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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 |
OCMI
2676
Oaktop Capital Management II
Chatham,
New Jersey
| $381M | -$103M | -21% | 14.6% | 451% | 20 | 25% | 4.3 |
|
| 2677 |
2677
Hudson Edge Investment Partners
Jersey City,
New Jersey
| $380M | +$23.9M | +7% | 8.46% | 67.9% | 148 | 12.84% | 3.4 |
|
| 2678 |
2678
Arrowgrass Capital Partners (US)
Dover,
Delaware
| $380M | -$966M | -72% | 11.4% | 55.8% | 183 | 65.03% | 1 |
|
| 2679 |
CIA
2679
CSat Investment Advisory
Detroit,
Michigan
| $380M | +$62M | +19% | 9% | 87.4% | 1,096 | 4.01% | 1 |
|
| 2680 |
2680
Front Street Capital Management
Missoula,
Montana
| $380M | +$28.5M | +8% | 10.1% | 316% | 62 | 6.45% | 2.7 |
|
| 2681 |
2681
Wealth Advisory Solutions
Indiianapolis,
Indiana
| $380M | – | – | 7.47% | 60.5% | 180 | – | 0 |
|
| 2682 |
KCM
2682
Karp Capital Management
Sausalito,
California
| $379M | +$36.2M | +11% | 7.4% | 21.3% | 107 | 12.15% | 2.1 |
|
| 2683 |
2683
Three Peaks Capital Management
Castle Rock,
Colorado
| $379M | +$30.7M | +9% | 8.22% | 84.5% | 113 | 32.74% | 1.5 |
|
| 2684 |
2684
VHCP Management II
New York
| $379M | +$117M | +45% | 256% | 2,334% | 29 | 58.62% | 0.8 |
|
| 2685 |
2685
EFG Asset Management (Americas)
Miami,
Florida
| $379M | +$47.3M | +14% | 9% | 112% | 127 | 12.6% | 2.4 |
|
| 2686 |
2686
Greenspring Associates
Owings Mills,
Maryland
| $379M | +$49.5M | +15% | 1.74% | – | 21 | 57.14% | 0.2 |
|
| 2687 |
2687
Cambria Investment Management
Manhattan Beach,
California
| $379M | -$288M | -43% | 5.81% | 72% | 246 | 36.18% | 1.9 |
|
| 2688 |
2688
Allen Capital Group
Grand Island,
Nebraska
| $379M | +$55.2M | +17% | 5.52% | 62.8% | 143 | 11.19% | 1.5 |
|
| 2689 |
PI
2689
PHH Investments
Addison,
Texas
| $378M | +$18.3M | +5% | 4.76% | 30.9% | 85 | 9.41% | 1.9 |
|
| 2690 |
2690
FFT Wealth Management
Philadelphia,
Pennsylvania
| $378M | +$46.3M | +14% | 6.12% | 65.6% | 39 | 30.77% | 2.1 |
|
| 2691 |
FCP
2691
Fine Capital Partners
New York
| $378M | -$65.1M | -15% | 25.3% | 95.5% | 8 | 37.5% | 5.3 |
|
| 2692 |
2692
Lannebo Fonder
Stockholm,
Sweden
| $378M | +$48.8M | +15% | 12.2% | 49.8% | 34 | 29.41% | 2.2 |
|
| 2693 |
KWMG
2693
King Wealth Management Group
Naples,
Florida
| $378M | +$29.3M | +8% | 8.57% | 86% | 150 | 10% | 3.6 |
|
| 2694 |
2694
IDG China Venture Capital Fund IV Associates
Hong Kong
| $377M | – | – | 18.5% | 59.2% | 3 | – | 0 |
|
| 2695 |
2695
Iron Triangle Partners
Cos Cob,
Connecticut
| $377M | – | – | 17.8% | 152% | 23 | – | 0 |
|
| 2696 |
2696
Farmers Trust Company
Youngstown,
Ohio
| $377M | +$15.3M | +4% | 7.63% | 73.5% | 173 | 10.4% | 3.8 |
|
| 2697 |
2697
Lisanti Capital Growth
New York
| $377M | +$70.4M | +23% | 22.3% | 1,490% | 148 | 58.11% | 0.5 |
|
| 2698 |
NFAM
2698
North Fourth Asset Management
Englewood Cliffs,
New Jersey
| $377M | +$88.7M | +31% | 11.9% | 104% | 102 | 88.24% | 0.1 |
|
| 2699 |
2699
Caledonia Investments plc (UK)
London England,
United Kingdom
| $377M | +$19.5M | +5% | 7.89% | 61.9% | 11 | 0% | 3.9 |
|
| 2700 |
2700
Red Cedar Investment Management
Grand Rapids,
Michigan
| $376M | +$59.4M | +19% | 4.91% | 81.4% | 26 | 7.69% | 1 |
|