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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
Frazier Management
Seattle,
Washington
| $415M | +$27.8M | +7% | 21.8% | 408% | 17 | 0% | 1.4 |
|
| 2377 |
CCM
2377
Cohen Capital Management
Corte Madera,
California
| $415M | +$53.5M | +15% | 13.8% | 91.5% | 138 | 6.52% | 4.1 |
|
| 2378 |
RPGK
2378
Retirement Planning Group (Kansas)
Leawood,
Kansas
| $414M | +$40.1M | +11% | 9.49% | 54.7% | 69 | 8.7% | 3.5 |
|
| 2379 |
2379
Dorsey Wright & Associates
Pasadena,
California
| $414M | +$79.2M | +24% | 16.4% | 311% | 356 | 45.22% | 0.4 |
|
| 2380 |
2380
Global Retirement Partners
San Rafael,
California
| $413M | +$22.2M | +6% | 10.9% | – | 1,600 | 10.38% | 1.6 |
|
| 2381 |
2381
Camden National Bank
Camden,
Maine
| $413M | +$50.5M | +14% | 12.6% | 48.8% | 113 | 12.39% | 1.5 |
|
| 2382 |
2382
Solus Alternative Asset Management
Summit,
New Jersey
| $413M | +$149M | +57% | 3.8% | 79.3% | 13 | 38.46% | 1.3 |
|
| 2383 |
2383
Hudson Valley Investment Advisors
Goshen,
New York
| $413M | -$21.2M | -5% | 12.6% | 102% | 169 | 9.47% | 3.9 |
|
| 2384 |
2384
VCU Investment Management
Richmond,
Virginia
| $413M | +$23.6M | +6% | 8.06% | – | 9 | 11.11% | 1.3 |
|
| 2385 |
2385
Stanley-Laman Group
Berwyn,
Pennsylvania
| $412M | +$51.7M | +14% | 14.5% | 114% | 280 | 19.29% | 1.2 |
|
| 2386 |
TEC
2386
Tiger Eye Capital
Nashville,
Tennessee
| $412M | +$175M | +74% | 26.5% | 116% | 44 | 36.36% | 1.2 |
|
| 2387 |
2387
Cannell Capital
Alta,
Wyoming
| $411M | +$53.2M | +15% | 24.4% | 127% | 63 | 26.98% | 2 |
|
| 2388 |
2388
Kirr Marbach & Co
Columbus,
Indiana
| $411M | +$50.6M | +14% | 17% | 121% | 65 | 16.92% | 3 |
|
| 2389 |
2389
Clarius Group LLC
Seattle,
Washington
| $411M | +$136M | +49% | 17.1% | 92.1% | 216 | 49.07% | 0.9 |
|
| 2390 |
2390
L.J. Altfest & Co
New York
| $411M | +$52.7M | +15% | 8.84% | 95.6% | 194 | 31.44% | 1.7 |
|
| 2391 |
2391
Isthmus Partners
Madison,
Wisconsin
| $411M | +$77.9M | +23% | 11.7% | 73.7% | 208 | 71.15% | 1.4 |
|
| 2392 |
JWBC
2392
J.W. Burns & Co
Dewitt,
New York
| $410M | +$53.2M | +15% | 14% | 95.4% | 166 | 9.64% | 4.2 |
|
| 2393 |
AR
2393
Argyll Research
Wilmington,
Delaware
| $409M | +$92.2M | +29% | 18% | 0.8% | 2 | 0% | 4.6 |
|
| 2394 |
2394
Hussman Strategic Advisors
Ellicott City,
Maryland
| $409M | -$4.83M | -1% | 12.1% | 41.6% | 289 | 26.3% | 1.4 |
|
| 2395 |
2395
Jackson Wealth Management
Lake Mary,
Florida
| $409M | +$75.1M | +23% | 13.3% | 72.1% | 92 | 18.48% | 1.7 |
|
| 2396 |
2396
HighPoint Advisor Group
Downers Grove,
Illinois
| $408M | +$30.9M | +8% | 13.8% | – | 362 | 17.96% | 2.1 |
|
| 2397 |
2397
Land & Buildings Investment Management
Stamford,
Connecticut
| $408M | +$47.3M | +13% | 14.8% | 53.9% | 21 | 57.14% | 1.1 |
|
| 2398 |
2398
Global Beta Advisors
Philadelphia,
Pennsylvania
| $408M | +$112M | +38% | 13.2% | – | 7 | 0% | 0.3 |
|
| 2399 |
2399
EAM Investors
Solana Beach,
California
| $408M | +$39.3M | +11% | 47.9% | 6,012% | 362 | 62.98% | 0.3 |
|
| 2400 |
2400
Willingdon Wealth Management
Huntersville,
North Carolina
| $407M | +$60.2M | +17% | 12.7% | 15.3% | 406 | 24.14% | 1.5 |
|