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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
De Burlo Group
Boston,
Massachusetts
| $420M | +$69.1M | +20% | 4.33% | 147% | 226 | 78.32% | 0.9 |
|
| 2802 |
2802
Ascent Wealth Partners
New Hartford,
New York
| $420M | -$24.9M | -6% | 4.82% | 105% | 149 | 22.15% | 3.8 |
|
| 2803 |
2803
Bensler
Bellevue,
Washington
| $420M | -$292K | -0.1% | 2.69% | 106% | 162 | 11.73% | 0.6 |
|
| 2804 |
2804
Cevian Capital II
St. Helier,
Jersey
| $420M | -$3.23M | -0.8% | 6.9% | 105% | 1 | 0% | 4.5 |
|
| 2805 |
2805
Acorn Financial Advisory Services
Reston,
Virginia
| $419M | -$812K | -0.2% | 4.85% | 96.9% | 224 | 11.61% | 1.9 |
|
| 2806 |
2806
Crescent Park Management
East Palo Alto,
California
| $419M | -$48.1M | -10% | 6.12% | 87% | 37 | 10.81% | 1.8 |
|
| 2807 |
2807
Legacy Financial Advisors
Covington,
Kentucky
| $418M | +$16M | +4% | 5.92% | 86.3% | 236 | 13.14% | 1.7 |
|
| 2808 |
2808
American National Bank & Trust
Wichita Falls,
Texas
| $418M | -$244K | -0.1% | 4.68% | 102% | 613 | 30.51% | 1.7 |
|
| 2809 |
2809
Albar Capital
London,
United Kingdom
| $418M | +$150M | +56% | 2.11% | 163% | 45 | 60% | 0.3 |
|
| 2810 |
HCM
2810
Harspring Capital Management
New York
| $418M | -$27.9M | -6% | 7.57% | 70.6% | 20 | 15% | 1.5 |
|
| 2811 |
2811
Dymon Asia Capital (Singapore)
Singapore
| $418M | -$971M | -70% | 4.02% | 268% | 160 | 63.13% | 0.3 |
|
| 2812 |
2812
FTV Management Company
San Francisco,
California
| $418M | +$23.4M | +6% | 14.9% | 15.1% | 2 | 0% | 0.9 |
|
| 2813 |
2813
HeadInvest LLC
Portland,
Maine
| $417M | -$32M | -7% | 5.16% | 59.1% | 223 | 8.52% | 4.7 |
|
| 2814 |
2814
Dock Street Asset Management
Palm Beach,
Florida
| $417M | -$40.2M | -9% | 3.17% | 175% | 64 | 12.5% | 3.7 |
|
| 2815 |
2815
Cartenna Capital
Stamford,
Connecticut
| $417M | +$35.3M | +9% | 3.04% | 162% | 44 | 77.27% | 0.2 |
|
| 2816 |
GA
2816
GFS Advisors
Houston,
Texas
| $417M | -$29.9M | -7% | 6.71% | 97.9% | 147 | 12.93% | 4.5 |
|
| 2817 |
TC
2817
Teilinger Capital
Houston,
Texas
| $417M | -$250M | -38% | 2.59% | 30.2% | 66 | 59.09% | 0.3 |
|
| 2818 |
2818
Oslo Pensjonsforsikring
Oslo,
| $417M | -$36.6M | -8% | 7.99% | 79% | 15 | 0% | 4 |
|
| 2819 |
2819
Cary Street Partners Asset Management
Richmond,
Virginia
| $416M | -$11.4M | -3% | 5.55% | 25.3% | 419 | 63.25% | 0.5 |
|
| 2820 |
2820
Drexel Morgan & Co
Radnor,
Pennsylvania
| $416M | +$52.3M | +14% | 10.7% | 50.1% | 45 | 4.44% | 6.9 |
|
| 2821 |
2821
Coerente Capital Management
Toronto,
Ontario, Canada
| $416M | -$31.7M | -7% | 5.51% | 40% | 34 | 0% | 1.5 |
|
| 2822 |
2822
Twin Focus Capital Partners
Boston,
Massachusetts
| $416M | -$29.3M | -7% | 6.41% | 92.5% | 210 | 9.05% | 3.4 |
|
| 2823 |
2823
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
| $416M | -$42.8M | -9% | 5.41% | 65.9% | 179 | 10.06% | 4.7 |
|
| 2824 |
2824
Great Point Partners
Greenwich,
Connecticut
| $415M | -$1.65M | -0.4% | 30.1% | 710% | 50 | 50% | 0.4 |
|
| 2825 |
2825
Buffington Mohr McNeal
Boise,
Idaho
| $415M | -$40.9M | -9% | 4.85% | 29.3% | 121 | 3.31% | 4.7 |
|