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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
Academy Capital Management
Waco,
Texas
| $527M | -$98.9M | -16% | 16.9% | 71.2% | 42 | 23.81% | 2.3 |
|
| 2527 |
2527
Zweig-DiMenna Associates
New York
| $526M | -$224M | -30% | 17.6% | 561% | 119 | 42.86% | 1.1 |
|
| 2528 |
2528
Baldwin Investment Management
West Conshohocken,
Pennsylvania
| $526M | -$134M | -20% | 7.49% | 74.8% | 243 | 12.35% | 4 |
|
| 2529 |
2529
Meteora Capital
Boca Raton,
Florida
| $526M | +$249M | +90% | 0.98% | 56.9% | 514 | 69.07% | 0.1 |
|
| 2530 |
2530
Morningstar Investment Management
Chicago,
Illinois
| $526M | -$7.05M | -1% | 9.85% | 48.2% | 44 | 9.09% | 1.4 |
|
| 2531 |
2531
Bain Capital Credit
Boston,
Massachusetts
| $526M | -$117M | -18% | 14% | 14.4% | 10 | 10% | 1.8 |
|
| 2532 |
KC
2532
Keenan Capital
Burlingame,
California
| $526M | -$189M | -26% | 27.6% | 110% | 13 | 15.38% | 2.8 |
|
| 2533 |
2533
Signet Financial Management
Parsippany,
New Jersey
| $525M | -$72.6M | -12% | 12.6% | 65.2% | 270 | 18.15% | 1.8 |
|
| 2534 |
2534
Consolidated Investment Group
Englewood,
Colorado
| $525M | -$88.9M | -14% | 19.5% | 140% | 84 | 13.1% | 3.4 |
|
| 2535 |
2535
Torray Investment Partners
Bethesda,
Maryland
| $524M | -$99.3M | -16% | 13.2% | 82.4% | 102 | 4.9% | 4.3 |
|
| 2536 |
2536
Raub Brock Capital Management
Larkspur,
California
| $524M | -$63.8M | -11% | 8.25% | 54.7% | 80 | 30% | 2.4 |
|
| 2537 |
2537
Keebeck Wealth Management
Chicago,
Illinois
| $523M | -$80.1M | -13% | 13.2% | 81.3% | 265 | 26.42% | 1.6 |
|
| 2538 |
2538
IDG China Venture Capital Fund IV Associates
Hong Kong
| $523M | +$175M | +50% | 52.7% | 59.2% | 4 | 0% | 2.2 |
|
| 2539 |
2539
Murchinson
Toronto,
Ontario, Canada
| $523M | -$980K | -0.2% | 16% | 107% | 142 | 47.18% | 0.4 |
|
| 2540 |
2540
Portland Global Advisors
Portland,
Maine
| $522M | -$61.5M | -11% | 11.5% | 43.4% | 149 | 10.74% | 5.1 |
|
| 2541 |
2541
Bremer Bank National Association
St Paul,
Minnesota
| $522M | -$86.9M | -14% | 15% | 37.4% | 235 | 12.77% | 2.4 |
|
| 2542 |
2542
Column Capital Advisors
Indianapolis,
Indiana
| $522M | -$24M | -4% | 11.9% | 20.4% | 759 | 6.59% | 2 |
|
| 2543 |
2543
Wealth Alliance
Mellville,
New York
| $521M | +$31.9M | +7% | 13.2% | 75.7% | 509 | 26.92% | 1.5 |
|
| 2544 |
2544
Greatmark Investment Partners
Columbus,
Georgia
| $521M | -$87.3M | -14% | 15% | 62% | 139 | 12.23% | 5.1 |
|
| 2545 |
2545
Covalis Capital
London,
United Kingdom
| $520M | +$153M | +42% | 10% | 37.9% | 109 | 67.89% | 0.4 |
|
| 2546 |
2546
Mizuho Securities
Tokyo,
Japan
| $520M | +$59.7M | +13% | 37% | 109% | 222 | 17.12% | 1.5 |
|
| 2547 |
2547
Curi Wealth Management
Raleigh,
North Carolina
| $520M | -$58.1M | -10% | 12.9% | 16.2% | 753 | 15.8% | 0.5 |
|
| 2548 |
2548
KWB Wealth
Redlands,
California
| $519M | -$80.8M | -13% | 12.9% | 54.8% | 119 | 37.82% | 1 |
|
| 2549 |
2549
Endeavour Capital Advisors
Greenwich,
Connecticut
| $518M | -$111M | -18% | 14.3% | 105% | 57 | 15.79% | 2.2 |
|
| 2550 |
2550
Standard General
New York
| $518M | -$186M | -26% | 22.5% | 259% | 7 | 14.29% | 3.4 |
|