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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 |
2676
Atika Capital Management
New York
| $233M | +$68M | +41% | 9.92% | 811% | 74 | 59.46% | 0.4 |
|
| 2677 |
2677
Granite Point Capital Management
Boston,
Massachusetts
| $233M | – | – | 8.04% | 125% | 82 | – | 0.6 |
|
| 2678 |
2678
Clean Yield Group
Norwich,
Vermont
| $233M | +$8.01M | +4% | 6.3% | 65% | 326 | 16.26% | 1.1 |
|
| 2679 |
2679
Baldwin Investment Management
West Conshohocken,
Pennsylvania
| $233M | +$967K | +0.4% | 2.15% | 74.8% | 124 | 4.84% | 2.7 |
|
| 2680 |
YP
2680
Yellowstone Partners
Idaho Falls,
Idaho
| $232M | -$6K | -0% | 1.32% | – | 243 | 16.87% | 1.4 |
|
| 2681 |
SA
2681
Smithwood Advisers
Los Angeles,
California
| $232M | -$76M | -25% | 2.83% | 23.3% | 14 | 42.86% | 0.8 |
|
| 2682 |
2682
Keel Point
Huntsville,
Alabama
| $232M | +$33.7M | +17% | 4.03% | 76.4% | 148 | 19.59% | 0.8 |
|
| 2683 |
JCM
2683
JD Capital Management
Darien,
Connecticut
| $232M | +$52.1M | +29% | 3.88% | 47.8% | 35 | 51.43% | 0.7 |
|
| 2684 |
2684
River Global Investors
London,
United Kingdom
| $232M | +$76.4M | +49% | 3.65% | 49.7% | 123 | 8.94% | 1 |
|
| 2685 |
SHCM
2685
Stokes & Hubbell Capital Management
New Orleans,
Louisiana
| $232M | +$15.8M | +7% | 3.7% | 31.2% | 86 | 6.98% | 0.6 |
|
| 2686 |
GJCM
2686
Grand Jean Capital Management
San Francisco,
California
| $232M | -$3.6M | -2% | 2.36% | 61.4% | 35 | 20% | 2 |
|
| 2687 |
2687
Chubb Ltd
Zurich,
Switzerland
| $231M | -$136M | -37% | 5.85% | 64.2% | 37 | 32.43% | 0.2 |
|
| 2688 |
2688
American Investment Services
Great Barrington,
Massachusetts
| $231M | +$27.1M | +13% | 4.34% | 63.1% | 98 | 14.29% | 1.9 |
|
| 2689 |
2689
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
| $231M | +$11.8M | +5% | 4.91% | 76.1% | 157 | 10.19% | 2.3 |
|
| 2690 |
2690
Caldwell & Orkin
Norcross,
Georgia
| $231M | -$16.5M | -7% | 9.13% | 137% | 86 | 52.33% | 0.5 |
|
| 2691 |
2691
Orgel Wealth Management
Altoona,
Wisconsin
| $231M | +$71.4M | +45% | 3.58% | 39.6% | 24 | 37.5% | 0.4 |
|
| 2692 |
SCMC
2692
Serenity Capital Management (Cayman)
George Town,
Cayman Islands
| $231M | -$14.3M | -6% | 5.67% | – | 7 | 14.29% | 0.5 |
|
| 2693 |
AMG
2693
Asset Management Group
Stamford,
Connecticut
| $231M | +$5.07M | +2% | 2.98% | 57% | 100 | 1% | 2.5 |
|
| 2694 |
MP
2694
Mediatel Partners
Fort Worth,
Texas
| $230M | +$15.7M | +7% | 7.38% | 11.6% | 2 | 0% | 3 |
|
| 2695 |
2695
Marquette Asset Management
Minneapolis,
Minnesota
| $230M | +$4.77M | +2% | 3.61% | 69.6% | 84 | 4.76% | 2.4 |
|
| 2696 |
2696
Tinicum
New York
| $230M | +$42.9M | +23% | 19.7% | 21.1% | 10 | 40% | 1.2 |
|
| 2697 |
2697
QCM Cayman
Houston,
Texas
| $230M | +$83.3M | +57% | 2.92% | 74% | 402 | 81.59% | 0.2 |
|
| 2698 |
2698
ShearLink Capital
New York
| $230M | -$21.6M | -9% | 2.66% | 49.1% | 22 | 68.18% | 0.3 |
|
| 2699 |
DAM
2699
Deimos Asset Management
Purchase,
New York
| $229M | +$93.5M | +69% | 16.6% | – | 166 | 83.13% | 0.1 |
|
| 2700 |
2700
Vista Equity Partners Management
San Francisco,
California
| $229M | +$45.1M | +24% | 19.8% | 3.45% | 32 | 43.75% | 0.7 |
|