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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 |
KC
2601
KCL Capital
New York
| $350M | +$225M | +181% | 26.8% | 106% | 48 | 79.17% | 0.1 |
|
| 2602 |
2602
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
| $350M | +$46.6M | +15% | 12.2% | 86.4% | 128 | 6.25% | 4.2 |
|
| 2603 |
2603
Yakira Capital Management
Westport,
Connecticut
| $350M | +$52.9M | +18% | 13.3% | 74.1% | 162 | 41.98% | 1.1 |
|
| 2604 |
2604
Aviance Capital Partners
Naples,
Florida
| $349M | +$64.6M | +23% | 14.8% | 109% | 225 | 15.11% | 3.3 |
|
| 2605 |
2605
Valley National Advisers
Bethlehem,
Pennsylvania
| $349M | +$40.9M | +13% | 10.3% | 87.2% | 866 | 14.32% | 2.6 |
|
| 2606 |
2606
Belvedere Trading
Chicago,
Illinois
| $349M | -$3.64B | -91% | 3.23% | 497% | 14 | 85.71% | 0.6 |
|
| 2607 |
2607
Caledonia Investments plc (UK)
London England,
United Kingdom
| $349M | +$42.7M | +14% | 18.1% | 61.9% | 12 | 0% | 3.2 |
|
| 2608 |
2608
HCR Wealth Advisors
Los Angeles,
California
| $348M | +$38.5M | +12% | 9.83% | 107% | 203 | 34.48% | 1.3 |
|
| 2609 |
2609
ThornTree Capital Partners
Boston,
Massachusetts
| $348M | +$29.8M | +9% | 23.8% | 217% | 20 | 45% | 0.4 |
|
| 2610 |
2610
Abbrea Capital
Greenbrae,
California
| $348M | +$43.4M | +14% | 11.3% | 38% | 171 | 7.6% | 1.8 |
|
| 2611 |
2611
Banco BTG Pactual
Rio De Janeiro,
Brazil
| $348M | +$213M | +158% | 4.9% | 135% | 79 | 62.03% | 0.3 |
|
| 2612 |
2612
RK Capital Management (Colorado)
Denver,
Colorado
| $347M | -$4.89M | -1% | 18.9% | 89% | 57 | 43.86% | 1.3 |
|
| 2613 |
2613
Towercrest Capital Management
Newtown,
Pennsylvania
| $347M | +$35.7M | +11% | 8.1% | 42.6% | 76 | 17.11% | 1.5 |
|
| 2614 |
CANC
2614
Culbertson A N & Co
Charlottesville,
Virginia
| $347M | +$33M | +11% | 11.5% | 87.5% | 106 | 2.83% | 4.4 |
|
| 2615 |
GCM
2615
Gabalex Capital Management
New York
| $346M | +$26.6M | +8% | 11% | 24.9% | 23 | 17.39% | 2.7 |
|
| 2616 |
BP
2616
Banbury Partners
Charlotte,
North Carolina
| $346M | +$23.2M | +7% | 32.1% | 138% | 18 | 16.67% | 1.3 |
|
| 2617 |
AGM
2617
Alpine Global Management
New York
| $346M | -$47.8M | -12% | 21.3% | 149% | 291 | 86.25% | 0.3 |
|
| 2618 |
2618
Arcadia Investment Management
Kalamazoo,
Michigan
| $346M | +$47.1M | +16% | 16.5% | 83.5% | 286 | 5.94% | 3.1 |
|
| 2619 |
2619
Quantitative Advantage
Minnetonka,
Minnesota
| $346M | +$29.5M | +9% | 7.93% | 45.9% | 57 | 3.51% | 1.5 |
|
| 2620 |
2620
Azzad Asset Management
Falls Church,
Virginia
| $345M | +$48.8M | +16% | 17.9% | 101% | 329 | 21.28% | 2.6 |
|
| 2621 |
TAA
2621
TB Alternative Assets
Grand Cayman,
Cayman Islands
| $345M | +$99.1M | +40% | 20.3% | 312% | 35 | 65.71% | 0.5 |
|
| 2622 |
HCP
2622
Holt Capital Partners
Fort Worth,
Texas
| $345M | +$34.1M | +11% | 12% | 69.5% | 149 | 6.71% | 3.6 |
|
| 2623 |
2623
PL Capital Advisors
Naples,
Florida
| $345M | +$15.9M | +5% | 7.45% | 100% | 39 | 2.56% | 2.7 |
|
| 2624 |
2624
BDO Wealth Advisors
Jacksonville,
Florida
| $344M | +$53.6M | +18% | 10.1% | 38.3% | 696 | 27.01% | 1.1 |
|
| 2625 |
2625
PenderFund Capital Management
Vancouver,
British Columbia, Canada
| $344M | +$41.5M | +14% | 12.4% | 129% | 75 | 38.67% | 0.7 |
|