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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
Robotti Robert
| $365M | +$32.6M | +10% | 8.5% | 107% | 56 | 10.71% | 2.6 |
|
| 2377 |
2377
Independent Advisor Alliance
Charlotte,
North Carolina
| $364M | +$49.8M | +16% | 4.51% | 135% | 289 | 22.84% | 0.5 |
|
| 2378 |
2378
Biondo Investment Advisors
Milford,
Pennsylvania
| $364M | +$17.8M | +5% | 8.3% | 83.4% | 98 | 24.49% | 2.4 |
|
| 2379 |
2379
Halbert Hargrove Global Advisors
Long Beach,
California
| $363M | -$13M | -3% | 3.03% | 68.2% | 73 | 17.81% | 3.1 |
|
| 2380 |
2380
Northcape Capital
Sydney,
Australia
| $363M | +$25.5M | +8% | 5.03% | – | 13 | 7.69% | 0.7 |
|
| 2381 |
2381
Foresite Capital Management III
Larkspur,
California
| $363M | +$56.9M | +19% | 22.5% | 444% | 30 | 46.67% | 0.7 |
|
| 2382 |
2382
Greenhouse Funds
Baltimore,
Maryland
| $363M | +$94.5M | +35% | 6.07% | 90.7% | 44 | 27.27% | 0.6 |
|
| 2383 |
2383
Steigerwald Gordon & Koch
Leesburg,
Virginia
| $363M | +$7.8M | +2% | 2.6% | 59.5% | 95 | 13.68% | 2.4 |
|
| 2384 |
2384
Accredited Investors
Edina,
Minnesota
| $362M | -$24.2M | -6% | 4.47% | 74% | 128 | 25.78% | 2.2 |
|
| 2385 |
2385
Passport Capital
San Francisco,
California
| $362M | -$387M | -52% | 0.05% | 40.2% | 30 | 43.33% | 0.7 |
|
| 2386 |
2386
ACK Asset Management
Greenwich,
Connecticut
| $362M | -$81M | -18% | 7.21% | 132% | 43 | 53.49% | 0.8 |
|
| 2387 |
SC
2387
Serenity Capital
Palo Alto,
California
| $362M | +$6.73M | +2% | 34.2% | – | 7 | 14.29% | 0.4 |
|
| 2388 |
2388
VHCP Management II
New York
| $362M | +$112M | +45% | 37.6% | 2,334% | 24 | 33.33% | 1 |
|
| 2389 |
2389
Daiwa SB Investments
Tokyo,
Japan
| $362M | -$4.12M | -1% | 4.71% | 60.6% | 260 | 15.77% | 1.4 |
|
| 2390 |
2390
JOYN Advisors
Atlanta,
Georgia
| $361M | +$21.9M | +6% | 4.25% | 0.77% | 25 | 8% | 2.7 |
|
| 2391 |
2391
Oberweis Asset Management
Lisle,
Illinois
| $359M | -$5.05M | -1% | 15.9% | 485% | 194 | 39.69% | 1 |
|
| 2392 |
2392
Bremer Trust National Association
St. Cloud,
Minnesota
| $359M | +$6.92M | +2% | 4.8% | 31.2% | 263 | 12.55% | 2.8 |
|
| 2393 |
2393
Next Financial Group
Houston,
Texas
| $359M | -$49.8M | -12% | 4.62% | 85.4% | 2,073 | 18.86% | 2.2 |
|
| 2394 |
2394
University of Notre Dame du Lac
South Bend,
Indiana
| $359M | +$20.7M | +6% | 7.64% | – | 89 | 38.2% | 0.6 |
|
| 2395 |
2395
Matthew 25 Management Corp
Ambler,
Pennsylvania
| $359M | -$1.94M | -0.5% | 6.04% | 141% | 21 | 9.52% | 3.3 |
|
| 2396 |
2396
FAS Wealth Partners
Leawood,
Kansas
| $358M | +$22.8M | +7% | 3.86% | 72.3% | 174 | 5.17% | 2.1 |
|
| 2397 |
2397
WBH Advisory
Baltimore,
Maryland
| $358M | +$1.85M | +0.5% | 3.86% | 57.6% | 232 | 6.9% | 3 |
|
| 2398 |
2398
Martin Investment Management
Palm Beach Gardens,
Florida
| $358M | +$3.63M | +1% | 4.91% | 44% | 38 | 13.16% | 2.8 |
|
| 2399 |
2399
Income Research & Management
Boston,
Massachusetts
| $358M | -$12M | -3% | 0.02% | 1.19% | 31 | 0% | 2.5 |
|
| 2400 |
2400
Advisory Alpha
Holland,
Michigan
| $358M | +$12.8M | +4% | 2.46% | 50.3% | 133 | 12.78% | 1.5 |
|