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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2676 |
HCP
2676
Holt Capital Partners
Fort Worth,
Texas
| $226M | +$4.1M | +2% | 2.59% | 69.5% | 224 | 52.23% | 1 |
|
| 2677 |
OH
2677
Overlook Holdings
Tortola,
British Virgin Islands
| $226M | -$58.3M | -20% | 20.8% | – | 2 | 50% | 2.8 |
|
| 2678 |
RWA
2678
Ropes Wealth Advisors
Boston,
Massachusetts
| $226M | -$1.23M | -0.5% | 2.68% | 71% | 561 | 26.02% | 0.7 |
|
| 2679 |
AC
2679
Asturias Capital
New York
| $226M | -$8.54M | -4% | 0.78% | 94.2% | 13 | 61.54% | 0.1 |
|
| 2680 |
AFIA
2680
America First Investment Advisors
Omaha,
Nebraska
| $226M | +$3.13M | +1% | 6.83% | 78.2% | 151 | 27.81% | 1.8 |
|
| 2681 |
YCM
2681
Yiheng Capital Management
San Francisco,
California
| $226M | +$56.5M | +33% | 1.77% | 82% | 14 | 14.29% | 0.2 |
|
| 2682 |
2682
Avior Wealth Management
Omaha,
Nebraska
| $226M | +$43.1M | +24% | 1.67% | 71.4% | 534 | 17.6% | 1.3 |
|
| 2683 |
SGH
2683
Sivik Global Healthcare
Greenwich,
Connecticut
| $226M | +$15.4M | +7% | 4.65% | 83.8% | 73 | 38.36% | 1.1 |
|
| 2684 |
BA
2684
Birinyi Associates
Westport,
Connecticut
| $226M | +$72.2M | +47% | 0.36% | 113% | 83 | 10.84% | 2 |
|
| 2685 |
CCCPI
2685
Castle Creek Capital Partners IV
Rancho Santa Fe,
California
| $226M | -$75.4M | -25% | 14.6% | 47.7% | 11 | 9.09% | 2.3 |
|
| 2686 |
AMG
2686
Asset Management Group
Stamford,
Connecticut
| $226M | +$5.17M | +2% | 2.54% | 57% | 103 | 4.85% | 2.2 |
|
| 2687 |
PAAMCP
2687
Pacific Alternative Asset Management Company (PAAMCO)
Irvine,
California
| $225M | -$41.3M | -15% | 3.37% | 87.2% | 44 | 56.82% | 0.6 |
|
| 2688 |
MAM
2688
Marquette Asset Management
Minneapolis,
Minnesota
| $225M | -$20.3M | -8% | 0.25% | 69.6% | 90 | 11.11% | 2.2 |
|
| 2689 |
MC
2689
Muzinich & Co
New York
| $225M | +$21.2M | +10% | 2.58% | 9.67% | 56 | 42.86% | 0.7 |
|
| 2690 |
CYG
2690
Clean Yield Group
Norwich,
Vermont
| $225M | +$22.3M | +11% | 4.32% | 65% | 299 | 58.86% | 0.9 |
|
| 2691 |
RIM
2691
Ranger International Management
Lake Forest,
Illinois
| $225M | -$2.69M | -1% | 5.31% | 23.4% | 49 | 20.41% | 1.1 |
|
| 2692 |
NCMW
2692
Northern Capital Management (Wisconsin)
Madison,
Wisconsin
| $224M | -$4.33M | -2% | 0.95% | 12.8% | 155 | 14.19% | 1.5 |
|
| 2693 |
PCA
2693
Private Capital Advisors
Darien,
Connecticut
| $224M | -$7.34M | -3% | 1.58% | 132% | 117 | 18.8% | 2 |
|
| 2694 |
WI
2694
WrapManager Inc
Mill Valley,
California
| $224M | +$16.4M | +8% | 3.02% | 64.6% | 183 | 24.04% | 0.4 |
|
| 2695 |
UAS
2695
United Asset Strategies
Garden City,
New York
| $224M | -$6.29M | -3% | 1.39% | 94.6% | 144 | 17.36% | 1.5 |
|
| 2696 |
MCM
2696
McRae Capital Management
Morristown,
New Jersey
| $224M | +$15.7M | +8% | 3.37% | 78.2% | 98 | 25.51% | 1.8 |
|
| 2697 |
DP
2697
DSAM Partners
London,
United Kingdom
| $224M | -$167M | -43% | 3.03% | 343% | 45 | 91.11% | 0.2 |
|
| 2698 |
PRCP
2698
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
| $223M | -$92K | -0% | 0.57% | 149% | 153 | 5.88% | 1.7 |
|
| 2699 |
RCP
2699
Rothschild Capital Partners
New York
| $223M | +$24.7M | +12% | 1.57% | 90.8% | 82 | 69.51% | 0.8 |
|
| 2700 |
TFM
2700
Trimaran Fund Management
New York
| $223M | +$11.9M | +6% | 5.62% | 82.8% | 1 | 0% | 1.3 |
|