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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
Berry Street Capital Management
London,
United Kingdom
| $450M | -$350M | -44% | 14% | 331% | 70 | 82.86% | 0.2 |
|
| 2677 |
2677
Gilbert & Cook
West Des Moines,
Iowa
| $450M | -$107M | -19% | 5.45% | 63.2% | 229 | 24.89% | 2.6 |
|
| 2678 |
2678
Navellier & Associates
Reno,
Nevada
| $450M | -$16.1M | -3% | 1.45% | 361% | 314 | 30.57% | 1.6 |
|
| 2679 |
2679
Cyrus Capital Partners
New York
| $450M | -$8.42M | -2% | 12.1% | 163% | 7 | 0% | 3.7 |
|
| 2680 |
2680
Ithaka Group
Arlington,
Virginia
| $450M | -$50.2M | -10% | 5.48% | 143% | 36 | 11.11% | 4.7 |
|
| 2681 |
2681
GDS Wealth Management
Flower Mound,
Texas
| $449M | +$2.95M | +0.7% | 5.74% | 82.2% | 106 | 6.6% | 0.7 |
|
| 2682 |
2682
Bremer Bank National Association
St Paul,
Minnesota
| $449M | -$73.1M | -14% | 5.08% | 37.4% | 219 | 14.61% | 2.7 |
|
| 2683 |
2683
Cat Rock Capital Management
Greenwich,
Connecticut
| $449M | -$21.4M | -5% | 6.67% | 66.7% | 11 | 27.27% | 1.8 |
|
| 2684 |
2684
Camden National Bank
Camden,
Maine
| $448M | -$36.2M | -7% | 5.67% | 48.8% | 129 | 9.3% | 3.9 |
|
| 2685 |
2685
Cornerstone Advisory
Hunt Valley,
Maryland
| $448M | +$10.7M | +2% | 5.4% | 53.5% | 202 | 7.92% | 3.9 |
|
| 2686 |
2686
LVW Advisors
Pittsford,
New York
| $447M | -$44.2M | -9% | 5.01% | 79.1% | 236 | 9.75% | 2.9 |
|
| 2687 |
2687
Ardsley Advisory Partners
Stamford,
Connecticut
| $447M | -$161M | -27% | 17.6% | 555% | 164 | 61.59% | 0.7 |
|
| 2688 |
2688
Sound View Wealth Advisors Group
Savannah,
Georgia
| $446M | -$31.8M | -7% | 4.6% | 73% | 282 | 6.03% | 2.6 |
|
| 2689 |
2689
Institute for Wealth Management
Denver,
Colorado
| $446M | -$63.6M | -12% | 4.01% | 137% | 541 | 18.3% | 3.1 |
|
| 2690 |
2690
Live Oak Private Wealth
Wilmington,
North Carolina
| $446M | -$29.4M | -6% | 6.36% | 65% | 179 | 7.82% | 2 |
|
| 2691 |
2691
Destiny Wealth Partners
Tavares,
Florida
| $445M | -$8.63M | -2% | 3.86% | 63.7% | 639 | 12.36% | 1 |
|
| 2692 |
2692
Capricorn Investment Group
Palo Alto,
California
| $445M | -$8.08M | -2% | 2.29% | 95.9% | 13 | 38.46% | 0.8 |
|
| 2693 |
2693
IQ EQ Fund Management
Dublin 2,
Ireland
| $445M | -$60M | -12% | 5.49% | 109% | 229 | 18.78% | 2.7 |
|
| 2694 |
2694
York Capital Management Global Advisors
New York
| $445M | +$137M | +45% | 30.3% | 74.1% | 11 | 36.36% | 1 |
|
| 2695 |
2695
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
| $445M | -$659K | -0.1% | 3.76% | 80.3% | 153 | 15.69% | 2.3 |
|
| 2696 |
2696
Marcho Partners
London,
United Kingdom
| $444M | +$27.2M | +7% | 0.74% | 115% | 14 | 7.14% | 1.3 |
|
| 2697 |
SIA
2697
Strategic Investment Advisors
Farmington Hills,
Michigan
| $444M | -$56.6M | -11% | 5.28% | 66.1% | 220 | 29.55% | 2.1 |
|
| 2698 |
FAG
2698
Financial Advisory Group
Houston,
Texas
| $444M | -$26.9M | -6% | 5.05% | 20.6% | 94 | 9.57% | 4.4 |
|
| 2699 |
2699
Permanens Capital
New York
| $444M | -$53.6M | -11% | 4.94% | 76.9% | 40 | 15% | 3.3 |
|
| 2700 |
VM
2700
VPR Management
Houston,
Texas
| $444M | -$14.3M | -3% | 5.05% | 54.5% | 28 | 3.57% | 3.8 |
|