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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%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2376 |
OAM
2376
Oberweis Asset Management
Lisle,
Illinois
| $381M | -$46.5M | -11% | 3.94% | 312% | 269 | 28.62% |
|
| 2377 |
HTI
2377
Hikari Tsushin Inc
Tokyo,
Japan
| $381M | -$3.89M | -1% | 1.75% | 64% | 54 | 11.11% |
|
| 2378 |
SEM
2378
Suncoast Equity Management
Tampa,
Florida
| $380M | +$17.8M | +5% | 3.59% | 72.9% | 38 | 13.16% |
|
| 2379 |
MWM
2379
Merriman Wealth Management
Seattle,
Washington
| $379M | -$30.4M | -7% | 0.43% | 18.3% | 219 | 42.92% |
|
| 2380 |
AI
2380
AIA International
Hong Kong
| $379M | +$1.95M | +0.5% | 2.41% | 46.6% | 11 | 0% |
|
| 2381 |
TCOT
2381
Trust Company of Toledo
Holland,
Ohio
| $379M | -$23.5M | -6% | 1.15% | 93.8% | 199 | 7.04% |
|
| 2382 |
JWA
2382
JFS Wealth Advisors
Hermitage,
Pennsylvania
| $379M | -$29.4M | -7% | 2.39% | 54.8% | 592 | 14.53% |
|
| 2383 |
AR
2383
Argyll Research
Wilmington,
Delaware
| $379M | -$67.6M | -15% | 12% | 0.8% | 5 | 0% |
|
| 2384 |
WFI
2384
West Family Investments
Carlsbad,
California
| $378M | -$11M | -3% | 5.44% | 76.4% | 99 | 24.24% |
|
| 2385 |
GF
2385
Greenhouse Funds
Baltimore,
Maryland
| $378M | +$24M | +7% | 1.67% | 51% | 41 | 36.59% |
|
| 2386 |
EML
2386
Eos Management LP
New York
| $378M | +$78.2M | +26% | 27% | 151% | 24 | 12.5% |
|
| 2387 |
MCM
2387
MV Capital Management
Bethesda,
Maryland
| $378M | +$10.4M | +3% | 0.7% | 49.1% | 376 | 11.7% |
|
| 2388 |
MG
2388
Magnolia Group
Omaha,
Nebraska
| $378M | -$44.7M | -11% | 20% | 8.9% | 9 | 11.11% |
|
| 2389 |
WAM
2389
Wallington Asset Management
Indianapolis,
Indiana
| $378M | -$11.5M | -3% | 1.22% | 108% | 59 | 1.69% |
|
| 2390 |
CU
2390
CDAM (UK)
London,
United Kingdom
| $377M | -$64.7M | -15% | 8.27% | 2.11% | 12 | 16.67% |
|
| 2391 |
AC
2391
Adelphi Capital
London,
United Kingdom
| $377M | +$196M | +108% | 6.43% | – | 3 | 33.33% |
|
| 2392 |
HHGA
2392
Halbert Hargrove Global Advisors
Long Beach,
California
| $377M | -$4.8M | -1% | 1.19% | 60.8% | 78 | 16.67% |
|
| 2393 |
BFG
2393
Barber Financial Group
Lenexa,
Kansas
| $377M | -$16.6M | -4% | 1.48% | 39% | 147 | 29.93% |
|
| 2394 |
EWM
2394
Edge Wealth Management
New York
| $377M | +$23.7M | +7% | 1.35% | 61.6% | 596 | 15.77% |
|
| 2395 |
VCM
2395
Violich Capital Management
San Francisco,
California
| $374M | -$19.1M | -5% | 2.39% | 100% | 121 | 11.57% |
|
| 2396 |
SMC
2396
Smith, Moore & Co
Clayton,
Missouri
| $373M | +$2.2M | +0.6% | 1.92% | 55.8% | 342 | 16.67% |
|
| 2397 |
MAM
2397
Mark Asset Management
New York
| $373M | -$26M | -7% | 6.38% | 234% | 58 | 31.03% |
|
| 2398 |
PRCP
2398
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
| $373M | -$5.33M | -1% | 1% | 112% | 148 | 6.76% |
|
| 2399 |
TCM
2399
Tekne Capital Management
New York
| $373M | -$122M | -25% | 6.25% | 258% | 17 | 52.94% |
|
| 2400 |
BP
2400
Banbury Partners
Charlotte,
North Carolina
| $373M | -$34.6M | -8% | 0.81% | 138% | 20 | 15% |
|