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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 |
SM
2701
Sciencast Management
Princeton,
New Jersey
| $376M | +$74.3M | +25% | 6.19% | 72.5% | 652 | 78.37% | 0.1 |
|
| 2702 |
2702
Lathrop Investment Management
Little Rock,
Arkansas
| $376M | +$13.5M | +4% | 7.26% | 72.2% | 65 | 3.08% | 4.1 |
|
| 2703 |
2703
Coliseum Capital Management
Rowayton,
Connecticut
| $376M | +$13.3M | +4% | 9.42% | 41.1% | 16 | 37.5% | 1.7 |
|
| 2704 |
WCA
2704
Windsor Creek Advisors
Bethel,
Vermont
| $376M | -$31.4M | -8% | 12.3% | 48.3% | 179 | 41.34% | 0.6 |
|
| 2705 |
2705
Darwin Wealth Management
Tampa,
Florida
| $375M | +$37.4M | +11% | 4.79% | 56.8% | 162 | 13.58% | 1.6 |
|
| 2706 |
2706
Cozad Asset Management
Champaign,
Illinois
| $375M | +$28.5M | +8% | 9.58% | 132% | 257 | 8.56% | 1.3 |
|
| 2707 |
2707
Traynor Capital Management
Malvern,
Pennsylvania
| $375M | +$55M | +17% | 12.9% | 244% | 184 | 17.39% | 2.6 |
|
| 2708 |
2708
Lyell Wealth Management
Menlo Park,
California
| $375M | +$41.8M | +13% | 8.45% | 128% | 136 | 15.44% | 1.9 |
|
| 2709 |
2709
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
| $374M | +$26M | +7% | 9.31% | 40.2% | 80 | 15% | 3.6 |
|
| 2710 |
2710
Sun Life Financial
Toronto,
Ontario, Canada
| $374M | -$14.2M | -4% | 8.29% | 65.7% | 619 | 25.53% | 3 |
|
| 2711 |
2711
BlueDrive Global Investors
London,
United Kingdom
| $374M | +$39.2M | +12% | 2.87% | 25.6% | 14 | 64.29% | 0.5 |
|
| 2712 |
2712
Baldwin Investment Management
West Conshohocken,
Pennsylvania
| $374M | +$30M | +9% | 9.69% | 74.8% | 175 | 9.71% | 3.5 |
|
| 2713 |
2713
Capital Investment Advisory Services
Raleigh,
North Carolina
| $374M | +$15.1M | +4% | 5.8% | 69.3% | 1,443 | 62.58% | 1.4 |
|
| 2714 |
KM
2714
Kylin Management
New York
| $374M | +$24.4M | +7% | 18.4% | 126% | 13 | 30.77% | 1.4 |
|
| 2715 |
LHC
2715
Lodge Hill Capital
New York
| $374M | +$26.9M | +8% | 7.63% | 17.9% | 34 | 50% | 0.8 |
|
| 2716 |
2716
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
| $374M | +$21.5M | +6% | 8.31% | 65.9% | 137 | 5.84% | 4.5 |
|
| 2717 |
2717
Sound Income Strategies
Ft Lauderdale,
Florida
| $373M | +$42M | +13% | 2.41% | 31.4% | 825 | 10.91% | 1.5 |
|
| 2718 |
2718
Montecito Bank & Trust
Santa Barbara,
California
| $372M | +$35.9M | +11% | 6.73% | – | 226 | 10.18% | 3.3 |
|
| 2719 |
2719
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
| $372M | +$47.1M | +14% | 8.2% | 116% | 255 | 12.16% | 1.4 |
|
| 2720 |
EVM
2720
Evelyn V. Moreno
| $372M | +$7M | +2% | 8.36% | 39.4% | 67 | 4.48% | 4.3 |
|
| 2721 |
2721
Transcend Capital Advisors
Madison,
New Jersey
| $371M | – | – | 9.86% | 71.6% | 211 | – | 0 |
|
| 2722 |
2722
CNA Financial
Chicago,
Illinois
| $371M | -$76.5M | -17% | 8.63% | 48.6% | 188 | 33.51% | 3.1 |
|
| 2723 |
2723
Private Vista
Chicago,
Illinois
| $371M | -$5.94M | -2% | 4.27% | 10.1% | 159 | 12.58% | 1.8 |
|
| 2724 |
2724
FundX Investment Group
San Francisco,
California
| $371M | +$89.4M | +32% | 4.54% | 94.6% | 67 | 44.78% | 1.2 |
|
| 2725 |
2725
Advantage Alpha Capital Partners
San Francisco,
California
| $371M | – | – | 8.85% | 79.2% | 90 | – | 0 |
|