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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2301 |
2301
Private Vista
Chicago,
Illinois
| $433M | +$90M | +26% | 2.16% | 10.1% | 162 | 16.05% | 0.7 |
|
| 2302 |
2302
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
| $432M | +$58.8M | +16% | 11.4% | 149% | 151 | 7.95% | 2.9 |
|
| 2303 |
2303
Hawk Ridge Capital Management
Los Angeles,
California
| $432M | +$89.3M | +26% | 15.6% | 84.9% | 61 | 45.9% | 0.6 |
|
| 2304 |
2304
Oslo Pensjonsforsikring
Oslo,
| $432M | +$46.7M | +12% | 2.55% | 79% | 16 | 6.25% | 1 |
|
| 2305 |
CCM
2305
Cohen Capital Management
Corte Madera,
California
| $432M | +$6.18M | +1% | 2.8% | 91.5% | 147 | 6.12% | 3.5 |
|
| 2306 |
2306
United Bank (Virginia)
Vienna,
Virginia
| $431M | -$1.33M | -0.3% | 0.74% | 76.1% | 133 | 10.53% | 1.3 |
|
| 2307 |
2307
Essex Woodlands Management
The Woodlands,
Texas
| $431M | -$26.3M | -6% | 17.9% | 55% | 9 | 11.11% | 3.6 |
|
| 2308 |
2308
Twele Capital Management
Minnetonka,
Minnesota
| $430M | -$1.85M | -0.4% | 0.47% | 37.1% | 45 | 4.44% | 4.1 |
|
| 2309 |
2309
Penobscot Investment Management
Boston,
Massachusetts
| $430M | +$13.2M | +3% | 2.6% | 103% | 203 | 5.42% | 3.6 |
|
| 2310 |
2310
Narwhal Capital Management
Marietta,
Georgia
| $430M | -$1.29M | -0.3% | 2.29% | 93.8% | 145 | 6.9% | 3.3 |
|
| 2311 |
2311
Glendon Capital Management
Santa Monica,
California
| $430M | +$22.1M | +5% | 4.66% | 142% | 32 | 3.13% | 1.9 |
|
| 2312 |
2312
Jackson Wealth Management
Lake Mary,
Florida
| $429M | +$71.4M | +20% | 5.99% | 72.1% | 111 | 38.74% | 1.3 |
|
| 2313 |
2313
Menta Capital
San Francisco,
California
| $429M | -$41.8M | -9% | 8.14% | 61.2% | 847 | 54.19% | 0.8 |
|
| 2314 |
AB
2314
Atlas Brown
Louisville,
Kentucky
| $429M | -$121M | -22% | 4.98% | 115% | 147 | 6.8% | 3.4 |
|
| 2315 |
2315
Berkshire Money Management
Dalton,
Massachusetts
| $429M | +$28.2M | +7% | 3.46% | 61.8% | 27 | 14.81% | 2.5 |
|
| 2316 |
2316
Weatherly Asset Management
Del Mar,
California
| $429M | +$6.77M | +2% | 6.85% | 116% | 197 | 5.58% | 3.4 |
|
| 2317 |
2317
CWA Asset Management Group
Naples,
Florida
| $428M | +$22.1M | +5% | 3.53% | – | 225 | 22.67% | 1.3 |
|
| 2318 |
2318
Tairen Capital
Hong Kong
| $428M | +$123M | +40% | 6.68% | 462% | 21 | 61.9% | 0.2 |
|
| 2319 |
2319
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| $427M | +$11.1M | +3% | 5.78% | 83.4% | 344 | 22.67% | 2.5 |
|
| 2320 |
2320
Zuckerman Investment Group
Chicago,
Illinois
| $427M | +$35.6M | +9% | 7.15% | 111% | 61 | 13.11% | 2.6 |
|
| 2321 |
2321
Toth Financial Advisory
Leesburg,
Virginia
| $426M | +$15.2M | +4% | 4.19% | 90.4% | 479 | 20.88% | 1.3 |
|
| 2322 |
CAM
2322
Centre Asset Management
New York
| $426M | -$6.61M | -2% | 7.35% | 45.3% | 62 | 35.48% | 1.3 |
|
| 2323 |
2323
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
| $426M | +$18M | +4% | 3.81% | 50.4% | 14 | 14.29% | 2.8 |
|
| 2324 |
2324
First American Trust
Santa Ana,
California
| $425M | +$13.3M | +3% | 3.11% | 84.6% | 145 | 17.93% | 2.4 |
|
| 2325 |
PAM
2325
Premier Asset Management
Chicago,
Illinois
| $425M | -$21.4M | -5% | 2% | 104% | 137 | 19.71% | 2.7 |
|