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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2051 |
WAM
2051
Wood Asset Management
Sarasota,
Florida
| $348M | -$3.09M | -0.9% | 11.5% | – | 72 | 11.11% | 0.4 |
|
| 2052 |
2052
Brookstone Capital Management
Wheaton,
Illinois
| $348M | – | – | 8.67% | 72.1% | 115 | – | 0 |
|
| 2053 |
2053
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
| $348M | -$19.5M | -5% | 9.56% | 40.2% | 85 | 16.47% | 0.5 |
|
| 2054 |
2054
Perennial Investment Partners
Sydney,
Australia
| $347M | -$41.1M | -11% | 3.26% | – | 105 | 48.57% | 0.3 |
|
| 2055 |
2055
Telemus Capital
Southfield,
Michigan
| $347M | +$9.41M | +3% | 5.56% | 27.9% | 181 | 32.04% | 0.2 |
|
| 2056 |
2056
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| $346M | +$16M | +5% | 7.66% | 58.1% | 783 | 23.12% | 0.4 |
|
| 2057 |
NGA
2057
New Generation Advisors
Manchester,
Massachusetts
| $345M | +$96.1M | +39% | 14.6% | 45.1% | 58 | 50% | 0.3 |
|
| 2058 |
2058
MUFG Bank
Tokyo 100-8388,,
Japan
| $345M | -$210M | -38% | 9.92% | 74% | 2 | 0% | 0.4 |
|
| 2059 |
2059
Jacobus Wealth Management
Milwaukee,
Wisconsin
| $345M | +$58.4M | +20% | 7.46% | 17.2% | 324 | 28.09% | 0.4 |
|
| 2060 |
2060
Cormorant Asset Management
Boston,
Massachusetts
| $345M | – | – | 17.2% | 3,977% | 37 | – | 0 |
|
| 2061 |
PH
2061
Pinnacle Holdings
Tulsa,
Oklahoma
| $344M | +$28.4M | +9% | 6.94% | 79.6% | 205 | 14.15% | 0.4 |
|
| 2062 |
WRM
2062
Westport Resources Management
Westport,
Connecticut
| $343M | +$42M | +14% | 8.54% | 30.5% | 1,215 | 15.06% | 0.4 |
|
| 2063 |
2063
Heathbridge Capital Management
Toronto,
Ontario, Canada
| $342M | +$15.4M | +5% | 7.35% | 58.7% | 27 | 7.41% | 0.5 |
|
| 2064 |
2064
Hillsdale Investment Management
Toronto,
Ontario, Canada
| $342M | +$5.75M | +2% | 8.91% | 271% | 625 | 32.48% | 0.4 |
|
| 2065 |
CCMD
2065
Cypress Capital Management (Delaware)
Greenville,
Delaware
| $341M | +$28.5M | +9% | 10% | 25.6% | 50 | 12% | 0.4 |
|
| 2066 |
CC
2066
Cornerstone Capital
Palo Alto,
California
| $341M | +$13.1M | +4% | 9.13% | 91.2% | 72 | 6.94% | 0.4 |
|
| 2067 |
2067
1834 Investment Advisors
Milwaukee,
Wisconsin
| $341M | +$35.9M | +12% | 8.59% | 68.7% | 162 | 11.11% | 0.5 |
|
| 2068 |
2068
Majedie Asset Management
London,
United Kingdom
| $340M | – | – | 23% | 126% | 13 | – | 0 |
|
| 2069 |
2069
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| $340M | +$65M | +24% | 10.6% | 140% | 156 | 17.31% | 0.4 |
|
| 2070 |
2070
Efficient Market Advisors
San Diego,
California
| $338M | +$29.2M | +9% | 4.34% | 5.97% | 168 | 25.6% | 0.4 |
|
| 2071 |
2071
Chase Investment Counsel
Charlottesville,
Virginia
| $338M | -$51.9M | -13% | 14.3% | 350% | 120 | 26.67% | 0.4 |
|
| 2072 |
2072
William Harris Investors
Chicago,
Illinois
| $337M | +$17.2M | +5% | 7.89% | 3.28% | 104 | 25.96% | 0.4 |
|
| 2073 |
2073
JMG Financial Group
Downers Grove,
Illinois
| $337M | +$29.5M | +10% | 5.88% | 58.7% | 54 | 5.56% | 0.5 |
|
| 2074 |
QAM
2074
Quentec Asset Management
New York
| $337M | +$37.1M | +12% | 7.71% | 43.5% | 49 | 24.49% | 0.4 |
|
| 2075 |
2075
Tiptree Advisors
New York
| $336M | +$69.7M | +26% | 13.9% | – | 34 | 38.24% | 0.3 |
|