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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 |
KFS
2151
Kurt F. Somerville
| $504M | +$68.5M | +16% | 15.3% | 92.9% | 110 | 8.18% | 4 |
|
| 2152 |
2152
KG Funds Management
New York
| $503M | +$22.9M | +5% | 12.1% | 45.8% | 9 | 11.11% | 1.7 |
|
| 2153 |
2153
Kings Point Capital Management
Great Neck,
New York
| $503M | +$54.9M | +12% | 14.3% | 80.1% | 368 | 8.42% | 3.4 |
|
| 2154 |
2154
Claret Asset Management
Montreal,
Quebec, Canada
| $503M | +$52.8M | +12% | 14.5% | 73.3% | 220 | 15% | 1 |
|
| 2155 |
2155
Dakota Wealth Management
Palm Beach Gardens,
Florida
| $503M | +$61.1M | +14% | 11.9% | 112% | 345 | 32.75% | 1.1 |
|
| 2156 |
2156
Sunriver Management
Greenwich,
Connecticut
| $502M | +$62.8M | +14% | 22.5% | 9.27% | 22 | 36.36% | 1 |
|
| 2157 |
2157
Heathbridge Capital Management
Toronto,
Ontario, Canada
| $500M | +$54.4M | +12% | 15% | 73.6% | 31 | 22.58% | 3.7 |
|
| 2158 |
2158
Incline Global Management
New York
| $498M | -$17.6M | -3% | 22.2% | 40.1% | 33 | 60.61% | 0.8 |
|
| 2159 |
2159
NatWest Group
Edinburgh, Scotland,
United Kingdom
| $498M | +$35M | +8% | 14.4% | 207% | 77 | 5.19% | 4 |
|
| 2160 |
2160
Oberweis Asset Management
Lisle,
Illinois
| $498M | +$50.9M | +11% | 26.6% | 485% | 249 | 38.96% | 1.2 |
|
| 2161 |
2161
Professional Advisory Services
Vero Beach,
Florida
| $498M | +$48.9M | +11% | 12% | 69.3% | 69 | 4.35% | 3.8 |
|
| 2162 |
2162
Tuttle Capital Management
Riverside,
Connecticut
| $498M | +$234M | +89% | 17.5% | 115% | 207 | 82.61% | 0.1 |
|
| 2163 |
2163
Peconic Partners
New York
| $498M | +$89M | +22% | 21.5% | 300% | 60 | 36.67% | 1.5 |
|
| 2164 |
2164
Accredited Investors
Edina,
Minnesota
| $497M | +$49.1M | +11% | 12.8% | 74% | 141 | 12.77% | 2.7 |
|
| 2165 |
2165
Fort LP
Chevy Chase,
Maryland
| $496M | +$71.6M | +17% | 14.8% | 56.8% | 527 | 34.72% | 0.6 |
|
| 2166 |
2166
Algebris (UK)
London,
United Kingdom
| $496M | -$93.3M | -16% | 11.9% | 24.5% | 66 | 48.48% | 0.5 |
|
| 2167 |
GC
2167
Gobi Capital
San Francisco,
California
| $496M | +$127M | +34% | 16.5% | 93.7% | 9 | 22.22% | 1.3 |
|
| 2168 |
2168
Trinity Street Asset Management
London,
United Kingdom
| $496M | +$80.7M | +19% | 23.4% | 76.9% | 14 | 14.29% | 2.2 |
|
| 2169 |
2169
De Burlo Group
Boston,
Massachusetts
| $495M | +$50M | +11% | 23.6% | 147% | 110 | 33.64% | 2.4 |
|
| 2170 |
2170
Arbiter Partners Capital Management
New York
| $495M | -$400M | -45% | 0.01% | 378% | 58 | 22.41% | 2.7 |
|
| 2171 |
2171
Community Bank
Dewitt,
New York
| $495M | +$45.1M | +10% | 11.4% | 73.5% | 516 | 14.53% | 3 |
|
| 2172 |
2172
Triodos Investment Management
Driebergen-Rijsenburg,
Netherlands
| $495M | +$29.4M | +6% | 15.7% | 89.9% | 42 | 7.14% | 0.8 |
|
| 2173 |
SFG
2173
Sather Financial Group
Victoria,
Texas
| $494M | +$34.5M | +8% | 12.3% | 82.3% | 59 | 13.56% | 3.3 |
|
| 2174 |
2174
Clear Harbor Asset Management
Stamford,
Connecticut
| $493M | +$58.6M | +13% | 16.3% | 98.6% | 274 | 19.71% | 3.1 |
|
| 2175 |
2175
Atika Capital Management
New York
| $492M | +$152M | +45% | 34.9% | 811% | 98 | 56.12% | 0.7 |
|