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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1576 |
WC
1576
Walthausen & Co
Malta,
New York
| $722M | -$319M | -31% | 17.8% | 63.3% | 147 | 14.97% | 1.9 |
|
| 1577 |
1577
Sumitomo Life Insurance
Tokyo,
Japan
| $722M | -$111M | -13% | 12.2% | 69.6% | 261 | 3.07% | 4.2 |
|
| 1578 |
QOP
1578
Quinn Opportunity Partners
Charlottesville,
Virginia
| $720M | +$16.7M | +2% | 13.6% | 77.6% | 213 | 34.74% | 1.3 |
|
| 1579 |
FMLI
1579
Fukoku Mutual Life Insurance
Tokyo,
Japan
| $719M | -$58.6M | -8% | 8.67% | 103% | 313 | 5.43% | 4.6 |
|
| 1580 |
SIC
1580
Sigma Investment Counselors
Northville,
Michigan
| $719M | -$86.2M | -11% | 12.2% | 54.9% | 157 | 13.38% | 3.7 |
|
| 1581 |
AIM
1581
Avity Investment Management
Greenwich,
Connecticut
| $718M | -$124M | -15% | 13.6% | 119% | 82 | 14.63% | 3.7 |
|
| 1582 |
1582
Northeast Financial Consultants
Westport,
Connecticut
| $718M | +$354M | +97% | 12.1% | 63.8% | 215 | 57.67% | 1.7 |
|
| 1583 |
1583
Parallel Advisors
San Francisco,
California
| $717M | -$87.9M | -11% | 12.8% | 109% | 2,459 | 16.35% | 1.5 |
|
| 1584 |
BCA
1584
Bernzott Capital Advisors
Camarillo,
California
| $716M | -$150M | -17% | 18.6% | 46.6% | 45 | 4.44% | 3.7 |
|
| 1585 |
NFA
1585
Nationwide Fund Advisors
Columbus,
Ohio
| $715M | -$150M | -17% | 10.9% | 28.3% | 6 | 16.67% | 1 |
|
| 1586 |
MFAM
1586
Motley Fool Asset Management
Alexandria,
Virginia
| $715M | -$107M | -13% | 15.6% | 117% | 173 | 23.12% | 1.4 |
|
| 1587 |
CC
1587
Cipher Capital
New York
| $714M | +$179M | +34% | 14% | – | 719 | 65.79% | 0.4 |
|
| 1588 |
1588
Valeo Financial Advisors
Carmel,
Indiana
| $713M | -$27.4M | -4% | 12.6% | 82.7% | 1,903 | 20.28% | 1 |
|
| 1589 |
WIA
1589
Wealthstreet Investment Advisors
Dallas,
Texas
| $713M | -$97.9M | -12% | 13.9% | 75.8% | 362 | 14.64% | 0.9 |
|
| 1590 |
BC
1590
Broadwood Capital
New York
| $713M | -$364M | -34% | 27.3% | 110% | 10 | 30% | 3.4 |
|
| 1591 |
TGA
1591
Trilogy Global Advisors
Winter Park,
Florida
| $712M | -$186M | -21% | 10.3% | 42.3% | 32 | 9.38% | 2.8 |
|
| 1592 |
ACM
1592
Aviance Capital Management
Sarasota,
Florida
| $712M | -$308M | -30% | 6.48% | 22% | 251 | 23.9% | 1.7 |
|
| 1593 |
NHAS
1593
Novo Holdings A/S
Hellerup,
Denmark
| $710M | -$549M | -44% | 38.8% | 205% | 25 | 16% | 1.3 |
|
| 1594 |
1594
Iconiq Capital
San Francisco,
California
| $710M | -$240M | -25% | 17.6% | 0.21% | 52 | 11.54% | 2.6 |
|
| 1595 |
AAA
1595
Adams Asset Advisors
Dallas,
Texas
| $709M | -$214M | -23% | 21.1% | 66.8% | 103 | 18.45% | 3.1 |
|
| 1596 |
GCIA
1596
Gabelli & Co Investment Advisers
Rye,
New York
| $708M | -$292M | -29% | 2.62% | 248% | 228 | 52.63% | 1.3 |
|
| 1597 |
SGCA
1597
Steel Grove Capital Advisors
Memphis,
Tennessee
| $707M | -$8.69M | -1% | 13% | 106% | 355 | 24.79% | 2.1 |
|
| 1598 |
1598
Laird Norton Wetherby Wealth Management
San Francisco,
California
| $707M | -$103M | -13% | 12.1% | – | 697 | 13.34% | 3.4 |
|
| 1599 |
1599
Sowell Financial Services
North Little Rock,
Arkansas
| $706M | +$17.2M | +2% | 9.99% | 85.9% | 582 | 57.73% | 0.6 |
|
| 1600 |
MC
1600
MIG Capital
Newport Beach,
California
| $704M | -$45.3M | -6% | 16.5% | 118% | 42 | 38.1% | 1.6 |
|