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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 |
2701
CenterBook Partners
Greenwich,
Connecticut
| $467M | +$186M | +66% | 18% | 62.4% | 450 | 40.67% | 0.3 |
|
| 2702 |
2702
Crescent Park Management
East Palo Alto,
California
| $467M | -$151M | -24% | 17.4% | 87% | 42 | 19.05% | 1.5 |
|
| 2703 |
2703
Hardy Reed
Tupelo,
Mississippi
| $467M | -$66.7M | -13% | 15% | 69.7% | 93 | 24.73% | 2.3 |
|
| 2704 |
2704
Massachusetts Institute of Technology
Cambridge,
Massachusetts
| $466M | -$161M | -26% | 29% | 35.7% | 7 | 14.29% | 1.5 |
|
| 2705 |
2705
Navellier & Associates
Reno,
Nevada
| $466M | -$122M | -21% | 12.8% | 361% | 343 | 36.73% | 1.5 |
|
| 2706 |
FPCM
2706
Financial Partners Capital Management
New York
| $465M | -$73.7M | -14% | 12.4% | 34.2% | 129 | 6.98% | 3.8 |
|
| 2707 |
2707
Gilman Hill Asset Management
New Canaan,
Connecticut
| $465M | +$25.9M | +6% | 12.5% | 54.2% | 233 | 20.17% | 3.7 |
|
| 2708 |
2708
Maltese Capital Management
New York
| $465M | -$66.3M | -12% | 11.7% | 114% | 142 | 19.72% | 2.6 |
|
| 2709 |
2709
Skaana Management
Brooklyn,
New York
| $464M | -$179M | -28% | 5.88% | 269% | 145 | 30.34% | 0.3 |
|
| 2710 |
2710
McGuire Investment Group
Wakefield,
Rhode Island
| $464M | -$81.1M | -15% | 15% | 202% | 132 | 14.39% | 2.5 |
|
| 2711 |
2711
Wedmont Private Capital
West Chester,
Pennsylvania
| $464M | +$15.5M | +3% | 12.9% | 87.5% | 390 | 31.54% | 0.4 |
|
| 2712 |
2712
WBI Investments
Red Bank,
New Jersey
| $464M | -$154M | -25% | 6.15% | 97.3% | 221 | 66.52% | 1 |
|
| 2713 |
2713
Trust Company
Manhattan,
Kansas
| $464M | -$48.6M | -9% | 14.3% | 40.6% | 345 | 5.51% | 4 |
|
| 2714 |
2714
Claret Asset Management
Montreal,
Quebec, Canada
| $464M | -$56.5M | -11% | 11.3% | 73.3% | 171 | 22.22% | 3.1 |
|
| 2715 |
2715
Greenline Partners
New York
| $463M | -$70.1M | -13% | 13% | 69.6% | 143 | 18.88% | 2.3 |
|
| 2716 |
2716
Financial Enhancement Group
Anderson,
Indiana
| $463M | -$76.1M | -14% | 10.5% | 62.2% | 334 | 7.49% | 2.3 |
|
| 2717 |
2717
Park Presidio Capital
San Francisco,
California
| $463M | -$193M | -29% | 20.4% | 94.1% | 15 | 13.33% | 2.7 |
|
| 2718 |
2718
Strategic Wealth Partners
Independence,
Ohio
| $463M | -$49.2M | -10% | 10.3% | – | 290 | 28.62% | 1.8 |
|
| 2719 |
2719
Longfellow Investment Management
Boston,
Massachusetts
| $463M | -$157M | -25% | 6.65% | 45.9% | 415 | 17.35% | 1.2 |
|
| 2720 |
2720
Disciplina Capital Management
Nashville,
Tennessee
| $463M | -$27.3M | -6% | 11.2% | 30% | 52 | 7.69% | 1.8 |
|
| 2721 |
2721
St Louis Trust
Saint Louis,
Missouri
| $463M | -$4.2M | -0.9% | 14.8% | 71.4% | 104 | 10.58% | 3.3 |
|
| 2722 |
2722
Dividend Assets Capital
Ridgeland,
South Carolina
| $463M | -$66.7M | -13% | 10.2% | 67.4% | 600 | 16.5% | 2.3 |
|
| 2723 |
2723
Edge Wealth Management
New York
| $462M | -$45.1M | -9% | 11.9% | 75.3% | 97 | 14.43% | 4.8 |
|
| 2724 |
OIM
2724
Opus Investment Management
Worcester,
Massachusetts
| $462M | -$189M | -29% | 11.9% | 52.8% | 96 | 5.21% | 4.8 |
|
| 2725 |
TA
2725
Trivest Advisors
Hong Kong
| $462M | -$130M | -22% | 3.7% | 2,977% | 33 | 54.55% | 0.4 |
|