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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%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1726 |
CBU
1726
CIBC Bank USA
Chicago,
Illinois
| $567M | -$3.19M | -0.6% | 1.82% | 32.3% | 311 | 19.94% |
|
| 1727 |
PCM
1727
Perritt Capital Management
Chicago,
Illinois
| $566M | +$19.5M | +4% | 1.93% | 80.9% | 279 | 20.07% |
|
| 1728 |
RFA
1728
Reilly Financial Advisors
La Mesa,
California
| $566M | +$149M | +36% | 2.86% | 99% | 1,531 | 55.78% |
|
| 1729 |
SKK
1729
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| $565M | -$57M | -9% | 3.03% | 38.5% | 513 | 30.21% |
|
| 1730 |
BCM
1730
Buckhead Capital Management
Atlanta,
Georgia
| $565M | -$2.4M | -0.4% | 0.41% | 67.6% | 212 | 16.98% |
|
| 1731 |
KPAG
1731
KLS Professional Advisors Group
New York
| $564M | +$22.7M | +4% | 2.94% | 38% | 2 | 0% |
|
| 1732 |
1732
Belvedere Trading
Chicago,
Illinois
| $563M | -$12.5B | -96% | 2.15% | 497% | 442 | 97.74% |
|
| 1733 |
AP
1733
Atwood & Palmer
Kansas City,
Missouri
| $560M | +$24.6M | +5% | 2.55% | 82.3% | 393 | 19.34% |
|
| 1734 |
DSI
1734
Daiwa SB Investments
Tokyo,
Japan
| $559M | -$64.9M | -10% | 0.78% | 60.5% | 163 | 18.4% |
|
| 1735 |
KMC
1735
Kirr Marbach & Co
Columbus,
Indiana
| $558M | +$17.1M | +3% | 4.5% | 135% | 65 | 20% |
|
| 1736 |
CPSAC
1736
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
| $558M | +$5.97M | +1% | 0.45% | 49.1% | 104 | 12.5% |
|
| 1737 |
LNB
1737
Ledyard National Bank
| $557M | +$13.7M | +3% | 1.31% | 69.8% | 758 | 12.4% |
|
| 1738 |
JCM
1738
Jag Capital Management
St Louis,
Missouri
| $557M | +$12.4M | +2% | 8.43% | 230% | 114 | 25.44% |
|
| 1739 |
TI
1739
Turner Investments
Berwyn,
Pennsylvania
| $556M | -$285M | -34% | 14.4% | 6.36% | 593 | 50.59% |
|
| 1740 |
GGI
1740
Godsey & Gibb Inc
Richmond,
Virginia
| $556M | +$18.7M | +3% | 0.97% | 78.9% | 61 | 11.48% |
|
| 1741 |
LHC
1741
Lodge Hill Capital
New York
| $556M | -$86.4M | -13% | 4.66% | 17.9% | 55 | 65.45% |
|
| 1742 |
YMRC
1742
Yorktown Management & Research Company
Forest,
Virginia
| $553M | +$74.7M | +16% | 3.55% | 223% | 545 | 33.76% |
|
| 1743 |
DM
1743
Diker Management
New York
| $553M | +$40.7M | +8% | 7.04% | 210% | 128 | 31.25% |
|
| 1744 |
JAM
1744
JCIC Asset Management
Toronto,
Ontario, Canada
| $553M | +$61.3M | +12% | 0.07% | – | 110 | 15.45% |
|
| 1745 |
MM
1745
Main Management
San Francisco,
California
| $552M | +$52.2M | +10% | 3.23% | 64.1% | 49 | 10.2% |
|
| 1746 |
1746
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $551M | +$34.9M | +7% | 1.19% | 72.7% | 198 | 24.24% |
|
| 1747 |
NIT
1747
NumerixS Investment Technologies
Vancouver,
British Columbia, Canada
| $551M | +$257M | +87% | 3.23% | 24.6% | 794 | 72.42% |
|
| 1748 |
WCP
1748
Waterfront Capital Partners
New York
| $551M | +$203M | +58% | 8.89% | 88.3% | 60 | 60% |
|
| 1749 |
PWAG
1749
Polaris Wealth Advisory Group
San Rafael,
California
| $550M | +$63.6M | +13% | 4.32% | 64% | 102 | 51.96% |
|
| 1750 |
PI
1750
Panthera Investment
Frankfurt,
Germany
| $549M | +$171M | +45% | 12.9% | – | 145 | 48.28% |
|