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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2526 |
2526
Rothschild Capital Partners
New York
| $259M | +$35.7M | +16% | 7.33% | 90.8% | 91 | 62.64% | 1 |
|
| 2527 |
2527
Miller Investment Management
West Conshohocken,
Pennsylvania
| $259M | +$30.2M | +13% | 4.39% | 60.2% | 70 | 12.86% | 2.3 |
|
| 2528 |
IC
2528
Immersion Capital
London,
United Kingdom
| $259M | +$80.8M | +45% | 31.7% | 63.4% | 6 | 50% | 0.2 |
|
| 2529 |
2529
Boothbay Fund Management
New York
| $259M | -$134M | -34% | 3.97% | 328% | 822 | 69.46% | 0.3 |
|
| 2530 |
2530
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
| $259M | +$21.6M | +9% | 3.41% | – | 1,540 | 23.31% | 0.9 |
|
| 2531 |
2531
Moon Capital Management
New York
| $259M | +$38M | +17% | 7.12% | 76.3% | 36 | 36.11% | 1 |
|
| 2532 |
2532
Forte Capital
Rochester,
New York
| $259M | +$31.3M | +14% | 1.91% | 98.3% | 157 | 7.64% | 1.5 |
|
| 2533 |
2533
3I Investments
London Swie 5jd,
United Kingdom
| $259M | -$146M | -36% | 0.34% | 64.3% | 1 | 0% | 2.8 |
|
| 2534 |
CM
2534
Capital Management
Glen Allen,
Virginia
| $258M | -$624K | -0.2% | 0.38% | 52.5% | 90 | 10% | 1.9 |
|
| 2535 |
HJA
2535
Hugh Johnson Advisors
Albany,
New York
| $258M | +$4.11M | +2% | 3.17% | 41.5% | 90 | 8.89% | 2.4 |
|
| 2536 |
OIA
2536
Optimum Investment Advisors
Chicago,
Illinois
| $258M | +$3.82M | +2% | 2.08% | 125% | 292 | 14.38% | 2.1 |
|
| 2537 |
2537
Gateway Advisory
Westfield,
New Jersey
| $258M | +$45M | +21% | 3.41% | 26% | 47 | 31.91% | 1 |
|
| 2538 |
2538
Exane Asset Management
Paris,
France
| $258M | +$65.7M | +34% | 1.3% | 74.5% | 40 | 57.5% | 0.2 |
|
| 2539 |
2539
Domani Wealth
Lancaster,
Pennsylvania
| $258M | -$7.02M | -3% | 3.67% | 48.6% | 120 | 15% | 1 |
|
| 2540 |
SFG
2540
Sather Financial Group
Victoria,
Texas
| $257M | +$8.73M | +4% | 1.06% | 70% | 45 | 0% | 2.3 |
|
| 2541 |
TRIM
2541
Thompson Rubinstein Investment Management
Portland,
Oregon
| $257M | +$11.7M | +5% | 3.26% | 42.8% | 78 | 1.28% | 2.6 |
|
| 2542 |
2542
Barry Investment Advisors
New Bedford,
Massachusetts
| $257M | -$57.3M | -18% | 2.47% | 66.7% | 78 | 15.38% | 1.2 |
|
| 2543 |
2543
WBH Advisory
Baltimore,
Maryland
| $257M | -$41.9M | -14% | 2.54% | 57.6% | 208 | 10.1% | 2.3 |
|
| 2544 |
2544
Diker Management
New York
| $257M | -$6.28M | -2% | 3.77% | 210% | 76 | 46.05% | 0.9 |
|
| 2545 |
2545
Quinn Opportunity Partners
Charlottesville,
Virginia
| $257M | -$4.19M | -2% | 3.47% | 77.6% | 134 | 37.31% | 0.7 |
|
| 2546 |
2546
Muhlenkamp & Co
Wexford,
Pennsylvania
| $256M | +$11.1M | +5% | 0.57% | 107% | 60 | 21.67% | 1.7 |
|
| 2547 |
2547
Stanley-Laman Group
Berwyn,
Pennsylvania
| $256M | -$276M | -52% | 2.32% | 114% | 386 | 57.77% | 1 |
|
| 2548 |
FCM
2548
Farmstead Capital Management
Ridgewood,
New Jersey
| $256M | -$41.9M | -14% | 15.1% | – | 15 | 60% | 0.6 |
|
| 2549 |
2549
Autonomy Capital (Jersey)
St. Helier,
Jersey
| $255M | -$270M | -51% | 12% | 33.4% | 10 | 70% | 0.2 |
|
| 2550 |
PCM
2550
Proxima Capital Management
New York
| $255M | -$8.51M | -3% | 14.9% | 20.7% | 38 | 7.89% | 1.3 |
|