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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2426 |
2426
Steigerwald Gordon & Koch
Leesburg,
Virginia
| $398M | +$21.1M | +6% | 8.27% | 59.5% | 92 | 10.87% | 2.9 |
|
| 2427 |
2427
Proffitt & Goodson
Knoxville,
Tennessee
| $398M | +$165M | +71% | 3.28% | 48.5% | 165 | 70.3% | 1 |
|
| 2428 |
2428
Hengehold Capital Management
Cincinnati,
Ohio
| $398M | +$13.7M | +4% | 4.85% | 54.5% | 121 | 7.44% | 2.5 |
|
| 2429 |
2429
Manitou Investment Management
Toronto,
Ontario, Canada
| $398M | +$133M | +50% | 4.97% | 69.3% | 40 | 27.5% | 1.8 |
|
| 2430 |
2430
Bristlecone Advisors
Bellevue,
Washington
| $397M | +$97.1M | +32% | 7.56% | 103% | 147 | 10.88% | 2 |
|
| 2431 |
2431
Main Management ETF Advisors
San Francisco,
California
| $397M | +$61.3M | +18% | 4.85% | 97.2% | 13 | 30.77% | 0.6 |
|
| 2432 |
2432
Crosslink Capital
Menlo Park,
California
| $397M | -$2.1M | -0.5% | 10.5% | 135% | 34 | 26.47% | 1.8 |
|
| 2433 |
2433
Oak Management Corp
Wilton,
Connecticut
| $397M | -$69.4M | -15% | 7.04% | 96.4% | 5 | 0% | 2.3 |
|
| 2434 |
2434
LSP Investment Advisors
New York
| $397M | -$18.4M | -4% | 3.61% | 79.5% | 27 | 18.52% | 0.6 |
|
| 2435 |
2435
Isthmus Partners
Madison,
Wisconsin
| $397M | +$13.1M | +3% | 8.08% | 73.7% | 296 | 13.51% | 2.6 |
|
| 2436 |
2436
Peconic Partners
New York
| $396M | -$149M | -27% | 4.34% | 300% | 59 | 33.9% | 1.6 |
|
| 2437 |
2437
Chatham Capital Group
Savannah,
Georgia
| $396M | +$15.9M | +4% | 5% | 97% | 159 | 6.29% | 3.3 |
|
| 2438 |
2438
North Growth Management
Vancouver,
British Columbia, Canada
| $395M | -$1.84M | -0.5% | 5.54% | 243% | 45 | 4.44% | 0.7 |
|
| 2439 |
2439
USA Financial Formulas
Ada,
Michigan
| $395M | -$16.7M | -4% | 4.65% | 104% | 446 | 70.18% | 0.4 |
|
| 2440 |
2440
Ritholtz Wealth Management
New York
| $395M | +$26.9M | +7% | 3.83% | 93% | 121 | 9.92% | 1.1 |
|
| 2441 |
LCM
2441
Lucha Capital Management
San Francisco,
California
| $394M | +$187M | +90% | 10.8% | 84.3% | 32 | 34.38% | 0.6 |
|
| 2442 |
2442
Intrust Bank
Wichita,
Kansas
| $394M | +$32.5M | +9% | 7.87% | 102% | 390 | 12.56% | 2.9 |
|
| 2443 |
2443
Advisory Alpha
Holland,
Michigan
| $394M | -$4.8M | -1% | 2.08% | 50.3% | 159 | 15.72% | 1.4 |
|
| 2444 |
2444
Thames Capital Management
Roseland,
New Jersey
| $394M | +$102M | +35% | 17.3% | 1,177% | 43 | 48.84% | 0.3 |
|
| 2445 |
OM
2445
Opaleye Management
Boston,
Massachusetts
| $393M | +$6.69M | +2% | 30.1% | 748% | 48 | 27.08% | 1 |
|
| 2446 |
2446
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
| $393M | -$128M | -25% | 1.68% | 25.1% | 9 | 11.11% | 2.1 |
|
| 2447 |
TCOT
2447
Trust Company of Toledo
Holland,
Ohio
| $392M | +$18.1M | +5% | 6.51% | 109% | 189 | 5.29% | 4.2 |
|
| 2448 |
2448
Harvard Management Company
Boston,
Massachusetts
| $392M | -$29.8M | -7% | 6.96% | 123% | 19 | 10.53% | 2.1 |
|
| 2449 |
GA
2449
GFS Advisors
Houston,
Texas
| $392M | -$89.2M | -19% | 4.9% | 97.9% | 154 | 18.18% | 3.2 |
|
| 2450 |
CM
2450
Capital Management
Glen Allen,
Virginia
| $391M | +$19.6M | +5% | 2.96% | 52.5% | 88 | 15.91% | 2.8 |
|