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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
Naples Global Advisors
Naples,
Florida
| $411M | +$19.9M | +5% | 2.9% | 103% | 314 | 7.64% | 3.3 |
|
| 2427 |
PGCM
2427
Prescott Group Capital Management
Tulsa,
Oklahoma
| $411M | -$77.6M | -16% | 4.44% | 148% | 195 | 37.44% | 2.1 |
|
| 2428 |
2428
Intrust Bank
Wichita,
Kansas
| $411M | +$17.9M | +5% | 4.09% | 102% | 381 | 8.14% | 3.3 |
|
| 2429 |
3AM
2429
3D Asset Management
Hartford,
Connecticut
| $410M | -$14.1M | -3% | 0.54% | 0.82% | 61 | 1.64% | 3.9 |
|
| 2430 |
2430
Bouchey Financial Group
Troy,
New York
| $409M | +$9.37M | +2% | 3.05% | 66.7% | 73 | 8.22% | 2.9 |
|
| 2431 |
2431
Insight Wealth Strategies
San Ramon,
California
| $409M | +$51.3M | +14% | 3.1% | 83.5% | 172 | 30.23% | 0.3 |
|
| 2432 |
2432
EAM Investors
Solana Beach,
California
| $409M | +$1.31M | +0.3% | 27.4% | 6,012% | 345 | 57.97% | 0.4 |
|
| 2433 |
2433
Carlson Capital Management
Northfield,
Minnesota
| $409M | +$7.48M | +2% | 1.94% | 9.85% | 107 | 5.61% | 3.3 |
|
| 2434 |
KAS
2434
Kemnay Advisory Services
New York
| $409M | -$57M | -12% | 4.91% | 167% | 158 | 63.92% | 2.6 |
|
| 2435 |
2435
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| $409M | +$29.9M | +8% | 1.52% | 71.4% | 159 | 20.13% | 2.1 |
|
| 2436 |
2436
Kirr Marbach & Co
Columbus,
Indiana
| $408M | -$3.02M | -0.7% | 3.67% | 121% | 61 | 11.48% | 3.2 |
|
| 2437 |
2437
Abbrea Capital
Greenbrae,
California
| $408M | +$59.9M | +17% | 3.53% | 38% | 182 | 9.34% | 1.9 |
|
| 2438 |
2438
Angeles Investment Advisors
Santa Monica,
California
| $407M | +$302M | +287% | 3.73% | 78.3% | 71 | 39.44% | 0.3 |
|
| 2439 |
2439
Bank Hapoalim BM
Tel Aviv,
Israel
| $407M | -$9.28M | -2% | 2.95% | 76.6% | 179 | 15.08% | 2.5 |
|
| 2440 |
2440
Capital One Investing
Mclean,
Virginia
| $407M | +$32.3M | +9% | 2.52% | – | 196 | 18.88% | 0.4 |
|
| 2441 |
WEC
2441
White Elm Capital
Greenwich,
Connecticut
| $407M | +$27.2M | +7% | 6.69% | 103% | 30 | 16.67% | 2.2 |
|
| 2442 |
2442
Legion Partners Asset Management
Los Angeles,
California
| $407M | +$28.9M | +8% | 3.68% | 206% | 13 | 15.38% | 1 |
|
| 2443 |
2443
WMS Partners
Towson,
Maryland
| $407M | +$5.5M | +1% | 4.31% | 10.8% | 227 | 17.62% | 3.4 |
|
| 2444 |
VCM
2444
Violich Capital Management
San Francisco,
California
| $407M | +$12.1M | +3% | 3.54% | 111% | 119 | 7.56% | 3.9 |
|
| 2445 |
SG
2445
Swarthmore Group
Philadelphia,
Pennsylvania
| $406M | +$383M | +1,645% | 3.43% | 44.2% | 32 | 21.88% | 1.8 |
|
| 2446 |
2446
KLCM Advisors
Milwaukee,
Wisconsin
| $406M | -$323K | -0.1% | 2.93% | 122% | 110 | 11.82% | 3 |
|
| 2447 |
PL
2447
PWMCO LLC
Chicago,
Illinois
| $406M | +$10.9M | +3% | 5.88% | – | 69 | 7.25% | 0.9 |
|
| 2448 |
2448
Global Beta Advisors
Philadelphia,
Pennsylvania
| $406M | -$2.08M | -0.5% | 2.07% | – | 7 | 0% | 0.5 |
|
| 2449 |
PA
2449
Paracle Advisors
Mercer Island,
Washington
| $405M | +$21.3M | +6% | 2.03% | 30.9% | 65 | 3.08% | 2.5 |
|
| 2450 |
2450
Harvard Management Company
Boston,
Massachusetts
| $405M | +$11M | +3% | 0.75% | 123% | 17 | 11.76% | 2.9 |
|