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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
Rational Advisors
Huntington,
New York
| $370M | +$49.4M | +15% | 18.5% | 37.7% | 586 | 20.82% | 1 |
|
| 2527 |
2527
Verdence Capital Advisors
Hunt Valley,
Maryland
| $369M | +$12.1M | +3% | 12.8% | 104% | 282 | 20.21% | 1 |
|
| 2528 |
2528
Cat Rock Capital Management
Greenwich,
Connecticut
| $369M | -$54.4M | -13% | 23.8% | 66.7% | 9 | 55.56% | 1.2 |
|
| 2529 |
TCM
2529
Tradition Capital Management
Summit,
New Jersey
| $369M | +$48.7M | +15% | 12.9% | 43.5% | 203 | 18.23% | 3.3 |
|
| 2530 |
2530
Private Ocean
San Rafael,
California
| $368M | +$13.7M | +4% | 7.11% | 2.82% | 433 | 28.18% | 1.9 |
|
| 2531 |
CFMC
2531
Curbstone Financial Management Corp
Manchester,
New Hampshire
| $367M | +$33.3M | +10% | 10.1% | 69.6% | 172 | 5.81% | 3.7 |
|
| 2532 |
2532
Gemmer Asset Management
Walnut Creek,
California
| $367M | +$43.2M | +13% | 12.2% | 96.8% | 1,488 | 11.42% | 3.4 |
|
| 2533 |
BA
2533
Broadview Advisors
Milwaukee,
Wisconsin
| $367M | +$20.1M | +6% | 17.9% | 65.3% | 105 | 32.38% | 1.5 |
|
| 2534 |
2534
Litman Gregory Wealth Management
Larkspur,
California
| $367M | +$41.6M | +13% | 10.7% | 55.5% | 153 | 14.38% | 1.5 |
|
| 2535 |
2535
Sentinel Trust
Houston,
Texas
| $367M | +$43M | +13% | 13.3% | 79.2% | 95 | 67.37% | 3.6 |
|
| 2536 |
2536
Parkside Investments
Deerfield,
Illinois
| $367M | +$136M | +59% | 11.5% | 70.4% | 118 | 20.34% | 1.1 |
|
| 2537 |
2537
SP Asset Management
Cupertino,
California
| $367M | +$39M | +12% | 16.9% | 92.4% | 77 | 9.09% | 0.7 |
|
| 2538 |
2538
Archon Capital Management
Seattle,
Washington
| $367M | +$121M | +49% | 104% | 222% | 35 | 42.86% | 0.8 |
|
| 2539 |
JCM
2539
JD Capital Management
Darien,
Connecticut
| $366M | -$293M | -44% | 0.3% | 47.8% | 28 | 71.43% | 1.5 |
|
| 2540 |
RC
2540
Reik & Co
New York
| $366M | +$33M | +10% | 10.7% | 47.2% | 47 | 2.13% | 4.9 |
|
| 2541 |
LHC
2541
Lodge Hill Capital
New York
| $366M | +$4.39M | +1% | 16% | 17.9% | 34 | 47.06% | 0.6 |
|
| 2542 |
2542
Invesco Private Capital
New York
| $366M | +$127M | +53% | 8.65% | 41.9% | 7 | 57.14% | 2.4 |
|
| 2543 |
2543
First Trust Capital Management
Chicago,
Illinois
| $365M | -$27.1M | -7% | 32.6% | 214% | 66 | 60.61% | 0.5 |
|
| 2544 |
2544
NBW Capital
Boston,
Massachusetts
| $365M | +$83.6M | +30% | 21% | 86% | 72 | 1.39% | 3.2 |
|
| 2545 |
2545
New Leaf Venture Partners
New York
| $365M | +$641K | +0.2% | 9.06% | 3.91% | 24 | 33.33% | 0.8 |
|
| 2546 |
2546
American Assets Inc
San Diego,
California
| $365M | +$38.7M | +12% | 12% | 49.9% | 4 | 0% | 3.1 |
|
| 2547 |
CM
2547
Capital Management
Glen Allen,
Virginia
| $364M | +$41.7M | +13% | 14.1% | 63.6% | 90 | 25.56% | 2.8 |
|
| 2548 |
2548
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
| $364M | +$28.7M | +9% | 9.82% | 55.7% | 121 | 2.48% | 4.8 |
|
| 2549 |
TM
2549
Tiger Management
New York
| $364M | -$31M | -8% | 20.7% | – | 31 | 35.48% | 3.1 |
|
| 2550 |
2550
Speece Thorson Capital Group
Minnetonka,
Minnesota
| $364M | +$29.8M | +9% | 13.8% | 34.2% | 41 | 2.44% | 4.4 |
|