We are live on !
Find out more
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
Pelham Capital
London,
United Kingdom
| $272M | +$61.3M | +29% | 36% | 135% | 10 | 60% | 0.5 |
|
| 2527 |
2527
Diana Davis Spencer Foundation
Bethesda,
Maryland
| $272M | -$429K | -0.2% | 0.16% | 13.4% | 3 | 0% | 1.8 |
|
| 2528 |
2528
Sound Point Capital Management
New York
| $272M | +$97.7M | +56% | 12.4% | 61.5% | 28 | 32.14% | 0.4 |
|
| 2529 |
2529
Bridgewater Wealth & Financial Management
Bethesda,
Maryland
| $271M | -$5.94M | -2% | 1.98% | 30.8% | 117 | 5.98% | 1.2 |
|
| 2530 |
CWM
2530
Cornerstone Wealth Management
St. Peters,
Missouri
| $271M | – | – | 2.66% | 69.8% | 272 | – | 0.1 |
|
| 2531 |
CM
2531
Capital Management
Glen Allen,
Virginia
| $271M | +$12.7M | +5% | 7.85% | 52.5% | 97 | 17.53% | 1.9 |
|
| 2532 |
HJA
2532
Hugh Johnson Advisors
Albany,
New York
| $270M | +$12.3M | +5% | 2.67% | 41.5% | 90 | 5.56% | 2.5 |
|
| 2533 |
2533
Chou Associates Management
Toronto,
Ontario, Canada
| $270M | +$8.22M | +3% | 5.39% | 66.4% | 27 | 7.41% | 2.5 |
|
| 2534 |
ECM
2534
Endurant Capital Management
San Mateo,
California
| $270M | -$29.4M | -10% | 4.73% | 18.4% | 110 | 32.73% | 0.9 |
|
| 2535 |
2535
Herald Investment Management
London,
United Kingdom
| $270M | +$31M | +13% | 19.1% | 493% | 85 | 11.76% | 2.5 |
|
| 2536 |
ICP
2536
IBIS Capital Partners
London,
United Kingdom
| $269M | +$28.9M | +12% | 5.72% | 35.1% | 18 | 11.11% | 1.4 |
|
| 2537 |
2537
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
| $269M | +$76K | +0% | 1.19% | 65.9% | 139 | 9.35% | 2.3 |
|
| 2538 |
2538
GM Advisory Group
Melville,
New York
| $269M | +$2.7M | +1% | 1.88% | 53.6% | 56 | 10.71% | 1.3 |
|
| 2539 |
2539
High Falls Advisors
Rochester,
New York
| $269M | -$83.6M | -24% | 1.6% | 56.9% | 162 | 58.64% | 0.6 |
|
| 2540 |
2540
Dorchester Wealth Management
Montreal,
Quebec, Canada
| $269M | -$656K | -0.2% | 2.42% | 18.3% | 120 | 18.33% | 1 |
|
| 2541 |
2541
Brookmont Capital Management
Dallas,
Texas
| $268M | -$6.23M | -2% | 1.52% | 36.6% | 54 | 7.41% | 2.6 |
|
| 2542 |
2542
Strategic Global Advisors
Newport Beach,
California
| $268M | +$3.45M | +1% | 5.28% | 137% | 146 | 2.05% | 1.2 |
|
| 2543 |
2543
Pacific Alternative Asset Management Company (PAAMCO)
Irvine,
California
| $268M | +$71.4M | +36% | 6.11% | 87.2% | 59 | 57.63% | 0.5 |
|
| 2544 |
WA
2544
WealthTrust Axiom
Wayne,
Pennsylvania
| $268M | +$7.56M | +3% | 2.46% | 125% | 234 | 6.84% | 2.5 |
|
| 2545 |
CAM
2545
CG Asset Management
New York
| $268M | +$18.2M | +7% | 8.26% | 62.7% | 140 | 20.71% | 1.5 |
|
| 2546 |
2546
Mitchell Capital Management
Leawood,
Kansas
| $267M | +$17.5M | +7% | 5.55% | 219% | 66 | 56.06% | 0.9 |
|
| 2547 |
2547
Raytheon Master Pension Trust
Waltham,
Massachusetts
| $267M | -$18.4M | -6% | 4.6% | 36.3% | 8 | 25% | 1 |
|
| 2548 |
ZBI
2548
Ziff Brothers Investments
New York
| $267M | -$135M | -34% | 18.9% | – | 15 | 13.33% | 0.8 |
|
| 2549 |
2549
Acuta Capital Partners
Redwood City,
California
| $266M | +$58.2M | +28% | 25.9% | 7,269% | 88 | 50% | 0.5 |
|
| 2550 |
OIA
2550
Optimum Investment Advisors
Chicago,
Illinois
| $266M | +$8.14M | +3% | 3.07% | 125% | 296 | 10.14% | 2.2 |
|