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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2626 |
GJCM
2626
Grand Jean Capital Management
San Francisco,
California
| $235M | +$8.24M | +4% | 0.48% | 61.4% | 36 | 25% | 2 |
|
| 2627 |
2627
Strategic Global Advisors
Newport Beach,
California
| $235M | +$300K | +0.1% | 0.6% | 137% | 158 | 24.68% | 0.9 |
|
| 2628 |
2628
Herald Investment Management
London,
United Kingdom
| $235M | -$3.96M | -2% | 1.03% | 493% | 83 | 6.02% | 2.2 |
|
| 2629 |
SHG
2629
Seven Harbour Global
New York
| $235M | +$82.8M | +54% | 2.11% | – | 29 | 62.07% | 0.1 |
|
| 2630 |
2630
Seven Eight Capital
New York
| $235M | +$87.8M | +60% | 0.09% | 13.6% | 779 | 63.29% | 0.3 |
|
| 2631 |
CRM
2631
Capital Returns Management
Rye,
New York
| $235M | +$29.8M | +15% | 9.39% | 4.39% | 24 | 45.83% | 0.9 |
|
| 2632 |
NAMP
2632
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
| $234M | -$183K | -0.1% | 0.68% | 90.2% | 115 | 10.43% | 2.1 |
|
| 2633 |
2633
Harbourvest Partners
Boston,
Massachusetts
| $234M | -$39.8M | -15% | 9.21% | 8.96% | 31 | 41.94% | 0.5 |
|
| 2634 |
2634
White Pine Capital
Bloomington,
Minnesota
| $234M | +$7.86M | +3% | 4.4% | 143% | 224 | 10.71% | 2.1 |
|
| 2635 |
2635
Stonebridge Capital Management
Los Angeles,
California
| $233M | -$3.03M | -1% | 1.37% | – | 182 | 20.88% | 1.8 |
|
| 2636 |
2636
SignalPoint Asset Management
Springfield,
Missouri
| $233M | +$5.32M | +2% | 3.39% | 36% | 242 | 14.46% | 1.8 |
|
| 2637 |
AIM
2637
Advantage Investment Management
Cedar Rapids,
Iowa
| $233M | +$40.7M | +21% | 1.05% | 28.6% | 975 | 15.9% | 1 |
|
| 2638 |
2638
Whitney & Co
Rochester,
New York
| $233M | +$4.15M | +2% | 2.44% | 93.2% | 116 | 12.07% | 2.2 |
|
| 2639 |
2639
Ellington Management Group
Old Greenwich,
Connecticut
| $233M | -$51.5M | -18% | 4.81% | 16.1% | 877 | 82.21% | 0.2 |
|
| 2640 |
2640
Glade Brook Capital Partners
Greenwich,
Connecticut
| $233M | -$55.9M | -19% | 1.68% | – | 10 | 40% | 1 |
|
| 2641 |
2641
GM Advisory Group
Melville,
New York
| $233M | +$33.5M | +17% | 0.77% | 53.6% | 59 | 42.37% | 1.2 |
|
| 2642 |
YP
2642
Yellowstone Partners
Idaho Falls,
Idaho
| $232M | +$10.4M | +5% | 0.85% | – | 254 | 23.62% | 1.2 |
|
| 2643 |
2643
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
| $232M | -$7.35M | -3% | 0.65% | 99.4% | 103 | 6.8% | 1 |
|
| 2644 |
2644
Greenwood Gearhart
Fayetteville,
Arkansas
| $232M | +$8.67M | +4% | 2.69% | 70.6% | 52 | 3.85% | 2.4 |
|
| 2645 |
2645
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
| $232M | +$13.8M | +6% | 7% | 25.1% | 6 | 33.33% | 1.5 |
|
| 2646 |
2646
Baldwin Investment Management
West Conshohocken,
Pennsylvania
| $232M | +$9.26M | +4% | 4.97% | 74.8% | 128 | 7.81% | 2.4 |
|
| 2647 |
2647
Whalerock Point Partners
Providence,
Rhode Island
| $232M | +$2.04M | +0.9% | 2.76% | 103% | 152 | 14.47% | 1.7 |
|
| 2648 |
2648
Exchange Capital Management
Ann Arbor,
Michigan
| $232M | -$4.74M | -2% | 1.15% | 57.8% | 90 | 8.89% | 1.9 |
|
| 2649 |
2649
Andor Capital Management
Rye Brook,
New York
| $232M | -$470M | -67% | 3.26% | 290% | 17 | 70.59% | 1.3 |
|
| 2650 |
2650
Smith, Moore & Co
Clayton,
Missouri
| $231M | +$30.3M | +15% | 3.13% | 67% | 205 | 22.44% | 1.4 |
|