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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2501 |
2501
Carlson Capital Management
Northfield,
Minnesota
| $263M | +$19.3M | +8% | 4.14% | 9.85% | 57 | 1.75% | 2.2 |
|
| 2502 |
2502
Stadium Capital Management
New Canaan,
Connecticut
| $263M | -$9.46M | -3% | 9.71% | 10.9% | 13 | 30.77% | 1.6 |
|
| 2503 |
2503
Hillsdale Investment Management
Toronto,
Ontario, Canada
| $263M | -$33.2M | -11% | 4.08% | 271% | 651 | 49.46% | 1 |
|
| 2504 |
2504
Edmond de Rothschild (Suisse)
Geneva,
Switzerland
| $263M | -$33.9M | -11% | 3.49% | – | 469 | 24.95% | 0.4 |
|
| 2505 |
MAA
2505
Mraz Amerine & Associates
Modesto,
California
| $262M | +$9.6M | +4% | 2.97% | 69.8% | 154 | 9.09% | 2 |
|
| 2506 |
2506
Battery Partners IX
Boston,
Massachusetts
| $262M | -$6.16M | -2% | 22.9% | 322% | 4 | 0% | 1.2 |
|
| 2507 |
2507
Madison International Realty Holdings
New York
| $262M | +$30M | +13% | 5.89% | – | 5 | 40% | 0.5 |
|
| 2508 |
HJA
2508
Hugh Johnson Advisors
Albany,
New York
| $262M | +$14.9M | +6% | 4.88% | 41.5% | 91 | 5.49% | 1.9 |
|
| 2509 |
2509
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| $262M | +$5.88M | +2% | 3.51% | 73.7% | 63 | 17.46% | 0.8 |
|
| 2510 |
TBA
2510
Train Babcock Advisors
New York
| $262M | -$20.1M | -7% | 6.52% | 41.9% | 125 | 11.2% | 2 |
|
| 2511 |
WPL
2511
WINDACRE PARTNERSHIP LLC
Houston,
Texas
| $261M | +$70.6M | +37% | 6.36% | 98.4% | 6 | 0% | 0.7 |
|
| 2512 |
2512
JNBA Financial Advisors
Bloomington,
Minnesota
| $261M | +$26.3M | +11% | 3.31% | 61.8% | 585 | 13.85% | 1.9 |
|
| 2513 |
2513
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| $261M | -$21.7M | -8% | 7.49% | 52.1% | 193 | 19.69% | 1.8 |
|
| 2514 |
2514
Quotient Investors
New York
| $261M | -$193M | -42% | 5.49% | 24.9% | 271 | 43.91% | 1 |
|
| 2515 |
2515
Monarch Capital Management
Fort Wayne,
Indiana
| $260M | +$15M | +6% | 7.83% | 77% | 99 | 2.02% | 2.2 |
|
| 2516 |
VBCP
2516
Vollero Beach Capital Partners
New York
| $260M | -$318M | -55% | 0.9% | 75.8% | 115 | 68.7% | 0.3 |
|
| 2517 |
2517
Nelson Capital Management
Menlo Park,
California
| $260M | -$1.12M | -0.4% | 5.29% | 121% | 294 | 22.11% | 1.7 |
|
| 2518 |
GCM
2518
Gabalex Capital Management
New York
| $260M | +$2.96M | +1% | 4.11% | 24.9% | 18 | 16.67% | 1.1 |
|
| 2519 |
2519
Miller Investment Management
West Conshohocken,
Pennsylvania
| $260M | +$12.4M | +5% | 5.83% | 60.2% | 63 | 4.76% | 2 |
|
| 2520 |
2520
Tiedemann Advisors
New York
| $259M | +$130M | +100% | 4.12% | 31.5% | 63 | 42.86% | 0.8 |
|
| 2521 |
BL
2521
Bolton LP
Greenwich,
Connecticut
| $259M | -$412M | -61% | 10.7% | – | 137 | 54.74% | 0.6 |
|
| 2522 |
LCM
2522
Lonestar Capital Management
San Francisco,
California
| $259M | +$67.6M | +35% | 12.7% | 260% | 21 | 52.38% | 0.8 |
|
| 2523 |
2523
Mint Tower Capital Management
Amsterdam,
Netherlands
| $259M | – | – | 1.3% | 40% | 14 | – | 0 |
|
| 2524 |
2524
American Economic Planning Group
Warren,
New Jersey
| $259M | +$30.7M | +13% | 3% | 25.9% | 51 | 23.53% | 1.4 |
|
| 2525 |
OIA
2525
Optimum Investment Advisors
Chicago,
Illinois
| $259M | +$11M | +4% | 4.27% | 125% | 299 | 16.39% | 1.9 |
|