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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
Signet Financial Management
Parsippany,
New Jersey
| $274M | – | – | 4.25% | 65.2% | 161 | – | 0 |
|
| 2477 |
2477
Gargoyle Investment Advisor
Englewood,
New Jersey
| $273M | +$9M | +3% | 6.6% | 34.5% | 171 | 32.16% | 0.8 |
|
| 2478 |
2478
Edge Wealth Management
New York
| $273M | +$13.1M | +5% | 0.44% | 75.3% | 475 | 26.53% | 1 |
|
| 2479 |
2479
Pura Vida Investments
New York
| $272M | – | – | 18.7% | 38.3% | 71 | – | 0 |
|
| 2480 |
EVM
2480
Evelyn V. Moreno
| $272M | +$11.2M | +4% | 5.44% | 39.4% | 76 | 5.26% | 0.9 |
|
| 2481 |
2481
Apriem Advisors
Irvine,
California
| $271M | +$9.7M | +4% | 2.99% | 74.3% | 632 | 16.46% | 1 |
|
| 2482 |
2482
Lombard Odier & Cie (Bahamas)
Nassau,
Bahamas
| $271M | -$9.5M | -3% | 1.93% | – | 97 | 12.37% | 0.9 |
|
| 2483 |
SCA
2483
Signpost Capital Advisors
New York
| $271M | +$28.8M | +12% | 9.89% | 24.7% | 18 | 27.78% | 0.6 |
|
| 2484 |
ARMC
2484
American Research & Management Company
Marion,
Massachusetts
| $271M | -$6.32M | -2% | 2.01% | 35.1% | 398 | 11.56% | 1.3 |
|
| 2485 |
2485
Evanson Asset Management
Carmel,
California
| $271M | +$25.4M | +10% | 0.24% | 66.6% | 215 | 25.12% | 0.8 |
|
| 2486 |
2486
Van Cleef Asset Management
Beachwood,
Ohio
| $270M | +$26.7M | +11% | 3.59% | 104% | 115 | 16.52% | 1.2 |
|
| 2487 |
2487
Giralda Advisors
New York
| $270M | -$2.48M | -0.9% | 3.85% | 36.8% | 10 | 0% | 1.2 |
|
| 2488 |
2488
RTW Investments
New York
| $270M | – | – | 22.1% | 467% | 21 | – | 0 |
|
| 2489 |
2489
Berkshire Partners
Boston,
Massachusetts
| $270M | -$110M | -29% | 6.52% | 79% | 1 | 0% | 1.5 |
|
| 2490 |
2490
First American Trust
Santa Ana,
California
| $270M | +$701K | +0.3% | 6.03% | 84.6% | 109 | 23.85% | 1.2 |
|
| 2491 |
2491
Nelson Capital Management
Menlo Park,
California
| $270M | +$4.86M | +2% | 4.56% | 121% | 337 | 11.28% | 1.1 |
|
| 2492 |
2492
United Bank (West Virginia)
Parkersburg,
West Virginia
| $270M | +$5.26M | +2% | 4.03% | 22.5% | 124 | 10.48% | 1.3 |
|
| 2493 |
2493
Platte River Capital
Denver,
Colorado
| $269M | -$118M | -30% | 5.81% | – | 205 | 34.15% | 0.9 |
|
| 2494 |
2494
Lucas Capital Management
Red Bank,
New Jersey
| $269M | -$56.5M | -17% | 12.1% | 44.5% | 151 | 13.25% | 1.3 |
|
| 2495 |
2495
Cabot-Wellington
Boston,
Massachusetts
| $269M | -$222K | -0.1% | 0.39% | 65% | 45 | 8.89% | 1.4 |
|
| 2496 |
2496
Intrust Bank
Wichita,
Kansas
| $269M | +$10.3M | +4% | 3.64% | 102% | 278 | 16.19% | 1.1 |
|
| 2497 |
AIS
2497
AlphaOne Investment Services
West Chester,
Pennsylvania
| $269M | -$43.1M | -14% | 11.9% | 77.1% | 119 | 28.57% | 0.9 |
|
| 2498 |
2498
Aviance Capital Partners
Naples,
Florida
| $268M | +$3.35M | +1% | 4.8% | 98.2% | 260 | 20% | 1.1 |
|
| 2499 |
2499
MUFG Bank
Tokyo 100-8388,,
Japan
| $268M | – | – | 4.34% | 74% | 2 | – | 1.4 |
|
| 2500 |
2500
Adirondack Research & Management
Guilderland,
New York
| $267M | -$2.38M | -0.9% | 9.56% | 47.8% | 103 | 8.74% | 1.3 |
|