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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2376 |
1M
2376
13D Management
New York
| $274M | +$56.4M | +26% | 7.01% | 157% | 41 | 21.95% | 0.4 |
|
| 2377 |
TM
2377
Tiger Management
New York
| $274M | -$30.2M | -10% | 7.66% | – | 66 | 42.42% | 0.4 |
|
| 2378 |
FIM
2378
Friedberg Investment Management
Houston,
Texas
| $274M | +$17.9M | +7% | 6.98% | 44.8% | 106 | 18.87% | 0.8 |
|
| 2379 |
YL
2379
YCG LLC
Austin,
Texas
| $274M | +$29.1M | +12% | 4.38% | 27% | 70 | 14.29% | 0.9 |
|
| 2380 |
TNB
2380
Thomasville National Bank
Thomasville,
Georgia
| $274M | +$30.5M | +13% | 5.71% | – | 143 | 13.99% | 0.7 |
|
| 2381 |
AT
2381
Acadia Trust
Portland,
Maine
| $273M | +$6.52M | +2% | 3.03% | 36.1% | 78 | 2.56% | 0.9 |
|
| 2382 |
HJA
2382
Hugh Johnson Advisors
Albany,
New York
| $273M | +$7.98M | +3% | 3.78% | 41.5% | 90 | 7.78% | 0.8 |
|
| 2383 |
2383
Iconiq Capital
San Francisco,
California
| $273M | +$45M | +20% | 4.13% | 0.21% | 26 | 7.69% | 0.7 |
|
| 2384 |
MACM
2384
March Altus Capital Management
Greenwich,
Connecticut
| $273M | -$38.6M | -12% | 3.95% | 156% | 41 | 56.1% | 0.3 |
|
| 2385 |
LOCB
2385
Lombard Odier & Cie (Bahamas)
Nassau,
Bahamas
| $273M | +$20.2M | +8% | 8.04% | – | 114 | 9.65% | 0.5 |
|
| 2386 |
SFSG
2386
Stearns Financial Services Group
Greensboro,
North Carolina
| $273M | +$12.4M | +5% | 4.39% | 26.1% | 104 | 1.92% | 0.9 |
|
| 2387 |
WCM
2387
Wisconsin Capital Management
Madison,
Wisconsin
| $273M | +$12.4M | +5% | 5.79% | 153% | 120 | 9.17% | 0.8 |
|
| 2388 |
AEPG
2388
American Economic Planning Group
Warren,
New Jersey
| $273M | +$17M | +7% | 3.16% | 25.9% | 37 | 37.84% | 0.6 |
|
| 2389 |
DFG
2389
Delphi Financial Group
Wilmington,
Delaware
| $272M | +$20M | +8% | 1.78% | 66.3% | 19 | 36.84% | 0.5 |
|
| 2390 |
CCB
2390
Cutter & Co Brokerage
Ballwin,
Missouri
| $272M | +$18.5M | +7% | 6.93% | 40.4% | 257 | 15.56% | 0.7 |
|
| 2391 |
ACM
2391
Amber Capital Management
Grand Cayman,
Cayman Islands
| $272M | +$136M | +100% | 11.4% | 45% | 8 | 62.5% | 0.4 |
|
| 2392 |
FA
2392
FMA Advisory
Harrisburg,
Pennsylvania
| $272M | +$16.6M | +7% | 5.7% | 46.7% | 126 | 5.56% | 0.9 |
|
| 2393 |
2393
Avidian Wealth Enterprises
Houston,
Texas
| $271M | +$94.9M | +54% | 6.92% | 71.7% | 46 | 69.57% | 0.1 |
|
| 2394 |
2394
Pure Financial Advisors
San Diego,
California
| $271M | +$25.5M | +10% | 3.85% | 47.2% | 57 | 7.02% | 0.8 |
|
| 2395 |
WCM
2395
Washington Capital Management
Seattle,
Washington
| $271M | -$5.5M | -2% | 5.99% | 76.9% | 196 | 14.29% | 0.9 |
|
| 2396 |
SCA
2396
Stieven Capital Advisors
St. Louis,
Missouri
| $271M | -$7.37M | -3% | 0.62% | 117% | 72 | 20.83% | 0.7 |
|
| 2397 |
PCM
2397
Palouse Capital Management
Spokane,
Washington
| $271M | +$4.33M | +2% | 3.42% | 67.8% | 133 | 22.56% | 0.7 |
|
| 2398 |
GFM
2398
Gramercy Funds Management
Greenwich,
Connecticut
| $271M | -$12.8M | -5% | 5.2% | 87.6% | 74 | 22.97% | 0.7 |
|
| 2399 |
2399
Capital Wealth Planning
Naples,
Florida
| $270M | +$38.2M | +16% | 5.75% | 73.9% | 167 | 35.33% | 0.3 |
|
| 2400 |
ECM
2400
Everence Capital Management
Goshen,
Indiana
| $270M | +$16M | +6% | 5.85% | 108% | 276 | 5.43% | 0.9 |
|