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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2751 |
2751
Dark Forest Capital Management
San Juan,
Puerto Rico
| $678M | -$104M | -13% | 2.5% | 63% | 1,351 | 64.99% | 0.3 |
|
| 2752 |
2752
Cullen Investment Group
Lafayette,
Louisiana
| $678M | +$7.32M | +1% | 2.21% | 102% | 186 | 6.99% | 0.9 |
|
| 2753 |
SRFM
2753
Shannon River Fund Management
New York
| $678M | -$37.1M | -5% | 21.6% | 554% | 27 | 59.26% | 0.8 |
|
| 2754 |
2754
Diameter Capital Partners
New York
| $678M | -$550M | -45% | 7.94% | 378% | 36 | 52.78% | 0.6 |
|
| 2755 |
2755
Jamison Private Wealth Management
Milton,
Georgia
| $677M | +$20.4M | +3% | 1.25% | 130% | 504 | 60.12% | 1.2 |
|
| 2756 |
2756
Twin Focus Capital Partners
Boston,
Massachusetts
| $677M | +$42.6M | +7% | 1.43% | 92.5% | 156 | 13.46% | 5.1 |
|
| 2757 |
PCM
2757
Prime Capital Management
Hong Kong
| $676M | +$63.4M | +10% | 31.6% | 579% | 5 | 20% | 1.2 |
|
| 2758 |
2758
Bay Colony Advisors
Concord,
Massachusetts
| $675M | +$15.4M | +2% | 1.67% | 91.8% | 485 | 17.94% | 2.7 |
|
| 2759 |
2759
Managed Asset Portfolios
Rochester,
Michigan
| $675M | -$33.3M | -5% | 1.98% | 99.2% | 54 | 14.81% | 3.9 |
|
| 2760 |
2760
One Wealth Advisors
San Francisco,
California
| $674M | +$22.2M | +3% | 1.1% | 66% | 294 | 24.49% | 1.7 |
|
| 2761 |
2761
Colonial Trust
Spartanburg,
South Carolina
| $673M | +$24.7M | +4% | 0.16% | 75.5% | 1,368 | 22.81% | 1.3 |
|
| 2762 |
2762
Ophir Asset Management
Sydney,
Australia
| $672M | +$21.7M | +3% | 5.47% | 282% | 40 | 47.5% | 0.6 |
|
| 2763 |
2763
Sendero Wealth Management
San Antonio,
Texas
| $671M | +$37M | +6% | 2.89% | 99.2% | 167 | 10.18% | 1.7 |
|
| 2764 |
2764
Oak Grove Capital
North Hampton,
New Hampshire
| $670M | +$59.5M | +10% | 1.22% | 470% | 76 | 22.37% | 2.1 |
|
| 2765 |
2765
Sanders Morris Harris
Houston,
Texas
| $670M | +$67M | +11% | 4.65% | 85.8% | 325 | 22.15% | 1.5 |
|
| 2766 |
2766
Mayflower Financial Advisors
Boston,
Massachusetts
| $670M | +$5.42M | +0.8% | 1.11% | 68.7% | 397 | 10.33% | 2.7 |
|
| 2767 |
2767
Abacus Wealth Partners
Santa Monica,
California
| $670M | +$2.65M | +0.4% | 4.07% | 46% | 100 | 14% | 2.1 |
|
| 2768 |
2768
Pandi LLC
Leawood,
Kansas
| $669M | – | – | 1.77% | – | 4 | – | 0 |
|
| 2769 |
2769
Cynosure Group
Salt Lake City,
Utah
| $669M | -$16.8M | -2% | 0.47% | 56.8% | 391 | 11.51% | 0.9 |
|
| 2770 |
2770
Camden National Bank
Camden,
Maine
| $668M | -$29.7M | -4% | 3.6% | 58.2% | 181 | 16.57% | 3.8 |
|
| 2771 |
2771
Silverback Asset Management
Chapel Hill,
North Carolina
| $668M | -$76.1M | -10% | 0.09% | 92.1% | 79 | 15.19% | 1 |
|
| 2772 |
2772
Golden State Wealth Management
Santa Ana,
California
| $667M | – | – | 2.75% | – | 1,513 | – | 0.8 |
|
| 2773 |
2773
Black Diamond Financial
Towson,
Maryland
| $667M | +$78.2M | +13% | 0.42% | 68.3% | 156 | 13.46% | 3 |
|
| 2774 |
2774
Parkside Investments
Deerfield,
Illinois
| $667M | +$4.44M | +0.7% | 0.47% | 70.4% | 98 | 9.18% | 3.7 |
|
| 2775 |
FCP
2775
Fine Capital Partners
New York
| $667M | -$35.8M | -5% | 4.79% | 95.5% | 1 | 0% | 11.5 |
|