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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2226 |
2226
Stelac Advisory Services
New York
| $342M | +$18.3M | +6% | 0.33% | 84.9% | 38 | 15.79% | 1.1 |
|
| 2227 |
SAM
2227
Senzar Asset Management
New York
| $341M | +$160K | +0% | 12.1% | 0.75% | 39 | 43.59% | 0.4 |
|
| 2228 |
2228
Ninety One North America
New York
| $341M | – | – | 6.82% | 70.6% | 93 | – | 0 |
|
| 2229 |
2229
Alaska Permanent Capital Management
Anchorage,
Alaska
| $341M | -$82.2M | -19% | 2.35% | 42.8% | 33 | 24.24% | 1.2 |
|
| 2230 |
2230
Callahan Advisors
Houston,
Texas
| $340M | +$17.1M | +5% | 4.94% | 87.7% | 126 | 9.52% | 1.3 |
|
| 2231 |
TAM
2231
Telemark Asset Management
Boston,
Massachusetts
| $339M | -$35M | -9% | 9.59% | 329% | 38 | 23.68% | 0.9 |
|
| 2232 |
2232
First Western Capital Management
Los Angeles,
California
| $339M | +$866K | +0.3% | 4.53% | 43% | 154 | 28.57% | 0.7 |
|
| 2233 |
2233
CenturyLink Investment Management
Denver,
Colorado
| $339M | +$43M | +15% | 3.98% | – | 275 | 21.45% | 1 |
|
| 2234 |
2234
Incline Global Management
New York
| $338M | +$4.56M | +1% | 6.67% | 40.1% | 41 | 46.34% | 0.6 |
|
| 2235 |
2235
Pacific Financial Group
Bellevue,
Washington
| $338M | +$241M | +247% | 5.04% | 61.1% | 238 | 82.35% | 0.2 |
|
| 2236 |
2236
Sensato Investors
San Francisco,
California
| $338M | – | – | 7.58% | 75.8% | 45 | – | 0 |
|
| 2237 |
2237
Accredited Investors
Edina,
Minnesota
| $338M | +$7.12M | +2% | 2.75% | 74% | 80 | 17.5% | 1.2 |
|
| 2238 |
2238
Vantage Investment Partners
Kansas City,
Missouri
| $338M | +$26.1M | +8% | 5.09% | 66.8% | 44 | 9.09% | 1.3 |
|
| 2239 |
2239
NTV Asset Management
Charleston,
West Virginia
| $338M | +$7.96M | +2% | 2.9% | 110% | 207 | 9.18% | 1.3 |
|
| 2240 |
2240
LG Capital Management
Owings Mills,
Maryland
| $337M | +$14.1M | +4% | 8.99% | – | 59 | 52.54% | 0.4 |
|
| 2241 |
2241
AT Bancorp
Dubuque,
Iowa
| $336M | -$5.41M | -2% | 5.24% | 21.8% | 209 | 13.4% | 1.1 |
|
| 2242 |
2242
Baltimore-Washington Financial Advisors
Columbia,
Maryland
| $336M | +$24.5M | +8% | 3.34% | 80.6% | 331 | 29.91% | 0.9 |
|
| 2243 |
2243
Napier Park Global Capital (US)
New York
| $336M | +$41.5M | +14% | 20.4% | 237% | 74 | 59.46% | 0.4 |
|
| 2244 |
2244
Loeb Partners Corp
New York
| $336M | +$34.6M | +11% | 9.11% | 34.4% | 197 | 26.9% | 1 |
|
| 2245 |
2245
Philadelphia International Advisors
Philadelphia,
Pennsylvania
| $336M | -$52.1M | -13% | 1.24% | – | 89 | 24.72% | 1.1 |
|
| 2246 |
2246
Buckingham Capital Management (Ohio)
Dayton,
Ohio
| $336M | +$14.8M | +5% | 3.85% | 26.3% | 176 | 5.68% | 1.3 |
|
| 2247 |
2247
Evensky & Katz
Coral Gables,
Florida
| $336M | +$3.28M | +1% | 3.77% | 57.1% | 45 | 4.44% | 1.2 |
|
| 2248 |
2248
Deer VII & Co
Larchmont,
New York
| $335M | +$111M | +49% | 69.7% | 241% | 8 | 25% | 0.8 |
|
| 2249 |
2249
Chatham Capital Group
Savannah,
Georgia
| $335M | +$13.3M | +4% | 1.91% | 97% | 164 | 15.24% | 1 |
|
| 2250 |
2250
Oberweis Asset Management
Lisle,
Illinois
| $335M | -$30.2M | -8% | 7.9% | 485% | 150 | 26.67% | 0.9 |
|