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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1326 |
1326
Oberweis Asset Management
Lisle,
Illinois
| $2.12B | +$170M | +9% | 9.41% | 485% | 237 | 30.38% | 1.6 |
|
| 1327 |
SAM
1327
Southeastern Asset Management
Memphis,
Tennessee
| $2.12B | -$1.97M | -0.1% | 3.46% | 26.7% | 48 | 14.58% | 3.2 |
|
| 1328 |
JFGIW
1328
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| $2.12B | -$73.9M | -3% | 0.35% | 58.1% | 1,013 | 28.04% | 3.7 |
|
| 1329 |
BAM
1329
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
| $2.11B | +$149M | +8% | 0.2% | 70.4% | 308 | 17.21% | 4.1 |
|
| 1330 |
BCIM
1330
Black Creek Investment Management
Toronto,
Ontario, Canada
| $2.11B | -$719M | -25% | 8.35% | 11.1% | 30 | 13.33% | 4.3 |
|
| 1331 |
1331
Meridian Wealth Management
Lexington,
Kentucky
| $2.11B | +$79.5M | +4% | 4.4% | 117% | 673 | 13.97% | 0.3 |
|
| 1332 |
1332
Bogart Wealth LLC
Mclean,
Virginia
| $2.11B | -$3.98M | -0.2% | 1.23% | 60.5% | 1,387 | 21.27% | 2.7 |
|
| 1333 |
1333
Prana Capital Management
Greenwich,
Connecticut
| $2.11B | -$76.5M | -4% | 3.24% | 36.6% | 118 | 47.46% | 1 |
|
| 1334 |
1334
Montag & Associates
Atlanta,
Georgia
| $2.11B | -$10.2M | -0.5% | 1.53% | 82.9% | 1,051 | 7.99% | 4.1 |
|
| 1335 |
MC
1335
Moors & Cabot
Boston,
Massachusetts
| $2.1B | +$90.2M | +4% | 5.99% | 124% | 926 | 10.15% | 4.8 |
|
| 1336 |
KCM
1336
Knighthead Capital Management
New York
| $2.1B | +$180M | +9% | 3.97% | 74.1% | 12 | 66.67% | 1 |
|
| 1337 |
1337
Hawk Ridge Capital Management
Los Angeles,
California
| $2.1B | -$215M | -9% | 1.8% | 84.9% | 60 | 50% | 1 |
|
| 1338 |
ICM
1338
Invenomic Capital Management
Boston,
Massachusetts
| $2.1B | +$282M | +15% | 3.04% | 6.61% | 185 | 37.3% | 0.9 |
|
| 1339 |
AE
1339
American Express
New York
| $2.1B | +$580M | +38% | 46.8% | – | 3 | 0% | 1 |
|
| 1340 |
SVGI
1340
Sozo Ventures GP II
Redwood City,
California
| $2.1B | +$644M | +44% | 66.4% | 8.44% | 2 | 50% | 0.8 |
|
| 1341 |
MRL
1341
Mantle Ridge LP
New York
| $2.1B | +$1.25B | +147% | 1.37% | 44.2% | 2 | 50% | 1.5 |
|
| 1342 |
IAN
1342
Integrated Advisors Network
Dallas,
Texas
| $2.09B | -$21.5M | -1% | 2.99% | 97.5% | 769 | 16.91% | 2.9 |
|
| 1343 |
SWA
1343
Stratos Wealth Advisors
Beachwood,
Ohio
| $2.09B | -$90.6M | -4% | 0.89% | 65.7% | 783 | 15.71% | 2.4 |
|
| 1344 |
1344
Laird Norton Wetherby Wealth Management
San Francisco,
California
| $2.09B | -$101M | -5% | 2.6% | – | 958 | 8.98% | 6 |
|
| 1345 |
RCM
1345
Rivernorth Capital Management
West Palm Beach,
Florida
| $2.08B | +$7.35M | +0.4% | 4.32% | 9.04% | 491 | 37.68% | 1.5 |
|
| 1346 |
AIA
1346
Angeles Investment Advisors
Santa Monica,
California
| $2.08B | +$122M | +6% | 1.06% | 71.7% | 228 | 19.3% | 1.6 |
|
| 1347 |
PCM
1347
Polaris Capital Management
Boston,
Massachusetts
| $2.07B | +$43.1M | +2% | 0.18% | 94.3% | 99 | 10.1% | 4.6 |
|
| 1348 |
1348
Cartenna Capital
Stamford,
Connecticut
| $2.07B | -$484M | -19% | 0.07% | 162% | 61 | 70.49% | 0.4 |
|
| 1349 |
ACM
1349
AEW Capital Management
Boston,
Massachusetts
| $2.07B | -$255M | -11% | 5.04% | 37.1% | 53 | 20.75% | 3.9 |
|
| 1350 |
AGA
1350
Altrinsic Global Advisors
Stamford,
Connecticut
| $2.07B | -$285M | -12% | 2.45% | 45% | 48 | 12.5% | 4.1 |
|