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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1826 |
1826
Abner Herrman & Brock
Jersey City,
New Jersey
| $648M | +$101M | +18% | 13.7% | 156% | 135 | 10.37% | 3.3 |
|
| 1827 |
1827
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| $648M | +$39.5M | +6% | 8.76% | 70% | 53 | 7.55% | 4.2 |
|
| 1828 |
1828
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
| $648M | -$95.7M | -13% | 15.9% | 26.9% | 135 | 37.04% | 0.8 |
|
| 1829 |
1829
Campbell Newman Asset Management
Milwaukee,
Wisconsin
| $648M | +$72.6M | +13% | 13.4% | 116% | 125 | 1.6% | 3.2 |
|
| 1830 |
1830
White Mountains Advisors
Guilford,
Connecticut
| $646M | +$29.3M | +5% | 13% | 33.4% | 3 | 0% | 4.1 |
|
| 1831 |
1831
Waverly Advisors
Birmingham,
Alabama
| $646M | +$73.4M | +13% | 12.2% | 67.6% | 127 | 8.66% | 3 |
|
| 1832 |
1832
Sage Financial Group
W. Conshohocken,
Pennsylvania
| $646M | +$47.3M | +8% | 11.5% | 67% | 79 | 10.13% | 2.5 |
|
| 1833 |
CEI
1833
Clark Estates Inc
New York
| $646M | +$21.6M | +3% | 10.6% | 34.5% | 103 | 24.27% | 1.9 |
|
| 1834 |
1834
Cambria Investment Management
Manhattan Beach,
California
| $646M | +$56.1M | +10% | 9.56% | 72% | 308 | 21.75% | 1.3 |
|
| 1835 |
1835
HRT Financial
New York
| $645M | -$54.7M | -8% | 8.5% | 182% | 923 | 85.7% | 0.2 |
|
| 1836 |
1836
Pier Capital
Stamford,
Connecticut
| $645M | +$141M | +28% | 25.9% | 223% | 128 | 33.59% | 0.8 |
|
| 1837 |
1837
Navellier & Associates
Reno,
Nevada
| $644M | +$56.3M | +10% | 18.1% | 361% | 290 | 34.48% | 1.3 |
|
| 1838 |
1838
Marcato Capital Management
San Francisco,
California
| $644M | +$190M | +42% | 16.5% | 142% | 25 | 24% | 1.5 |
|
| 1839 |
1839
Atalan Capital Partners
New York
| $643M | +$174M | +37% | 25.1% | 319% | 13 | 30.77% | 1.4 |
|
| 1840 |
WDA
1840
Wendell David Associates
Portsmouth,
New Hampshire
| $642M | +$86.8M | +16% | 15.6% | 58.7% | 155 | 7.74% | 4.4 |
|
| 1841 |
1841
Regis Management Company
Menlo Park,
California
| $642M | +$50.3M | +9% | 12.2% | 5.33% | 60 | 8.33% | 3.8 |
|
| 1842 |
1842
Ionic Capital Management
New York
| $641M | -$349M | -35% | 7.23% | 163% | 175 | 64% | 0.6 |
|
| 1843 |
1843
WealthPLAN Partners
Omaha,
Nebraska
| $641M | +$18.8M | +3% | 10.7% | 71.6% | 269 | 8.92% | 2 |
|
| 1844 |
1844
Kahn Brothers Group
New York
| $640M | +$85.4M | +15% | 17.2% | 53.4% | 32 | 3.13% | 4.8 |
|
| 1845 |
1845
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
| $640M | +$73.9M | +13% | 13.3% | 86% | 426 | 18.54% | 2.8 |
|
| 1846 |
1846
Novare Capital Management
Charlotte,
North Carolina
| $640M | +$91.6M | +17% | 13.7% | 76.5% | 143 | 12.59% | 3.1 |
|
| 1847 |
1847
Steinberg Global Asset Management
Boca Raton,
Florida
| $639M | +$56.8M | +10% | 12.8% | 32.8% | 264 | 16.67% | 3.1 |
|
| 1848 |
1848
Bardin Hill Management Partners
New York
| $639M | +$127M | +25% | 26.2% | 214% | 43 | 69.77% | 0.4 |
|
| 1849 |
1849
YHB Investment Advisors
West Hartford,
Connecticut
| $638M | +$78.8M | +14% | 14.6% | 96.2% | 203 | 15.76% | 3.6 |
|
| 1850 |
1850
Vitruvian Partners
London,
United Kingdom
| $638M | +$206M | +48% | 51% | 96.9% | 3 | 33.33% | 0.3 |
|