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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
Arbiter Partners Capital Management
New York
| $516M | +$20.5M | +4% | 6.12% | 378% | 58 | 29.31% | 2.5 |
|
| 2152 |
2152
Professional Advisory Services
Vero Beach,
Florida
| $516M | +$17.9M | +4% | 5.54% | 69.3% | 69 | 8.7% | 4.1 |
|
| 2153 |
2153
Arete Wealth Advisors
Chicago,
Illinois
| $515M | +$36.1M | +8% | 3.75% | 85.3% | 428 | 19.39% | 1.7 |
|
| 2154 |
M
2154
MRCap
Roslyn,
New York
| $515M | +$440M | +583% | 6.87% | – | 19 | 63.16% | 0.2 |
|
| 2155 |
2155
Trinity Street Asset Management
London,
United Kingdom
| $514M | +$18.5M | +4% | 5.29% | 76.9% | 16 | 25% | 1.8 |
|
| 2156 |
2156
CDAM (UK)
London,
United Kingdom
| $514M | -$12.9M | -2% | 6.32% | 7.89% | 15 | 6.67% | 1 |
|
| 2157 |
2157
Regal Investment Advisors
Kentwood,
Michigan
| $513M | +$21.3M | +4% | 2.54% | 64.7% | 385 | 26.23% | 2.9 |
|
| 2158 |
2158
American Financial Advisors
Marietta,
Georgia
| $513M | +$22.1M | +4% | 2.27% | 52.7% | 104 | 12.5% | 0.5 |
|
| 2159 |
2159
Thompson Investment Management
Madison,
Wisconsin
| $512M | -$10.8M | -2% | 3.71% | 100% | 187 | 6.42% | 3.9 |
|
| 2160 |
2160
De Burlo Group
Boston,
Massachusetts
| $512M | +$16.6M | +3% | 9.04% | 147% | 102 | 25.49% | 2.8 |
|
| 2161 |
2161
Caprock Group
Boise,
Idaho
| $512M | -$3.1M | -0.6% | 3.76% | – | 418 | 25.84% | 2.1 |
|
| 2162 |
2162
Accredited Investors
Edina,
Minnesota
| $511M | +$14.4M | +3% | 2.32% | 74% | 143 | 10.49% | 3 |
|
| 2163 |
2163
Lutz Financial Services
Omaha,
Nebraska
| $511M | +$20.6M | +4% | 2.32% | 35.3% | 65 | 6.15% | 1.1 |
|
| 2164 |
2164
HGC Investment Management
Toronto,
Ontario, Canada
| $510M | +$79.9M | +19% | 1.05% | 33.2% | 168 | 38.1% | 0.5 |
|
| 2165 |
2165
Yakira Capital Management
Westport,
Connecticut
| $510M | +$161M | +46% | 4.97% | 74.1% | 174 | 42.53% | 1 |
|
| 2166 |
NC
2166
Nokomis Capital
Dallas,
Texas
| $510M | +$108M | +27% | 8.74% | 145% | 47 | 31.91% | 1.9 |
|
| 2167 |
2167
Singapore Technologies Telemedia
Singapore
| $509M | +$25.5M | +5% | 5.27% | 173% | 1 | 0% | 2.3 |
|
| 2168 |
2168
Atika Capital Management
New York
| $509M | +$16.9M | +3% | 23.3% | 811% | 101 | 52.48% | 0.8 |
|
| 2169 |
2169
Belpointe Asset Management
Reno,
Nevada
| $508M | -$3.61M | -0.7% | 3.06% | 80.1% | 670 | 42.39% | 0.7 |
|
| 2170 |
2170
Peconic Partners
New York
| $508M | +$10.4M | +2% | 4.08% | 300% | 74 | 47.3% | 1.4 |
|
| 2171 |
JCI
2171
Jet Capital Investors
New York
| $507M | +$17.5M | +4% | 11.7% | 147% | 36 | 75% | 0.8 |
|
| 2172 |
2172
Wesleyan Assurance Society
Birmingham,
United Kingdom
| $507M | +$25M | +5% | 2.84% | 102% | 88 | 5.68% | 0.2 |
|
| 2173 |
2173
Cypress Capital Group
Palm Beach,
Florida
| $507M | +$18.4M | +4% | 3.81% | 97.8% | 247 | 7.69% | 3.6 |
|
| 2174 |
2174
Darrell & King
Charlottesville,
Virginia
| $507M | -$88.9M | -15% | 1.53% | – | 55 | 12.73% | 2.1 |
|
| 2175 |
2175
BerganKDV Wealth Management
Bloomington,
Minnesota
| $506M | +$16.5M | +3% | 2.35% | 27.9% | 789 | 12.17% | 1.2 |
|