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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1601 |
CDH
1601
Charles D. Hyman
| $606M | +$34.9M | +6% | 6.29% | 36.8% | 147 | 1.36% | 2.2 |
|
| 1602 |
1602
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
| $605M | +$44.1M | +8% | 7.24% | 70.4% | 161 | 9.94% | 1.9 |
|
| 1603 |
1603
Tributary Capital Management
Omaha,
Nebraska
| $605M | +$4.36M | +0.7% | 6.36% | 82.3% | 200 | 13.5% | 1.5 |
|
| 1604 |
1604
Glovista Investments
Jersey City,
New Jersey
| $603M | -$88.5M | -13% | 3.14% | 2.48% | 90 | 47.78% | 1.1 |
|
| 1605 |
SRCM
1605
Sterling Ridge Capital Management
New York
| $602M | +$449M | +292% | 11.3% | – | 110 | 80.91% | 0.2 |
|
| 1606 |
1606
Zweig Advisers
Hartford,
Connecticut
| $602M | +$23.7M | +4% | 6.54% | 38% | 90 | 46.67% | 1.1 |
|
| 1607 |
1607
Davidson Investment Advisors
Great Falls,
Montana
| $601M | +$48.6M | +9% | 7.15% | 79% | 227 | 11.89% | 1.6 |
|
| 1608 |
1608
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
| $601M | +$3.14M | +0.5% | 4.6% | 140% | 30 | 3.33% | 1.6 |
|
| 1609 |
OCBV
1609
Ownership Capital B.V.
Amsterdam,
Netherlands
| $600M | +$29.8M | +5% | 7.35% | 62.8% | 15 | 0% | 0.3 |
|
| 1610 |
1610
Alerus Investment Advisors
Wayzata,
Minnesota
| $599M | +$34.4M | +6% | 5.04% | 32.7% | 198 | 14.65% | 1.9 |
|
| 1611 |
1611
Darrell & King
Charlottesville,
Virginia
| $599M | – | – | 8.14% | – | 52 | – | 0 |
|
| 1612 |
1612
First Midwest Bank Trust Division
Joliet,
Illinois
| $599M | +$24.4M | +4% | 7.46% | 107% | 425 | 16.71% | 1.8 |
|
| 1613 |
1613
Summit Creek Advisors
Minneapolis,
Minnesota
| $599M | -$17.5M | -3% | 7.24% | 68.8% | 54 | 14.81% | 1.7 |
|
| 1614 |
THSP
1614
Taube Hodson Stonex Partners
London,
United Kingdom
| $598M | -$4.16M | -0.7% | 0.09% | 8.82% | 17 | 0% | 1.3 |
|
| 1615 |
LT
1615
LJ Trust
Reno,
Nevada
| $597M | +$56.3M | +10% | 10.6% | 19.3% | 13 | 0% | 1.8 |
|
| 1616 |
1616
Balasa Dinverno & Foltz
| $596M | +$29.9M | +5% | 5.85% | 23.2% | 212 | 13.68% | 1.7 |
|
| 1617 |
1617
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
| $595M | +$62.8M | +12% | 2.66% | 45.9% | 122 | 18.03% | 1.3 |
|
| 1618 |
SCI
1618
S&CO Inc
Boston,
Massachusetts
| $595M | +$14.9M | +3% | 5.47% | 68.8% | 145 | 6.21% | 2 |
|
| 1619 |
1619
Ecofin Advisors
London,
United Kingdom
| $595M | +$74.7M | +14% | 15.2% | 77% | 43 | 25.58% | 1.1 |
|
| 1620 |
1620
EP Wealth Advisors
Torrance,
California
| $595M | +$70.3M | +13% | 5.09% | – | 165 | 27.88% | 1.5 |
|
| 1621 |
1621
Broadwood Capital
New York
| $594M | +$85.7M | +17% | 14.9% | 110% | 9 | 22.22% | 1.4 |
|
| 1622 |
1622
P2 Capital Partners
New York
| $593M | +$76.3M | +15% | 20.2% | 7.96% | 16 | 18.75% | 1.8 |
|
| 1623 |
1623
Opus Capital Group
Cincinnati,
Ohio
| $592M | +$31K | +0% | 4.47% | 49.7% | 286 | 24.48% | 1.1 |
|
| 1624 |
1624
Intermede Investment Partners
London,
United Kingdom
| $591M | – | – | 7.69% | 76.7% | 26 | – | 0 |
|
| 1625 |
1625
Wellington Shields Capital Management
New York
| $590M | +$8.9M | +2% | 1.19% | 137% | 350 | 22% | 1.7 |
|