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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2951 |
2951
Eagle Rock Investment Company
Atlanta,
Georgia
| $409M | -$63.7M | -13% | 11.7% | 121% | 127 | 14.17% | 0.4 |
|
| 2952 |
2952
Robotti Robert
| $409M | -$85.3M | -17% | 15.9% | 107% | 74 | 12.16% | 3.5 |
|
| 2953 |
2953
IMA Advisory Services
Denver,
Colorado
| $409M | -$27.1M | -6% | 14.2% | 74.5% | 342 | 16.67% | 3.1 |
|
| 2954 |
2954
Azora Capital LP
Miami,
Florida
| $408M | -$191M | -32% | 15% | 175% | 48 | 66.67% | 0.6 |
|
| 2955 |
2955
Realta Investment Advisors
Wilmington,
Delaware
| $408M | -$93.9M | -19% | 14.9% | 151% | 453 | 19.65% | 2 |
|
| 2956 |
2956
EAM Global Investors
Solana Beach,
California
| $407M | -$135M | -25% | 5.99% | 2,399% | 292 | 70.89% | 0.2 |
|
| 2957 |
PS
2957
Presima Securities
Montreal,
Quebec, Canada
| $407M | -$85.4M | -17% | 14.8% | 10.3% | 52 | 3.85% | 2.9 |
|
| 2958 |
2958
Siguler Guff Advisers
New York
| $407M | -$32.7M | -7% | 2.93% | 37.7% | 6 | 0% | 1 |
|
| 2959 |
2959
Wealth Advisory Solutions
Indiianapolis,
Indiana
| $406M | -$74.4M | -15% | 11.1% | 60.5% | 163 | 20.86% | 1.4 |
|
| 2960 |
RI
2960
RPTC Inc
Jackson,
Wyoming
| $406M | -$123M | -23% | 21.3% | 66.4% | 6 | 0% | 3.5 |
|
| 2961 |
2961
Avestar Capital
New York
| $406M | -$220M | -35% | 14.1% | 101% | 426 | 40.61% | 1.6 |
|
| 2962 |
2962
Marotta Asset Management
Charlottesville,
Virginia
| $406M | -$23.8M | -6% | 11.3% | 51% | 119 | 10.92% | 1.8 |
|
| 2963 |
2963
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
| $405M | +$94.6M | +30% | 11.1% | 76.1% | 236 | 40.25% | 3.2 |
|
| 2964 |
CM
2964
Capital Management
Glen Allen,
Virginia
| $405M | -$63.2M | -14% | 15.8% | 52.5% | 82 | 18.29% | 3.6 |
|
| 2965 |
2965
MidWestOne Financial Group
Iowa City,
Iowa
| $404M | -$60M | -13% | 11.1% | 62.7% | 242 | 9.92% | 2 |
|
| 2966 |
2966
5AM Venture Management
San Francisco,
California
| $404M | -$53.6M | -12% | 0.72% | 546% | 21 | 9.52% | 1.3 |
|
| 2967 |
JC
2967
JBF Capital
Aspen,
Colorado
| $404M | -$76.6M | -16% | 16.8% | 93.6% | 89 | 42.7% | 1.2 |
|
| 2968 |
2968
Wilsey Asset Management
San Diego,
California
| $404M | -$32M | -7% | 9.69% | 66.9% | 27 | 22.22% | 2.9 |
|
| 2969 |
2969
Buckhead Capital Management
Atlanta,
Georgia
| $404M | -$59M | -13% | 10.9% | 67.6% | 143 | 14.69% | 4.3 |
|
| 2970 |
2970
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| $404M | -$16.8M | -4% | 13.2% | 83% | 970 | 0.1% | 0.3 |
|
| 2971 |
2971
Untitled Investments
New York
| $403M | -$29.7M | -7% | 24.7% | 79.6% | 21 | 23.81% | 0.9 |
|
| 2972 |
2972
Klaas Financial Asset Advisors
Loves Park,
Illinois
| $403M | -$31.5M | -7% | 10.2% | 39.5% | 87 | 25.29% | 1.2 |
|
| 2973 |
2973
Divergent Wealth Advisors
South Jordan,
Utah
| $403M | -$79.1M | -16% | 13.4% | 14.7% | 19 | 10.53% | 3.4 |
|
| 2974 |
2974
CFO4Life Group
Coppell,
Texas
| $403M | -$73.6M | -15% | 15% | 56.7% | 166 | 19.28% | 2.7 |
|
| 2975 |
2975
Carolinas Wealth Consulting
Charlotte,
North Carolina
| $403M | -$49.9M | -11% | 15% | 24.6% | 975 | 8.21% | 1.7 |
|