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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
Accident Compensation Corp
Wellington,
New Zealand
| $377M | +$11.5M | +3% | 1.64% | 24.6% | 118 | 13.56% | 0.6 |
|
| 2127 |
2127
Hillsdale Investment Management
Toronto,
Ontario, Canada
| $377M | +$34.8M | +10% | 11.7% | 271% | 608 | 35.2% | 1.2 |
|
| 2128 |
2128
Horan Capital Management
Hunt Valley,
Maryland
| $377M | +$15.7M | +4% | 5.02% | 69.2% | 60 | 11.67% | 2 |
|
| 2129 |
2129
SignalPoint Asset Management
Springfield,
Missouri
| $377M | +$137M | +57% | 3.15% | 36% | 254 | 14.96% | 2 |
|
| 2130 |
ACM
2130
Acertus Capital Management
Morristown,
New Jersey
| $376M | -$6.27M | -2% | 3.25% | 23.5% | 5 | 20% | 1.6 |
|
| 2131 |
2131
Phillips Financial Management
Fort Wayne,
Indiana
| $376M | +$2.63M | +0.7% | 2.63% | 45.6% | 67 | 7.46% | 2.7 |
|
| 2132 |
HPBT
2132
High Point Bank & Trust
High Point,
North Carolina
| $376M | +$7.9M | +2% | 1.28% | 16.5% | 440 | 6.36% | 2.4 |
|
| 2133 |
2133
Yakira Capital Management
Westport,
Connecticut
| $376M | +$112M | +42% | 3.49% | 74.1% | 116 | 42.24% | 1.1 |
|
| 2134 |
2134
Academy Capital Management
Waco,
Texas
| $376M | -$13.5M | -3% | 5.58% | 71.2% | 43 | 4.65% | 2.1 |
|
| 2135 |
2135
Mark Asset Management
New York
| $375M | +$36.5M | +11% | 11.9% | 325% | 62 | 32.26% | 1.5 |
|
| 2136 |
2136
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
| $373M | +$86.8M | +30% | 1.02% | 25.1% | 7 | 14.29% | 1.4 |
|
| 2137 |
DTL
2137
Dynamic Technology Lab
Singapore
| $373M | +$3.56M | +1% | 6.59% | 30.8% | 1,379 | 78.9% | 0.1 |
|
| 2138 |
3AM
2138
3D Asset Management
Hartford,
Connecticut
| $373M | +$13.4M | +4% | 3.8% | 0.82% | 55 | 10.91% | 2.2 |
|
| 2139 |
2139
Financial Architects (New Jersey)
Marlton,
New Jersey
| $373M | +$17.9M | +5% | 2.59% | 31.3% | 1,569 | 13.45% | 0.7 |
|
| 2140 |
2140
Alpha Cubed Investments
Irvine,
California
| $372M | +$82.2M | +28% | 4.89% | 126% | 186 | 26.88% | 1.3 |
|
| 2141 |
2141
Twele Capital Management
Minnetonka,
Minnesota
| $371M | +$11.4M | +3% | 2.25% | 37.1% | 44 | 2.27% | 2.7 |
|
| 2142 |
2142
Beese Fulmer Investment Management
Canton,
Ohio
| $371M | +$18.3M | +5% | 3.01% | 113% | 174 | 11.49% | 2.2 |
|
| 2143 |
2143
Stearns Financial Services Group
Greensboro,
North Carolina
| $371M | +$20.5M | +6% | 3.15% | 26.1% | 132 | 16.67% | 2.5 |
|
| 2144 |
2144
Steinberg Asset Management
New York
| $370M | -$11.8M | -3% | 10.5% | 130% | 41 | 7.32% | 2.1 |
|
| 2145 |
2145
Cutler Investment Counsel
Jacksonville,
Oregon
| $370M | +$12.1M | +3% | 2.15% | 56.2% | 79 | 6.33% | 2.2 |
|
| 2146 |
BC
2146
Bruce & Co
Chicago,
Illinois
| $370M | -$21.1M | -5% | 3.05% | 94.5% | 48 | 0% | 2.6 |
|
| 2147 |
2147
William Harris Investors
Chicago,
Illinois
| $370M | -$28.9M | -7% | 3.58% | 3.28% | 103 | 18.45% | 2.1 |
|
| 2148 |
IAA
2148
Ironsides Asset Advisors
Rocky Mount,
North Carolina
| $370M | +$42.5M | +13% | 0.37% | 49.3% | 167 | 17.96% | 1.4 |
|
| 2149 |
2149
Snowden Capital Advisors
New York
| $369M | +$39.2M | +12% | 4.19% | 100% | 313 | 24.6% | 0.4 |
|
| 2150 |
2150
Tygh Capital Management
Portland,
Oregon
| $369M | +$13.8M | +4% | 11.3% | 251% | 105 | 34.29% | 0.9 |
|