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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2776 |
2776
Finepoint Capital
Boston,
Massachusetts
| $533M | – | – | 0.11% | 27.4% | 43 | – | 0 |
|
| 2777 |
2777
Eudaimonia Partners
Winchester,
Tennessee
| $533M | +$51.4M | +11% | 6.88% | – | 1,738 | 78.6% | 1.2 |
|
| 2778 |
2778
FountainVest China Capital Partners GP3
Grand Cayman,
Cayman Islands
| $533M | +$180M | +51% | 60.9% | 121% | 1 | 0% | 1.5 |
|
| 2779 |
2779
Starwood Capital Group Management
Miami Beach,
Florida
| $533M | -$281M | -35% | 12.8% | 16.2% | 7 | 14.29% | 0.5 |
|
| 2780 |
CFMC
2780
Curbstone Financial Management Corp
Manchester,
New Hampshire
| $532M | +$31M | +6% | 4.29% | 69.6% | 197 | 6.09% | 4.4 |
|
| 2781 |
2781
RK Capital Management (Colorado)
Denver,
Colorado
| $532M | +$30.2M | +6% | 10.1% | 89% | 76 | 26.32% | 1.7 |
|
| 2782 |
2782
Arcadia Investment Management
Kalamazoo,
Michigan
| $532M | +$32.5M | +7% | 8.37% | 83.5% | 318 | 19.18% | 3.8 |
|
| 2783 |
OCM
2783
Ogborne Capital Management
San Francisco,
California
| $531M | +$227M | +75% | 19.9% | 251% | 11 | 36.36% | 0.9 |
|
| 2784 |
2784
Hein Park Capital Management
New York
| $530M | -$153M | -22% | 28.4% | 122% | 10 | 30% | 0.3 |
|
| 2785 |
2785
Camden National Bank
Camden,
Maine
| $530M | +$27.8M | +6% | 6.59% | 48.8% | 152 | 9.87% | 2.6 |
|
| 2786 |
2786
Perella Weinberg Partners Capital Management
New York
| $529M | +$96M | +22% | 4.14% | 1.52% | 32 | 15.63% | 1.5 |
|
| 2787 |
2787
Slow Capital
Greenbrae,
California
| $529M | +$68M | +15% | 9.6% | 156% | 185 | 11.89% | 2.4 |
|
| 2788 |
KSCM
2788
Key Square Capital Management
Stamford,
Connecticut
| $529M | -$58.4M | -10% | 11.7% | 50.2% | 46 | 76.09% | 0.2 |
|
| 2789 |
2789
Barometer Capital Management
Toronto,
Ontario, Canada
| $529M | -$74.4M | -12% | 14.8% | 339% | 208 | 60.58% | 0.5 |
|
| 2790 |
JCI
2790
Jet Capital Investors
New York
| $528M | -$42.1M | -7% | 13.9% | 147% | 54 | 79.63% | 0.2 |
|
| 2791 |
2791
Good Life Advisors
Reading,
Pennsylvania
| $527M | +$33.6M | +7% | 5.66% | 60% | 345 | 15.65% | 2.3 |
|
| 2792 |
2792
Hahn Capital Management
Walnut Creek,
California
| $527M | +$67.6M | +15% | 7.05% | 53.6% | 34 | 0% | 5.5 |
|
| 2793 |
2793
Howard Capital Management
Roswell,
Georgia
| $527M | -$34.5M | -6% | 11.2% | 144% | 64 | 31.25% | 0.9 |
|
| 2794 |
2794
McGuire Investment Group
Wakefield,
Rhode Island
| $527M | +$53M | +11% | 10.1% | 202% | 119 | 10.92% | 1.8 |
|
| 2795 |
2795
FRG Family Wealth Advisors
Bellevue,
Washington
| $527M | +$35.7M | +7% | 6.13% | 76.4% | 138 | 5.8% | 4 |
|
| 2796 |
2796
Calton & Associates
Tampa,
Florida
| $526M | +$12.6M | +2% | 6.01% | 73.9% | 434 | 14.98% | 1.8 |
|
| 2797 |
2797
Shepherd Financial Partners
Winchester,
Massachusetts
| $526M | +$74.1M | +16% | 7.25% | 78% | 151 | 9.93% | 2.3 |
|
| 2798 |
2798
HeadInvest LLC
Portland,
Maine
| $526M | +$35.8M | +7% | 7% | 59.1% | 228 | 7.46% | 3.5 |
|
| 2799 |
2799
New England Private Wealth Advisors
Wellesley,
Massachusetts
| $526M | -$53.6M | -9% | 9.44% | 55.8% | 109 | 19.27% | 3.7 |
|
| 2800 |
2800
BTS Asset Management
Lincoln,
Massachusetts
| $525M | – | – | 1.05% | 8.8% | 22 | – | 1.3 |
|