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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2276 |
2276
One Capital Management
Westlake Village,
California
| $333M | +$66.3M | +25% | 2.07% | 50.5% | 160 | 14.38% | 0.8 |
|
| 2277 |
2277
YCG LLC
Austin,
Texas
| $333M | +$13.8M | +4% | 1.01% | 27% | 77 | 19.48% | 1.5 |
|
| 2278 |
CCMD
2278
Cypress Capital Management (Delaware)
Greenville,
Delaware
| $332M | -$14M | -4% | 0.14% | 25.6% | 75 | 17.33% | 1.1 |
|
| 2279 |
2279
PVG Asset Management
Golden,
Colorado
| $332M | -$88.2M | -21% | 1.47% | – | 96 | 45.83% | 0.2 |
|
| 2280 |
2280
Coliseum Capital Management
Rowayton,
Connecticut
| $332M | +$21.1M | +7% | 19.6% | 41.1% | 10 | 30% | 1.1 |
|
| 2281 |
2281
First Business Financial Services
Madison,
Wisconsin
| $332M | +$21.2M | +7% | 1.65% | 74% | 79 | 26.58% | 1 |
|
| 2282 |
3AM
2282
3D Asset Management
Hartford,
Connecticut
| $331M | +$3.28M | +1% | 2.78% | 0.82% | 43 | 2.33% | 1.5 |
|
| 2283 |
2283
Jaffetilchin Investment Partners
Tampa,
Florida
| $331M | +$32.6M | +11% | 4.5% | 88.1% | 261 | 47.51% | 0.6 |
|
| 2284 |
HAM
2284
Hillcrest Asset Management
Plano,
Texas
| $330M | +$7.82M | +2% | 4.15% | 97.2% | 54 | 20.37% | 0.4 |
|
| 2285 |
2285
DT Investment Partners
Chadds Ford,
Pennsylvania
| $330M | +$10.6M | +3% | 2.02% | 58% | 60 | 11.67% | 1.4 |
|
| 2286 |
2286
Garde Capital
Seattle,
Washington
| $330M | +$4.51M | +1% | 1.72% | 57.6% | 151 | 13.25% | 0.5 |
|
| 2287 |
MCM
2287
Matarin Capital Management
New York
| $329M | +$101M | +44% | 6.97% | 73.2% | 205 | 39.51% | 0.7 |
|
| 2288 |
2288
Stillwater Capital Advisors
Devon,
Pennsylvania
| $329M | -$4.12M | -1% | 0.16% | 121% | 76 | 18.42% | 1.3 |
|
| 2289 |
2289
Tetrad Corporation
Omaha,
Nebraska
| $329M | -$13.2M | -4% | 3.81% | 45.6% | 10 | 0% | 1.6 |
|
| 2290 |
PCM
2290
Piermont Capital Management
St. Louis,
Missouri
| $328M | +$47.2M | +17% | 4.81% | 33.2% | 277 | 52.35% | 0.4 |
|
| 2291 |
2291
Intrepid Capital Management
Jacksonville Beach,
Florida
| $328M | -$43.5M | -12% | 0.09% | 70.2% | 49 | 28.57% | 1 |
|
| 2292 |
2292
GoodHaven Capital Management
Millburn,
New Jersey
| $328M | -$82.2M | -20% | 2.27% | 80.7% | 27 | 7.41% | 1.4 |
|
| 2293 |
2293
LG Capital Management
Owings Mills,
Maryland
| $328M | -$9.1M | -3% | 11% | – | 74 | 64.86% | 0.3 |
|
| 2294 |
2294
Trigran Investments
Northbrook,
Illinois
| $327M | +$22.2M | +7% | 7.12% | 30.2% | 23 | 4.35% | 1.2 |
|
| 2295 |
2295
Colonial Trust Advisors
Spartanburg,
South Carolina
| $327M | +$68.7M | +27% | 0.7% | 80% | 142 | 8.45% | 1.5 |
|
| 2296 |
2296
Barry Investment Advisors
New Bedford,
Massachusetts
| $327M | +$19.1M | +6% | 1.93% | 66.7% | 82 | 12.2% | 0.2 |
|
| 2297 |
2297
Rail-Splitter Capital Management
Chicago,
Illinois
| $327M | -$105K | -0% | 10.4% | 64.1% | 49 | 53.06% | 0.5 |
|
| 2298 |
2298
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
| $327M | +$6.23M | +2% | 1.61% | 22.7% | 47 | 21.28% | 1.1 |
|
| 2299 |
2299
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
| $327M | +$1.66M | +0.5% | 3.3% | 40.2% | 86 | 13.95% | 1.3 |
|
| 2300 |
2300
American Assets Inc
San Diego,
California
| $326M | +$17.5M | +6% | 5.91% | 63.2% | 5 | 20% | 1 |
|