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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2601 |
2601
Fort LP
Chevy Chase,
Maryland
| $245M | +$7.82M | +3% | 1.94% | 56.8% | 65 | 27.69% | 0.7 |
|
| 2602 |
2602
Callan Capital
La Jolla,
California
| $245M | +$6.42M | +3% | 0.8% | 20.1% | 71 | 15.49% | 1.8 |
|
| 2603 |
KC
2603
KRV Capital
New York
| $245M | – | – | 0.34% | – | 27 | – | 0 |
|
| 2604 |
2604
Naples Global Advisors
Naples,
Florida
| $244M | +$5.69M | +2% | 3.73% | 103% | 257 | 7.78% | 1.9 |
|
| 2605 |
2605
Gilman Hill Asset Management
New Canaan,
Connecticut
| $244M | +$24.9M | +11% | 8.34% | 54.2% | 202 | 14.85% | 1.8 |
|
| 2606 |
2606
Turtle Creek Asset Management
Toronto,
Ontario, Canada
| $244M | +$50.6M | +26% | 4.9% | 2.37% | 10 | 10% | 1.4 |
|
| 2607 |
HCP
2607
Holt Capital Partners
Fort Worth,
Texas
| $243M | +$17.2M | +8% | 3.48% | 69.5% | 224 | 45.98% | 1.9 |
|
| 2608 |
CT
2608
Chicago Trust
Grayslake,
Illinois
| $243M | +$2.38M | +1% | 3.37% | 85.9% | 167 | 11.98% | 1.1 |
|
| 2609 |
2609
WrapManager Inc
Mill Valley,
California
| $243M | +$19M | +8% | 2.89% | 64.6% | 220 | 28.18% | 0.5 |
|
| 2610 |
2610
13D Management
New York
| $243M | +$21.8M | +10% | 5.56% | 157% | 32 | 18.75% | 1 |
|
| 2611 |
2611
Wright Investors Service
Shelton,
Connecticut
| $243M | -$9.43M | -4% | 2.32% | 146% | 242 | 23.97% | 1.7 |
|
| 2612 |
2612
Rodgers Brothers
Harmony,
Pennsylvania
| $243M | +$13.1M | +6% | 3.56% | 108% | 183 | 11.48% | 2.1 |
|
| 2613 |
RP
2613
Ridgegate Proprietary
Sydney,
Australia
| $243M | +$28.9M | +14% | 20.5% | – | 3 | 0% | 1.3 |
|
| 2614 |
GFG
2614
Gray Financial Group
Atlanta,
Georgia
| $243M | -$16.8M | -6% | 2.58% | – | 63 | 15.87% | 1 |
|
| 2615 |
QCI
2615
Quaker Capital Investments
Mount Lebanon,
Pennsylvania
| $243M | +$19.1M | +9% | 12.7% | 107% | 32 | 15.63% | 1.2 |
|
| 2616 |
2616
Standard General
New York
| $242M | +$42.6M | +21% | 2.82% | 259% | 4 | 50% | 1.1 |
|
| 2617 |
2617
Segment Wealth Management
Houston,
Texas
| $242M | -$25.6M | -10% | 5.16% | 102% | 162 | 12.35% | 2.2 |
|
| 2618 |
2618
Yiheng Capital Management
San Francisco,
California
| $242M | +$16.1M | +7% | 3.05% | 82% | 14 | 14.29% | 0.4 |
|
| 2619 |
IIA
2619
IPG Investment Advisors
San Diego,
California
| $242M | +$20.1M | +9% | 1.22% | 106% | 128 | 22.66% | 1.3 |
|
| 2620 |
2620
Spectrum Management Group
Indianapolis,
Indiana
| $242M | -$17.6M | -7% | 2.97% | 44% | 261 | 71.26% | 1 |
|
| 2621 |
2621
Abdiel Capital Advisors
New York
| $242M | +$14M | +6% | 1.47% | 43.7% | 8 | 25% | 0.4 |
|
| 2622 |
2622
Kestrel Investment Management
San Mateo,
California
| $242M | -$17.6M | -7% | 5.85% | 89.2% | 46 | 19.57% | 1.1 |
|
| 2623 |
2623
NewEdge Advisors
New Orleans,
Louisiana
| $242M | +$123M | +103% | 6.37% | 88% | 162 | 70.37% | 0.3 |
|
| 2624 |
2624
Smith, Moore & Co
Clayton,
Missouri
| $241M | +$9.9M | +4% | 4.47% | 67% | 218 | 18.81% | 1.4 |
|
| 2625 |
2625
StratiFi
San Francisco,
California
| $241M | +$75.7M | +46% | 0% | – | 20 | 45% | 0.9 |
|