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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1701 |
1701
Kimelman & Baird
New York
| $643M | -$151M | -19% | 13.9% | – | 108 | 12.04% | 4 |
|
| 1702 |
1702
Connors Investor Services
Wyomissing,
Pennsylvania
| $642M | -$102M | -14% | 11.9% | 125% | 154 | 15.58% | 3.6 |
|
| 1703 |
1703
Clearstead Advisors
Cleveland,
Ohio
| $642M | -$87.2M | -12% | 13.7% | 71.4% | 266 | 22.93% | 1.5 |
|
| 1704 |
1704
Albion Financial Group
Salt Lake City,
Utah
| $642M | -$97.2M | -13% | 12.2% | 79.6% | 214 | 14.49% | 3.4 |
|
| 1705 |
1705
Prospector Partners
Guilford,
Connecticut
| $642M | -$82.5M | -11% | 10.1% | 53.6% | 125 | 17.6% | 3.3 |
|
| 1706 |
1706
Summit Partners
Boston,
Massachusetts
| $642M | -$87M | -12% | 6.02% | 13.7% | 8 | 12.5% | 2.4 |
|
| 1707 |
1707
Kanawha Capital Management
Richmond,
Virginia
| $640M | -$78.5M | -11% | 10.8% | 74.5% | 172 | 6.4% | 4.6 |
|
| 1708 |
1708
Norris Perne & French
Grand Rapids,
Michigan
| $640M | -$124M | -16% | 12.5% | 91.1% | 142 | 14.08% | 3.6 |
|
| 1709 |
1709
Strategic Financial Services
Utica,
New York
| $639M | -$32.1M | -5% | 10% | 58.7% | 149 | 32.21% | 3 |
|
| 1710 |
MG
1710
Magnolia Group
Omaha,
Nebraska
| $639M | +$89.1M | +16% | 15.4% | 9.52% | 11 | 36.36% | 0.9 |
|
| 1711 |
ALAM
1711
Asahi Life Asset Management
Tokyo,
Japan
| $639M | – | – | 11.4% | 122% | 178 | – | 0 |
|
| 1712 |
1712
Essex Investment Management
Boston,
Massachusetts
| $637M | -$214M | -25% | 14.8% | 370% | 581 | 49.57% | 1.4 |
|
| 1713 |
1713
Moors & Cabot
Boston,
Massachusetts
| $637M | -$182M | -22% | 12.8% | 124% | 598 | 18.39% | 3.2 |
|
| 1714 |
1714
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
| $636M | -$422M | -40% | 14.2% | 61.9% | 561 | 21.75% | 2.2 |
|
| 1715 |
1715
Oakmont Corp
Los Angeles,
California
| $636M | -$133M | -17% | 22.3% | 70.2% | 18 | 27.78% | 2.3 |
|
| 1716 |
1716
Aureus Asset Management
Boston,
Massachusetts
| $636M | -$150M | -19% | 13.1% | 93.9% | 191 | 14.66% | 2.7 |
|
| 1717 |
LPC
1717
Lion Point Capital
New York
| $636M | -$429M | -40% | 21.2% | 319% | 44 | 40.91% | 0.9 |
|
| 1718 |
1718
Dai-ichi Life Holdings
Tokyo,
Japan
| $635M | -$191M | -23% | 23.1% | – | 1 | 0% | 1.5 |
|
| 1719 |
1719
Pelham Capital
London,
United Kingdom
| $635M | -$163M | -20% | 23.4% | 135% | 9 | 11.11% | 0.8 |
|
| 1720 |
1720
Hartford Funds Management
Wayne,
Pennsylvania
| $635M | +$288M | +83% | 2.53% | 26.8% | 4 | 0% | 0.4 |
|
| 1721 |
1721
E-L Financial Corp
Toronto,
Ontario, Canada
| $635M | -$65.2M | -9% | 13.9% | 68.6% | 2 | 0% | 2 |
|
| 1722 |
1722
Bramshill Investments
Naples,
Florida
| $634M | +$249M | +65% | 9.72% | 3.6% | 236 | 45.34% | 0.5 |
|
| 1723 |
1723
Annex Advisory Services
Brookfield,
Wisconsin
| $634M | -$12.8M | -2% | 14.1% | 85.8% | 144 | 17.36% | 2.9 |
|
| 1724 |
1724
Goldentree Asset Management
New York
| $634M | -$938M | -60% | 22.6% | 27.7% | 37 | 54.05% | 0.5 |
|
| 1725 |
1725
Spirit of America Management Corp
Syosset,
New York
| $634M | -$171M | -21% | 15.8% | 113% | 256 | 7.81% | 3.4 |
|