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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3576 |
3576
Covenant Asset Management
Chester,
New Jersey
| $336M | +$15.3M | +5% | 13.8% | 177% | 152 | 18.42% | 2.8 |
|
| 3577 |
IAA
3577
Ironsides Asset Advisors
Rocky Mount,
North Carolina
| $336M | +$14M | +4% | 4.98% | 49.3% | 103 | 13.59% | 1.9 |
|
| 3578 |
3578
White Pine Capital
Bloomington,
Minnesota
| $336M | +$21M | +7% | 7% | 143% | 252 | 13.49% | 4.5 |
|
| 3579 |
3579
Siguler Guff Advisers
New York
| $336M | +$3.39M | +1% | 5.34% | 37.7% | 10 | 50% | 0.3 |
|
| 3580 |
3580
SIG China Investments Master Fund III
Wilimington,
Delaware
| $336M | -$65.8M | -16% | 14.6% | – | 3 | 0% | 0.5 |
|
| 3581 |
3581
Advisors Management Group
La Crosse,
Wisconsin
| $335M | +$17.2M | +5% | 3.69% | 125% | 135 | 8.15% | 2.9 |
|
| 3582 |
3582
Claar Advisors
New York
| $335M | +$48.1M | +17% | 10.4% | 65.5% | 43 | 25.58% | 1.3 |
|
| 3583 |
3583
Forest Hill Capital
Little Rock,
Arkansas
| $335M | +$2.04M | +0.6% | 1.74% | 112% | 41 | 9.76% | 3.9 |
|
| 3584 |
3584
American Financial Group Inc 401(K) Retirement & Savings Plan
Cincinnati,
Ohio
| $335M | +$41.3M | +14% | 9.31% | 17.8% | 1 | 0% | 8 |
|
| 3585 |
3585
Hanson & Doremus Investment Management
Burlington,
Vermont
| $335M | -$97.2M | -22% | 4.77% | 86.3% | 547 | 26.69% | 5.4 |
|
| 3586 |
3586
WestBridge Capital Management
Trianon,
Mauritius
| $335M | +$4.26M | +1% | 2.13% | 33.3% | 2 | 0% | 0.5 |
|
| 3587 |
3587
Fruth Investment Management
Houston,
Texas
| $335M | +$16.3M | +5% | 5.39% | 79.4% | 235 | 4.68% | 5.1 |
|
| 3588 |
3588
Madison Avenue Partners
New York
| $335M | +$8.42M | +3% | 4.92% | 284% | 18 | 44.44% | 0.7 |
|
| 3589 |
PFMOSF
3589
Philadelphia Financial Management of San Francisco
San Francisco,
California
| $335M | +$4.42M | +1% | 9.78% | 209% | 60 | 60% | 0.4 |
|
| 3590 |
3590
Cadence Bank NA
Houston,
Texas
| $334M | +$17.1M | +5% | 6.62% | 33.3% | 214 | 5.61% | 3.8 |
|
| 3591 |
3591
Roberts, Glore & Co
Deerfield,
Illinois
| $334M | +$14.5M | +5% | 6.57% | 72.3% | 202 | 6.44% | 4.1 |
|
| 3592 |
3592
Equitec Proprietary Markets
Chicago,
Illinois
| $334M | – | – | 21% | 526% | 288 | – | 0.2 |
|
| 3593 |
3593
Spectrum Asset Management (California)
Newport Beach,
California
| $334M | +$9.44M | +3% | 5.25% | 68.3% | 129 | 16.28% | 1.9 |
|
| 3594 |
3594
Ironwood Financial
Tucson,
Arizona
| $333M | +$26.5M | +9% | 5.69% | 54.1% | 605 | 5.95% | 2.8 |
|
| 3595 |
3595
Greenlea Lane Capital Management
Weston,
Connecticut
| $333M | +$94.5M | +40% | 18.2% | 99.7% | 11 | 18.18% | 1.5 |
|
| 3596 |
CDIA
3596
Capital Directions Investment Advisors
Atlanta,
Georgia
| $333M | +$26.9M | +9% | 6.38% | 7.53% | 426 | 99.53% | 0 |
|
| 3597 |
3597
GFG Capital
Miami,
Florida
| $333M | +$43.3M | +15% | 9.26% | 152% | 131 | 11.45% | 0.9 |
|
| 3598 |
3598
Permit Capital
West Conshohocken,
Pennsylvania
| $333M | +$39.3M | +13% | 12.6% | 121% | 23 | 4.35% | 4.1 |
|
| 3599 |
3599
Alera Investment Advisors
Deerfield,
Illinois
| $333M | +$29.1M | +10% | 6.8% | 28.9% | 96 | 10.42% | 1.5 |
|
| 3600 |
HWM
3600
HFR Wealth Management
Niskayuna,
New York
| $332M | – | – | 6.79% | 47.5% | 58 | – | 0 |
|