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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2201 |
2201
Alaska Permanent Capital Management
Anchorage,
Alaska
| $361M | +$19.9M | +6% | 2.83% | 42.8% | 26 | 3.85% | 1.4 |
|
| 2202 |
AAM
2202
Autus Asset Management
Scottsdale,
Arizona
| $360M | +$42.6M | +13% | 3.02% | 26.3% | 132 | 11.36% | 1.4 |
|
| 2203 |
2203
KLCM Advisors
Milwaukee,
Wisconsin
| $360M | -$27.4M | -7% | 2.34% | 122% | 86 | 20.93% | 1.3 |
|
| 2204 |
2204
First Reserve GP XII
Stamford,
Connecticut
| $358M | -$128M | -26% | 15.9% | – | 5 | 20% | 0.9 |
|
| 2205 |
WA
2205
WFG Advisors
Dallas,
Texas
| $358M | -$136M | -28% | 1.53% | 21.3% | 2,303 | 24.66% | 1.4 |
|
| 2206 |
2206
U.S. Global Investors (USGI)
San Antonio,
Texas
| $358M | -$14.7M | -4% | 3.54% | 151% | 424 | 50% | 0.4 |
|
| 2207 |
TAM
2207
Telemark Asset Management
Boston,
Massachusetts
| $358M | +$18.8M | +6% | 8.86% | 329% | 34 | 32.35% | 1 |
|
| 2208 |
SRCM
2208
Sterling Ridge Capital Management
New York
| $358M | +$105M | +41% | 4.62% | – | 95 | 80% | 0.1 |
|
| 2209 |
2209
Arcadia Investment Management
Kalamazoo,
Michigan
| $357M | +$2.83M | +0.8% | 5.3% | 83.5% | 104 | 4.81% | 1.5 |
|
| 2210 |
2210
CPWM LLC
Seattle,
Washington
| $357M | +$6.68M | +2% | 4.14% | 36.6% | 177 | 11.3% | 1.2 |
|
| 2211 |
2211
WBH Advisory
Baltimore,
Maryland
| $356M | +$91.2M | +34% | 2.62% | 57.6% | 222 | 10.36% | 1.5 |
|
| 2212 |
2212
FJ Capital Management
Mclean,
Virginia
| $356M | +$28.5M | +9% | 2.57% | 97.9% | 92 | 17.39% | 0.9 |
|
| 2213 |
2213
Oberweis Asset Management
Lisle,
Illinois
| $356M | +$21.1M | +6% | 19.8% | 485% | 208 | 57.69% | 0.6 |
|
| 2214 |
CCM
2214
Clovis Capital Management
New York
| $356M | -$1.81M | -0.5% | 10.3% | 37.4% | 32 | 65.63% | 0.3 |
|
| 2215 |
2215
Park Presidio Capital
San Francisco,
California
| $355M | +$33.5M | +10% | 2.75% | 94.1% | 16 | 25% | 0.2 |
|
| 2216 |
2216
Horan Capital Management
Hunt Valley,
Maryland
| $354M | +$64.4M | +22% | 1.62% | 69.2% | 59 | 44.07% | 0.9 |
|
| 2217 |
SCP
2217
Scoria Capital Partners
Stamford,
Connecticut
| $354M | +$133M | +60% | 4.92% | – | 202 | 76.24% | 0.1 |
|
| 2218 |
2218
Equitec Specialists
Chicago,
Illinois
| $354M | -$33.4M | -9% | 0.07% | 65.4% | 135 | 40% | 0.2 |
|
| 2219 |
2219
Kelso & Company
New York
| $354M | -$8.5M | -2% | 2.35% | – | 1 | 0% | 1.3 |
|
| 2220 |
2220
Lexington Partners VI Holdings Sub
New York
| $354M | -$52.6M | -13% | 1.72% | – | 1 | 0% | 1.8 |
|
| 2221 |
2221
Winslow Evans & Crocker
Boston,
Massachusetts
| $353M | +$2.61M | +0.7% | 4.13% | 76.2% | 1,340 | 8.51% | 1.1 |
|
| 2222 |
AA
2222
Ancient Art
Austin,
Texas
| $353M | -$31.3M | -8% | 9.77% | 168% | 21 | 28.57% | 0.9 |
|
| 2223 |
2223
Twele Capital Management
Minnetonka,
Minnesota
| $353M | +$6.87M | +2% | 1.65% | 37.1% | 63 | 4.76% | 1.6 |
|
| 2224 |
2224
Junto Capital Management
New York
| $353M | +$26.9M | +8% | 8.28% | 122% | 27 | 70.37% | 0.1 |
|
| 2225 |
2225
Vantage Investment Advisors
State College,
Pennsylvania
| $352M | +$175M | +99% | 1.98% | 56.3% | 934 | 22.16% | 0.9 |
|