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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
Martin Investment Management
Palm Beach Gardens,
Florida
| $408M | +$10.4M | +3% | 3.05% | 44% | 45 | 2.22% | 3.3 |
|
| 2402 |
2402
LaFleur & Godfrey
Grand Rapids,
Michigan
| $408M | +$7.13M | +2% | 2.82% | 85.2% | 72 | 12.5% | 4.1 |
|
| 2403 |
2403
Legion Partners Asset Management
Los Angeles,
California
| $408M | +$629K | +0.2% | 0% | 206% | 14 | 21.43% | 1.1 |
|
| 2404 |
2404
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| $408M | -$1.01M | -0.2% | 1.9% | 71.4% | 157 | 11.46% | 2.3 |
|
| 2405 |
2405
Brilliance Asset Management
Admiralty, Hong Kong,
Hong Kong
| $408M | +$84.4M | +26% | 0.42% | 39.2% | 7 | 28.57% | 0.7 |
|
| 2406 |
2406
Bank Hapoalim BM
Tel Aviv,
Israel
| $407M | -$25K | -0% | 1.19% | 76.6% | 184 | 20.65% | 2.6 |
|
| 2407 |
2407
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
| $407M | -$388M | -49% | 37.9% | 25.1% | 8 | 37.5% | 3.3 |
|
| 2408 |
WCA
2408
Windsor Creek Advisors
Bethel,
Vermont
| $407M | +$37.8M | +10% | 5.79% | 48.3% | 198 | 42.93% | 0.4 |
|
| 2409 |
SCM
2409
SIR Capital Management
New York
| $407M | -$165M | -29% | 10.8% | 71.1% | 70 | 67.14% | 0.4 |
|
| 2410 |
IMOV
2410
Investment Management of Virginia
Richmond,
Virginia
| $407M | -$10.9M | -3% | 0.68% | 93.4% | 154 | 11.69% | 4.1 |
|
| 2411 |
RI
2411
RPTC Inc
Jackson,
Wyoming
| $407M | -$17.9M | -4% | 4.21% | 66.4% | 11 | 0% | 1.9 |
|
| 2412 |
2412
Global Beta Advisors
Philadelphia,
Pennsylvania
| $407M | +$944K | +0.2% | 0.24% | – | 7 | 0% | 0.8 |
|
| 2413 |
2413
Well Done LLC
Holland,
Michigan
| $407M | -$21.5M | -5% | 1.1% | 80.4% | 156 | 11.54% | 2 |
|
| 2414 |
2414
Oracle Investment Management
Greenwich,
Connecticut
| $407M | -$58.3M | -13% | 12% | 865% | 22 | 22.73% | 3.2 |
|
| 2415 |
2415
Quest Capital Management
Dallas,
Texas
| $406M | +$13.9M | +4% | 0.59% | 87.7% | 233 | 15.45% | 0.6 |
|
| 2416 |
2416
Stanley-Laman Group
Berwyn,
Pennsylvania
| $405M | -$11.8M | -3% | 0.91% | 114% | 294 | 17.01% | 1.6 |
|
| 2417 |
SG
2417
Swarthmore Group
Philadelphia,
Pennsylvania
| $405M | -$1.41M | -0.3% | 1.45% | 44.2% | 34 | 8.82% | 2 |
|
| 2418 |
2418
Dudley & Shanley
Palm Beach,
Florida
| $405M | -$9.6M | -2% | 0.87% | 67.9% | 27 | 18.52% | 2.6 |
|
| 2419 |
2419
Decatur Capital Management
Decatur,
Georgia
| $405M | -$128M | -24% | 4.19% | 135% | 64 | 18.75% | 1.6 |
|
| 2420 |
2420
LVW Advisors
Pittsford,
New York
| $404M | +$41.9M | +12% | 1.09% | 79.1% | 190 | 26.32% | 2 |
|
| 2421 |
2421
Kingstown Capital Management
New York
| $403M | -$146M | -27% | 6.34% | 38.6% | 17 | 17.65% | 2 |
|
| 2422 |
HLC
2422
Hunt Lane Capital
New York
| $403M | -$184M | -31% | 2.63% | 3.59% | 32 | 56.25% | 0.9 |
|
| 2423 |
2423
Gemmer Asset Management
Walnut Creek,
California
| $403M | +$29.7M | +8% | 0.68% | 96.8% | 1,542 | 14.53% | 3.6 |
|
| 2424 |
2424
Benefit Street Partners
New York
| $403M | -$695M | -63% | 10.9% | – | 34 | 32.35% | 0.9 |
|
| 2425 |
2425
Private Ocean
San Rafael,
California
| $403M | +$28.2M | +8% | 0.87% | 2.82% | 655 | 29.47% | 1.5 |
|