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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 |
2076
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
| $589M | +$42.3M | +8% | 11% | 127% | 547 | 5.12% | 3.5 |
|
| 2077 |
2077
Hengehold Capital Management
Cincinnati,
Ohio
| $589M | +$43.8M | +8% | 5.29% | 54.5% | 138 | 9.42% | 3.1 |
|
| 2078 |
2078
CDAM (UK)
London,
United Kingdom
| $589M | +$27.4M | +5% | 7.77% | 7.89% | 15 | 0% | 1.3 |
|
| 2079 |
2079
Summit Financial
Parsippany,
New Jersey
| $589M | -$1.41M | -0.2% | 7.55% | 81.8% | 47 | 48.94% | 0.5 |
|
| 2080 |
2080
Accredited Investors
Edina,
Minnesota
| $589M | +$69.4M | +13% | 8.99% | 74% | 152 | 15.13% | 3.1 |
|
| 2081 |
2081
Trek Financial
Scottsdale,
Arizona
| $588M | -$119M | -17% | 6% | 144% | 127 | 29.13% | 0.7 |
|
| 2082 |
2082
McGowan Group Asset Management
Dallas,
Texas
| $588M | -$33.9M | -5% | 0.15% | 69.8% | 96 | 9.38% | 2.8 |
|
| 2083 |
2083
RFG Advisory
Birmingham,
Alabama
| $588M | +$84.9M | +17% | 5.46% | 52.3% | 391 | 20.2% | 1.4 |
|
| 2084 |
BPM
2084
Bowling Portfolio Management
Cincinnati,
Ohio
| $588M | -$9.5M | -2% | 9.85% | 45.7% | 404 | 40.59% | 1.9 |
|
| 2085 |
2085
North Point Portfolio Managers
Orange Village,
Ohio
| $587M | +$39.9M | +7% | 10.3% | 72.8% | 80 | 8.75% | 3.9 |
|
| 2086 |
AP
2086
Archon Partners
Princeton Junction,
New Jersey
| $587M | +$71.4M | +14% | 10.5% | 99.5% | 60 | 6.67% | 3.3 |
|
| 2087 |
2087
Biglari Capital Corp
San Antonio,
Texas
| $587M | +$16.9M | +3% | 3.66% | 72.7% | 13 | 30.77% | 3 |
|
| 2088 |
2088
Covenant Multifamily Offices
San Antonio,
Texas
| $586M | +$120M | +26% | 6.22% | 38.3% | 192 | 29.17% | 0.7 |
|
| 2089 |
2089
Pure Financial Advisors
San Diego,
California
| $585M | +$32.1M | +6% | 4.74% | 47.2% | 139 | 8.63% | 1.1 |
|
| 2090 |
RGREA
2090
Ranger Global Real Estate Advisors
Denver,
Colorado
| $585M | +$134M | +30% | 1.64% | 18% | 30 | 26.67% | 1.3 |
|
| 2091 |
BCM
2091
Bayesian Capital Management
Brooklyn,
New York
| $585M | +$56.2M | +11% | 11.1% | 107% | 830 | 70% | 0.2 |
|
| 2092 |
2092
J.V. Bruni & Co
Colorado Springs,
Colorado
| $584M | +$30.4M | +5% | 9.34% | 97.9% | 25 | 8% | 4.3 |
|
| 2093 |
2093
Connable Office Inc
Kalamazoo,
Michigan
| $583M | +$28.6M | +5% | 8.28% | 68.3% | 185 | 7.57% | 3 |
|
| 2094 |
2094
HGC Investment Management
Toronto,
Ontario, Canada
| $582M | +$31.2M | +6% | 1.62% | 33.2% | 159 | 48.43% | 0.6 |
|
| 2095 |
MGM
2095
Miura Global Management
New York
| $582M | +$13.7M | +2% | 18.2% | 375% | 47 | 55.32% | 0.4 |
|
| 2096 |
2096
Mendon Capital Advisors
Key Largo,
Florida
| $582M | -$11.5M | -2% | 11% | – | 84 | 40.48% | 2.2 |
|
| 2097 |
2097
Koshinski Asset Management
Decatur,
Illinois
| $581M | +$437M | +303% | 7.38% | 76.5% | 514 | 70.82% | 0.8 |
|
| 2098 |
2098
John G. Ullman & Associates
Corning,
New York
| $581M | +$30.4M | +6% | 8.39% | 156% | 153 | 13.07% | 3.3 |
|
| 2099 |
2099
Torray Investment Partners
Bethesda,
Maryland
| $581M | -$338M | -37% | 8.3% | 82.4% | 106 | 7.55% | 3.4 |
|
| 2100 |
2100
BTR Capital Management
Oakland,
California
| $580M | +$48.5M | +9% | 9.06% | 35% | 171 | 5.85% | 4.1 |
|