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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 |
2376
Cutler Investment Counsel
Jacksonville,
Oregon
| $294M | +$14.1M | +5% | 5.71% | 56.2% | 66 | 7.58% | 2 |
|
| 2377 |
PCM
2377
Proxima Capital Management
New York
| $294M | -$107M | -27% | 0.43% | 20.7% | 45 | 28.89% | 0.9 |
|
| 2378 |
2378
Brown Advisory Securities
Baltimore,
Maryland
| $293M | +$16.1M | +6% | 7.45% | 51% | 328 | 15.24% | 1.7 |
|
| 2379 |
CDIA
2379
Capital Directions Investment Advisors
Atlanta,
Georgia
| $293M | +$14.1M | +5% | 3.67% | 7.53% | 76 | 18.42% | 1.8 |
|
| 2380 |
2380
Advisor Partners
Walnut Creek,
California
| $293M | +$54.8M | +23% | 7.71% | 63.8% | 363 | 17.63% | 1.5 |
|
| 2381 |
2381
Perella Weinberg Partners Capital Management
New York
| $293M | +$60.7M | +26% | 4.39% | 1.52% | 73 | 60.27% | 0.3 |
|
| 2382 |
CFMC
2382
Curbstone Financial Management Corp
Manchester,
New Hampshire
| $292M | +$155M | +112% | 4.51% | 69.6% | 164 | 11.59% | 1.4 |
|
| 2383 |
MRM
2383
Michael R. Murphy
| $292M | +$536K | +0.2% | 6.33% | 93.9% | 28 | 42.86% | 0.6 |
|
| 2384 |
2384
Baker Ellis Asset Management
Vancouver,
Washington
| $291M | +$10.9M | +4% | 6.29% | 91.9% | 252 | 7.14% | 2 |
|
| 2385 |
2385
Impax Asset Management (AIFM)
London,
United Kingdom
| $291M | +$30.5M | +12% | 7.89% | 40.5% | 27 | 3.7% | 0.9 |
|
| 2386 |
2386
Aviance Capital Partners
Naples,
Florida
| $291M | +$47.5M | +20% | 5.48% | 98.2% | 203 | 15.27% | 1.8 |
|
| 2387 |
2387
Rho Capital Partners
New York
| $291M | -$10.2M | -3% | 1.88% | – | 9 | 11.11% | 1.6 |
|
| 2388 |
2388
Wallington Asset Management
Indianapolis,
Indiana
| $291M | +$12.5M | +4% | 7.09% | 108% | 61 | 8.2% | 2 |
|
| 2389 |
2389
TFG Asset Management
Grand Cayman,
Cayman Islands
| $290M | +$82.7M | +40% | 2.24% | 72.1% | 30 | 30% | 0.7 |
|
| 2390 |
2390
Avoro Capital Advisors
New York
| $290M | -$94.4M | -25% | 4.23% | 512% | 35 | 22.86% | 0.6 |
|
| 2391 |
2391
Travelers Companies
Saint Paul,
Minnesota
| $290M | -$9.8M | -3% | 2.44% | – | 37 | 21.62% | 1.5 |
|
| 2392 |
KLC
2392
Knowledge Leaders Capital
Denver,
Colorado
| $290M | +$26.4M | +10% | 11.9% | 51.6% | 35 | 28.57% | 0.9 |
|
| 2393 |
2393
PL Capital Advisors
Naples,
Florida
| $290M | +$15.1M | +6% | 9.56% | 100% | 42 | 21.43% | 1.8 |
|
| 2394 |
2394
Lawson Kroeker Investment Management
Omaha,
Nebraska
| $289M | -$8.75M | -3% | 3.49% | 69.7% | 81 | 9.88% | 2 |
|
| 2395 |
2395
Glade Brook Capital Partners
Greenwich,
Connecticut
| $289M | +$3.84M | +1% | 18% | – | 11 | 36.36% | 0.8 |
|
| 2396 |
SCM
2396
SeaStone Capital Management
New York
| $289M | -$17M | -6% | 4.63% | 17.6% | 28 | 57.14% | 0.7 |
|
| 2397 |
2397
Cubic Asset Management
Boston,
Massachusetts
| $289M | +$6.71M | +2% | 5.13% | 40.5% | 168 | 13.69% | 1.9 |
|
| 2398 |
2398
Beach Point Capital Management
Santa Monica,
California
| $288M | -$80.4M | -22% | 4.94% | 84.1% | 25 | 32% | 1.1 |
|
| 2399 |
2399
Narwhal Capital Management
Marietta,
Georgia
| $288M | +$20.1M | +8% | 6.53% | 93.8% | 138 | 13.77% | 1.8 |
|
| 2400 |
2400
Hanseatic Management Services
Albuquerque,
New Mexico
| $288M | -$34M | -11% | 11.4% | – | 460 | 60% | 0.4 |
|