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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
HCR Wealth Advisors
Los Angeles,
California
| $498M | -$114M | -19% | 14% | 107% | 202 | 19.8% | 3.1 |
|
| 2602 |
2602
Cannell Capital
Alta,
Wyoming
| $498M | -$163M | -25% | 18.5% | 127% | 103 | 42.72% | 1.1 |
|
| 2603 |
CI
2603
CPMG Inc
Dallas,
Texas
| $498M | -$98.4M | -17% | 11.5% | 878% | 6 | 33.33% | 2.2 |
|
| 2604 |
2604
Shay Capital
New York
| $498M | -$282M | -36% | 11.9% | 166% | 694 | 67.58% | 0.3 |
|
| 2605 |
2605
Permanens Capital
New York
| $497M | -$148M | -23% | 13.2% | 76.9% | 46 | 17.39% | 2.7 |
|
| 2606 |
2606
Heck Capital Advisors
Rhinelander,
Wisconsin
| $497M | -$56.7M | -10% | 10.1% | 67% | 161 | 34.16% | 2.6 |
|
| 2607 |
2607
Sectoral Asset Management
Montreal,
Quebec, Canada
| $496M | -$67M | -12% | 5.4% | 168% | 128 | 29.69% | 1.5 |
|
| 2608 |
2608
Progeny 3 Inc
Kirkland,
Washington
| $496M | -$36.4M | -7% | 15.2% | 96.8% | 25 | 16% | 1.4 |
|
| 2609 |
2609
Gardner Lewis Asset Management
Chadds Ford,
Pennsylvania
| $496M | -$63.2M | -11% | 7.09% | 240% | 101 | 49.5% | 2 |
|
| 2610 |
2610
Quantedge Capital
Singapore
| $496M | +$157M | +46% | 13.2% | 110% | 314 | 45.54% | 0.4 |
|
| 2611 |
2611
SQN Investors
Menlo Park,
California
| $496M | -$395M | -44% | 33.4% | – | 21 | 23.81% | 1.1 |
|
| 2612 |
2612
Minot Capital
Broomfield,
Colorado
| $496M | -$103M | -17% | 19.4% | 19.6% | 19 | 5.26% | 1.9 |
|
| 2613 |
2613
JGP Wealth Management
Bend,
Oregon
| $495M | -$46.7M | -9% | 12.8% | 87.8% | 165 | 17.58% | 2.8 |
|
| 2614 |
2614
Barton Investment Management
West Conshohocken,
Pennsylvania
| $495M | -$295M | -37% | 31.6% | 80.3% | 42 | 4.76% | 6.5 |
|
| 2615 |
2615
Condire Management
Dallas,
Texas
| $495M | -$37.7M | -7% | 22.2% | 187% | 25 | 32% | 0.7 |
|
| 2616 |
2616
Darwin Wealth Management
Tampa,
Florida
| $495M | -$114M | -19% | 14.1% | 56.8% | 185 | 22.16% | 2.7 |
|
| 2617 |
2617
SOL Capital Management
Rockville,
Maryland
| $494M | -$59.8M | -11% | 15.3% | 56.6% | 271 | 10.33% | 5.7 |
|
| 2618 |
RIA
2618
RPG Investment Advisory
Pleasanton,
California
| $493M | -$118M | -19% | 17.7% | 186% | 89 | 4.49% | 3.5 |
|
| 2619 |
2619
McCutchen Group
Seattle,
Washington
| $493M | -$81.4M | -14% | 14.6% | 2.54% | 25 | 8% | 7.1 |
|
| 2620 |
2620
Allen Capital Group
Grand Island,
Nebraska
| $493M | -$36.3M | -7% | 11.6% | 56.9% | 177 | 13.56% | 2.8 |
|
| 2621 |
2621
Power Corp of Canada
Montreal, Quebec,
Canada
| $493M | -$705M | -59% | 31.4% | 14.4% | 220 | 80% | 0.2 |
|
| 2622 |
2622
Opus Capital Group
Cincinnati,
Ohio
| $493M | -$19.7M | -4% | 11.7% | 49.7% | 120 | 11.67% | 4.3 |
|
| 2623 |
2623
Wallington Asset Management
Indianapolis,
Indiana
| $493M | -$85.2M | -15% | 9.74% | 108% | 88 | 23.86% | 4 |
|
| 2624 |
2624
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $493M | -$68.9M | -12% | 14.8% | 97.3% | 2,257 | 10.81% | 2.6 |
|
| 2625 |
2625
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
| $492M | -$104M | -17% | 16.2% | 58.7% | 61 | 40.98% | 1.4 |
|