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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
Capital Advisors Ltd
Shaker Heights,
Ohio
| $514M | -$20.2M | -4% | 5.38% | 54.2% | 1,647 | 38.31% | 2 |
|
| 2477 |
2477
Shepherd Financial Partners
Winchester,
Massachusetts
| $513M | -$919K | -0.2% | 5.04% | 78% | 175 | 13.71% | 2.8 |
|
| 2478 |
2478
MAK Capital One
New York
| $512M | +$4.71M | +0.9% | 7.06% | 200% | 13 | 7.69% | 2.5 |
|
| 2479 |
2479
Almanack Investment Partners
Wayne,
Pennsylvania
| $512M | -$490M | -49% | 1.32% | 77.8% | 1,138 | 86.38% | 0.4 |
|
| 2480 |
2480
Truxt Investmentos
Rio De Janeiro,
Brazil
| $512M | +$127M | +33% | 6.7% | – | 26 | 69.23% | 0.5 |
|
| 2481 |
2481
Alaska Wealth Advisors
Anchorage,
Alaska
| $512M | +$11.4M | +2% | 5.62% | 44.3% | 59 | 13.56% | 2.2 |
|
| 2482 |
2482
Suncoast Equity Management
Tampa,
Florida
| $512M | -$54.5M | -10% | 4.99% | 82.9% | 57 | 7.02% | 3 |
|
| 2483 |
2483
C2C Wealth Management
Scottsdale,
Arizona
| $511M | -$34.2M | -6% | 5.2% | 77.2% | 190 | 11.58% | 0.7 |
|
| 2484 |
2484
L1 Capital
Melbourne VIC 3000,
Australia
| $511M | -$1.22M | -0.2% | 8.84% | 127% | 11 | 9.09% | 1 |
|
| 2485 |
2485
Signet Financial Management
Parsippany,
New Jersey
| $511M | -$14.2M | -3% | 4.66% | 65.2% | 259 | 9.65% | 1.9 |
|
| 2486 |
2486
Standard General
New York
| $511M | -$6.86M | -1% | 3.36% | 259% | 6 | 0% | 3.7 |
|
| 2487 |
2487
Needham Investment Management
New York
| $510M | -$24.6M | -5% | 2.76% | 424% | 124 | 7.26% | 4.2 |
|
| 2488 |
CI
2488
CPMG Inc
Dallas,
Texas
| $510M | +$12.1M | +2% | 19.8% | 878% | 5 | 20% | 3 |
|
| 2489 |
JWBC
2489
J.W. Burns & Co
Dewitt,
New York
| $509M | -$18.9M | -4% | 3.98% | 95.4% | 174 | 8.05% | 6.3 |
|
| 2490 |
2490
Nightview Capital
Austin,
Texas
| $509M | +$122M | +31% | 15.1% | 170% | 18 | 22.22% | 1.3 |
|
| 2491 |
2491
Investure LLC
Charlottesville,
Virginia
| $509M | -$143M | -22% | 4.11% | 55.4% | 22 | 4.55% | 2 |
|
| 2492 |
2492
Cyrus J. Lawrence
New York
| $509M | +$162M | +47% | 6.53% | – | 263 | 31.18% | 0.5 |
|
| 2493 |
2493
American Assets Capital Advisers
San Diego,
California
| $509M | -$156M | -23% | 11.5% | 73.5% | 35 | 14.29% | 3 |
|
| 2494 |
2494
Third Avenue Management
New York
| $508M | -$53.5M | -10% | 4.61% | 113% | 56 | 5.36% | 4.5 |
|
| 2495 |
RTS
2495
Round Table Services
Westfield,
New Jersey
| $508M | -$42.5M | -8% | 4.57% | 16.1% | 172 | 16.86% | 2.5 |
|
| 2496 |
2496
Jackson Wealth Management
Lake Mary,
Florida
| $508M | +$292M | +135% | 3.79% | 72.1% | 106 | 22.64% | 1.9 |
|
| 2497 |
2497
Sectoral Asset Management
Montreal,
Quebec, Canada
| $508M | +$11.3M | +2% | 7.69% | 168% | 122 | 18.85% | 1.6 |
|
| 2498 |
2498
Wealthspring Capital
West Harrison,
New York
| $507M | -$25.4M | -5% | 0.2% | 24.1% | 516 | 14.15% | 0.8 |
|
| 2499 |
2499
Wealth Alliance
Mellville,
New York
| $507M | -$14.4M | -3% | 4.15% | 75.7% | 488 | 17.83% | 1.6 |
|
| 2500 |
2500
Engaged Capital
Newport Beach,
California
| $506M | -$146M | -22% | 1.87% | 26.2% | 9 | 22.22% | 2.5 |
|