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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2476 |
2476
MU Investments Company
Tokyo,
Japan
| $232M | +$22.8M | +11% | 10.5% | 40.4% | 354 | 11.86% | 0.4 |
|
| 2477 |
2477
Pivot Point Capital Partners
San Francisco,
California
| $232M | +$7.47M | +3% | 5.98% | 30.3% | 11 | 0% | 0.5 |
|
| 2478 |
HF
2478
Hoxton Financial
Shepherdstown,
West Virginia
| $232M | +$129M | +125% | 6.4% | 15.3% | 754 | 45.62% | 0.3 |
|
| 2479 |
2479
Salem Capital Management
Woburn,
Massachusetts
| $232M | +$14.3M | +7% | 8.91% | 32.3% | 78 | 6.41% | 0.5 |
|
| 2480 |
2480
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
| $232M | – | – | 6.75% | 103% | 73 | – | 0 |
|
| 2481 |
2481
Capital City Trust
Tallahassee,
Florida
| $231M | +$4.63M | +2% | 8.32% | 98.5% | 99 | 4.04% | 0.5 |
|
| 2482 |
2482
BRR OpCo
Columbus,
Ohio
| $231M | +$18.3M | +9% | 6.31% | 23.6% | 99 | 17.17% | 0.4 |
|
| 2483 |
2483
TradeWorx
Red Bank,
New Jersey
| $230M | +$11.8M | +5% | 13.3% | – | 713 | 77.98% | 0.1 |
|
| 2484 |
GCG
2484
Giovine Capital Group
Santa Monica,
California
| $230M | +$37.5M | +19% | 11.5% | – | 48 | 18.75% | 0.4 |
|
| 2485 |
2485
TSP Capital Management Group
Summit,
New Jersey
| $230M | +$7.95M | +4% | 5.15% | 186% | 83 | 0% | 0.5 |
|
| 2486 |
2486
Shikiar Asset Management
New York
| $230M | +$29M | +14% | 10.6% | 117% | 116 | 19.83% | 0.4 |
|
| 2487 |
2487
Intrust Bank
Wichita,
Kansas
| $230M | +$22.5M | +11% | 9.23% | 102% | 266 | 15.41% | 0.4 |
|
| 2488 |
2488
SFE Investment Counsel
Los Angeles,
California
| $230M | +$23.2M | +11% | 9.74% | 105% | 88 | 6.82% | 0.5 |
|
| 2489 |
2489
JFS Wealth Advisors
Hermitage,
Pennsylvania
| $230M | +$15.5M | +7% | 6.95% | 54.8% | 142 | 22.54% | 0.4 |
|
| 2490 |
CCM
2490
Clovis Capital Management
New York
| $229M | -$52.5M | -19% | 8.98% | 37.4% | 30 | 66.67% | 0.3 |
|
| 2491 |
2491
Pomelo Capital
New York
| $229M | -$35.8M | -14% | 0.27% | 4.35% | 106 | 36.79% | 0.4 |
|
| 2492 |
2492
Alexandria Capital
Arlington,
Virginia
| $229M | +$10.9M | +5% | 5.86% | 66.8% | 645 | 8.99% | 0.5 |
|
| 2493 |
2493
Aquiline Capital Partners
New York
| $229M | -$26.6M | -10% | 14.9% | 14.7% | 3 | 0% | 0.5 |
|
| 2494 |
2494
G.F.W. Energy VIII
Irving,
Texas
| $229M | -$191M | -46% | 16.2% | 41.6% | 2 | 50% | 0.5 |
|
| 2495 |
2495
MIG Capital
Newport Beach,
California
| $229M | +$6.6M | +3% | 8.2% | 118% | 26 | 19.23% | 0.4 |
|
| 2496 |
2496
Pure Financial Advisors
San Diego,
California
| $229M | +$20.9M | +10% | 0.41% | 47.2% | 55 | 18.18% | 0.4 |
|
| 2497 |
2497
Ativo Capital Management
Chicago,
Illinois
| $228M | +$17.2M | +8% | 13.4% | 63.8% | 217 | 26.73% | 0.4 |
|
| 2498 |
2498
Wind River Trust Company
Jackson,
Wyoming
| $228M | -$46.5M | -17% | 6.59% | 62.1% | 13 | 15.38% | 0.4 |
|
| 2499 |
2499
Rock Point Advisors
Burlington,
Vermont
| $228M | +$13.1M | +6% | 6.99% | 82.8% | 88 | 17.05% | 0.4 |
|
| 2500 |
2500
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
| $228M | -$18.4M | -7% | 1.01% | 0.74% | 18 | 11.11% | 0.5 |
|