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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
Private Capital Advisors
Darien,
Connecticut
| $265M | +$40.6M | +18% | 4.71% | 132% | 119 | 21.01% | 2.1 |
|
| 2502 |
2502
Strategic Global Advisors
Newport Beach,
California
| $264M | +$29.3M | +12% | 2.7% | 137% | 157 | 18.47% | 1 |
|
| 2503 |
2503
HeadInvest LLC
Portland,
Maine
| $264M | +$8.74M | +3% | 3.9% | 59.1% | 129 | 6.98% | 2.3 |
|
| 2504 |
2504
Yakira Capital Management
Westport,
Connecticut
| $264M | -$47.6M | -15% | 4.67% | 74.1% | 135 | 40.74% | 0.9 |
|
| 2505 |
2505
Pacific Grove Capital
San Francisco,
California
| $264M | -$192M | -42% | 1.34% | 9.9% | 72 | 62.5% | 0.2 |
|
| 2506 |
2506
Ancora Family Wealth Advisors
Cleveland,
Ohio
| $264M | +$18.6M | +8% | 3.84% | – | 195 | 11.79% | 0.6 |
|
| 2507 |
2507
Omni Partners
London,
United Kingdom
| $264M | +$50.1M | +23% | 31.2% | 412% | 41 | 95.12% | 0 |
|
| 2508 |
2508
NTV Asset Management
Charleston,
West Virginia
| $264M | +$3.48M | +1% | 3.53% | 110% | 161 | 6.21% | 2.6 |
|
| 2509 |
EVM
2509
Evelyn V. Moreno
| $264M | +$5.3M | +2% | 1.82% | 39.4% | 70 | 5.71% | 2.2 |
|
| 2510 |
2510
Hanseatic Management Services
Albuquerque,
New Mexico
| $263M | -$12.3M | -4% | 11.6% | – | 372 | 55.11% | 0.4 |
|
| 2511 |
HI
2511
Handelsinvest Investeringsforvaltning
Herning,
Denmark
| $263M | -$32.8M | -11% | 5.24% | 37.9% | 121 | 25.62% | 0.4 |
|
| 2512 |
2512
JOYN Advisors
Atlanta,
Georgia
| $263M | +$10.5M | +4% | 2.11% | 0.77% | 29 | 27.59% | 1.6 |
|
| 2513 |
2513
Girard Partners
King Of Prussia,
Pennsylvania
| $263M | +$34M | +15% | 2.01% | 25.7% | 205 | 16.1% | 1.6 |
|
| 2514 |
2514
Armistice Capital
New York
| $263M | +$7.9M | +3% | 0.48% | 79.7% | 58 | 62.07% | 0.4 |
|
| 2515 |
2515
Chou Associates Management
Toronto,
Ontario, Canada
| $262M | -$46M | -15% | 3.53% | 66.4% | 28 | 14.29% | 2.2 |
|
| 2516 |
2516
New England Private Wealth Advisors
Wellesley,
Massachusetts
| $262M | +$18.4M | +8% | 3.05% | 55.8% | 123 | 6.5% | 2 |
|
| 2517 |
2517
Trust Company
Manhattan,
Kansas
| $262M | +$43.2M | +20% | 2.43% | 40.6% | 368 | 10.33% | 1 |
|
| 2518 |
TA
2518
Tamarack Advisers
Carlsbad,
California
| $261M | -$25M | -9% | 18.3% | 46.5% | 31 | 41.94% | 0.3 |
|
| 2519 |
ILM
2519
Indigo Latam Management
Phoenix,
Arizona
| $261M | -$33.2M | -11% | 11.3% | 39.3% | 1 | 0% | 2.5 |
|
| 2520 |
ARMC
2520
American Research & Management Company
Marion,
Massachusetts
| $260M | +$22M | +9% | 4.04% | 35.1% | 391 | 7.67% | 2.4 |
|
| 2521 |
WA
2521
WealthTrust Axiom
Wayne,
Pennsylvania
| $260M | +$6.71M | +3% | 3.29% | 125% | 233 | 7.3% | 2.3 |
|
| 2522 |
2522
Pictet Bank & Trust
Nassau,
Bahamas
| $260M | -$15.4M | -6% | 0.3% | 82.7% | 92 | 19.57% | 1.6 |
|
| 2523 |
2523
Verity & Verity
Beaufort,
South Carolina
| $260M | +$24.2M | +10% | 4.26% | 90.4% | 76 | 11.84% | 2.1 |
|
| 2524 |
I2I
2524
Insight 2811 Inc
Chicago,
Illinois
| $260M | +$5.24M | +2% | 4.83% | 30.8% | 124 | 16.13% | 1.7 |
|
| 2525 |
2525
Atlantic Union Bankshares
Glen Allen,
Virginia
| $260M | +$18.8M | +8% | 3.04% | 78.9% | 142 | 8.45% | 1.8 |
|