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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2326 |
SCM
2326
Somerset Capital Management
London,
United Kingdom
| $433M | -$23.4M | -5% | 3.06% | 7.5% | 20 | 10% | 2.6 |
|
| 2327 |
2327
PrairieView Partners
St. Paul,
Minnesota
| $433M | +$31.2M | +8% | 0.28% | 34% | 83 | 44.58% | 0.9 |
|
| 2328 |
GWI
2328
Grace & White Inc
Ny,
New York
| $432M | -$5.37M | -1% | 0.25% | 59.6% | 127 | 2.36% | 4.9 |
|
| 2329 |
2329
First Interstate Bank
Billings,
Montana
| $432M | -$19.1M | -4% | 1.09% | 49.7% | 688 | 19.33% | 2.8 |
|
| 2330 |
2330
Abbrea Capital
Greenbrae,
California
| $432M | +$24.1M | +6% | 1.05% | 38% | 183 | 3.28% | 2.1 |
|
| 2331 |
2331
Hudson Valley Investment Advisors
Goshen,
New York
| $432M | +$38K | +0% | 1.95% | 102% | 179 | 8.38% | 4 |
|
| 2332 |
MRCM
2332
M&R Capital Management
Summit,
New Jersey
| $431M | -$11.6M | -3% | 1.59% | 52.6% | 532 | 6.58% | 3.5 |
|
| 2333 |
2333
Duncker Streett & Co
St. Louis,
Missouri
| $430M | -$15.5M | -3% | 2.3% | 90.9% | 565 | 56.11% | 5.6 |
|
| 2334 |
2334
Peconic Partners
New York
| $430M | -$78.1M | -15% | 4.53% | 300% | 74 | 45.95% | 1.5 |
|
| 2335 |
2335
Capital One Investing
Mclean,
Virginia
| $430M | +$22.7M | +6% | 0.26% | – | 202 | 19.8% | 0.6 |
|
| 2336 |
2336
Pacific Global Investment Management
Glendale,
California
| $428M | +$168K | +0% | 3.04% | 48% | 215 | 11.16% | 4.6 |
|
| 2337 |
2337
Financial Architects (New Jersey)
Marlton,
New Jersey
| $428M | -$108M | -20% | 1.4% | 31.3% | 1,258 | 25.52% | 2.7 |
|
| 2338 |
2338
Naples Global Advisors
Naples,
Florida
| $428M | +$17.1M | +4% | 2.09% | 103% | 323 | 8.67% | 3.4 |
|
| 2339 |
ICM
2339
Indaba Capital Management
San Francisco,
California
| $428M | -$89.4M | -17% | 4.55% | 66.7% | 24 | 29.17% | 1.1 |
|
| 2340 |
CMG
2340
Cavalry Management Group
San Francisco,
California
| $426M | -$198M | -32% | 0.09% | 59.6% | 30 | 36.67% | 0.5 |
|
| 2341 |
2341
Dorsey Asset Management
Chicago,
Illinois
| $426M | -$21.3M | -5% | 4.28% | 122% | 11 | 27.27% | 1.4 |
|
| 2342 |
2342
Ramius Advisors
New York
| $426M | – | – | 4.94% | 187% | 47 | – | 0 |
|
| 2343 |
2343
Perigon Wealth Management
San Francisco,
California
| $426M | -$1.31M | -0.3% | 0.87% | 104% | 269 | 20.07% | 2.4 |
|
| 2344 |
2344
Insight Wealth Strategies
San Ramon,
California
| $426M | +$16.6M | +4% | 0.5% | 83.5% | 199 | 27.64% | 0.5 |
|
| 2345 |
2345
AGF Investments LLC
Toronto,
Ontario, Canada
| $425M | -$53.9M | -11% | 1.67% | 28.5% | 725 | 23.45% | 1.4 |
|
| 2346 |
AH
2346
Aviva Holdings
New Providence,
Bahamas
| $425M | -$53.1M | -11% | 19.9% | 36.5% | 6 | 16.67% | 1.6 |
|
| 2347 |
2347
Archon Capital Management
Seattle,
Washington
| $424M | -$121M | -22% | 9.16% | 222% | 31 | 16.13% | 1 |
|
| 2348 |
2348
Toews Corporation
Northfield,
New Jersey
| $424M | -$356M | -46% | 0.77% | 22% | 13 | 30.77% | 1.3 |
|
| 2349 |
2349
Zuckerman Investment Group
Chicago,
Illinois
| $424M | -$28.3M | -6% | 0.23% | 111% | 66 | 1.52% | 3.2 |
|
| 2350 |
2350
M.D. Sass LLC
New York
| $424M | -$8.4M | -2% | 2.12% | 80.1% | 57 | 12.28% | 1.6 |
|