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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3451 |
3451
Tucker Asset Management
Littleton,
Colorado
| $310M | -$10.5M | -3% | 1.05% | 64.2% | 712 | 35.53% | 0.8 |
|
| 3452 |
3452
Marathon Capital Management
Hunt Valley,
Maryland
| $310M | -$38.8M | -11% | 16.4% | 74% | 149 | 39.6% | 2.1 |
|
| 3453 |
3453
Princeton Global Asset Management
Princeton,
New Jersey
| $309M | -$50.6M | -14% | 11.1% | 110% | 616 | 9.58% | 2.1 |
|
| 3454 |
3454
B&I Capital
Zurich,
Switzerland
| $309M | -$72.9M | -19% | 19% | 30.5% | 35 | 22.86% | 1.1 |
|
| 3455 |
PTB
3455
Pioneer Trust Bank
Salem,
Oregon
| $309M | -$57.5M | -16% | 13.6% | 61.4% | 72 | 6.94% | 6.8 |
|
| 3456 |
DCM
3456
Divisar Capital Management
San Francisco,
California
| $309M | -$18.6M | -6% | 19.9% | 194% | 31 | 12.9% | 2.2 |
|
| 3457 |
3457
Boston Research & Management
Manchester,
Massachusetts
| $309M | -$35.7M | -10% | 11.1% | 53.2% | 113 | 7.96% | 6.7 |
|
| 3458 |
MCM
3458
Mason Capital Management
New York
| $309M | -$4.76M | -2% | 18.8% | 18.5% | 20 | 35% | 0.5 |
|
| 3459 |
3459
Voss Capital
Houston,
Texas
| $308M | -$9.8M | -3% | 1.49% | 78.4% | 47 | 36.17% | 0.9 |
|
| 3460 |
3460
Cadence Bank NA
Houston,
Texas
| $308M | -$50.7M | -14% | 11.5% | 33.3% | 217 | 8.76% | 4.8 |
|
| 3461 |
3461
Contravisory Investment Management
Norwell,
Massachusetts
| $308M | -$44.2M | -13% | 8.73% | 135% | 393 | 33.84% | 1.3 |
|
| 3462 |
MI
3462
M3F Inc
Salt Lake City,
Utah
| $308M | +$7.41M | +2% | 4.49% | 139% | 46 | 8.7% | 2.8 |
|
| 3463 |
3463
Capital Advisors Wealth Management
Yakima,
Washington
| $308M | -$18.8M | -6% | 10.8% | 70.5% | 131 | 19.08% | 0.9 |
|
| 3464 |
3464
Patriot Financial Partners
Radnor,
Pennsylvania
| $308M | -$55.9M | -15% | 13.5% | 16.6% | 12 | 0% | 2.5 |
|
| 3465 |
IFS
3465
Ifrah Financial Services
Little Rock,
Arkansas
| $308M | -$48.1M | -14% | 10.2% | 64.1% | 231 | 20.35% | 3.9 |
|
| 3466 |
3466
Rosenblum Silverman Sutton
San Francisco,
California
| $308M | -$83M | -21% | 19.8% | 90.1% | 79 | 17.72% | 4.1 |
|
| 3467 |
JCI
3467
Jet Capital Investors
New York
| $308M | -$330M | -52% | 6.33% | 147% | 50 | 82% | 0.2 |
|
| 3468 |
3468
Nalanda India Fund
Moka,
Mauritius
| $308M | -$44.7M | -13% | 12.7% | 15.3% | 1 | 0% | 3.5 |
|
| 3469 |
3469
Altrius Capital Management
New Bern,
North Carolina
| $308M | – | – | 7.12% | 43.8% | 87 | – | 0 |
|
| 3470 |
3470
York Capital Management Global Advisors
New York
| $308M | -$35.7M | -10% | 31.8% | 74.1% | 8 | 37.5% | 1 |
|
| 3471 |
3471
Fort Sheridan Advisors
Highland Park,
Illinois
| $308M | -$33.2M | -10% | 15.3% | 109% | 200 | 13.5% | 2 |
|
| 3472 |
3472
Oak Grove Capital
North Hampton,
New Hampshire
| $308M | -$186M | -38% | 21.3% | 470% | 83 | 32.53% | 2.1 |
|
| 3473 |
3473
Capital City Trust
Tallahassee,
Florida
| $307M | -$38.9M | -11% | 10.4% | 98.5% | 126 | 10.32% | 5.7 |
|
| 3474 |
3474
Ratio Wealth Group
Denver,
Colorado
| $307M | -$27.8M | -8% | 12.9% | – | 62 | 14.52% | 1.2 |
|
| 3475 |
3475
Pine Ridge Advisers
New York
| $307M | -$60.3M | -16% | 18.2% | 90.1% | 24 | 4.17% | 1.5 |
|