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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2651 |
2651
Trust Company
Manhattan,
Kansas
| $457M | -$6.68M | -1% | 6.87% | 40.6% | 337 | 4.45% | 4.2 |
|
| 2652 |
2652
Beaird Harris Wealth Management
Dallas,
Texas
| $456M | +$93.4M | +26% | 6.36% | 41.3% | 560 | 30.36% | 0.5 |
|
| 2653 |
2653
Silver Rock Financial
Los Angeles,
California
| $456M | -$1.36M | -0.3% | 0.49% | 2.58% | 242 | 6.2% | 1 |
|
| 2654 |
2654
Tiger Pacific Capital
New York
| $456M | -$324M | -42% | 9.06% | 84.5% | 16 | 31.25% | 1.6 |
|
| 2655 |
NM
2655
Newtyn Management
New York
| $455M | -$72.3M | -14% | 9.54% | 52% | 94 | 25.53% | 0.8 |
|
| 2656 |
2656
Gagnon Securities
New York
| $455M | -$22.3M | -5% | 2.08% | 129% | 108 | 12.96% | 3.6 |
|
| 2657 |
2657
Land & Buildings Investment Management
Stamford,
Connecticut
| $454M | +$16.6M | +4% | 7.63% | 53.9% | 26 | 50% | 1 |
|
| 2658 |
2658
Sabadell Asset Management
Sant Cugat Del Valles,
Spain
| $454M | -$20.8M | -4% | 4.46% | – | 146 | 25.34% | 1.1 |
|
| 2659 |
2659
August Capital Management VII
Palo Alto,
California
| $454M | -$178M | -28% | 3.61% | – | 2 | 50% | 0.3 |
|
| 2660 |
2660
Gardner Lewis Asset Management
Chadds Ford,
Pennsylvania
| $454M | -$42.1M | -8% | 14.3% | 240% | 104 | 57.69% | 2.1 |
|
| 2661 |
2661
Main Street Research
Lakeville,
Connecticut
| $454M | +$72.6M | +19% | 0.39% | 232% | 104 | 24.04% | 4.1 |
|
| 2662 |
LPC
2662
Lion Point Capital
New York
| $454M | -$425M | -48% | 7.13% | 319% | 48 | 31.25% | 1 |
|
| 2663 |
2663
Clear Creek Financial Management
Silverdale,
Washington
| $454M | -$23.9M | -5% | 4.08% | 81% | 320 | 15.94% | 1.1 |
|
| 2664 |
CCM
2664
Cohen Capital Management
Corte Madera,
California
| $453M | -$35.1M | -7% | 4.74% | 91.5% | 139 | 3.6% | 5.6 |
|
| 2665 |
2665
Dorchester Wealth Management
Montreal,
Quebec, Canada
| $453M | -$48.6M | -10% | 10.1% | 18.3% | 158 | 4.43% | 4.2 |
|
| 2666 |
2666
Cornerstone Wealth Group
Huntersville,
North Carolina
| $453M | -$25M | -5% | 4.24% | 96% | 148 | 29.73% | 2.1 |
|
| 2667 |
2667
Legacy Advisors
Plymouth Meeting,
Pennsylvania
| $453M | -$22.9M | -5% | 5.69% | – | 246 | 17.89% | 1.9 |
|
| 2668 |
CEI
2668
Clark Estates Inc
New York
| $453M | -$125M | -22% | 9.01% | 34.5% | 107 | 34.58% | 1.8 |
|
| 2669 |
2669
Cigna Investments
Bloomfield,
Connecticut
| $452M | -$50.6M | -10% | 4.32% | 154% | 462 | 7.79% | 4.8 |
|
| 2670 |
2670
Edge Wealth Management
New York
| $452M | -$10.2M | -2% | 4.36% | 75.3% | 91 | 10.99% | 5 |
|
| 2671 |
2671
Hardy Reed
Tupelo,
Mississippi
| $452M | -$14.7M | -3% | 5.84% | 69.7% | 91 | 15.38% | 2.4 |
|
| 2672 |
2672
Column Group
San Francisco,
California
| $452M | -$18M | -4% | 0.52% | 95.1% | 7 | 0% | 1.4 |
|
| 2673 |
2673
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
| $451M | -$1.28M | -0.3% | 5.68% | 42.8% | 149 | 18.12% | 3 |
|
| 2674 |
SA
2674
Strategic Advisors
New York
| $451M | -$27.3M | -6% | 5.25% | 106% | 203 | 10.84% | 3.5 |
|
| 2675 |
2675
Sage Rock Capital Management
New York
| $451M | -$55.3M | -11% | 0.76% | 13% | 325 | 21.85% | 0.6 |
|