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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
Running Oak Capital
Edina,
Minnesota
| $900M | +$70.4M | +8% | 5.01% | 32.7% | 56 | 0% | 3.1 |
|
| 2377 |
2377
Cutler Investment Counsel
Jacksonville,
Oregon
| $899M | +$66.3M | +8% | 7.48% | 56.2% | 139 | 4.32% | 5 |
|
| 2378 |
2378
RW Investment Management
Eagle,
Idaho
| $897M | +$83.7M | +10% | 6.99% | – | 109 | 11.93% | 1.9 |
|
| 2379 |
2379
Khrom Capital Management
Miami Beach,
Florida
| $897M | +$149M | +20% | 11.3% | 35.6% | 17 | 29.41% | 1 |
|
| 2380 |
2380
PSG Equity
Boston,
Massachusetts
| $897M | +$35.9M | +4% | 4.17% | 13.7% | 1 | 0% | 3.5 |
|
| 2381 |
2381
Iron Gate Global Advisors
Nsl,
Utah
| $897M | +$172M | +24% | 16.1% | 106% | 103 | 27.18% | 3.8 |
|
| 2382 |
SBCM
2382
Schwerin Boyle Capital Management
Springfield,
Massachusetts
| $897M | -$73.1M | -8% | 7.22% | 72.3% | 54 | 7.41% | 6.5 |
|
| 2383 |
2383
Institute for Wealth Management
Denver,
Colorado
| $897M | +$117M | +15% | 17.3% | 137% | 568 | 8.63% | 4 |
|
| 2384 |
2384
Technology Crossover Management X
Menlo Park,
California
| $897M | +$212M | +31% | 31.5% | 73.1% | 6 | 0% | 4 |
|
| 2385 |
2385
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
| $896M | +$48.5M | +6% | 6.31% | 42.8% | 292 | 34.59% | 4 |
|
| 2386 |
2386
Abner Herrman & Brock
Jersey City,
New Jersey
| $896M | +$113M | +14% | 17.4% | 156% | 57 | 10.53% | 5.6 |
|
| 2387 |
2387
Wealth Alliance
Mellville,
New York
| $895M | +$69.1M | +8% | 8.16% | 75.7% | 571 | 14.71% | 3 |
|
| 2388 |
2388
Jag Capital Management
St Louis,
Missouri
| $894M | +$144M | +19% | 22.3% | 230% | 161 | 26.71% | 3.9 |
|
| 2389 |
2389
BFSG LLC
Irvine,
California
| $894M | +$72.1M | +9% | 8.34% | 81.9% | 708 | 10.03% | 2 |
|
| 2390 |
2390
Bensler
Bellevue,
Washington
| $894M | +$95.1M | +12% | 13.1% | 106% | 177 | 15.82% | 2.3 |
|
| 2391 |
2391
Unison Advisors
Washington,
District of Columbia
| $894M | +$108M | +14% | 6.48% | 54.6% | 179 | 3.35% | 3.4 |
|
| 2392 |
2392
BDF Gestion
Paris,
France
| $894M | -$23.1M | -3% | 16.4% | – | 148 | 10.81% | 0.9 |
|
| 2393 |
2393
SYM Financial Corp
Winona Lake,
Indiana
| $893M | +$81.8M | +10% | 8.86% | 56% | 452 | 29.2% | 1.5 |
|
| 2394 |
2394
Nellore Capital Management
Redwood City,
California
| $892M | +$157M | +21% | 22.3% | 73.8% | 17 | 23.53% | 2.5 |
|
| 2395 |
AIC
2395
AWM Investment Company
New York
| $892M | +$166M | +23% | 41% | 778% | 106 | 21.7% | 3.3 |
|
| 2396 |
2396
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
| $891M | +$138M | +18% | 12% | 94.6% | 949 | 70.07% | 0.3 |
|
| 2397 |
2397
Middleton & Co
Boston,
Massachusetts
| $890M | +$34.3M | +4% | 9.06% | 81.8% | 168 | 11.31% | 6.5 |
|
| 2398 |
2398
TRUE Private Wealth Advisors
Salem,
Oregon
| $890M | +$66.8M | +8% | 7.85% | 89.2% | 260 | 16.92% | 4.2 |
|
| 2399 |
2399
Graham Holdings Company
Arlington,
Virginia
| $890M | -$11.5M | -1% | 0.01% | 95.1% | 5 | 0% | 3.4 |
|
| 2400 |
2400
Financial Management Professionals
Austin,
Texas
| $889M | +$106M | +14% | 9.63% | 67.3% | 1,087 | 15.36% | 3.9 |
|