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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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2601 |
JIR
2601
James Investment Research
Alpha,
Ohio
| $984M | +$92.5M | +10% | 15.9% | 107% | 385 | 9.35% | 20 |
|
| 2602 |
IAM
2602
Infinitum Asset Management
Fort Lauderdale,
Florida
| $983M | +$182M | +23% | 38.9% | – | 24 | 29.17% | 4.1 |
|
| 2603 |
GP
2603
Greenline Partners
New York
| $983M | +$52.8M | +6% | 5.78% | 69.6% | 152 | 7.24% | 16.2 |
|
| 2604 |
TFCP
2604
Twin Focus Capital Partners
Boston,
Massachusetts
| $983M | +$112M | +13% | 18.2% | 92.5% | 177 | 6.21% | 18.2 |
|
| 2605 |
HDIM
2605
Hanson & Doremus Investment Management
Burlington,
Vermont
| $983M | +$113M | +13% | 18.7% | 80.8% | 552 | 15.58% | 26.5 |
|
| 2606 |
CWM
2606
Cabot Wealth Management
Salem,
Massachusetts
| $982M | +$113M | +13% | 14.5% | 69.3% | 152 | 15.13% | 23.6 |
|
| 2607 |
VCAM
2607
Van Cleef Asset Management
Beachwood,
Ohio
| $981M | +$52.3M | +6% | 9.3% | 87.3% | 119 | 0.84% | 31.7 |
|
| 2608 |
SCA
2608
Stillwater Capital Advisors
Devon,
Pennsylvania
| $981M | +$104M | +12% | 14.6% | 121% | 72 | 6.94% | 24.4 |
|
| 2609 |
HIGP
2609
Hill Investment Group Partners
St. Louis,
Missouri
| $980M | +$74.9M | +8% | 9.17% | 50.6% | 62 | 20.97% | 10 |
|
| 2610 |
PAMI
2610
Perseverance Asset Management International
George Town,
Cayman Islands
| $979M | +$70M | +8% | 21% | 120% | 25 | 40% | 5.6 |
|
| 2611 |
PHP
2611
Parkman Healthcare Partners
Stamford,
Connecticut
| $977M | +$7.19M | +0.7% | 25% | 306% | 108 | 45.37% | 5.1 |
|
| 2612 |
KCM
2612
Kingdon Capital Management
New York
| $976M | +$65.1M | +7% | 29.1% | 217% | 100 | 59% | 2.3 |
|
| 2613 |
ACM
2613
Arini Captial Management
London,
United Kingdom
| $975M | +$341M | +54% | 10.7% | – | 28 | 78.57% | 0.3 |
|
| 2614 |
FM
2614
Family Management
New York
| $975M | +$141M | +17% | 12.7% | 69% | 357 | 23.81% | 8.6 |
|
| 2615 |
PFGIA
2615
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $974M | -$800M | -45% | 18.5% | 87% | 727 | 36.04% | 16.1 |
|
| 2616 |
SI
2616
Seeds Investor
New York
| $973M | +$239M | +32% | 22.8% | – | 411 | 22.63% | 4.5 |
|
| 2617 |
ZI
2617
ZEGA Investments
Palm Beach Gardens,
Florida
| $973M | +$83.2M | +9% | 16.5% | – | 363 | 25.62% | 2.3 |
|
| 2618 |
RIA
2618
RPG Investment Advisory
Pleasanton,
California
| $973M | +$144M | +17% | 24.8% | 155% | 100 | 15% | 17.8 |
|
| 2619 |
PC
2619
Permanens Capital
New York
| $972M | +$196M | +25% | 6.95% | 76.9% | 124 | 48.39% | 4.4 |
|
| 2620 |
IAS
2620
Integrity Advisory Solutions
Dallas,
Texas
| $972M | +$215M | +28% | 12.6% | – | 381 | 34.91% | 2 |
|
| 2621 |
TCA
2621
Troluce Capital Advisors
Dorado,
Puerto Rico
| $971M | -$660M | -40% | 6.63% | 61.1% | 90 | 94.44% | 0.2 |
|
| 2622 |
EWM
2622
Evermay Wealth Management
Arlington,
Virginia
| $971M | +$68.9M | +8% | 10.3% | 56.2% | 695 | 20.86% | 16.1 |
|
| 2623 |
MWM
2623
Marietta Wealth Management
Marietta,
Georgia
| $971M | +$129M | +15% | 13.6% | 83.8% | 137 | 8.76% | 18.3 |
|
| 2624 |
NI
2624
Noked Israel
Ramat Hasharon,
Israel
| $970M | +$293M | +43% | 37.8% | 265% | 14 | 28.57% | 5.8 |
|
| 2625 |
RWM
2625
RMG Wealth Management
Platteville,
Wisconsin
| $969M | +$103M | +12% | 12.8% | – | 804 | 53.11% | 1.9 |
|