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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2551 |
2551
FIC Capital
New York
| $258M | +$8.31M | +3% | 7.41% | 49.7% | 139 | 12.23% | 1.3 |
|
| 2552 |
2552
Herald Investment Management
London,
United Kingdom
| $258M | +$7.97M | +3% | 12.5% | 493% | 92 | 8.7% | 1.3 |
|
| 2553 |
2553
Endicott Management
New York
| $258M | +$6M | +2% | 13.8% | 229% | 14 | 21.43% | 1.2 |
|
| 2554 |
2554
Baldwin Investment Management
West Conshohocken,
Pennsylvania
| $258M | +$14.8M | +6% | 7.58% | 74.8% | 139 | 7.91% | 1.4 |
|
| 2555 |
2555
SOL Capital Management
Rockville,
Maryland
| $258M | +$16.4M | +7% | 3.62% | 56.6% | 196 | 12.24% | 1.3 |
|
| 2556 |
2556
Modera Wealth Management
Westwood,
New Jersey
| $258M | +$21.4M | +9% | 1.23% | 68.2% | 93 | 13.98% | 0.9 |
|
| 2557 |
2557
Muzinich & Co
New York
| $258M | – | – | 5.19% | 13.5% | 35 | – | 0 |
|
| 2558 |
2558
ARGA Investment Management
Stamford,
Connecticut
| $257M | -$63.1M | -20% | 22.6% | 78.1% | 39 | 17.95% | 0.9 |
|
| 2559 |
SCA
2559
Strategic Capital Alternatives
Gig Harbor,
United States
| $257M | -$25.9M | -9% | 5.47% | – | 419 | 78.28% | 0.2 |
|
| 2560 |
2560
Garcia Hamilton & Associates
Houston,
Texas
| $257M | -$87.7M | -25% | 5.7% | 39.1% | 66 | 4.55% | 1.1 |
|
| 2561 |
2561
Sageview Capital
Greenwich,
Connecticut
| $257M | -$8.35M | -3% | 5.17% | 335% | 4 | 0% | 1.5 |
|
| 2562 |
IIA
2562
IPG Investment Advisors
San Diego,
California
| $256M | -$21.2M | -8% | 2.3% | 106% | 138 | 33.33% | 0.5 |
|
| 2563 |
2563
Tiger Veda Management
New York
| $256M | -$4.15M | -2% | 7.59% | – | 17 | 35.29% | 0.9 |
|
| 2564 |
2564
Bright Rock Capital Management
Hanover,
Massachusetts
| $256M | +$21.7M | +9% | 4.76% | 53.1% | 92 | 8.7% | 1 |
|
| 2565 |
2565
Alpha Cubed Investments
Irvine,
California
| $256M | +$43.8M | +21% | 5.64% | 126% | 169 | 33.14% | 0.7 |
|
| 2566 |
DCM
2566
Dinsmore Capital Management
Morristown,
New Jersey
| $256M | +$1.39M | +0.5% | 0.93% | – | 150 | 6% | 0.9 |
|
| 2567 |
2567
Shelter Insurance Retirement Plan
Columbia,
Missouri
| $256M | +$10.7M | +4% | 5.72% | 60.5% | 43 | 0% | 1.5 |
|
| 2568 |
2568
Newport Asia
San Francisco,
California
| $255M | -$44.1M | -15% | 7.45% | – | 7 | 28.57% | 0.9 |
|
| 2569 |
2569
Alexandria Capital
Arlington,
Virginia
| $255M | +$26.5M | +12% | 1.51% | 66.8% | 625 | 12.48% | 1.2 |
|
| 2570 |
IFS
2570
Ifrah Financial Services
Little Rock,
Arkansas
| $255M | -$3.86M | -1% | 3.59% | 64.1% | 209 | 7.18% | 1.1 |
|
| 2571 |
2571
New England Investment & Retirement Group
North Andover,
Massachusetts
| $255M | +$32.4M | +15% | 4.99% | 72.5% | 69 | 28.99% | 0.8 |
|
| 2572 |
ECM
2572
Endurant Capital Management
San Mateo,
California
| $255M | – | – | 11.2% | 18.4% | 87 | – | 0 |
|
| 2573 |
FIM
2573
Friedberg Investment Management
Houston,
Texas
| $255M | -$5.07M | -2% | 3.5% | 44.8% | 117 | 25.64% | 1 |
|
| 2574 |
2574
Timpani Capital Management
Milwaukee,
Wisconsin
| $255M | +$35.8M | +16% | 23.5% | 383% | 110 | 47.27% | 0.6 |
|
| 2575 |
2575
Hills Bank & Trust
North Liberty,
Iowa
| $254M | +$9.43M | +4% | 4.22% | 52.8% | 89 | 7.87% | 1.3 |
|