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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2251 |
2251
Burleson & Co
Petaluma,
California
| $528M | +$70M | +15% | 23.8% | 49.1% | 139 | 17.27% | 1.6 |
|
| 2252 |
2252
Cove Street Capital
El Segundo,
California
| $528M | +$23M | +5% | 3.82% | 84.2% | 81 | 17.28% | 2.6 |
|
| 2253 |
OIM
2253
Opus Investment Management
Worcester,
Massachusetts
| $528M | +$34.8M | +7% | 7.49% | 52.8% | 92 | 4.35% | 4.2 |
|
| 2254 |
2254
Tygh Capital Management
Portland,
Oregon
| $528M | +$48.1M | +10% | 11.9% | 251% | 106 | 46.23% | 1.2 |
|
| 2255 |
2255
McGowan Group Asset Management
Dallas,
Texas
| $528M | -$9.1M | -2% | 0.56% | 69.8% | 95 | 13.68% | 3.3 |
|
| 2256 |
2256
First Heartland Consultants
Lake St. Louis,
Missouri
| $528M | +$20.4M | +4% | 7.57% | 59.2% | 318 | 17.61% | 2.8 |
|
| 2257 |
2257
Kahn Brothers Group
New York
| $528M | -$64.3M | -11% | 2.45% | 53.4% | 49 | 18.37% | 4.7 |
|
| 2258 |
HI
2258
Handelsinvest Investeringsforvaltning
Herning,
Denmark
| $527M | +$44.5M | +9% | 12.7% | 37.9% | 130 | 15.38% | 2.3 |
|
| 2259 |
2259
McAdam LLC
Philadelphia,
Pennsylvania
| $526M | +$55.4M | +12% | 6.24% | 65.4% | 146 | 15.07% | 1.4 |
|
| 2260 |
2260
North Peak Capital Management
New York
| $525M | +$70.7M | +16% | 12.6% | 301% | 13 | 61.54% | 0.3 |
|
| 2261 |
2261
Spearhead Capital Advisors
Wellington,
Florida
| $524M | +$55.6M | +12% | 8.65% | 25.2% | 189 | 18.52% | 1 |
|
| 2262 |
2262
Incline Global Management
New York
| $524M | +$48.4M | +10% | 7.37% | 40.1% | 21 | 38.1% | 1.1 |
|
| 2263 |
2263
Mizuho Bank
Tokyo,
Japan
| $523M | -$139M | -21% | 5.58% | 99.8% | 7 | 42.86% | 3 |
|
| 2264 |
2264
Heartwood Wealth Advisors
Richmond,
Virginia
| $523M | +$17.8M | +4% | 5.58% | 59.4% | 80 | 11.25% | 0.6 |
|
| 2265 |
2265
Harbor Investment Advisory
Lutherville,
Maryland
| $523M | +$51.5M | +11% | 11% | 97.5% | 1,299 | 18.78% | 0.6 |
|
| 2266 |
2266
Marcho Partners
London,
United Kingdom
| $521M | +$355M | +214% | 14.3% | 115% | 14 | 57.14% | 0.3 |
|
| 2267 |
2267
Toth Financial Advisory
Leesburg,
Virginia
| $521M | +$59M | +13% | 9.64% | 90.4% | 632 | 22.94% | 2.1 |
|
| 2268 |
2268
PFG Advisors
Phoenix,
Arizona
| $521M | +$76.9M | +17% | 8.31% | 82.7% | 371 | 21.83% | 1.4 |
|
| 2269 |
2269
Tompkins Financial
Ithaca,
New York
| $520M | +$44M | +9% | 8.38% | 84.4% | 404 | 11.88% | 4.3 |
|
| 2270 |
2270
Vantagepoint Investment Advisers
Washington,
District of Columbia
| $519M | -$4.69M | -0.9% | 3.92% | 42.7% | 3 | 0% | 0.4 |
|
| 2271 |
2271
Lutz Financial Services
Omaha,
Nebraska
| $519M | +$28.2M | +6% | 3.44% | 37.2% | 58 | 1.72% | 2.2 |
|
| 2272 |
PCM
2272
Prime Capital Management
Hong Kong
| $518M | +$158M | +44% | 10.9% | 569% | 6 | 66.67% | 0.8 |
|
| 2273 |
2273
Private Trust Company
Cleveland,
Ohio
| $518M | +$41.4M | +9% | 9.51% | 87.7% | 375 | 9.6% | 4.2 |
|
| 2274 |
2274
Ardsley Advisory Partners
Stamford,
Connecticut
| $518M | +$48.2M | +10% | 27.5% | 555% | 202 | 62.87% | 0.6 |
|
| 2275 |
2275
Graypoint LLC
Albany,
New York
| $518M | +$78.9M | +18% | 9.21% | 72.8% | 195 | 21.03% | 0.4 |
|