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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2701 |
PA
2701
Paracle Advisors
Mercer Island,
Washington
| $304M | +$12.7M | +4% | 4.44% | 30.9% | 48 | 12.5% | 2 |
|
| 2702 |
1C
2702
1060 Capital
Denver,
Colorado
| $303M | -$284M | -48% | 3.11% | 301% | 45 | 73.33% | 0.2 |
|
| 2703 |
2703
Empirical Finance
Havertown,
Pennsylvania
| $303M | +$13.3M | +5% | 7.77% | 124% | 158 | 46.2% | 0.6 |
|
| 2704 |
2704
Aviance Capital Partners
Naples,
Florida
| $303M | +$7.35M | +2% | 3.89% | 98.2% | 225 | 13.33% | 2.7 |
|
| 2705 |
2705
Capital Advisors Ltd
Shaker Heights,
Ohio
| $303M | +$17.9M | +6% | 4.68% | 54.2% | 417 | 6.47% | 2.9 |
|
| 2706 |
2706
WrapManager Inc
Mill Valley,
California
| $303M | +$6.99M | +2% | 3.41% | 64.6% | 260 | 13.85% | 1.5 |
|
| 2707 |
2707
Berman Capital Advisors
Atlanta,
Georgia
| $302M | – | – | 3.57% | 48.2% | 105 | – | 0 |
|
| 2708 |
2708
Amarillo National Bank
Amarillo,
Texas
| $302M | +$11M | +4% | 3.58% | 56.3% | 85 | 2.35% | 3 |
|
| 2709 |
2709
George Kaiser Family Foundation
Tulsa,
Oklahoma
| $302M | +$83.1M | +38% | 4.15% | 106% | 18 | 5.56% | 1.6 |
|
| 2710 |
2710
RWWM Inc
Rocklin,
California
| $302M | +$22.7M | +8% | 11.4% | 40.6% | 13 | 30.77% | 2.8 |
|
| 2711 |
2711
Greenline Partners
New York
| $301M | – | – | 7.5% | 69.6% | 69 | – | 0 |
|
| 2712 |
2712
Maple Rock Capital Partners
Toronto,
Ontario, Canada
| $301M | +$15M | +5% | 4.53% | 602% | 19 | 47.37% | 0.8 |
|
| 2713 |
2713
Northeast Financial Consultants
Westport,
Connecticut
| $301M | +$27.9M | +10% | 5.17% | 63.8% | 163 | 14.11% | 2.4 |
|
| 2714 |
2714
SkyBridge Capital II
New York
| $301M | -$42.4M | -12% | 7.91% | – | 31 | 6.45% | 1.3 |
|
| 2715 |
2715
Aveo Capital Partners
Englewood,
Colorado
| $301M | +$10.9M | +4% | 3.12% | 19.1% | 155 | 20% | 0.8 |
|
| 2716 |
2716
Hawk Ridge Capital Management
Los Angeles,
California
| $301M | +$34.5M | +13% | 2.43% | 84.9% | 50 | 52% | 0.6 |
|
| 2717 |
2717
Oribel Capital Management
New York
| $301M | -$185M | -38% | 5.59% | 337% | 95 | 73.68% | 0.3 |
|
| 2718 |
2718
Founders Financial Securities
Towson,
Maryland
| $300M | +$19.8M | +7% | 4.24% | 64.3% | 104 | 25% | 1.2 |
|
| 2719 |
2719
Jaffetilchin Investment Partners
Tampa,
Florida
| $300M | -$124M | -29% | 4.52% | 88.1% | 320 | 40.94% | 1.2 |
|
| 2720 |
2720
Hanson & Doremus Investment Management
Burlington,
Vermont
| $300M | +$14M | +5% | 4.62% | 86.3% | 515 | 7.77% | 3.1 |
|
| 2721 |
LSC
2721
Lyon Street Capital
Sausalito,
California
| $300M | +$40.5M | +16% | 21.3% | – | 64 | 31.25% | 1 |
|
| 2722 |
PAM
2722
Pagoda Asset Management
New York
| $300M | +$6.3M | +2% | 10.9% | – | 36 | 80.56% | 0.3 |
|
| 2723 |
2723
Eos Management LP
New York
| $300M | -$27.8M | -8% | 7% | 152% | 21 | 4.76% | 3.7 |
|
| 2724 |
AC
2724
Apertura Capital
Dallas,
Texas
| $299M | -$233M | -44% | 1.91% | 41.5% | 40 | 72.5% | 0.3 |
|
| 2725 |
2725
Wright Investors Service
Shelton,
Connecticut
| $299M | +$23.9M | +9% | 8.47% | 146% | 233 | 21.89% | 2.2 |
|