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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3326 |
3326
Harfst & Associates
Sheridan,
Wyoming
| $376M | +$27M | +8% | 9.74% | 88.1% | 105 | 19.05% | 4.6 |
|
| 3327 |
3327
AXS Investments
Port Chester,
New York
| $375M | +$72.3M | +24% | 8.94% | 104% | 487 | 37.99% | 0.7 |
|
| 3328 |
3328
Barometer Capital Management
Toronto,
Ontario, Canada
| $375M | -$15.2M | -4% | 14.6% | 339% | 161 | 55.9% | 0.4 |
|
| 3329 |
3329
Davide Leone & Partners Investment Company
London,
United Kingdom
| $374M | +$291M | +346% | 13% | 64.1% | 6 | 50% | 1.6 |
|
| 3330 |
3330
EVR Research
Richmond,
Virginia
| $374M | -$27.3M | -7% | 3.15% | 165% | 43 | 46.51% | 0.7 |
|
| 3331 |
NIC
3331
Northwest Investment Counselors
Lake Oswego,
Oregon
| $374M | +$15.2M | +4% | 6.8% | 32.4% | 604 | 17.38% | 2.8 |
|
| 3332 |
3332
Kowal Investment Group
Brookfield,
Wisconsin
| $374M | +$21.1M | +6% | 3.43% | 21.1% | 171 | 17.54% | 1.5 |
|
| 3333 |
3333
Farmers & Merchants Trust Company
Long Beach,
California
| $374M | +$13M | +4% | 6.62% | 79.8% | 186 | 5.91% | 3.1 |
|
| 3334 |
3334
Retirement Income Solutions
Ann Arbor,
Michigan
| $374M | +$30.7M | +9% | 6.95% | 60.8% | 143 | 9.09% | 2.6 |
|
| 3335 |
3335
BCM Advisors
Lafayette,
Louisiana
| $373M | +$3.61M | +1% | 0.64% | 59.3% | 63 | 7.94% | 3.4 |
|
| 3336 |
AAM
3336
AR Asset Management
West Hollywood,
California
| $373M | +$1.15M | +0.3% | 4.7% | 64.9% | 114 | 5.26% | 7.4 |
|
| 3337 |
3337
Paradigm Asset Management
New York
| $373M | +$8.4M | +2% | 3.2% | 73.8% | 587 | 30.32% | 1.6 |
|
| 3338 |
3338
America First Investment Advisors
Omaha,
Nebraska
| $372M | +$22.7M | +7% | 9.18% | 78.2% | 99 | 1.01% | 5 |
|
| 3339 |
3339
CMH Wealth Management
Portsmouth,
New Hampshire
| $372M | +$25.6M | +7% | 10.1% | 88% | 48 | 8.33% | 3.8 |
|
| 3340 |
3340
Cubic Asset Management
Boston,
Massachusetts
| $372M | +$14.1M | +4% | 6.44% | 40.5% | 202 | 4.46% | 5.5 |
|
| 3341 |
3341
Kora Management
Brooklyn,
New York
| $372M | -$63.6M | -15% | 3.01% | 307% | 5 | 20% | 1.8 |
|
| 3342 |
3342
JT Stratford LLC
Gainesville,
Georgia
| $371M | +$23.6M | +7% | 6.22% | 103% | 251 | 20.72% | 2.3 |
|
| 3343 |
3343
FTV Management Company
San Francisco,
California
| $371M | +$34.9M | +10% | 6.58% | 15.1% | 2 | 0% | 1.6 |
|
| 3344 |
3344
Tobias Financial Advisors
Plantation,
Florida
| $371M | +$30.2M | +9% | 2.83% | 44.5% | 100 | 18% | 1.1 |
|
| 3345 |
3345
Kerrisdale Advisers
Miami,
Florida
| $371M | +$33.2M | +10% | 1.79% | 78.8% | 101 | 34.65% | 0.8 |
|
| 3346 |
CCM
3346
Contrarian Capital Management
Greenwich,
Connecticut
| $371M | -$16.2M | -4% | 3.37% | 29.4% | 35 | 8.57% | 1.9 |
|
| 3347 |
3347
Angelo Gordon & Co
New York
| $371M | -$29.3M | -7% | 9.24% | 90.1% | 123 | 33.33% | 0.6 |
|
| 3348 |
3348
CRA Financial Services
Northfield,
New Jersey
| $370M | +$33.3M | +10% | 9.34% | 91.9% | 220 | 12.73% | 2.8 |
|
| 3349 |
3349
Trivium Point Advisory
Westport,
Connecticut
| $370M | -$529K | -0.1% | 6.12% | 106% | 206 | 14.56% | 2.6 |
|
| 3350 |
3350
Stanley Capital Management
Houston,
Texas
| $369M | +$34.6M | +10% | 12.2% | 158% | 44 | 11.36% | 3.7 |
|