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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2126 |
2126
Choreo LLC
Rockford,
Illinois
| $354M | +$13.2M | +4% | 4.02% | 74.7% | 153 | 14.38% | 0.2 |
|
| 2127 |
SSA
2127
South Street Advisors
New York
| $353M | +$102M | +40% | 8.14% | 169% | 60 | 11.67% | 0.9 |
|
| 2128 |
2128
Perigon Wealth Management
San Francisco,
California
| $351M | +$169M | +93% | 5.44% | 93.8% | 198 | 35.35% | 0.3 |
|
| 2129 |
KJHP
2129
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| $351M | +$13.7M | +4% | 4.54% | 140% | 177 | 22.6% | 0.7 |
|
| 2130 |
2130
Calamos Wealth Management
Naperville,
Illinois
| $351M | +$12.8M | +4% | 4.11% | 102% | 232 | 19.83% | 0.6 |
|
| 2131 |
FIMG
2131
Financial & Investment Management Group
Traverse City,
Michigan
| $350M | +$7.57M | +2% | 3.76% | 18.9% | 118 | 13.56% | 0.7 |
|
| 2132 |
KRC
2132
Kingdom Ridge Capital
White Plains,
New York
| $350M | -$73M | -17% | 2.87% | 51.6% | 38 | 68.42% | 0.3 |
|
| 2133 |
MBTD
2133
Mechanics Bank - Trust Department
Walnut Creek,
California
| $349M | -$89.8M | -20% | 4.91% | 76.8% | 162 | 9.26% | 0.9 |
|
| 2134 |
EBSAM
2134
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
| $349M | -$5.29M | -1% | 3.47% | 40.2% | 88 | 17.05% | 0.8 |
|
| 2135 |
FAM
2135
Foundation Asset Management
White Plains,
New York
| $348M | -$19.6M | -5% | 1.56% | 126% | 20 | 35% | 0.7 |
|
| 2136 |
2136
Encompass Capital Advisors
New York
| $348M | -$30M | -8% | 14.8% | 364% | 35 | 82.86% | 0.1 |
|
| 2137 |
AGM
2137
Alpine Global Management
New York
| $348M | +$232M | +199% | 3.78% | 149% | 284 | 83.45% | 0.1 |
|
| 2138 |
RMCP
2138
Red Mountain Capital Partners
Los Angeles,
California
| $348M | +$32.7M | +10% | 4.09% | 37.4% | 12 | 25% | 0.6 |
|
| 2139 |
FNT
2139
First Nebraska Trust
Lincoln,
Nebraska
| $347M | +$24M | +7% | 4.86% | 67.9% | 104 | 16.35% | 0.8 |
|
| 2140 |
TSAM
2140
Trinity Street Asset Management
London,
United Kingdom
| $346M | +$28.6M | +9% | 4.05% | 78.9% | 17 | 17.65% | 0.4 |
|
| 2141 |
AC
2141
Aisling Capital
New York
| $346M | +$202M | +140% | 4.64% | 386% | 17 | 76.47% | 0.1 |
|
| 2142 |
TAT
2142
TD Ameritrade Trust
Denver,
Colorado
| $346M | +$14.3M | +4% | 3.39% | 21.7% | 48 | 10.42% | 0.9 |
|
| 2143 |
BP
2143
Berkshire Partners
Boston,
Massachusetts
| $345M | -$37M | -10% | 9.69% | 79% | 1 | 0% | 1 |
|
| 2144 |
JC
2144
Jacobs & Co
San Francisco,
California
| $345M | +$22.6M | +7% | 5.17% | 105% | 125 | 8.8% | 0.9 |
|
| 2145 |
IAA
2145
Ironsides Asset Advisors
Rocky Mount,
North Carolina
| $345M | – | – | 2.65% | 44.9% | 167 | – | 0 |
|
| 2146 |
3AM
2146
3D Asset Management
Hartford,
Connecticut
| $345M | +$11M | +3% | 2.89% | 0.82% | 40 | 2.5% | 1 |
|
| 2147 |
KLC
2147
Knowledge Leaders Capital
Denver,
Colorado
| $344M | -$5.38M | -2% | 3.59% | 51.6% | 38 | 2.63% | 0.2 |
|
| 2148 |
LKIM
2148
Lawson Kroeker Investment Management
Omaha,
Nebraska
| $343M | +$23.7M | +7% | 6.28% | 64.5% | 74 | 4.05% | 1 |
|
| 2149 |
AIM
2149
Arcadia Investment Management
Kalamazoo,
Michigan
| $343M | +$525K | +0.2% | 3.17% | 83.5% | 104 | 9.62% | 0.9 |
|
| 2150 |
RCP
2150
RPM Capital Partners
New York
| $342M | +$84.8M | +33% | 33% | – | 1 | 0% | 1 |
|