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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3276 |
3276
Hillman Company
Pittsburgh,
Pennsylvania
| $391M | +$152M | +64% | 8.43% | 134% | 15 | 46.67% | 0.9 |
|
| 3277 |
3277
American Financial Group
Cincinnati,
Ohio
| $391M | -$210M | -35% | 5.43% | 32.5% | 97 | 13.4% | 3.6 |
|
| 3278 |
3278
Renaissance Investment Group
Lenox,
Massachusetts
| $391M | +$27.9M | +8% | 8.11% | 99.6% | 90 | 11.11% | 4.5 |
|
| 3279 |
3279
Steel Partners Holdings
New York
| $390M | +$110M | +39% | 48.2% | – | 3 | 0% | 6.4 |
|
| 3280 |
3280
Gilman Hill Asset Management
New Canaan,
Connecticut
| $390M | +$29.2M | +8% | 6.17% | 54.2% | 193 | 8.81% | 3.7 |
|
| 3281 |
3281
Cypress Asset Management
Houston,
Texas
| $390M | +$29.3M | +8% | 9.05% | 141% | 138 | 4.35% | 4.4 |
|
| 3282 |
BCA
3282
Bray Capital Advisors
Naples,
Florida
| $390M | +$26.8M | +7% | 6.92% | 36.6% | 270 | 3.33% | 3.5 |
|
| 3283 |
CCPM
3283
Cooper Creek Partners Management
New York
| $390M | +$35.6M | +10% | 14% | 86.4% | 122 | 41.8% | 0.6 |
|
| 3284 |
OPPTF
3284
OPSEU Pension Plan Trust Fund
Toronto,
Ontario, Canada
| $390M | +$3.31M | +0.9% | 7.08% | 13.4% | 306 | 25.82% | 1 |
|
| 3285 |
LA
3285
Lynch & Associates
Newburgh,
Indiana
| $390M | +$19.4M | +5% | 5.2% | 73.5% | 108 | 4.63% | 5.7 |
|
| 3286 |
3286
New Leaf Venture Partners
New York
| $390M | -$40.1M | -9% | 7.32% | 3.91% | 19 | 5.26% | 2.5 |
|
| 3287 |
3287
SOA Wealth Advisors
New York
| $389M | +$31.7M | +9% | 8.36% | 79.1% | 1,000 | 10.3% | 0.5 |
|
| 3288 |
AIS
3288
AM Investment Strategies
Chattanooga,
Tennessee
| $389M | +$29.9M | +8% | 6.69% | 121% | 105 | 7.62% | 0.6 |
|
| 3289 |
3289
Cyrus Capital Partners
New York
| $389M | -$21.1M | -5% | 31.2% | 163% | 17 | 41.18% | 1.9 |
|
| 3290 |
3290
JCIC Asset Management
Toronto,
Ontario, Canada
| $389M | +$104M | +37% | 9.24% | – | 126 | 1.59% | 2.6 |
|
| 3291 |
3291
Financial Management Professionals
Austin,
Texas
| $388M | +$14.8M | +4% | 4.94% | 67.3% | 992 | 38.31% | 1.7 |
|
| 3292 |
3292
Source Financial Advisors
New York
| $388M | +$13.6M | +4% | 5.83% | 18.5% | 115 | 13.04% | 0.5 |
|
| 3293 |
3293
Sanford Advisory Services
Portage,
Michigan
| $388M | +$29.6M | +8% | 6.84% | – | 110 | 9.09% | 0.4 |
|
| 3294 |
ASM
3294
ATW SPAC Management
New York
| $388M | – | – | 2.58% | 68.7% | 129 | – | 0 |
|
| 3295 |
3295
Financial Partners Group (Kansas)
Overland Park,
Kansas
| $388M | +$35.8M | +10% | 7.1% | 76.7% | 155 | 14.84% | 1.4 |
|
| 3296 |
3296
Martin Investment Management
Palm Beach Gardens,
Florida
| $388M | +$34.2M | +10% | 8.5% | 44% | 53 | 5.66% | 3.5 |
|
| 3297 |
3297
WrapManager Inc
Mill Valley,
California
| $388M | +$27.8M | +8% | 6.19% | 64.6% | 312 | 14.42% | 2.4 |
|
| 3298 |
PWS
3298
Private Wealth Strategies
New Albany,
Ohio
| $388M | +$26.7M | +7% | 5.96% | 18.8% | 77 | 11.69% | 1.2 |
|
| 3299 |
3299
D'Orazio & Associates
Falls Church,
Virginia
| $388M | +$29.9M | +8% | 4.31% | 61.2% | 432 | 20.83% | 3.4 |
|
| 3300 |
3300
Laidlaw Wealth Management
New York City,
New York
| $388M | +$95.1M | +32% | 8.34% | 150% | 282 | 28.72% | 0.7 |
|