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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2351 |
2351
Albert D. Mason Inc
Boston,
Massachusetts
| $310M | +$138M | +80% | 1.52% | 82% | 130 | 7.69% | 2.6 |
|
| 2352 |
2352
Zevin Asset Management
Boston,
Massachusetts
| $310M | -$50.3M | -14% | 2.12% | 71.7% | 125 | 14.4% | 2.3 |
|
| 2353 |
2353
PL Capital Advisors
Naples,
Florida
| $310M | +$16.4M | +6% | 7.68% | 100% | 36 | 13.89% | 2 |
|
| 2354 |
2354
Lawson Kroeker Investment Management
Omaha,
Nebraska
| $310M | +$8.64M | +3% | 4.3% | 64.5% | 71 | 2.82% | 2.5 |
|
| 2355 |
2355
Corbyn Investment Management
Lutherville,
Maryland
| $310M | +$2.32M | +0.8% | 7.95% | 71.9% | 58 | 13.79% | 2 |
|
| 2356 |
2356
Chanos & Company
New York
| $310M | -$10M | -3% | 4.28% | – | 76 | 48.68% | 0.9 |
|
| 2357 |
2357
Stelac Advisory Services
New York
| $310M | -$17M | -5% | 3.02% | 84.9% | 74 | 32.43% | 1.9 |
|
| 2358 |
2358
Cubic Asset Management
Boston,
Massachusetts
| $309M | +$15.1M | +5% | 4.83% | 40.5% | 158 | 6.96% | 2.4 |
|
| 2359 |
RPGK
2359
Retirement Planning Group (Kansas)
Leawood,
Kansas
| $309M | +$14.2M | +5% | 2.61% | 54.7% | 56 | 7.14% | 2.8 |
|
| 2360 |
ARTA
2360
A.R.T. Advisors
New York
| $309M | -$1.7B | -85% | 9.59% | 81.8% | 1,595 | 79% | 0.4 |
|
| 2361 |
2361
Stadium Capital Management
New Canaan,
Connecticut
| $309M | -$85K | -0% | 3.17% | 10.9% | 14 | 35.71% | 1.5 |
|
| 2362 |
2362
Coe Capital Management
Highland Park,
Illinois
| $309M | +$19.5M | +7% | 14.2% | 84.4% | 291 | 45.02% | 1 |
|
| 2363 |
2363
Delphi Financial Group
Wilmington,
Delaware
| $309M | -$78.9M | -20% | 2.48% | 66.3% | 26 | 26.92% | 1.5 |
|
| 2364 |
2364
Fairfield, Bush & Co
Darien,
Connecticut
| $309M | +$20.5M | +7% | 4.28% | 112% | 150 | 14% | 2.3 |
|
| 2365 |
EGM
2365
Espalier Global Management
New York
| $308M | +$218M | +240% | 11.4% | 97.2% | 98 | 88.78% | 0.1 |
|
| 2366 |
2366
Maple Capital Management
Montpelier,
Vermont
| $308M | +$34.8M | +13% | 3.31% | 100% | 129 | 13.18% | 2.3 |
|
| 2367 |
TLCM
2367
Tiger Legatus Capital Management
New York
| $308M | -$22.6M | -7% | 16.9% | 19.1% | 22 | 40.91% | 0.9 |
|
| 2368 |
2368
Marietta Investment Partners
Milwaukee,
Wisconsin
| $308M | +$28M | +10% | 5.19% | 160% | 162 | 29.01% | 1.5 |
|
| 2369 |
MCP
2369
Moab Capital Partners
Southampton,
New York
| $308M | -$7.02M | -2% | 11.5% | 89.3% | 38 | 42.11% | 0.9 |
|
| 2370 |
2370
Manitou Investment Management
Toronto,
Ontario, Canada
| $308M | -$7.22M | -2% | 4.06% | 69.3% | 37 | 8.11% | 0.7 |
|
| 2371 |
2371
WealthPLAN Partners
Omaha,
Nebraska
| $307M | -$472M | -61% | 2.92% | 71.6% | 2,724 | 67.36% | 0.8 |
|
| 2372 |
2372
WFM Asia
Road Town, Tortola,
British Virgin Islands
| $307M | +$61.6M | +25% | 26.5% | 89.9% | 7 | 14.29% | 1.5 |
|
| 2373 |
2373
Welch Capital Partners
Harrison,
New York
| $307M | +$29.1M | +10% | 4.56% | 79.2% | 47 | 29.79% | 1.5 |
|
| 2374 |
2374
One Capital Management
Westlake Village,
California
| $307M | +$19.8M | +7% | 5.65% | 50.5% | 129 | 6.98% | 2.1 |
|
| 2375 |
FIMG
2375
Financial & Investment Management Group
Traverse City,
Michigan
| $306M | -$22.4M | -7% | 4.03% | 18.9% | 107 | 19.63% | 1.7 |
|