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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2151 |
2151
AT Bancorp
Dubuque,
Iowa
| $362M | +$17.4M | +5% | 7.09% | 21.8% | 207 | 17.39% | 1.7 |
|
| 2152 |
2152
Perigon Wealth Management
San Francisco,
California
| $362M | +$25.2M | +7% | 6.91% | 104% | 233 | 18.45% | 1.4 |
|
| 2153 |
SA
2153
Smithwood Advisers
Los Angeles,
California
| $362M | -$47.9M | -12% | 11.8% | 23.3% | 22 | 72.73% | 0.3 |
|
| 2154 |
2154
American Assets Investment Management
San Diego,
California
| $362M | +$31.2M | +9% | 5.12% | 507% | 130 | 12.31% | 1.7 |
|
| 2155 |
FCM
2155
Force Capital Management
New York
| $361M | -$116M | -24% | 3.61% | 72.7% | 30 | 23.33% | 1.5 |
|
| 2156 |
ZBI
2156
Ziff Brothers Investments
New York
| $361M | +$79M | +28% | 7.95% | – | 17 | 23.53% | 0.4 |
|
| 2157 |
2157
Horan Capital Management
Hunt Valley,
Maryland
| $361M | +$19.4M | +6% | 9.6% | 69.2% | 69 | 14.49% | 1.3 |
|
| 2158 |
2158
First Niagara Bank
Lockport,
New York
| $360M | -$21.2M | -6% | 7.62% | 38.1% | 223 | 17.49% | 2.1 |
|
| 2159 |
2159
Shanda Asset Management Holdings
Tortola,,
British Virgin Islands
| $360M | +$245M | +213% | 6.06% | 125% | 48 | 81.25% | 0.1 |
|
| 2160 |
2160
YCG LLC
Austin,
Texas
| $359M | +$28.9M | +9% | 6.7% | 27% | 66 | 9.09% | 1.9 |
|
| 2161 |
FIMG
2161
Financial & Investment Management Group
Traverse City,
Michigan
| $359M | -$44K | -0% | 1.59% | 18.9% | 137 | 24.82% | 1.3 |
|
| 2162 |
2162
Newport Asia
San Francisco,
California
| $359M | +$120M | +50% | 37.4% | – | 8 | 25% | 1.1 |
|
| 2163 |
2163
Diker Management
New York
| $358M | -$95M | -21% | 4.84% | 210% | 121 | 50.41% | 1.1 |
|
| 2164 |
JDR
2164
Jay D. Rosenbaum
| $358M | +$6.93M | +2% | 28.7% | 12.9% | 39 | 10.26% | 0.9 |
|
| 2165 |
2165
Buckingham Capital Management (Ohio)
Dayton,
Ohio
| $358M | +$18.3M | +5% | 4.85% | 26.3% | 171 | 5.85% | 2.1 |
|
| 2166 |
2166
First Wilshire Securities Management
Pasadena,
California
| $357M | -$23.3M | -6% | 4.13% | 135% | 127 | 12.6% | 2 |
|
| 2167 |
JC
2167
Joho Capital
New York
| $357M | +$7.76M | +2% | 13.7% | 80.2% | 15 | 46.67% | 0.7 |
|
| 2168 |
2168
NewSquare Capital
Newtown Square,
Pennsylvania
| $357M | +$17.9M | +5% | 2.61% | 76.5% | 367 | 15.26% | 1.5 |
|
| 2169 |
2169
Oberweis Asset Management
Lisle,
Illinois
| $356M | +$13.3M | +4% | 11.9% | 485% | 204 | 33.33% | 0.8 |
|
| 2170 |
2170
Delphi Financial Group
Wilmington,
Delaware
| $356M | -$22.9M | -6% | 3.65% | 66.3% | 20 | 10% | 1.4 |
|
| 2171 |
2171
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
| $356M | +$94.6M | +36% | 4.46% | 50.4% | 11 | 36.36% | 1.2 |
|
| 2172 |
2172
Tygh Capital Management
Portland,
Oregon
| $356M | -$66.1M | -16% | 9.72% | 251% | 113 | 46.02% | 0.8 |
|
| 2173 |
2173
Bronson Point Management
Fairfield,
Connecticut
| $356M | +$17.6M | +5% | 3.01% | 7.56% | 89 | 74.16% | 0.3 |
|
| 2174 |
WSA
2174
Wall Street Associates
Lajolla,
California
| $356M | -$167M | -32% | 4.71% | 94.4% | 354 | 27.68% | 1.2 |
|
| 2175 |
2175
Mission Wealth Management
Santa Barbara,
California
| $355M | +$24.8M | +8% | 3.87% | 92.1% | 149 | 14.09% | 0.4 |
|