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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
Bluescape Energy Partners
Dallas,
Texas
| $343M | -$40.1M | -10% | 15.4% | 57.9% | 2 | 50% | 0.8 |
|
| 2677 |
2677
Biltmore Capital Advisors
Princeton,
New Jersey
| $342M | +$34.2M | +11% | 0.96% | 80.4% | 76 | 21.05% | 0.2 |
|
| 2678 |
2678
Boenning & Scattergood
West Conshohocken,
Pennsylvania
| $342M | +$8.33M | +2% | 2.2% | 34.5% | 287 | 8.71% | 0.9 |
|
| 2679 |
2679
Algebris (UK)
London,
United Kingdom
| $342M | -$154M | -31% | 7.96% | 24.5% | 64 | 60.94% | 0.5 |
|
| 2680 |
SC
2680
Southside Capital
Miami Beach,
Florida
| $342M | +$97.8M | +40% | 7.14% | – | 78 | 42.31% | 0.3 |
|
| 2681 |
2681
Gilbert & Cook
West Des Moines,
Iowa
| $342M | +$13M | +4% | 2.51% | 63.2% | 120 | 12.5% | 1.6 |
|
| 2682 |
2682
Financial Enhancement Group
Anderson,
Indiana
| $342M | +$13.4M | +4% | 3.12% | 62.2% | 337 | 21.66% | 1.2 |
|
| 2683 |
2683
Corsair Capital Management
New York
| $342M | +$16M | +5% | 9.19% | 435% | 80 | 31.25% | 1.9 |
|
| 2684 |
2684
Spearhead Capital Advisors
Wellington,
Florida
| $342M | +$10.1M | +3% | 3.74% | 25.2% | 106 | 33.02% | 0.7 |
|
| 2685 |
2685
Telos Capital Management
San Diego,
California
| $341M | +$20.4M | +6% | 4.58% | 71.1% | 162 | 8.64% | 3.8 |
|
| 2686 |
2686
Sage Advisory Services
Austin,
Texas
| $341M | -$703M | -67% | 1.7% | 33.9% | 65 | 41.54% | 1.1 |
|
| 2687 |
2687
Capital Planning Advisors
Roseville,
California
| $340M | +$12.9M | +4% | 3.61% | 64.2% | 127 | 14.96% | 2.3 |
|
| 2688 |
2688
Strategic Wealth Partners Group
Deerfield,
Illinois
| $340M | +$33.7M | +11% | 3.12% | – | 28 | 0% | 2.3 |
|
| 2689 |
2689
PL Capital Advisors
Naples,
Florida
| $340M | -$4.81M | -1% | 5.19% | 100% | 38 | 2.63% | 2.9 |
|
| 2690 |
2690
Pathway Financial Advisors
South Burlington,
Vermont
| $340M | +$17.8M | +6% | 1.85% | 52.7% | 103 | 11.65% | 1.2 |
|
| 2691 |
MAM
2691
Morse Asset Management
Darien,
Connecticut
| $340M | +$6M | +2% | 6.12% | 222% | 149 | 25.5% | 1.5 |
|
| 2692 |
CC
2692
ClearArc Capital
Cincinnati,
Ohio
| $339M | -$32.7M | -9% | 4.65% | 63.4% | 376 | 7.98% | 4.9 |
|
| 2693 |
2693
FNY Investment Advisers
New York
| $339M | +$46.9M | +16% | 10.2% | 386% | 1,272 | 64.7% | 0.2 |
|
| 2694 |
2694
Essex Financial Services
Essex,
Connecticut
| $339M | +$7.84M | +2% | 3.7% | 87.7% | 252 | 9.52% | 4.1 |
|
| 2695 |
2695
Tortoise Index Solutions
Overland Park,
Kansas
| $338M | +$1.97M | +0.6% | 0.26% | 52.2% | 165 | 4.24% | 1.6 |
|
| 2696 |
2696
Sound View Wealth Advisors Group
Savannah,
Georgia
| $338M | – | – | 3.09% | 73% | 247 | – | 0 |
|
| 2697 |
2697
Coastal Bridge Advisors
Westport,
Connecticut
| $338M | +$51.5M | +18% | 2.38% | 88.1% | 137 | 10.22% | 2 |
|
| 2698 |
2698
Dorchester Wealth Management
Montreal,
Quebec, Canada
| $338M | +$9.8M | +3% | 3.45% | 18.3% | 139 | 14.39% | 2.6 |
|
| 2699 |
2699
Sompo Asset Management
Tokyo,
Japan
| $338M | +$18.7M | +6% | 3.48% | 84.7% | 111 | 12.61% | 1.3 |
|
| 2700 |
2700
Royal Fund Management
Lady Lake,
Florida
| $337M | +$23.8M | +8% | 2.63% | 103% | 712 | 25.98% | 1.6 |
|