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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
Focused Wealth Management
Newburgh,
New York
| $606M | +$42.9M | +8% | 5.95% | 73.9% | 1,080 | 19.72% | 3.3 |
|
| 2602 |
2602
G2 Investment Partners Management
New York
| $606M | -$23.5M | -4% | 21.2% | 1,145% | 112 | 53.57% | 1 |
|
| 2603 |
2603
Vision Capital Management
Portland,
Oregon
| $606M | +$43.5M | +8% | 7.68% | 78.4% | 107 | 2.8% | 3.8 |
|
| 2604 |
2604
Crosslink Capital
Menlo Park,
California
| $605M | +$51.2M | +9% | 14.6% | 135% | 22 | 13.64% | 2.9 |
|
| 2605 |
2605
Sage Mountain Advisors
Atlanta,
Georgia
| $605M | +$134M | +29% | 5.89% | 62.5% | 588 | 31.63% | 0.3 |
|
| 2606 |
2606
M.D. Sass LLC
New York
| $605M | +$36.7M | +6% | 5.43% | 80.1% | 40 | 25% | 1.8 |
|
| 2607 |
CI
2607
CPMG Inc
Dallas,
Texas
| $605M | +$82M | +16% | 24.3% | 878% | 4 | 0% | 2.7 |
|
| 2608 |
2608
Tiger Pacific Capital
New York
| $605M | +$51.9M | +9% | 1.49% | 84.5% | 21 | 47.62% | 0.9 |
|
| 2609 |
2609
Steigerwald Gordon & Koch
Leesburg,
Virginia
| $604M | +$66.3M | +12% | 7.64% | 59.5% | 114 | 9.65% | 3.7 |
|
| 2610 |
2610
Stillwater Capital Advisors
Devon,
Pennsylvania
| $604M | +$53M | +10% | 7.73% | 121% | 72 | 4.17% | 4.1 |
|
| 2611 |
PCM
2611
Prime Capital Management
Hong Kong
| $604M | +$55.6M | +10% | 5.33% | 579% | 9 | 55.56% | 0.8 |
|
| 2612 |
2612
Royal Fund Management
Lady Lake,
Florida
| $604M | +$57.3M | +10% | 6.7% | 103% | 203 | 16.26% | 2.5 |
|
| 2613 |
2613
Brown University
Providence,
Rhode Island
| $604M | +$458M | +315% | 23.5% | 37.9% | 7 | 42.86% | 0.7 |
|
| 2614 |
2614
Auxier Asset Management
Aurora,
Oregon
| $603M | +$21.8M | +4% | 5.68% | 71.7% | 165 | 2.42% | 5.6 |
|
| 2615 |
OM
2615
Opaleye Management
Boston,
Massachusetts
| $602M | -$78.7M | -12% | 0.58% | 748% | 63 | 31.75% | 1.3 |
|
| 2616 |
2616
Consolidated Investment Group
Englewood,
Colorado
| $602M | +$147M | +32% | 7.9% | 140% | 73 | 2.74% | 3.3 |
|
| 2617 |
2617
Dendur Capital
New York
| $602M | +$97.2M | +19% | 6.01% | 99.6% | 33 | 57.58% | 0.3 |
|
| 2618 |
2618
Tekne Capital Management
New York
| $601M | +$128M | +27% | 15.5% | 516% | 14 | 50% | 1.1 |
|
| 2619 |
2619
Arbiter Partners Capital Management
New York
| $601M | -$780M | -56% | 16.4% | 378% | 46 | 34.78% | 3.1 |
|
| 2620 |
2620
Avalon Global Asset Management
San Francisco,
California
| $600M | +$31.3M | +6% | 15.1% | 278% | 67 | 43.28% | 2 |
|
| 2621 |
2621
Foster Victor Wealth Advisors
Greenville,
South Carolina
| $599M | +$61.4M | +11% | 7.56% | 78.2% | 147 | 5.44% | 1.5 |
|
| 2622 |
NEWAS
2622
N.E.W. Advisory Services
De Pere,
Wisconsin
| $597M | +$64M | +12% | 4.61% | 51.1% | 139 | 13.67% | 1 |
|
| 2623 |
2623
Nations Financial Group
Cedar Rapids,
Iowa
| $597M | +$158M | +36% | 8.2% | 105% | 421 | 23.28% | 1.9 |
|
| 2624 |
2624
Atlas Capital Advisors
Jackson,
Wyoming
| $597M | +$82.5M | +16% | 6.48% | – | 974 | 21.66% | 1 |
|
| 2625 |
2625
Arch Capital Group
Pembroke,
Bermuda
| $596M | +$28.6M | +5% | 3.7% | 3.08% | 21 | 14.29% | 0.3 |
|