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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
BlueDrive Global Investors
London,
United Kingdom
| $326M | +$38.5M | +13% | 11.8% | 25.6% | 12 | 41.67% | 0.6 |
|
| 2527 |
2527
Litman Gregory Wealth Management
Larkspur,
California
| $326M | +$29.2M | +10% | 11.2% | 55.5% | 161 | 36.02% | 1.1 |
|
| 2528 |
FAG
2528
Financial Advisory Group
Houston,
Texas
| $325M | -$53.3M | -14% | 10.3% | 20.6% | 73 | 15.07% | 3.1 |
|
| 2529 |
2529
Forward Management
San Francisco,
California
| $325M | -$266M | -45% | 5.62% | 36.9% | 159 | 73.58% | 2.6 |
|
| 2530 |
2530
Simcoe Capital Management
New York
| $324M | -$41.8M | -11% | 13.6% | 48.7% | 19 | 52.63% | 1.2 |
|
| 2531 |
2531
Gemmer Asset Management
Walnut Creek,
California
| $324M | +$2.04M | +0.6% | 10.7% | 96.8% | 1,550 | 18.06% | 3.3 |
|
| 2532 |
2532
Cahaba Wealth Management
Atlanta,
Georgia
| $324M | +$18.7M | +6% | 9.03% | 48.7% | 79 | 22.78% | 1 |
|
| 2533 |
2533
Sentinel Trust
Houston,
Texas
| $324M | -$137M | -30% | 14.6% | 79.2% | 116 | 32.76% | 2.9 |
|
| 2534 |
2534
Campbell Wealth Management
Alexandria,
Virginia
| $324M | – | – | 9.25% | 11.2% | 50 | – | 0 |
|
| 2535 |
2535
EastBay Asset Management
New York
| $324M | -$316M | -49% | 19.5% | 84.9% | 26 | 76.92% | 1.2 |
|
| 2536 |
2536
Hudson Edge Investment Partners
Jersey City,
New Jersey
| $323M | -$239M | -43% | 14.3% | 68.6% | 158 | 17.72% | 3.2 |
|
| 2537 |
BP
2537
Banbury Partners
Charlotte,
North Carolina
| $323M | -$54M | -14% | 11.6% | 138% | 21 | 23.81% | 1.2 |
|
| 2538 |
2538
Hills Bank & Trust
North Liberty,
Iowa
| $323M | -$49.6M | -13% | 11.1% | 52.8% | 143 | 7.69% | 3.7 |
|
| 2539 |
2539
Oracle Investment Management
Greenwich,
Connecticut
| $322M | -$134M | -29% | 10.5% | 865% | 22 | 27.27% | 3.3 |
|
| 2540 |
2540
M Holdings Securities
Portland,
Oregon
| $322M | -$59.4M | -16% | 12.5% | 83.9% | 374 | 19.52% | 2.6 |
|
| 2541 |
CM
2541
Capital Management
Glen Allen,
Virginia
| $322M | -$69.1M | -18% | 13.7% | 52.5% | 87 | 17.24% | 3 |
|
| 2542 |
2542
Alaska Wealth Advisors
Anchorage,
Alaska
| $322M | -$10.4M | -3% | 8.02% | 44.3% | 68 | 44.12% | 0.7 |
|
| 2543 |
2543
Hawk Ridge Capital Management
Los Angeles,
California
| $321M | -$134M | -29% | 18.4% | 84.9% | 54 | 48.15% | 0.8 |
|
| 2544 |
2544
Princeton Portfolio Strategies Group
Princeton,
New Jersey
| $321M | -$63.9M | -17% | 9.73% | 83.8% | 160 | 14.38% | 3.6 |
|
| 2545 |
2545
Accident Compensation Corp
Wellington,
New Zealand
| $321M | -$20.9M | -6% | 11.8% | 24.6% | 136 | 27.94% | 1.9 |
|
| 2546 |
AC
2546
Argentiere Capital
Zug,
Switzerland
| $320M | -$658M | -67% | 21.8% | 1.96% | 103 | 53.4% | 0.4 |
|
| 2547 |
2547
Rational Advisors
Huntington,
New York
| $320M | -$97.7M | -23% | 2.16% | 37.7% | 590 | 23.73% | 0.9 |
|
| 2548 |
TCM
2548
Tradition Capital Management
Summit,
New Jersey
| $320M | -$62.8M | -16% | 11% | 43.5% | 205 | 16.59% | 3.3 |
|
| 2549 |
GCM
2549
Gabalex Capital Management
New York
| $320M | -$45.3M | -12% | 14.3% | 24.9% | 22 | 9.09% | 2.7 |
|
| 2550 |
2550
Farmers Trust Company
Youngstown,
Ohio
| $319M | -$35.5M | -10% | 11.5% | 73.5% | 168 | 11.9% | 3.4 |
|