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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
Redwood Investment Management
Scottsdale,
Arizona
| $358M | +$123M | +53% | 2.65% | 62.5% | 239 | 45.19% | 0.3 |
|
| 2602 |
2602
Gladstone Capital Management
London,
United Kingdom
| $358M | +$110M | +45% | 4.55% | 304% | 15 | 60% | 0.7 |
|
| 2603 |
2603
Invesco Private Capital
New York
| $357M | -$8.5M | -2% | 0.2% | 41.9% | 6 | 50% | 1.3 |
|
| 2604 |
2604
Eversept Partners
New York
| $357M | +$14.3M | +4% | 7.72% | 321% | 73 | 43.84% | 0.6 |
|
| 2605 |
2605
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
| $357M | +$59.2M | +20% | 3.73% | 79.4% | 65 | 16.92% | 1.1 |
|
| 2606 |
2606
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
| $356M | +$17.2M | +5% | 4.75% | 40.2% | 73 | 4.11% | 3.5 |
|
| 2607 |
2607
Hutchinson Capital Management
San Rafael,
California
| $356M | +$23.6M | +7% | 3.49% | 52.6% | 64 | 10.94% | 3.6 |
|
| 2608 |
2608
SlateStone Wealth
Jupiter,
Florida
| $355M | +$29.4M | +9% | 3.72% | 79.1% | 184 | 19.57% | 0.3 |
|
| 2609 |
HCP
2609
Holt Capital Partners
Fort Worth,
Texas
| $355M | +$10M | +3% | 1.96% | 69.5% | 149 | 6.71% | 3.9 |
|
| 2610 |
2610
Farmers Trust Company
Youngstown,
Ohio
| $354M | +$1.58M | +0.4% | 3.7% | 73.5% | 167 | 8.38% | 3.6 |
|
| 2611 |
2611
Calton & Associates
Tampa,
Florida
| $354M | +$25.8M | +8% | 2.94% | 73.9% | 304 | 21.05% | 0.9 |
|
| 2612 |
2612
Aequim Alternative Investments
Mill Valley,
California
| $354M | +$74.2M | +27% | 2.14% | 32.3% | 50 | 22% | 0.3 |
|
| 2613 |
2613
Capital Advisors Ltd
Shaker Heights,
Ohio
| $354M | -$15.8M | -4% | 3.11% | 54.2% | 486 | 17.7% | 3.3 |
|
| 2614 |
2614
Foresite Capital Management IV
Larkspur,
California
| $354M | +$75.5M | +27% | 4.25% | 151% | 22 | 27.27% | 0.8 |
|
| 2615 |
2615
HeadInvest LLC
Portland,
Maine
| $354M | -$3.37M | -0.9% | 3.53% | 59.1% | 202 | 13.86% | 3.6 |
|
| 2616 |
2616
Thames Capital Management
Roseland,
New Jersey
| $354M | -$1.68M | -0.5% | 9.07% | 1,177% | 34 | 32.35% | 0.8 |
|
| 2617 |
2617
Alley Company
Lake Forest,
Illinois
| $353M | +$13M | +4% | 4.54% | 88.2% | 83 | 7.23% | 4.1 |
|
| 2618 |
2618
Private Capital Advisors
Darien,
Connecticut
| $353M | +$22.9M | +7% | 1.69% | 132% | 104 | 15.38% | 3.8 |
|
| 2619 |
2619
Towercrest Capital Management
Newtown,
Pennsylvania
| $353M | +$6.24M | +2% | 2.99% | 42.6% | 75 | 6.67% | 1.7 |
|
| 2620 |
2620
Fiduciary Financial Services of The Southwest
Dallas,
Texas
| $353M | +$9.6M | +3% | 3.49% | 39.8% | 149 | 4.03% | 4.5 |
|
| 2621 |
2621
Strategy Asset Managers
Pasadena,
California
| $353M | -$91.5M | -21% | 7.13% | 115% | 213 | 44.6% | 2.5 |
|
| 2622 |
2622
Silphium Asset Management
London,
United Kingdom
| $353M | +$167M | +90% | 12.3% | 128% | 107 | 51.4% | 0.4 |
|
| 2623 |
2623
Cannell Capital
Alta,
Wyoming
| $353M | -$58.6M | -14% | 0.94% | 127% | 58 | 29.31% | 2.1 |
|
| 2624 |
2624
Lathrop Investment Management
Little Rock,
Arkansas
| $352M | +$16.6M | +5% | 6.54% | 72.2% | 66 | 4.55% | 3.8 |
|
| 2625 |
TM
2625
Tikvah Management
Charlotte,
North Carolina
| $352M | +$51.2M | +17% | 1.63% | 169% | 20 | 10% | 3.6 |
|