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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2801 |
2801
Boyd Watterson Asset Management
Cleveland,
Ohio
| $210M | -$24.3M | -10% | 3.5% | 101% | 177 | 11.3% | 2 |
|
| 2802 |
2802
Fort LP
Chevy Chase,
Maryland
| $210M | +$15.8M | +8% | 1.2% | 56.8% | 59 | 27.12% | 0.6 |
|
| 2803 |
2803
Richmond Hill Investments
New York
| $210M | -$15.7M | -7% | 4.93% | 55.2% | 14 | 42.86% | 1.3 |
|
| 2804 |
CRIM
2804
Castle Ridge Investment Management
Greenwich,
Connecticut
| $210M | – | – | 2.51% | – | 37 | – | 0 |
|
| 2805 |
2805
Chicago Partners Investment Group
Chicago,
Illinois
| $210M | +$30.2M | +17% | 1.12% | 75.8% | 536 | 23.88% | 0.7 |
|
| 2806 |
MG
2806
Meditor Group
Hamilton,
Bermuda
| $209M | +$19.8M | +10% | 13.6% | 41.1% | 4 | 0% | 1.9 |
|
| 2807 |
RP
2807
Ridgegate Proprietary
Sydney,
Australia
| $209M | -$147M | -41% | 6.92% | – | 3 | 0% | 0.8 |
|
| 2808 |
2808
Capital Impact Advisors
Boston,
Massachusetts
| $209M | +$12.3M | +6% | 5.52% | – | 299 | 29.1% | 1 |
|
| 2809 |
2809
American National Bank & Trust (Virginia)
Danville,
Virginia
| $209M | +$12.6M | +6% | 6% | – | 121 | 7.44% | 1.8 |
|
| 2810 |
DCM
2810
Dynamic Capital Management
St. Helier,
Jersey
| $209M | -$156M | -43% | 7.55% | 49.7% | 518 | 67.95% | 0.2 |
|
| 2811 |
2811
Acuta Capital Partners
Redwood City,
California
| $209M | +$36.3M | +21% | 13.2% | 7,269% | 81 | 61.73% | 0.4 |
|
| 2812 |
2812
Francisco Partners Management
San Francisco,
California
| $209M | +$30.8M | +17% | 15.9% | 14.3% | 4 | 25% | 0.7 |
|
| 2813 |
2813
United Bank (West Virginia)
Parkersburg,
West Virginia
| $209M | +$15.8M | +8% | 4.8% | 22.5% | 106 | 12.26% | 2 |
|
| 2814 |
2814
Monetary Management Group
St Louis,
Missouri
| $209M | +$8.91M | +4% | 6.66% | 138% | 350 | 15.43% | 1.8 |
|
| 2815 |
2815
Azzad Asset Management
Falls Church,
Virginia
| $209M | +$19.5M | +10% | 6.56% | 101% | 272 | 23.16% | 1.7 |
|
| 2816 |
2816
McRae Capital Management
Morristown,
New Jersey
| $208M | +$12.1M | +6% | 7.44% | 78.2% | 76 | 3.95% | 2.1 |
|
| 2817 |
2817
SkyBridge Capital II
New York
| $208M | – | – | 9.13% | – | 30 | – | 0 |
|
| 2818 |
2818
Kemper
Chicago,
Illinois
| $208M | -$9.14M | -4% | 4.49% | 28.6% | 18 | 5.56% | 1.8 |
|
| 2819 |
LYV
2819
Live Your Vision
West Conshohocken,
Pennsylvania
| $208M | -$4.38M | -2% | 2.31% | 17.9% | 340 | 80.59% | 1.5 |
|
| 2820 |
2820
Patten Group
Chattanooga,
Tennessee
| $208M | +$13.8M | +7% | 5.71% | 88.1% | 739 | 18.81% | 0.5 |
|
| 2821 |
2821
WrapManager Inc
Mill Valley,
California
| $208M | – | – | 2.82% | 64.6% | 159 | – | 0.3 |
|
| 2822 |
2822
Cassaday & Co
Mclean,
Virginia
| $208M | +$76.9M | +59% | 0.01% | 62.7% | 31 | 9.68% | 0.7 |
|
| 2823 |
2823
FRG Family Wealth Advisors
Bellevue,
Washington
| $208M | – | – | 7.12% | 76.4% | 121 | – | 0 |
|
| 2824 |
ACM
2824
Ariose Capital Management
Central, Hong Kong,
Hong Kong
| $208M | – | – | 35.5% | 1,745% | 7 | – | 0 |
|
| 2825 |
FAG
2825
Financial Advisory Group
Houston,
Texas
| $207M | +$5.67M | +3% | 4.94% | 20.6% | 61 | 19.67% | 1.7 |
|