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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2726 |
2726
Maple Rock Capital Partners
Toronto,
Ontario, Canada
| $282M | -$143M | -34% | 25.9% | 602% | 18 | 44.44% | 1.3 |
|
| 2727 |
2727
WrapManager Inc
Mill Valley,
California
| $282M | -$31.7M | -10% | 8.4% | 64.6% | 308 | 24.35% | 1.8 |
|
| 2728 |
TM
2728
Tikvah Management
Charlotte,
North Carolina
| $282M | -$52.8M | -16% | 15.3% | 169% | 21 | 14.29% | 3 |
|
| 2729 |
MAM
2729
Morse Asset Management
Darien,
Connecticut
| $282M | -$97.8M | -26% | 14.9% | 222% | 145 | 24.83% | 1.4 |
|
| 2730 |
2730
NBW Capital
Boston,
Massachusetts
| $282M | -$90M | -24% | 17.6% | 86% | 77 | 10.39% | 3 |
|
| 2731 |
2731
Spinnaker Capital
Boston,
Massachusetts
| $281M | -$226M | -45% | 39.3% | 12.4% | 3 | 33.33% | 1 |
|
| 2732 |
WIP
2732
Wellesley Investment Partners
Wellesley,
Massachusetts
| $281M | -$25.9M | -8% | 8.2% | 22.7% | 135 | 17.04% | 2.2 |
|
| 2733 |
2733
American Investment Services
Great Barrington,
Massachusetts
| $281M | -$15.8M | -5% | 7.12% | 63.1% | 129 | 20.93% | 3.3 |
|
| 2734 |
2734
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $280M | -$8.51M | -3% | 13.7% | 85.4% | 1,692 | 13.95% | 2.3 |
|
| 2735 |
2735
Strategic Global Advisors
Newport Beach,
California
| $280M | -$49.6M | -15% | 12% | 137% | 207 | 25.12% | 2.1 |
|
| 2736 |
2736
Otter Creek Advisors
Palm Beach Gardens,
Florida
| $279M | -$123M | -31% | 15.4% | 173% | 89 | 47.19% | 0.9 |
|
| 2737 |
2737
Greatmark Investment Partners
Columbus,
Georgia
| $279M | -$38.5M | -12% | 13% | 62% | 131 | 9.16% | 3.6 |
|
| 2738 |
2738
Cumberland Advisors
Sarasota,
Florida
| $279M | +$130M | +87% | 18.1% | 73.5% | 89 | 74.16% | 0.7 |
|
| 2739 |
2739
Private Capital Advisors
Darien,
Connecticut
| $279M | -$83.3M | -23% | 11.1% | 132% | 100 | 12% | 3.7 |
|
| 2740 |
2740
Terril Brothers
St. Louis,
Missouri
| $279M | -$45.6M | -14% | 15.9% | 94.4% | 56 | 10.71% | 2.6 |
|
| 2741 |
2741
Community Bank of Raymore
Raymore,
Missouri
| $279M | -$33.9M | -11% | 10.3% | 91.9% | 54 | 9.26% | 3.3 |
|
| 2742 |
2742
Verus Financial Partners
Richmond,
Virginia
| $279M | $0 | 0% | 10.5% | 41.6% | 51 | 0% | 3.8 |
|
| 2743 |
2743
Wealth Architects
Mountain View,
California
| $278M | -$45.8M | -14% | 14.3% | 80.1% | 145 | 20% | 2.9 |
|
| 2744 |
2744
EFG Asset Management (Americas)
Miami,
Florida
| $278M | -$70.8M | -20% | 14.4% | 112% | 114 | 12.28% | 2.4 |
|
| 2745 |
2745
J.P. Marvel Investment Advisors
Boston,
Massachusetts
| $277M | – | – | 12.9% | 183% | 77 | – | 4.1 |
|
| 2746 |
2746
Radnor Capital Management
Wayne,
Pennsylvania
| $277M | -$37.3M | -12% | 8.93% | 96.9% | 186 | 10.22% | 1.8 |
|
| 2747 |
2747
Beacon Pointe Wealth Advisors
Newport Beach,
California
| $277M | – | – | 12.9% | – | 220 | – | 0 |
|
| 2748 |
RCIM
2748
Russell Clark Investment Management
London,
United Kingdom
| $277M | -$148M | -35% | 1.38% | 174% | 69 | 55.07% | 1.1 |
|
| 2749 |
2749
Hanson & Doremus Investment Management
Burlington,
Vermont
| $277M | -$43M | -13% | 11.5% | 86.3% | 477 | 9.22% | 3.9 |
|
| 2750 |
2750
Old Dominion Capital Management
Charlottesville,
Virginia
| $277M | -$51.8M | -16% | 10.3% | 45.9% | 152 | 11.84% | 1.4 |
|