2834 |
CAM
2834
Covenant Asset Management
Chester,
New Jersey
| $677M | +$223M | +49% | 25.8% | 158% | 172 | 11.63% |
|
| 2835 |
REAM
2835
Ripple Effect Asset Management
New York
| $676M | +$329M | +95% | 31.4% | – | 53 | 79.25% |
|
| 2836 |
PWG
2836
Portside Wealth Group
Provo,
Utah
| $675M | +$61.8M | +10% | 10.1% | 81.1% | 480 | 16.04% |
|
| 2837 |
MA
2837
MJP Associates
Farmington,
Connecticut
| $675M | +$120M | +22% | 7.58% | 60.9% | 247 | 15.38% |
|
| 2838 |
NC
2838
Nitorum Capital
New York
| $674M | -$37.4M | -5% | 2.8% | 87.1% | 28 | 0% |
|
| 2839 |
SSA
2839
South Street Advisors
New York
| $674M | +$62.5M | +10% | 16.5% | 169% | 69 | 13.04% |
|
| 2840 |
HIM
2840
Herald Investment Management
London,
United Kingdom
| $674M | +$141M | +26% | 36.7% | 493% | 96 | 3.13% |
|
| 2841 |
HAIM
2841
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
| $674M | +$26.2M | +4% | 7.74% | 76.1% | 261 | 9.2% |
|
| 2842 |
NA
2842
Nottingham Advisors
Amherst,
New York
| $674M | +$19.8M | +3% | 6.54% | 44.3% | 123 | 14.63% |
|
| 2843 |
JGUA
2843
John G. Ullman & Associates
Corning,
New York
| $674M | +$25.5M | +4% | 13.4% | 156% | 180 | 8.89% |
|
| 2844 |
MTCM
2844
Mint Tower Capital Management
Amsterdam,
Netherlands
| $674M | +$391M | +138% | 13.8% | 40% | 205 | 49.76% |
|
| 2845 |
SLG
2845
Stanley-Laman Group
Berwyn,
Pennsylvania
| $673M | +$23.4M | +4% | 10.5% | 124% | 310 | 17.74% |
|
| 2846 |
AHSW
2846
Adventist Health System West
Roseville,
California
| $673M | +$39.6M | +6% | 10.1% | 60.2% | 9 | 22.22% |
|
| 2847 |
BEC
2847
Blue Edge Capital
Richmond,
Virginia
| $673M | +$49.8M | +8% | 9.2% | 67.4% | 117 | 8.55% |
|
| 2848 |
APG
2848
Abacus Planning Group
Columbia,
South Carolina
| $672M | +$102M | +18% | 7.19% | 59.1% | 260 | 13.46% |
|
| 2849 |
IA
2849
Intellus Advisors
Naples,
Florida
| $671M | +$98.6M | +17% | 11.7% | – | 143 | 21.68% |
|
| 2850 |
LA
2850
Lifeworks Advisors
Grand Rapids,
Michigan
| $671M | +$68.9M | +11% | 7.57% | 80.4% | 334 | 14.37% |
|