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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2451 |
EAM
2451
Evanson Asset Management
Carmel,
California
| $287M | +$7.34M | +3% | 1.26% | 66.6% | 225 | 16% | 1.1 |
|
| 2452 |
2452
Summit Partners Public Asset Management
Boston,
Massachusetts
| $286M | – | – | 11.1% | 1,167% | 62 | – | 0 |
|
| 2453 |
RCP
2453
Rho Capital Partners
New York
| $286M | +$46.1M | +19% | 14.8% | – | 8 | 12.5% | 1.3 |
|
| 2454 |
BCM
2454
Beddow Capital Management
Jackson,
Wyoming
| $286M | -$222K | -0.1% | 0.38% | 50.7% | 41 | 2.44% | 1.9 |
|
| 2455 |
HC
2455
Hawkins Capital
Houston,
Texas
| $285M | -$143M | -33% | 0.6% | 8.54% | 21 | 42.86% | 1.2 |
|
| 2456 |
LOCB
2456
Lombard Odier & Cie (Bahamas)
Nassau,
Bahamas
| $285M | +$8.36M | +3% | 1.54% | – | 96 | 9.38% | 1.3 |
|
| 2457 |
FCMI
2457
Foresite Capital Management II
Larkspur,
California
| $285M | +$116M | +69% | 4.5% | 66.2% | 26 | 53.85% | 0.3 |
|
| 2458 |
MBTD
2458
Mechanics Bank - Trust Department
Walnut Creek,
California
| $285M | -$24M | -8% | 1.27% | 76.8% | 130 | 3.08% | 1.9 |
|
| 2459 |
SRES
2459
Starwood Real Estate Securities
Greenwich,
Connecticut
| $285M | +$7.46M | +3% | 4.88% | – | 42 | 73.81% | 0.1 |
|
| 2460 |
AIS
2460
AlphaOne Investment Services
West Chester,
Pennsylvania
| $284M | +$18.2M | +7% | 8.13% | 77.1% | 112 | 31.25% | 1.1 |
|
| 2461 |
CT
2461
Chicago Trust
Grayslake,
Illinois
| $284M | -$7.59M | -3% | 0.22% | 85.9% | 198 | 13.13% | 0.2 |
|
| 2462 |
PCM
2462
Palouse Capital Management
Spokane,
Washington
| $284M | +$319K | +0.1% | 1.18% | 67.8% | 129 | 20.16% | 1.2 |
|
| 2463 |
PPSG
2463
Princeton Portfolio Strategies Group
Princeton,
New Jersey
| $284M | +$25.1M | +10% | 0.07% | 83.8% | 141 | 23.4% | 1.4 |
|
| 2464 |
ACM
2464
Ativo Capital Management
Chicago,
Illinois
| $284M | +$28.5M | +11% | 2.97% | 63.8% | 259 | 39.77% | 0.8 |
|
| 2465 |
NPGCU
2465
Napier Park Global Capital (US)
New York
| $284M | -$12.9M | -4% | 12.5% | 237% | 62 | 51.61% | 0.5 |
|
| 2466 |
HJA
2466
Hugh Johnson Advisors
Albany,
New York
| $284M | -$15.3M | -5% | 0.23% | 41.5% | 96 | 11.46% | 1.5 |
|
| 2467 |
NTCM
2467
Nine Ten Capital Management
Chicago,
Illinois
| $283M | -$21.9M | -7% | 8.94% | 166% | 12 | 0% | 0.3 |
|
| 2468 |
2468
Xponance
Philadelphia,
Pennsylvania
| $283M | +$2.15M | +0.8% | 0.12% | 144% | 58 | 44.83% | 0.6 |
|
| 2469 |
BIM
2469
Barton Investment Management
West Conshohocken,
Pennsylvania
| $283M | +$11.2M | +4% | 17% | 80.3% | 47 | 10.64% | 1.8 |
|
| 2470 |
LCM
2470
LG Capital Management
Owings Mills,
Maryland
| $282M | -$45.5M | -14% | 7.23% | – | 70 | 54.29% | 0.4 |
|
| 2471 |
SAA
2471
Southeast Asset Advisors
Thomasville,
Georgia
| $282M | -$8M | -3% | 3.25% | 91.5% | 95 | 11.58% | 1.6 |
|
| 2472 |
SCC
2472
Second Curve Capital
Radnor,
Pennsylvania
| $282M | +$28.6M | +11% | 7.45% | 160% | 29 | 27.59% | 1.3 |
|
| 2473 |
2473
Element Capital Management
New York
| $281M | +$60M | +27% | 1.42% | 49.4% | 305 | 93.44% | 0 |
|
| 2474 |
2474
Allworth Financial
Folsom,
California
| $280M | +$11.3M | +4% | 0.58% | 53.3% | 659 | 7.13% | 0.4 |
|
| 2475 |
TLCM
2475
Tiger Legatus Capital Management
New York
| $280M | -$57.9M | -17% | 2.64% | 19.1% | 19 | 31.58% | 1.1 |
|