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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 |
3AM
2151
3D Asset Management
Hartford,
Connecticut
| $352M | +$16.8M | +5% | 2.11% | 0.82% | 56 | 32.14% | 1.9 |
|
| 2152 |
2152
Stieven Capital Advisors
St. Louis,
Missouri
| $352M | -$17.3M | -5% | 6.2% | 117% | 78 | 16.67% | 1.8 |
|
| 2153 |
PCM
2153
Panning Capital Management
New York
| $352M | +$176M | +100% | 0.03% | 349% | 10 | 80% | 0.2 |
|
| 2154 |
2154
Jacobs Asset Management
New York
| $352M | -$31.5M | -8% | 4.56% | 114% | 46 | 19.57% | 1.6 |
|
| 2155 |
2155
J.M. Forbes & Co
Boston,
Massachusetts
| $350M | -$23.6M | -6% | 1.24% | 112% | 106 | 15.09% | 2.1 |
|
| 2156 |
2156
Tensile Capital Management
Larkspur,
California
| $349M | +$17.5M | +5% | 0.23% | 47.7% | 19 | 21.05% | 1.4 |
|
| 2157 |
2157
NewSquare Capital
Newtown Square,
Pennsylvania
| $349M | -$7.97M | -2% | 3.22% | 76.5% | 433 | 27.48% | 1.4 |
|
| 2158 |
2158
Foundation Asset Management
White Plains,
New York
| $349M | +$44.4M | +15% | 2.72% | 126% | 24 | 37.5% | 0.9 |
|
| 2159 |
2159
Twele Capital Management
Minnetonka,
Minnesota
| $348M | +$17.2M | +5% | 1.88% | 37.1% | 52 | 17.31% | 2.4 |
|
| 2160 |
2160
Sagard Capital Partners Management
New York
| $347M | +$17.5M | +5% | 2.49% | 37.4% | 10 | 0% | 1.7 |
|
| 2161 |
2161
Bremer Trust National Association
St. Cloud,
Minnesota
| $347M | +$12.6M | +4% | 0.72% | 31.2% | 265 | 14.72% | 1.8 |
|
| 2162 |
LPC
2162
Lion Point Capital
New York
| $346M | +$17.9M | +5% | 3.94% | 319% | 13 | 30.77% | 0.2 |
|
| 2163 |
2163
Oberweis Asset Management
Lisle,
Illinois
| $346M | -$10.3M | -3% | 0.35% | 485% | 211 | 34.12% | 0.9 |
|
| 2164 |
2164
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
| $346M | -$7.98M | -2% | 3.68% | 22.7% | 48 | 25% | 1.9 |
|
| 2165 |
WA
2165
WFG Advisors
Dallas,
Texas
| $346M | +$11.3M | +3% | 4.17% | 21.3% | 1,812 | 15.45% | 2 |
|
| 2166 |
2166
De Burlo Group
Boston,
Massachusetts
| $346M | -$79.3M | -19% | 3.73% | 147% | 110 | 25.45% | 1.7 |
|
| 2167 |
2167
Fiduciary Group
Savannah,
Georgia
| $345M | +$9.9M | +3% | 1.62% | 67.1% | 184 | 8.15% | 0.7 |
|
| 2168 |
2168
Mark Asset Management
New York
| $345M | -$44.2M | -11% | 2.17% | 325% | 63 | 38.1% | 1.4 |
|
| 2169 |
2169
Baskin Financial Services
Toronto,
Ontario, Canada
| $345M | +$21.4M | +7% | 5.04% | 69.1% | 43 | 2.33% | 2.1 |
|
| 2170 |
DS
2170
Dalal Street
West Lake Hills,
Texas
| $345M | -$34M | -9% | 8.02% | 92.7% | 9 | 33.33% | 1.1 |
|
| 2171 |
CCM
2171
Clovis Capital Management
New York
| $345M | -$37.8M | -10% | 6.69% | 37.4% | 33 | 66.67% | 0.5 |
|
| 2172 |
2172
Summit Equities
Parsippany,
New Jersey
| $344M | +$14.8M | +4% | 0.6% | 40.7% | 26 | 23.08% | 1.7 |
|
| 2173 |
2173
Partners Capital Investment Group
Boston,
Massachusetts
| $343M | +$45.3M | +15% | 0.84% | 47.5% | 77 | 32.47% | 0.2 |
|
| 2174 |
TI
2174
Telemetry Investments
New York
| $343M | +$49M | +17% | 1.12% | 77.4% | 159 | 56.6% | 0.4 |
|
| 2175 |
2175
Tygh Capital Management
Portland,
Oregon
| $343M | -$13.1M | -4% | 1.42% | 251% | 108 | 37.04% | 0.7 |
|