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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
Cornerstone Wealth Group
Huntersville,
North Carolina
| $370M | -$28.7M | -7% | 6.32% | 96% | 155 | 34.84% | 0.5 |
|
| 2727 |
2727
North Peak Capital Management
New York
| $370M | +$137M | +59% | 24.8% | 301% | 14 | 50% | 0.3 |
|
| 2728 |
HA
2728
Harbor Advisors
West Palm Beach,
Florida
| $369M | +$19.6M | +6% | 6.88% | 125% | 174 | 11.49% | 2.3 |
|
| 2729 |
2729
Hourglass Capital
Houston,
Texas
| $369M | +$18.2M | +5% | 8.76% | 94.4% | 132 | 15.15% | 3.8 |
|
| 2730 |
2730
Advisors Preferred
Rockville,
Maryland
| $369M | -$31.2M | -8% | 8.7% | 102% | 367 | 81.47% | 0.3 |
|
| 2731 |
2731
Strategy Capital
Los Altos,
California
| $369M | +$36.7M | +11% | 14.3% | 316% | 7 | 14.29% | 0.9 |
|
| 2732 |
2732
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
| $368M | +$30.9M | +9% | 9.96% | 99.4% | 96 | 7.29% | 3.4 |
|
| 2733 |
2733
Bowie Capital Management
Richardson,
Texas
| $368M | -$177M | -33% | 10.2% | 31.6% | 37 | 21.62% | 2.1 |
|
| 2734 |
2734
McCutchen Group
Seattle,
Washington
| $367M | +$27.5M | +8% | 5.58% | 2.54% | 25 | 0% | 4.4 |
|
| 2735 |
2735
Needham Investment Management
New York
| $367M | +$55.4M | +18% | 12.6% | 424% | 105 | 25.71% | 3.2 |
|
| 2736 |
2736
PL Capital Advisors
Naples,
Florida
| $366M | +$39.9M | +12% | 12.9% | 100% | 39 | 15.38% | 3.3 |
|
| 2737 |
2737
Tarbox Family Office
Newport Beach,
California
| $366M | +$37.4M | +11% | 9.07% | 66.4% | 1,242 | 17.71% | 2.6 |
|
| 2738 |
2738
Realta Investment Advisors
Wilmington,
Delaware
| $366M | -$2.66M | -0.7% | 7.64% | 151% | 1,752 | 11.24% | 0.6 |
|
| 2739 |
2739
Rinet Company
Boston,
Massachusetts
| $365M | +$39.8M | +12% | 8.25% | 33.1% | 27 | 7.41% | 3.2 |
|
| 2740 |
SCM
2740
Soros Capital Management
New York
| $365M | – | – | 19.4% | 732% | 36 | – | 0 |
|
| 2741 |
2741
Polunin Capital Partners
London,
United Kingdom
| $365M | -$28.2M | -7% | 10.5% | 268% | 18 | 22.22% | 1 |
|
| 2742 |
2742
Orgel Wealth Management
Altoona,
Wisconsin
| $364M | +$97.8M | +37% | 3.27% | 39.6% | 52 | 13.46% | 1.8 |
|
| 2743 |
2743
Callan Capital
La Jolla,
California
| $364M | +$14.7M | +4% | 7.61% | 20.1% | 56 | 5.36% | 3.7 |
|
| 2744 |
2744
ThornTree Capital Partners
Boston,
Massachusetts
| $364M | +$36.9M | +11% | 5.63% | 217% | 18 | 38.89% | 0.9 |
|
| 2745 |
2745
Mengis Capital Management
Portland,
Oregon
| $363M | +$27.4M | +8% | 10% | 104% | 170 | 5.88% | 2.8 |
|
| 2746 |
IP
2746
Isomer Partners
New York
| $363M | +$53.3M | +17% | 12.2% | 57.2% | 17 | 29.41% | 0.6 |
|
| 2747 |
2747
Essex Financial Services
Essex,
Connecticut
| $363M | +$52.3M | +17% | 10.7% | 87.7% | 282 | 14.54% | 3.9 |
|
| 2748 |
2748
Equitec Specialists
Chicago,
Illinois
| $363M | -$71.9M | -17% | 3% | 65.4% | 184 | 48.91% | 0.5 |
|
| 2749 |
2749
DDD Partners
Bellevue,
Washington
| $362M | +$36.7M | +11% | 10.7% | 62.1% | 50 | 16% | 1.3 |
|
| 2750 |
2750
Teza Capital Management
Chicago,
Illinois
| $362M | -$29.9M | -8% | 6.8% | 133% | 805 | 74.41% | 0.1 |
|