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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3401 |
ICM
3401
Indaba Capital Management
San Francisco,
California
| $247M | -$181M | -42% | 13.2% | 66.7% | 21 | 38.1% | 1.1 |
|
| 3402 |
3402
Ashburton (Jersey)
St Helier,
Jersey
| $247M | +$44M | +22% | 9.92% | – | 110 | 14.55% | 1.3 |
|
| 3403 |
DMK
3403
David M. Knott
| $247M | +$8.66M | +4% | 23% | 81% | 128 | 17.97% | 2.5 |
|
| 3404 |
3404
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
| $247M | +$8.77M | +4% | 5.23% | 12.8% | 118 | 6.78% | 3 |
|
| 3405 |
3405
Rock Point Advisors
Burlington,
Vermont
| $246M | +$24.8M | +11% | 7% | 82.8% | 86 | 19.77% | 3.1 |
|
| 3406 |
CT
3406
Chicago Trust
Grayslake,
Illinois
| $246M | +$8.88M | +4% | 7.66% | 96.7% | 193 | 9.33% | 3.2 |
|
| 3407 |
3407
RDA Financial Network
Akron,
Iowa
| $246M | +$11.5M | +5% | 6.89% | 93.4% | 264 | 11.74% | 0.6 |
|
| 3408 |
3408
Intellectus Partners
San Francisco,
California
| $246M | +$18.2M | +8% | 9.38% | 157% | 213 | 14.55% | 1.7 |
|
| 3409 |
3409
Stansberry Asset Management
Westlake,
Texas
| $246M | +$19.4M | +9% | 12.6% | 79.6% | 56 | 23.21% | 1.1 |
|
| 3410 |
AWW
3410
Alan W. Weber
| $245M | +$17.1M | +8% | 14.6% | 191% | 87 | 14.94% | 2.9 |
|
| 3411 |
3411
Steel Partners Holdings
New York
| $245M | -$33.1M | -12% | 9.76% | – | 6 | 16.67% | 4.6 |
|
| 3412 |
3412
Occidental Asset Management
Burlingame,
California
| $245M | +$6.65M | +3% | 5.12% | 82.5% | 151 | 5.96% | 2.8 |
|
| 3413 |
3413
StoneX Group
New York
| $245M | +$85.2M | +53% | 7.07% | 85.2% | 320 | 25% | 1.4 |
|
| 3414 |
3414
Rainier Group Investment Advisory
Bellevue,
Washington
| $245M | +$24.6M | +11% | 7.6% | 41.4% | 50 | 10% | 1.8 |
|
| 3415 |
3415
Montgomery Investment Management
Rockville,
Maryland
| $245M | +$11M | +5% | 6.93% | 105% | 91 | 3.3% | 5 |
|
| 3416 |
3416
Goldstein Munger & Associates
San Ramon,
California
| $245M | +$17.9M | +8% | 7.34% | 11.9% | 34 | 5.88% | 4.7 |
|
| 3417 |
3417
General Pension Society PZU Joint Stock
Warsaw,
Poland
| $245M | +$11.8M | +5% | 13.4% | 116% | 14 | 0% | 5.3 |
|
| 3418 |
3418
SFE Investment Counsel
Los Angeles,
California
| $245M | +$7.95M | +3% | 9.53% | 105% | 122 | 10.66% | 3.8 |
|
| 3419 |
3419
Hi-Line Capital Management
Watertown,
South Dakota
| $244M | +$20M | +9% | 9.56% | 57.5% | 30 | 10% | 0.9 |
|
| 3420 |
3420
Perkins Coie Trust Company
Seattle,
Washington
| $244M | +$18.3M | +8% | 7.85% | 83.2% | 328 | 11.59% | 4.3 |
|
| 3421 |
3421
Northstar Wealth Partners
West Hartford,
Connecticut
| $244M | +$16.2M | +7% | 7.58% | 36.2% | 186 | 6.45% | 1.9 |
|
| 3422 |
3422
White Pine Investment Company
Livonia,
Michigan
| $244M | +$23.8M | +11% | 7.81% | 73.3% | 66 | 9.09% | 3.2 |
|
| 3423 |
3423
Beck Bode LLC
Dedham,
Massachusetts
| $244M | +$15.9M | +7% | 9.22% | 155% | 78 | 28.21% | 0.6 |
|
| 3424 |
3424
Bridge City Capital
Lake Oswego,
Oregon
| $243M | +$11M | +5% | 7.9% | 120% | 96 | 13.54% | 2 |
|
| 3425 |
3425
Liberty Capital Management
Birmingham,
Michigan
| $243M | +$16.1M | +7% | 6.74% | – | 125 | 5.6% | 3.9 |
|