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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2076 |
NGA
2076
New Generation Advisors
Manchester,
Massachusetts
| $348M | +$3.35M | +1% | 8.1% | 45.1% | 50 | 16% | 0.5 |
|
| 2077 |
OCM
2077
Oskie Capital Management
New York
| $348M | +$124M | +56% | 6.05% | 69.3% | 39 | 46.15% | 0.4 |
|
| 2078 |
2078
William Harris Investors
Chicago,
Illinois
| $347M | +$9.42M | +3% | 0.73% | 3.28% | 94 | 13.83% | 0.6 |
|
| 2079 |
2079
Denali Advisors
San Diego,
California
| $347M | +$28.3M | +9% | 4.08% | 106% | 304 | 25.99% | 0.5 |
|
| 2080 |
FOAM
2080
Five Oceans Asset Management
Sydney,
Australia
| $346M | -$15.1M | -4% | 1.68% | – | 51 | 15.69% | 0.7 |
|
| 2081 |
2081
Archon Capital Management
Seattle,
Washington
| $346M | +$76.6M | +28% | 5.68% | 222% | 33 | 45.45% | 0.4 |
|
| 2082 |
2082
Clarus Ventures
Cambridge,
Massachusetts
| $346M | -$8.26M | -2% | 9.45% | 70.3% | 6 | 16.67% | 0.3 |
|
| 2083 |
2083
Abu Dhabi Investment Council Co
Abu Dhabi,
United Arab Emirates
| $345M | +$23.8M | +7% | 7.42% | – | 4 | 0% | 0.3 |
|
| 2084 |
BIM
2084
Bridgecreek Investment Management
Tulsa,
Oklahoma
| $344M | +$16.5M | +5% | 4.25% | 48.4% | 108 | 6.48% | 0.7 |
|
| 2085 |
2085
Woodmont Investment Counsel
Nashville,
Tennessee
| $344M | +$11.2M | +3% | 2.01% | 66.8% | 204 | 8.82% | 0.6 |
|
| 2086 |
2086
Deccan Value Investors
Greenwich,
Connecticut
| $344M | +$16.7M | +5% | 0.09% | 66.5% | 7 | 0% | 0.7 |
|
| 2087 |
BC
2087
Balestra Capital
New York
| $344M | -$1.33B | -79% | 4.82% | – | 23 | 65.22% | 0.3 |
|
| 2088 |
2088
BTR Capital Management
Oakland,
California
| $343M | -$7.39M | -2% | 2.85% | 35% | 148 | 10.81% | 0.7 |
|
| 2089 |
2089
Weatherstone Capital Management
Denver,
Colorado
| $343M | -$102M | -23% | 1.35% | 32% | 92 | 46.74% | 0.4 |
|
| 2090 |
2090
Arcadia Investment Management
Kalamazoo,
Michigan
| $343M | -$79.8M | -19% | 1.78% | 83.5% | 117 | 16.24% | 0.7 |
|
| 2091 |
FIMG
2091
Financial & Investment Management Group
Traverse City,
Michigan
| $342M | +$24M | +8% | 4.67% | 18.9% | 130 | 19.23% | 0.5 |
|
| 2092 |
2092
Coe Capital Management
Highland Park,
Illinois
| $342M | +$56.1M | +20% | 6.32% | 84.4% | 290 | 51.03% | 0.3 |
|
| 2093 |
2093
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| $342M | -$3.4M | -1% | 0.45% | 58.1% | 746 | 9.92% | 0.6 |
|
| 2094 |
2094
Regal Partners
Sydney, NSW,
Australia
| $342M | +$29.8M | +10% | 6.89% | 146% | 12 | 16.67% | 0.6 |
|
| 2095 |
2095
Ellington Management Group
Old Greenwich,
Connecticut
| $342M | +$61.3M | +22% | 1.89% | 16.1% | 935 | 79.36% | 0.1 |
|
| 2096 |
2096
Strategic Financial Services
Utica,
New York
| $342M | +$26.1M | +8% | 2.5% | 58.7% | 100 | 7% | 0.7 |
|
| 2097 |
2097
Planning Alternatives
Birmingham,
Michigan
| $342M | +$13.5M | +4% | 1% | 69.6% | 46 | 19.57% | 0.4 |
|
| 2098 |
2098
1834 Investment Advisors
Milwaukee,
Wisconsin
| $341M | +$777K | +0.2% | 1.51% | 68.7% | 161 | 7.45% | 0.7 |
|
| 2099 |
2099
Choreo LLC
Rockford,
Illinois
| $341M | – | – | 2.03% | 74.7% | 139 | – | 0 |
|
| 2100 |
2100
Covalent Partners
Concord,
Massachusetts
| $340M | +$38.8M | +13% | 2.63% | 36.6% | 34 | 38.24% | 0.4 |
|