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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 |
2451
SNS Financial Group
Minneapolis,
Minnesota
| $381M | +$13.9M | +4% | 1.3% | 54.2% | 181 | 13.26% | 2.1 |
|
| 2452 |
2452
EnCap Energy Capital Fund VIII
Houston,
Texas
| $381M | -$90.5M | -19% | 45.1% | 6.16% | 3 | 0% | 0.8 |
|
| 2453 |
SAS
2453
Sarbit Advisory Services
Winnipeg,
Manitoba, Canada
| $381M | +$23.2M | +6% | 5.68% | 29.3% | 14 | 42.86% | 1.2 |
|
| 2454 |
2454
Tekne Capital Management
New York
| $381M | +$8.24M | +2% | 3% | 516% | 13 | 15.38% | 1.3 |
|
| 2455 |
2455
Baker Ellis Asset Management
Vancouver,
Washington
| $380M | -$931K | -0.2% | 1.73% | 91.9% | 250 | 9.2% | 3.6 |
|
| 2456 |
2456
Bulldog Investors
Saddle Brook,
New Jersey
| $380M | +$13.7M | +4% | 1.36% | 22.5% | 144 | 33.33% | 0.9 |
|
| 2457 |
2457
Chatham Capital Group
Savannah,
Georgia
| $380M | +$8.02M | +2% | 2.5% | 97% | 159 | 9.43% | 3.2 |
|
| 2458 |
2458
JFS Wealth Advisors
Hermitage,
Pennsylvania
| $380M | +$917K | +0.2% | 1.48% | 54.8% | 579 | 24.01% | 2.8 |
|
| 2459 |
2459
Halbert Hargrove Global Advisors
Long Beach,
California
| $380M | +$2.45M | +0.6% | 1% | 68.2% | 76 | 7.89% | 3.2 |
|
| 2460 |
2460
KLCM Advisors
Milwaukee,
Wisconsin
| $379M | +$10.6M | +3% | 0.41% | 122% | 101 | 15.84% | 2.5 |
|
| 2461 |
2461
Camden National Bank
Camden,
Maine
| $379M | +$34.4M | +10% | 1.95% | 48.8% | 109 | 24.77% | 1 |
|
| 2462 |
2462
Dorsey Asset Management
Chicago,
Illinois
| $379M | +$83.1M | +28% | 14.3% | 122% | 11 | 18.18% | 1 |
|
| 2463 |
2463
United Asset Strategies
Garden City,
New York
| $378M | +$39.2M | +12% | 3.61% | 94.6% | 216 | 20.37% | 1.3 |
|
| 2464 |
2464
Texas Treasury Safekeeping Trust Company
Austin,
Texas
| $378M | -$144M | -28% | 0.27% | 43.7% | 9 | 33.33% | 0.3 |
|
| 2465 |
2465
Blue Chip Partners
Farmington Hills,
Michigan
| $378M | +$16.5M | +5% | 1.8% | 81.2% | 149 | 8.05% | 2.6 |
|
| 2466 |
2466
Yorktown Energy Partners VIII
New York
| $377M | +$36.8M | +11% | 11% | 15.2% | 3 | 0% | 2 |
|
| 2467 |
2467
Steigerwald Gordon & Koch
Leesburg,
Virginia
| $377M | +$19.8M | +6% | 3.63% | 59.5% | 94 | 17.02% | 2.8 |
|
| 2468 |
2468
Impax Asset Management (AIFM)
London,
United Kingdom
| $377M | +$31.9M | +9% | 0.15% | 40.5% | 24 | 8.33% | 2.5 |
|
| 2469 |
ALS
2469
Andrew L. Share
| $375M | -$63M | -14% | 16.2% | 14.8% | 1 | 0% | 0.5 |
|
| 2470 |
2470
Laurel Wealth Advisors (California)
Solana Beach,
California
| $375M | +$52.4M | +16% | 3.3% | 33% | 400 | 16.5% | 1.4 |
|
| 2471 |
2471
Foundations Investment Advisors
Phoenix,
Arizona
| $375M | – | – | 0.6% | 80.9% | 90 | – | 0 |
|
| 2472 |
2472
Seminole Management
New York
| $375M | -$58M | -13% | 3.71% | 95.4% | 23 | 39.13% | 1.8 |
|
| 2473 |
2473
Altium Wealth Management
Purchase,
New York
| $375M | +$120M | +47% | 1.24% | 24.9% | 279 | 46.95% | 0.3 |
|
| 2474 |
2474
Prana Capital Management
Greenwich,
Connecticut
| $375M | +$34.7M | +10% | 3.74% | 36.6% | 62 | 69.35% | 0.2 |
|
| 2475 |
2475
ACK Asset Management
Greenwich,
Connecticut
| $375M | -$23.1M | -6% | 4.64% | 132% | 36 | 27.78% | 1 |
|