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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
Bruderman Asset Management
Locust Valley,
New York
| $396M | -$27.9M | -7% | 2.65% | 31.7% | 129 | 20.93% | 2.7 |
|
| 2452 |
2452
Hanlon Investment Management
Egg Harbor Township,
New Jersey
| $395M | -$1B | -72% | 0.82% | 80.6% | 138 | 40.58% | 0.8 |
|
| 2453 |
PL
2453
PWMCO LLC
Chicago,
Illinois
| $395M | -$10.8M | -3% | 1.86% | – | 69 | 17.39% | 1.1 |
|
| 2454 |
2454
Stillwater Capital Advisors
Devon,
Pennsylvania
| $394M | -$10.3M | -3% | 1.85% | 121% | 72 | 11.11% | 3.5 |
|
| 2455 |
2455
Cowen and Company
New York
| $394M | – | – | 2.91% | 120% | 448 | – | 0 |
|
| 2456 |
2456
Triodos Investment Management
Driebergen-Rijsenburg,
Netherlands
| $394M | -$38.9M | -9% | 1.94% | 89.9% | 37 | 5.41% | 1.2 |
|
| 2457 |
2457
PKO Investment Management Joint-Stock
Warsaw,
Poland
| $394M | -$3.16M | -0.8% | 0.21% | 145% | 92 | 15.22% | 2.6 |
|
| 2458 |
2458
SailingStone Capital Partners
Houston,
Texas
| $394M | -$578M | -59% | 35.6% | 152% | 16 | 18.75% | 2.6 |
|
| 2459 |
2459
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
| $393M | +$65M | +20% | 0.28% | 85.6% | 306 | 20.59% | 0.5 |
|
| 2460 |
2460
Polunin Capital Partners
London,
United Kingdom
| $393M | -$20.4M | -5% | 1.95% | 268% | 16 | 0% | 1 |
|
| 2461 |
2461
FRG Family Wealth Advisors
Bellevue,
Washington
| $393M | +$8.29M | +2% | 1.95% | 76.4% | 129 | 6.98% | 3.1 |
|
| 2462 |
GTC
2462
Ghost Tree Capital
New York
| $393M | -$89.6M | -19% | 21.1% | 265% | 56 | 44.64% | 0.6 |
|
| 2463 |
2463
KLCM Advisors
Milwaukee,
Wisconsin
| $392M | -$13.9M | -3% | 2.09% | 122% | 110 | 12.73% | 3.1 |
|
| 2464 |
2464
Steigerwald Gordon & Koch
Leesburg,
Virginia
| $392M | +$5.81M | +2% | 2.62% | 59.5% | 81 | 2.47% | 3.8 |
|
| 2465 |
2465
Teza Capital Management
Chicago,
Illinois
| $392M | +$222M | +130% | 1.12% | 133% | 660 | 79.85% | 0.1 |
|
| 2466 |
2466
JFS Wealth Advisors
Hermitage,
Pennsylvania
| $392M | -$3M | -0.8% | 0.76% | 54.8% | 549 | 17.3% | 3.2 |
|
| 2467 |
2467
Sprott Inc
Toronto,
Ontario, Canada
| $392M | -$29.1M | -7% | 6.16% | 203% | 103 | 11.65% | 2.6 |
|
| 2468 |
2468
Southeast Asset Advisors
Thomasville,
Georgia
| $391M | +$9.9M | +3% | 1.74% | 91.5% | 112 | 8.93% | 3.4 |
|
| 2469 |
2469
Chatham Capital Group
Savannah,
Georgia
| $391M | -$5.7M | -1% | 0.7% | 97% | 162 | 4.94% | 3.9 |
|
| 2470 |
2470
Biondo Investment Advisors
Milford,
Pennsylvania
| $391M | -$30.5M | -7% | 1.18% | 83.4% | 93 | 12.9% | 2.8 |
|
| 2471 |
2471
LSP Investment Advisors
New York
| $391M | -$332M | -46% | 13.1% | 79.5% | 26 | 61.54% | 1 |
|
| 2472 |
2472
McKinley Carter Wealth Services
Wheeling,
West Virginia
| $391M | +$19.7M | +5% | 1.57% | 63.2% | 166 | 12.05% | 3.5 |
|
| 2473 |
2473
BDO Wealth Advisors
Jacksonville,
Florida
| $390M | +$23.3M | +6% | 0.55% | 38.3% | 677 | 14.03% | 1.3 |
|
| 2474 |
KAS
2474
Kemnay Advisory Services
New York
| $390M | -$18.4M | -4% | 3.94% | 167% | 95 | 28.42% | 2.5 |
|
| 2475 |
AGM
2475
Alpine Global Management
New York
| $390M | +$45.8M | +13% | 5.56% | 149% | 118 | 75.42% | 0.4 |
|