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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4001 |
4001
Mittleman Investment Management
Melville,
New York
| $148M | -$21.2M | -13% | 4.57% | 11.6% | 7 | 0% | 3.9 |
|
| 4002 |
4002
Sloane Robinson
London,
United Kingdom
| $148M | +$64.1M | +77% | 30.3% | 175% | 27 | 33.33% | 1.1 |
|
| 4003 |
SL
4003
Signition LP
New York
| $148M | -$8.93M | -6% | 16.4% | – | 310 | 66.77% | 0.3 |
|
| 4004 |
4004
Daily Journal Corp
Los Angeles,
California
| $148M | +$10.7M | +8% | 7.93% | 108% | 4 | 0% | 5.3 |
|
| 4005 |
4005
JLP Asset Management
New York
| $148M | +$35M | +31% | 16.3% | 16.1% | 30 | 0% | 0.3 |
|
| 4006 |
4006
Wills Financial Group
Richmond,
Virginia
| $147M | +$17.3M | +13% | 10.8% | 57.5% | 60 | 8.33% | 3.3 |
|
| 4007 |
4007
Brand Asset Management Group
Chesterfield,
Missouri
| $147M | +$21.3M | +17% | 12% | 70.2% | 324 | 36.11% | 0.5 |
|
| 4008 |
4008
Tegean Capital Management
New York
| $147M | +$44.2M | +43% | 14.7% | – | 24 | 33.33% | 1.6 |
|
| 4009 |
4009
Riggs Asset Management
Dallas,
Pennsylvania
| $147M | +$9.26M | +7% | 11.1% | 207% | 273 | 14.65% | 2.8 |
|
| 4010 |
CAM
4010
Coltrane Asset Management
New York
| $147M | +$63.7M | +76% | 25% | 50.3% | 4 | 50% | 0.2 |
|
| 4011 |
4011
Kellner Capital
New York
| $147M | -$5.32M | -3% | 21.7% | 390% | 44 | 72.73% | 0.4 |
|
| 4012 |
4012
Private Wealth Advisors (California)
Fresno,
California
| $147M | +$23M | +19% | 12.1% | 63.6% | 59 | 5.08% | 0.2 |
|
| 4013 |
4013
Bronson Point Management
Fairfield,
Connecticut
| $147M | +$90.3M | +160% | 7.1% | 7.56% | 51 | 86.27% | 0.3 |
|
| 4014 |
HIS
4014
Horizon Investment Services
Hammond,
Indiana
| $147M | +$19.8M | +16% | 13.2% | 250% | 94 | 21.28% | 2.1 |
|
| 4015 |
4015
Bay Harbor Wealth Management
Hunt Valley,
Maryland
| $147M | +$21M | +17% | 8.9% | 47.9% | 447 | 14.09% | 0.2 |
|
| 4016 |
4016
Cabot-Wellington
Boston,
Massachusetts
| $147M | -$2.88M | -2% | 11.5% | 65% | 9 | 0% | 5.1 |
|
| 4017 |
4017
Cornell Pochily Investment Advisors
Ithaca,
New York
| $147M | -$7.98M | -5% | 10.8% | 97% | 142 | 16.9% | 1.1 |
|
| 4018 |
FA
4018
Financial Advisors
Andover,
Massachusetts
| $146M | +$23.4M | +19% | 11.7% | 71.5% | 61 | 6.56% | 0.2 |
|
| 4019 |
4019
Israel Discount Bank of New York
New York
| $146M | +$16.2M | +12% | 11.5% | 40.8% | 439 | 5.92% | 1.8 |
|
| 4020 |
4020
Peak Capital Management
Greenwood Village,
Colorado
| $146M | +$6.84M | +5% | 8.94% | 9.52% | 36 | 27.78% | 1.5 |
|
| 4021 |
4021
Princeton Global Asset Management
Princeton,
New Jersey
| $146M | +$32.6M | +29% | 11.7% | 110% | 361 | 43.21% | 0.1 |
|
| 4022 |
APSI
4022
Asset Planning Services Inc
Covington,
Louisiana
| $146M | +$14.4M | +11% | 12.9% | 138% | 41 | 17.07% | 1.8 |
|
| 4023 |
SFA
4023
Spectrum Financial Alliance
Nicholasville,
Kentucky
| $146M | +$14.6M | +11% | 13% | 187% | 113 | 86.73% | 0.9 |
|
| 4024 |
LB
4024
Landmark Bank
Columbia,
Missouri
| $146M | +$10.7M | +8% | 12.9% | – | 96 | 19.79% | 0.6 |
|
| 4025 |
4025
X-Square Capital
Guaynabo,
Puerto Rico
| $146M | +$18.5M | +15% | 18.4% | 158% | 75 | 14.67% | 1.1 |
|