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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3151 |
3151
Y-Intercept (HK)
Hong Kong
| $437M | +$15.8M | +4% | 3.59% | 41.6% | 1,022 | 78.18% | 0.1 |
|
| 3152 |
3152
12th Street Asset Management Company
Nashville,
Tennessee
| $437M | -$40.5M | -8% | 1.12% | 106% | 32 | 12.5% | 2.7 |
|
| 3153 |
3153
Alera Investment Advisors
Deerfield,
Illinois
| $437M | +$72M | +20% | 4.96% | 28.9% | 190 | 51.05% | 1.1 |
|
| 3154 |
3154
Ferris Capital
Marlborough,
Massachusetts
| $437M | -$22.9M | -5% | 3.75% | 67% | 198 | 5.05% | 0.8 |
|
| 3155 |
3155
Cyrus J. Lawrence
New York
| $437M | – | – | 6.44% | – | 268 | – | 0 |
|
| 3156 |
3156
Sharkey, Howes & Javer
Denver,
Colorado
| $437M | -$5.89M | -1% | 4.51% | 60.2% | 85 | 10.59% | 2.8 |
|
| 3157 |
SM
3157
Sciencast Management
Princeton,
New Jersey
| $436M | -$132M | -23% | 3.55% | 72.5% | 817 | 80.91% | 0.1 |
|
| 3158 |
3158
Principal Street Partners
Memphis,
Tennessee
| $436M | +$20.7M | +5% | 0.48% | 91% | 234 | 27.35% | 1.4 |
|
| 3159 |
3159
Wilsey Asset Management
San Diego,
California
| $436M | -$5.4M | -1% | 0.52% | 66.9% | 25 | 16% | 3 |
|
| 3160 |
3160
Howard Capital Management
Roswell,
Georgia
| $436M | -$375M | -46% | 11% | 144% | 80 | 57.5% | 1.2 |
|
| 3161 |
3161
IMA Advisory Services
Denver,
Colorado
| $436M | -$17.2M | -4% | 3.29% | 74.5% | 318 | 5.97% | 3.2 |
|
| 3162 |
3162
FinTrust Capital Advisors
Greenville,
South Carolina
| $436M | +$17.3M | +4% | 2.66% | 23.6% | 1,341 | 16.18% | 2.1 |
|
| 3163 |
ECM
3163
EagleClaw Capital Management
Boston,
Massachusetts
| $435M | -$20.9M | -5% | 2.3% | 104% | 144 | 7.64% | 4.9 |
|
| 3164 |
3164
MayTech Global Investments
New York
| $435M | -$61.9M | -12% | 9.41% | 158% | 100 | 26% | 2.1 |
|
| 3165 |
3165
Bridgeworth
Birmingham,
Alabama
| $435M | -$18.2M | -4% | 3.86% | 19.3% | 159 | 15.09% | 2.9 |
|
| 3166 |
3166
Capital Advantage
Walnut Creek,
California
| $435M | +$17.6M | +4% | 3.61% | 49.2% | 54 | 31.48% | 4.2 |
|
| 3167 |
3167
Klaas Financial Asset Advisors
Loves Park,
Illinois
| $435M | -$7.94M | -2% | 5.69% | 39.5% | 87 | 18.39% | 1.2 |
|
| 3168 |
3168
Coastal Bridge Advisors
Westport,
Connecticut
| $434M | -$45.8M | -10% | 2.59% | 88.1% | 233 | 35.19% | 2.8 |
|
| 3169 |
3169
400 Capital Management
New York
| $434M | +$297M | +216% | 8.98% | – | 19 | 68.42% | 0.1 |
|
| 3170 |
FC
3170
Full18 Capital
Westport,
Connecticut
| $434M | +$198M | +84% | 6.08% | – | 140 | 73.57% | 0.4 |
|
| 3171 |
3171
Aaron Wealth Advisors
Chicago,
Illinois
| $434M | +$75.8M | +21% | 4.24% | 108% | 932 | 81.33% | 0.2 |
|
| 3172 |
3172
Untitled Investments
New York
| $433M | -$34M | -7% | 13.4% | 79.6% | 22 | 31.82% | 0.7 |
|
| 3173 |
RIM
3173
Regent Investment Management
Louisville,
Kentucky
| $432M | -$26.5M | -6% | 2.69% | 44% | 225 | 8.89% | 5.2 |
|
| 3174 |
3174
Lodbrok Capital
London,
United Kingdom
| $432M | +$188M | +77% | 26.5% | 25.9% | 5 | 40% | 0.3 |
|
| 3175 |
3175
Smith Anglin Financial
Dallas,
Texas
| $432M | -$154M | -26% | 0.86% | 52.8% | 160 | 23.13% | 1 |
|