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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3501 |
3501
Physician Wealth Advisors
Midvale,
Utah
| $381M | +$17.7M | +5% | 7.4% | 79.9% | 166 | 10.24% | 1.7 |
|
| 3502 |
WC
3502
Walthausen & Co
Malta,
New York
| $381M | -$13.8M | -3% | 10.3% | 63.3% | 152 | 14.47% | 2.1 |
|
| 3503 |
3503
Huber Capital Management
El Segundo,
California
| $381M | -$6.6M | -2% | 4.56% | 70.4% | 111 | 12.61% | 4.4 |
|
| 3504 |
3504
Freemont Management
Vaud,
Switzerland
| $380M | -$376M | -50% | 13.5% | 102% | 123 | 58.54% | 0.5 |
|
| 3505 |
3505
Roberts, Glore & Co
Deerfield,
Illinois
| $380M | +$51.2M | +16% | 11% | 72.3% | 210 | 10% | 4.3 |
|
| 3506 |
3506
Sentry Investment Management
Stevens Point,
Wisconsin
| $380M | +$36.4M | +11% | 11.9% | 103% | 534 | 11.61% | 4 |
|
| 3507 |
3507
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
| $380M | +$51.2M | +16% | 2.69% | 12.8% | 156 | 16.03% | 3.2 |
|
| 3508 |
3508
Viking Fund Management
Minot,
North Dakota
| $380M | +$34.1M | +10% | 10.9% | 105% | 113 | 4.42% | 3.4 |
|
| 3509 |
3509
Nextech Invest
Zurich,
Switzerland
| $380M | – | – | 22.1% | 982% | 11 | – | 0 |
|
| 3510 |
3510
Barry Investment Advisors
New Bedford,
Massachusetts
| $380M | +$18.2M | +5% | 5.52% | 66.7% | 131 | 10.69% | 2.4 |
|
| 3511 |
3511
Salesforce Inc
San Francisco,
California
| $379M | -$143M | -27% | 19.6% | 33.9% | 7 | 14.29% | 0.5 |
|
| 3512 |
3512
Mandatum Life Insurance Company
Helsinki,
Finland
| $378M | -$161M | -30% | 5.14% | 108% | 119 | 37.82% | 3.6 |
|
| 3513 |
3513
Northside Capital Management
Hood River,
Oregon
| $378M | +$13.7M | +4% | 5% | 99.6% | 100 | 13% | 3.6 |
|
| 3514 |
3514
Kirr Marbach & Co
Columbus,
Indiana
| $378M | +$36.8M | +11% | 12.3% | 121% | 64 | 14.06% | 3.3 |
|
| 3515 |
JCI
3515
Jet Capital Investors
New York
| $378M | -$208M | -35% | 5.42% | 147% | 51 | 80.39% | 0.3 |
|
| 3516 |
3516
Patten Group
Chattanooga,
Tennessee
| $378M | +$37.6M | +11% | 9.64% | 99% | 273 | 10.62% | 4 |
|
| 3517 |
3517
Johnson Bixby & Associates
Vancouver,
Washington
| $377M | +$32M | +9% | 4% | 48.7% | 85 | 7.06% | 0.9 |
|
| 3518 |
3518
Engine Capital Management
New York
| $377M | +$11.2M | +3% | 6.14% | 21.1% | 41 | 39.02% | 1.3 |
|
| 3519 |
NM
3519
Newtyn Management
New York
| $377M | +$1.78M | +0.5% | 0.86% | 52% | 46 | 43.48% | 1.4 |
|
| 3520 |
3520
Covenant Asset Management
Chester,
New Jersey
| $376M | +$39.5M | +12% | 12.5% | 177% | 141 | 11.35% | 3.1 |
|
| 3521 |
3521
Matthew 25 Management Corp
Ambler,
Pennsylvania
| $375M | +$22.1M | +6% | 9.16% | 141% | 23 | 13.04% | 4.6 |
|
| 3522 |
3522
Cobalt Capital Management
Short Hills,
New Jersey
| $375M | +$25M | +7% | 8.12% | 235% | 53 | 50.94% | 0.5 |
|
| 3523 |
3523
Shah Capital Management
Raleigh,
North Carolina
| $375M | +$5.25M | +1% | 2.73% | 287% | 10 | 10% | 3.7 |
|
| 3524 |
3524
MYDA Advisors
Woodmere,
New York
| $375M | +$17.5M | +5% | 1.68% | 232% | 378 | 63.23% | 0.4 |
|
| 3525 |
3525
Calton & Associates
Tampa,
Florida
| $375M | -$82M | -18% | 8.11% | 73.9% | 418 | 18.18% | 2.3 |
|