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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
10-15 Associates
Goshen,
New York
| $496M | +$66.8M | +16% | 16.6% | 33% | 101 | 11.88% | 3.4 |
|
| 2227 |
ACM
2227
Aquilo Capital Management
San Francisco,
California
| $496M | +$239M | +93% | 37.4% | 6.84% | 16 | 25% | 0.9 |
|
| 2228 |
OM
2228
Opaleye Management
Boston,
Massachusetts
| $495M | +$118M | +31% | 75.1% | 748% | 60 | 46.67% | 1.1 |
|
| 2229 |
2229
Bristlecone Advisors
Bellevue,
Washington
| $494M | +$74.6M | +18% | 22.7% | 103% | 165 | 15.76% | 2.5 |
|
| 2230 |
2230
Advocacy Wealth Management Services
Atlanta,
Georgia
| $494M | +$42M | +9% | 9.97% | 48.3% | 144 | 25% | 2.3 |
|
| 2231 |
2231
Capital Investment Advisory Services
Raleigh,
North Carolina
| $494M | +$84.1M | +21% | 16.9% | 69.3% | 622 | 15.59% | 1.6 |
|
| 2232 |
2232
Planning Alternatives
Birmingham,
Michigan
| $494M | +$63M | +15% | 17.3% | 69.6% | 45 | 8.89% | 4.5 |
|
| 2233 |
OIM
2233
Opus Investment Management
Worcester,
Massachusetts
| $493M | +$19M | +4% | 15.6% | 52.8% | 93 | 5.38% | 4.1 |
|
| 2234 |
2234
Nicholas Investment Partners
Rancho Santa Fe,
California
| $493M | -$20.7M | -4% | 42.6% | 397% | 203 | 34.98% | 1 |
|
| 2235 |
WC
2235
Walthausen & Co
Malta,
New York
| $493M | +$26M | +6% | 21.3% | 63.3% | 147 | 25.85% | 2.1 |
|
| 2236 |
2236
Marks Group Wealth Management
Minnetonka,
Minnesota
| $492M | +$105M | +27% | 20.4% | 62.8% | 266 | 27.07% | 0.4 |
|
| 2237 |
2237
Cozad Asset Management
Champaign,
Illinois
| $492M | +$203M | +70% | 20.5% | 132% | 337 | 41.54% | 1.1 |
|
| 2238 |
2238
Van Cleef Asset Management
Beachwood,
Ohio
| $492M | +$84.4M | +21% | 23.6% | 104% | 114 | 14.04% | 5.1 |
|
| 2239 |
2239
Accredited Investors
Edina,
Minnesota
| $491M | +$66.4M | +16% | 21.2% | 74% | 142 | 15.49% | 3.7 |
|
| 2240 |
2240
Lutz Financial Services
Omaha,
Nebraska
| $491M | +$40.7M | +9% | 13% | 35.3% | 63 | 12.7% | 2 |
|
| 2241 |
2241
Lisanti Capital Growth
New York
| $491M | +$188M | +62% | 71.2% | 1,490% | 156 | 53.21% | 0.5 |
|
| 2242 |
2242
Ropes Wealth Advisors
Boston,
Massachusetts
| $490M | +$94.8M | +24% | 41.1% | 71% | 632 | 22.94% | 2.8 |
|
| 2243 |
2243
Dorsey Wright & Associates
Pasadena,
California
| $490M | +$226M | +86% | 30% | 311% | 392 | 56.12% | 0.4 |
|
| 2244 |
2244
Hodges Capital Management
Dallas,
Texas
| $490M | +$98.7M | +25% | 47.4% | 200% | 220 | 32.27% | 2.9 |
|
| 2245 |
2245
Proficio Capital Partners
Newton,
Massachusetts
| $490M | +$91.3M | +23% | 22.5% | 97% | 196 | 27.55% | 1.9 |
|
| 2246 |
2246
Kore Private Wealth
New York
| $490M | +$71.5M | +17% | 28.9% | 35.9% | 1,338 | 24.44% | 0.5 |
|
| 2247 |
2247
Whitney & Co
Rochester,
New York
| $489M | +$83.5M | +21% | 18.7% | 93.2% | 111 | 17.12% | 3.8 |
|
| 2248 |
2248
Huber Capital Management
El Segundo,
California
| $488M | -$56.6M | -10% | 12.8% | 70.4% | 97 | 14.43% | 4.7 |
|
| 2249 |
2249
LVM Capital Management
Portage,
Michigan
| $488M | +$82.1M | +20% | 19.3% | 121% | 112 | 12.5% | 4.7 |
|
| 2250 |
2250
Penobscot Investment Management
Boston,
Massachusetts
| $487M | +$61.9M | +15% | 18% | 114% | 192 | 8.33% | 4.9 |
|