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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2401 |
2401
Steigerwald Gordon & Koch
Leesburg,
Virginia
| $338M | +$24.1M | +8% | 4.93% | 59.5% | 88 | 5.68% | 2.1 |
|
| 2402 |
2402
ACK Asset Management
Greenwich,
Connecticut
| $337M | -$2.6M | -0.8% | 7.03% | 132% | 41 | 60.98% | 0.7 |
|
| 2403 |
2403
Princeton Portfolio Strategies Group
Princeton,
New Jersey
| $337M | +$19.4M | +6% | 5.52% | 83.8% | 189 | 25.4% | 2.1 |
|
| 2404 |
2404
BerganKDV Wealth Management
Bloomington,
Minnesota
| $337M | +$36.3M | +12% | 3.71% | 27.9% | 178 | 14.04% | 0.8 |
|
| 2405 |
2405
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
| $336M | +$21.1M | +7% | 6.08% | 63.5% | 188 | 11.7% | 2.4 |
|
| 2406 |
2406
Calixto Global Investors
Coral Gables,
Florida
| $336M | +$43M | +15% | 15.8% | 180% | 15 | 26.67% | 0.6 |
|
| 2407 |
2407
Granite Point Capital Management
Boston,
Massachusetts
| $335M | +$209M | +167% | 20.3% | 125% | 117 | 58.12% | 0.5 |
|
| 2408 |
2408
Bright Rock Capital Management
Hanover,
Massachusetts
| $335M | +$12M | +4% | 4.16% | 53.1% | 92 | 7.61% | 2.4 |
|
| 2409 |
2409
Corbyn Investment Management
Lutherville,
Maryland
| $335M | -$1.56M | -0.5% | 1.33% | 71.9% | 63 | 11.11% | 2.2 |
|
| 2410 |
2410
WBH Advisory
Baltimore,
Maryland
| $334M | +$33.8M | +11% | 5.66% | 57.6% | 232 | 6.03% | 2.6 |
|
| 2411 |
2411
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
| $334M | +$923K | +0.3% | 3.95% | 40.2% | 78 | 6.41% | 2.8 |
|
| 2412 |
2412
Berkshire Money Management
Dalton,
Massachusetts
| $333M | -$4.25M | -1% | 4.34% | 61.8% | 22 | 9.09% | 1.8 |
|
| 2413 |
2413
Wellington Shields & Co
New York
| $333M | +$142M | +74% | 4.91% | 109% | 139 | 7.91% | 2.4 |
|
| 2414 |
2414
Colrain Capital
Boston,
Massachusetts
| $333M | -$145M | -30% | 1.16% | – | 103 | 20.39% | 2.4 |
|
| 2415 |
PAI
2415
ProQuest Associates IV
Naples,
Florida
| $333M | -$20.7M | -6% | 2.95% | 113% | 3 | 0% | 2.3 |
|
| 2416 |
2416
Hilltop Holdings
Dallas,
Texas
| $332M | +$13.2M | +4% | 5.16% | 96.7% | 331 | 8.16% | 2.2 |
|
| 2417 |
2417
Loeb Partners Corp
New York
| $332M | +$36.7M | +12% | 4.41% | 34.4% | 175 | 18.86% | 1.9 |
|
| 2418 |
CRM
2418
Capital Returns Management
Rye,
New York
| $332M | +$97.7M | +42% | 0.84% | 4.39% | 26 | 38.46% | 1.2 |
|
| 2419 |
RCM
2419
Rockshelter Capital Management
Canonsburg,
Pennsylvania
| $332M | +$11.5M | +4% | 6.35% | 31.2% | 36 | 11.11% | 2.2 |
|
| 2420 |
CPH
2420
C Partners Holding
Zurich,
Switzerland
| $331M | +$26M | +9% | 7.68% | 25.6% | 16 | 12.5% | 1.7 |
|
| 2421 |
2421
Moon Capital Management
New York
| $331M | +$29.1M | +10% | 4.61% | 76.3% | 37 | 51.35% | 1.2 |
|
| 2422 |
VCM
2422
Violich Capital Management
San Francisco,
California
| $331M | +$5.09M | +2% | 6.73% | 111% | 115 | 6.09% | 2.8 |
|
| 2423 |
2423
White Mountains Advisors
Guilford,
Connecticut
| $331M | +$60.3M | +22% | 5.46% | 33.4% | 3 | 0% | 2.1 |
|
| 2424 |
2424
Glynn Capital Management
Menlo Park,
California
| $331M | +$37M | +13% | 15% | 252% | 40 | 2.5% | 2.9 |
|
| 2425 |
2425
Tetrad Corporation
Omaha,
Nebraska
| $330M | -$6.19M | -2% | 1.35% | 45.6% | 8 | 50% | 3.8 |
|