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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 |
1C
2501
1060 Capital
Denver,
Colorado
| $311M | +$182M | +140% | 6.15% | 301% | 40 | 90% | 0 |
|
| 2502 |
2502
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
| $311M | -$2.22M | -0.7% | 6.63% | 22.7% | 49 | 20.41% | 2 |
|
| 2503 |
ECM
2503
Endurant Capital Management
San Mateo,
California
| $311M | +$69M | +29% | 11.2% | 18.4% | 105 | 46.67% | 0.9 |
|
| 2504 |
2504
Hartline Investment Corp
Winnetka,
Illinois
| $311M | +$24.3M | +8% | 5.81% | 201% | 111 | 8.11% | 2.8 |
|
| 2505 |
2505
HighPoint Advisor Group
Downers Grove,
Illinois
| $311M | +$281K | +0.1% | 5.08% | – | 317 | 26.5% | 1 |
|
| 2506 |
2506
Krensavage Asset Management
New York
| $310M | +$31.2M | +11% | 1.53% | 124% | 17 | 17.65% | 2 |
|
| 2507 |
TM
2507
TSG6 Management
San Francisco,
California
| $310M | -$310M | -50% | 4.13% | – | 1 | 0% | 1.3 |
|
| 2508 |
2508
Suncoast Equity Management
Tampa,
Florida
| $310M | -$4.42M | -1% | 10.9% | 82.9% | 34 | 14.71% | 1.6 |
|
| 2509 |
2509
Tanglewood Wealth Management
Houston,
Texas
| $309M | +$19.1M | +7% | 5.47% | 59.7% | 13 | 23.08% | 1.8 |
|
| 2510 |
2510
Bank OZK
Little Rock,
Arkansas
| $309M | +$2.22M | +0.7% | 1.94% | 112% | 133 | 9.77% | 2.7 |
|
| 2511 |
2511
CenturyLink Investment Management
Denver,
Colorado
| $309M | +$15.7M | +5% | 6.31% | – | 208 | 0.96% | 1.9 |
|
| 2512 |
2512
Carlson Capital Management
Northfield,
Minnesota
| $308M | +$12M | +4% | 4.88% | 9.85% | 56 | 3.57% | 3.4 |
|
| 2513 |
TC
2513
TFS Capital
West Chester,
Pennsylvania
| $308M | -$65.9M | -18% | 4.24% | 53.8% | 1,028 | 68.68% | 0.4 |
|
| 2514 |
JCM
2514
JD Capital Management
Darien,
Connecticut
| $308M | +$208M | +209% | 6.1% | 47.8% | 45 | 80% | 0.3 |
|
| 2515 |
2515
Summit Global Investments
Bountiful,
Utah
| $307M | +$31.9M | +12% | 4.11% | 60.4% | 249 | 22.89% | 0.2 |
|
| 2516 |
CANC
2516
Culbertson A N & Co
Charlottesville,
Virginia
| $307M | +$13.3M | +5% | 4.06% | 87.5% | 93 | 1.08% | 2.9 |
|
| 2517 |
2517
Segment Wealth Management
Houston,
Texas
| $307M | +$34.3M | +13% | 4.55% | 102% | 201 | 24.38% | 2.1 |
|
| 2518 |
2518
Private Capital Advisors
Darien,
Connecticut
| $307M | +$14.6M | +5% | 7.58% | 132% | 134 | 21.64% | 2.4 |
|
| 2519 |
HJA
2519
Hugh Johnson Advisors
Albany,
New York
| $306M | +$17.5M | +6% | 4.99% | 41.5% | 94 | 7.45% | 2.9 |
|
| 2520 |
2520
JOYN Advisors
Atlanta,
Georgia
| $306M | +$19.1M | +7% | 5.52% | 0.77% | 24 | 8.33% | 2.2 |
|
| 2521 |
2521
Feinberg Stephen
| $306M | +$52.7M | +21% | 4.42% | 54.3% | 7 | 14.29% | 1.3 |
|
| 2522 |
TCM
2522
Tradition Capital Management
Summit,
New Jersey
| $306M | +$6.27M | +2% | 3.94% | 43.5% | 159 | 6.29% | 2.7 |
|
| 2523 |
ICM
2523
Indaba Capital Management
San Francisco,
California
| $306M | +$77.5M | +34% | 18.9% | 66.7% | 15 | 53.33% | 0.5 |
|
| 2524 |
2524
BRR OpCo
Columbus,
Ohio
| $306M | -$2.52M | -0.8% | 3.45% | 23.6% | 96 | 10.42% | 2.5 |
|
| 2525 |
2525
Tortoise Investment Management
White Plains,
New York
| $306M | +$15.1M | +5% | 4.64% | 40.2% | 536 | 16.04% | 2.3 |
|