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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
Proficio Capital Partners
Newton,
Massachusetts
| $304M | +$60.4M | +25% | 3.94% | 97% | 1,349 | 7.34% | 2.1 |
|
| 2802 |
FIMG
2802
Financial & Investment Management Group
Traverse City,
Michigan
| $304M | -$12.7M | -4% | 0.95% | 18.9% | 119 | 18.49% | 1.7 |
|
| 2803 |
2803
Jabre Capital Partners
Geneva,
Switzerland
| $303M | -$1.19B | -80% | 1.5% | 62.9% | 197 | 53.3% | 0.4 |
|
| 2804 |
2804
Callan Capital
La Jolla,
California
| $303M | +$14.4M | +5% | 3.93% | 20.1% | 51 | 5.88% | 3.2 |
|
| 2805 |
2805
Heck Capital Advisors
Rhinelander,
Wisconsin
| $303M | +$28.2M | +10% | 4.19% | 67% | 100 | 5% | 1.3 |
|
| 2806 |
2806
McGuire Investment Group
Wakefield,
Rhode Island
| $303M | – | – | 6.9% | 202% | 88 | – | 0 |
|
| 2807 |
2807
CX Institutional
Auburn,
Indiana
| $303M | +$31.9M | +12% | 4.18% | 62.9% | 369 | 23.04% | 0.2 |
|
| 2808 |
2808
Foresters Asset Management
Toronto,
Ontario, Canada
| $303M | +$17.1M | +6% | 9.09% | 55.6% | 64 | 10.94% | 1.7 |
|
| 2809 |
2809
Dillon & Associates
Jackson,
Michigan
| $302M | +$31.2M | +12% | 11.5% | 117% | 72 | 4.17% | 4 |
|
| 2810 |
2810
Rosenblum Silverman Sutton
San Francisco,
California
| $302M | +$13.5M | +5% | 10.5% | 90.1% | 65 | 9.23% | 2.6 |
|
| 2811 |
2811
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
| $302M | +$34.1M | +13% | 2.93% | 79.4% | 49 | 28.57% | 1.4 |
|
| 2812 |
2812
Hyperion Asset Management
Brisbane,
Australia
| $302M | +$20.7M | +7% | 8.71% | 151% | 13 | 7.69% | 0.7 |
|
| 2813 |
2813
Engle Capital Management
Greenwich,
Connecticut
| $302M | +$74.3M | +33% | 16.4% | 398% | 27 | 40.74% | 0.8 |
|
| 2814 |
2814
Pine Brook Road Advisors
Bedford,
New York
| $302M | +$20.3M | +7% | 2.87% | – | 3 | 0% | 1.5 |
|
| 2815 |
SCM
2815
Symons Capital Management
Pittsburgh,
Pennsylvania
| $301M | +$9.11M | +3% | 1.34% | 25.4% | 84 | 23.81% | 1.3 |
|
| 2816 |
2816
Allen Capital Group
Grand Island,
Nebraska
| $301M | +$30.1M | +11% | 3.55% | 56.9% | 138 | 13.77% | 0.6 |
|
| 2817 |
2817
Highland Private Wealth Management
Bellevue,
Washington
| $301M | +$20.5M | +7% | 6.12% | 19% | 108 | 12.04% | 0.7 |
|
| 2818 |
2818
Valley Forge Capital Management
Miami,
Florida
| $301M | +$43.3M | +17% | 5.46% | 49% | 11 | 9.09% | 1.2 |
|
| 2819 |
2819
Newfoundland Capital Management
Sao Paulo,
Brazil
| $300M | -$133M | -31% | 7.67% | 49.5% | 54 | 53.7% | 0.5 |
|
| 2820 |
2820
Atlas Capital Advisors
Jackson,
Wyoming
| $300M | +$18M | +6% | 4.78% | – | 587 | 23.51% | 0.4 |
|
| 2821 |
RP
2821
RBS Partners
Bay Harbor Islands,
Florida
| $299M | -$108M | -27% | 21.2% | 210% | 6 | 0% | 4.5 |
|
| 2822 |
2822
Spearhead Capital Advisors
Wellington,
Florida
| $298M | +$19.1M | +7% | 6.89% | 25.2% | 78 | 19.23% | 0.7 |
|
| 2823 |
TLCM
2823
Tiger Legatus Capital Management
New York
| $298M | -$36M | -11% | 16.1% | 19.1% | 12 | 41.67% | 1 |
|
| 2824 |
2824
Chou Associates Management
Toronto,
Ontario, Canada
| $298M | +$33.8M | +13% | 15.9% | 66.4% | 30 | 30% | 2.9 |
|
| 2825 |
2825
Arrow Investment Advisors
Laurel,
Maryland
| $298M | -$8.82M | -3% | 3.96% | 36.3% | 85 | 15.29% | 1.3 |
|