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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
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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
Pacific Global Investment Management
Glendale,
California
| $461M | +$17.8M | +4% | 8.36% | 48% | 234 | 9.4% | 3.2 |
|
| 2202 |
2202
SeaBridge Investment Advisors
Summit,
New Jersey
| $460M | +$31.8M | +7% | 5.96% | 128% | 271 | 11.44% | 2.6 |
|
| 2203 |
2203
JLB & Associates
Plymouth,
Michigan
| $460M | +$50.5M | +12% | 7.07% | 69.5% | 73 | 4.11% | 3.6 |
|
| 2204 |
AP
2204
Archon Partners
Princeton Junction,
New Jersey
| $459M | +$30.2M | +7% | 5.92% | 86% | 66 | 24.24% | 2.7 |
|
| 2205 |
2205
Claret Asset Management
Montreal,
Quebec, Canada
| $458M | – | – | 6.49% | 73.3% | 162 | – | 0 |
|
| 2206 |
2206
Chemung Canal Trust
Elmira,
New York
| $458M | +$19M | +4% | 7.28% | 80.9% | 130 | 10.77% | 3.2 |
|
| 2207 |
2207
Klingman & Associates
New York
| $458M | +$51.1M | +13% | 3.89% | 64.9% | 117 | 22.22% | 2 |
|
| 2208 |
2208
Guardian Life Insurance
New York
| $457M | -$192M | -30% | 4.08% | – | 531 | 2.64% | 3.7 |
|
| 2209 |
2209
Bank Hapoalim BM
Tel Aviv,
Israel
| $457M | +$17M | +4% | 4.75% | 76.6% | 228 | 17.98% | 2.2 |
|
| 2210 |
2210
Belpointe Asset Management
Reno,
Nevada
| $457M | +$29.1M | +7% | 4.39% | 80.1% | 510 | 27.84% | 0.2 |
|
| 2211 |
SCM
2211
Schneider Capital Management
Berwyn,
Pennsylvania
| $456M | -$100M | -18% | 0.36% | 52.5% | 59 | 28.81% | 2.3 |
|
| 2212 |
2212
Everence Capital Management
Goshen,
Indiana
| $456M | +$18.1M | +4% | 7.41% | 108% | 447 | 20.13% | 2.3 |
|
| 2213 |
2213
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| $456M | +$26.1M | +6% | 3.85% | 44.7% | 181 | 9.94% | 1.2 |
|
| 2214 |
2214
Barton Investment Management
West Conshohocken,
Pennsylvania
| $456M | +$33.7M | +8% | 9.3% | 80.3% | 43 | 6.98% | 3.7 |
|
| 2215 |
2215
Opus Capital Group
Cincinnati,
Ohio
| $455M | +$15.4M | +4% | 3.92% | 49.7% | 260 | 20.38% | 1.7 |
|
| 2216 |
2216
Insight Holdings Group
New York
| $453M | -$673K | -0.1% | 1.9% | 111% | 5 | 0% | 0.8 |
|
| 2217 |
SCM
2217
SIR Capital Management
New York
| $453M | -$322M | -42% | 9.12% | 71.1% | 66 | 56.06% | 0.6 |
|
| 2218 |
2218
Oakwood Capital Management
Los Angeles,
California
| $452M | +$23.4M | +5% | 4.66% | 72.7% | 71 | 5.63% | 3.1 |
|
| 2219 |
HI
2219
Handelsinvest Investeringsforvaltning
Herning,
Denmark
| $451M | +$25.9M | +6% | 6.16% | 37.9% | 106 | 12.26% | 1.4 |
|
| 2220 |
CC
2220
Carbonado Capital
New York
| $451M | +$27M | +6% | 15.4% | 62.2% | 13 | 38.46% | 1 |
|
| 2221 |
2221
CKW Financial Group
Honolulu,
Hawaii
| $450M | +$31.5M | +8% | 5.42% | 62.4% | 176 | 8.52% | 3.1 |
|
| 2222 |
EA
2222
Echinus Advisors
New York
| $450M | +$24.2M | +6% | 7.77% | 91.4% | 11 | 27.27% | 1.6 |
|
| 2223 |
2223
First Reserve GP XI
Stamford,
Connecticut
| $449M | +$20.9M | +5% | 5.74% | 26.4% | 2 | 50% | 4 |
|
| 2224 |
2224
Regal Investment Advisors
Kentwood,
Michigan
| $449M | +$20M | +5% | 5.27% | 64.7% | 310 | 18.06% | 2.5 |
|
| 2225 |
PAM
2225
Premier Asset Management
Chicago,
Illinois
| $448M | +$1.9M | +0.4% | 7.22% | 104% | 126 | 15.08% | 2.2 |
|