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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
TrinityPoint Wealth
Milford,
Connecticut
| $640M | +$35.2M | +6% | 3.91% | 28.4% | 331 | 13.6% | 3.1 |
|
| 2702 |
2702
SG Capital Management
Chicago,
Illinois
| $639M | +$334M | +109% | 3.17% | 250% | 100 | 81% | 0.2 |
|
| 2703 |
2703
Massachusetts Institute of Technology
Cambridge,
Massachusetts
| $639M | +$80.7M | +14% | 16.1% | 35.7% | 6 | 33.33% | 3.1 |
|
| 2704 |
2704
Synergy Asset Management
Vancouver,
Washington
| $639M | +$49.9M | +8% | 4.09% | 97.3% | 174 | 45.98% | 0.9 |
|
| 2705 |
2705
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $638M | +$15.6M | +3% | 3.06% | 73.6% | 2,132 | 9.1% | 4.5 |
|
| 2706 |
2706
Robotti Robert
| $638M | -$98.6M | -13% | 3.21% | 107% | 62 | 11.29% | 4.8 |
|
| 2707 |
2707
TOBAM
Paris,
France
| $638M | -$478M | -43% | 1.57% | 56% | 396 | 22.47% | 2.7 |
|
| 2708 |
2708
CoreView Capital Management
Hong Kong
| $637M | -$78.4M | -11% | 6.23% | 50.9% | 10 | 20% | 1.9 |
|
| 2709 |
2709
Octagon Capital Advisors
New York
| $636M | -$198M | -24% | 4.87% | 2,969% | 60 | 28.33% | 0.7 |
|
| 2710 |
2710
Parkside Investments
Deerfield,
Illinois
| $634M | +$3.28M | +0.5% | 0.08% | 70.4% | 98 | 16.33% | 3.6 |
|
| 2711 |
2711
Financial Partners Group (Kansas)
Overland Park,
Kansas
| $634M | +$6.57M | +1% | 2.52% | 76.7% | 183 | 12.02% | 2.7 |
|
| 2712 |
2712
Auxier Asset Management
Aurora,
Oregon
| $632M | -$25.9M | -4% | 1.02% | 71.7% | 174 | 4.02% | 7.7 |
|
| 2713 |
2713
McMorgan & Co
San Francisco,
California
| $630M | +$48.2M | +8% | 0.83% | 30.1% | 59 | 16.95% | 2 |
|
| 2714 |
2714
Crestview Partners II
New York
| $630M | +$48.4M | +8% | 10.1% | 157% | 3 | 0% | 5.7 |
|
| 2715 |
PRC
2715
Pearl River Capital
Niles,
Michigan
| $630M | -$3.2M | -0.5% | 1.96% | 20.3% | 658 | 71.43% | 0.3 |
|
| 2716 |
2716
Redpoint Management
Woodside,
California
| $630M | -$101M | -14% | 2.11% | 20.6% | 8 | 25% | 2.3 |
|
| 2717 |
2717
Covenant Asset Management
Chester,
New Jersey
| $629M | +$19M | +3% | 9.07% | 177% | 174 | 13.79% | 3.6 |
|
| 2718 |
2718
NWF Advisory Services
Los Angeles,
California
| $629M | +$29.9M | +5% | 3.96% | 120% | 348 | 10.06% | 1 |
|
| 2719 |
2719
Boussard & Gavaudan Investment Management
London,
United Kingdom
| $628M | -$66.6M | -10% | 2.42% | 25.8% | 119 | 61.34% | 0.7 |
|
| 2720 |
2720
Titan Global Capital Management USA
New York
| $628M | -$6.4M | -1% | 1.52% | 191% | 64 | 4.69% | 1.9 |
|
| 2721 |
2721
Monaco Asset Management
Monaco
| $627M | +$293M | +88% | 0.59% | 120% | 74 | 40.54% | 1 |
|
| 2722 |
2722
SYM Financial Corp
Winona Lake,
Indiana
| $627M | +$21.2M | +3% | 0.97% | 56% | 278 | 45.68% | 1.5 |
|
| 2723 |
2723
Cullen Investment Group
Lafayette,
Louisiana
| $627M | -$7.58M | -1% | 2.27% | 102% | 188 | 8.51% | 0.5 |
|
| 2724 |
2724
Twin Focus Capital Partners
Boston,
Massachusetts
| $626M | +$101M | +19% | 3.45% | 92.5% | 151 | 16.56% | 5.1 |
|
| 2725 |
2725
Foundation Resource Management
Little Rock,
Arkansas
| $626M | -$10.7M | -2% | 2.29% | 84.5% | 53 | 3.77% | 7.6 |
|