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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 |
LHC
2401
Levy Harkins & Co
New York
| $393M | +$70M | +22% | 0.31% | 62.9% | 20 | 0% | 3.9 |
|
| 2402 |
2402
Zuckerman Investment Group
Chicago,
Illinois
| $391M | -$7.68M | -2% | 1.35% | 111% | 60 | 16.67% | 2.5 |
|
| 2403 |
2403
RWC Asset Advisors
Miami,
Florida
| $390M | -$81.8M | -17% | 7.04% | 267% | 20 | 40% | 1.7 |
|
| 2404 |
2404
Dynamic Advisor Solutions
Phoenix,
Arizona
| $390M | +$84.5M | +28% | 1.14% | 70.9% | 387 | 41.09% | 1.3 |
|
| 2405 |
JWBC
2405
J.W. Burns & Co
Dewitt,
New York
| $390M | -$4.75M | -1% | 0.34% | 95.4% | 168 | 5.95% | 3.5 |
|
| 2406 |
RP
2406
RBS Partners
Bay Harbor Islands,
Florida
| $389M | -$44.4M | -10% | 0.62% | 210% | 6 | 0% | 4 |
|
| 2407 |
2407
North Growth Management
Vancouver,
British Columbia, Canada
| $388M | +$6.18M | +2% | 2.72% | 243% | 44 | 6.82% | 0.2 |
|
| 2408 |
2408
University of Chicago
Chicago,
Illinois
| $388M | – | – | 0.61% | 62.3% | 6 | – | 1.6 |
|
| 2409 |
2409
Northern Capital Management (Wisconsin)
Madison,
Wisconsin
| $388M | +$162K | +0% | 2.02% | 12.8% | 167 | 11.38% | 2.4 |
|
| 2410 |
2410
Technology Crossover Management VIII
Menlo Park,
California
| $388M | +$122M | +46% | 47.1% | 77.9% | 2 | 0% | 1.3 |
|
| 2411 |
2411
Huntington Steele
Oaks,
Pennsylvania
| $387M | +$17.9M | +5% | 6.72% | 69.8% | 74 | 1.35% | 3.4 |
|
| 2412 |
2412
Columbus Macro
New Castle,
Pennsylvania
| $387M | +$66.5M | +21% | 1.85% | 48.7% | 119 | 23.53% | 0.2 |
|
| 2413 |
2413
Bank Hapoalim BM
Tel Aviv,
Israel
| $386M | -$70.7M | -15% | 1.31% | 76.6% | 217 | 17.97% | 2.2 |
|
| 2414 |
2414
Nelson Capital Management
Menlo Park,
California
| $386M | +$65.1M | +20% | 0.95% | 121% | 369 | 33.33% | 2.6 |
|
| 2415 |
2415
Clearfield Capital Management
New York
| $386M | -$150M | -28% | 5.01% | 421% | 25 | 60% | 0.4 |
|
| 2416 |
2416
Zevin Asset Management
Boston,
Massachusetts
| $385M | -$55M | -12% | 1.33% | 71.7% | 138 | 18.84% | 2.8 |
|
| 2417 |
2417
Oslo Pensjonsforsikring
Oslo,
| $385M | +$6.13M | +2% | 5.58% | 79% | 15 | 0% | 0.8 |
|
| 2418 |
2418
INCA Investments
Miami,
Florida
| $385M | -$28.4M | -7% | 2.37% | 128% | 11 | 18.18% | 2.5 |
|
| 2419 |
2419
Howard Hughes Medical Institute
Chevy Chase,
Maryland
| $384M | -$932K | -0.2% | 0.61% | 70.9% | 28 | 3.57% | 2.5 |
|
| 2420 |
2420
Biondo Investment Advisors
Milford,
Pennsylvania
| $384M | -$11.9M | -3% | 5.68% | 83.4% | 98 | 12.24% | 2.6 |
|
| 2421 |
2421
Anchor Investment Management
Columbia,
South Carolina
| $382M | +$4.87M | +1% | 1.62% | 75.1% | 832 | 6.61% | 1.6 |
|
| 2422 |
2422
Hengehold Capital Management
Cincinnati,
Ohio
| $382M | +$1.62M | +0.4% | 1.38% | 54.5% | 122 | 13.93% | 2.3 |
|
| 2423 |
2423
Baker Ellis Asset Management
Vancouver,
Washington
| $381M | -$16M | -4% | 1.99% | 91.9% | 248 | 7.26% | 3.5 |
|
| 2424 |
2424
Oberweis Asset Management
Lisle,
Illinois
| $381M | -$46.5M | -11% | 3.94% | 485% | 269 | 28.62% | 1 |
|
| 2425 |
2425
Hikari Tsushin Inc
Tokyo,
Japan
| $381M | -$3.89M | -1% | 1.75% | 59.5% | 54 | 11.11% | 2.1 |
|