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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2826 |
2826
Martin & Co
Knoxville,
Tennessee
| $322M | +$43M | +15% | 21.5% | 67.8% | 122 | 5.74% | 5.2 |
|
| 2827 |
2827
Natural Investments
Windsor,
California
| $322M | +$3.14M | +1% | 1.11% | – | 3 | 66.67% | 0.1 |
|
| 2828 |
2828
Makaira Partners
La Jolla,
California
| $322M | -$33.4M | -9% | 33.6% | 22% | 12 | 16.67% | 2.7 |
|
| 2829 |
2829
Hutchinson Capital Management
San Rafael,
California
| $322M | +$19.6M | +6% | 16.2% | 52.6% | 69 | 13.04% | 3.7 |
|
| 2830 |
2830
Silicon Valley Capital Partners
San Jose,
California
| $322M | +$71.8M | +29% | 26.9% | 103% | 39 | 12.82% | 2.1 |
|
| 2831 |
2831
Glassman Wealth Services
Vienna,
Virginia
| $322M | +$62.4M | +24% | 22% | 62.6% | 1,679 | 28.89% | 2 |
|
| 2832 |
2832
RiverPark Advisors
New York
| $321M | +$147M | +84% | 41% | 87.5% | 61 | 24.59% | 2.2 |
|
| 2833 |
NEWAS
2833
N.E.W. Advisory Services
De Pere,
Wisconsin
| $321M | – | – | 14.3% | 51.1% | 85 | – | 0.5 |
|
| 2834 |
LHC
2834
Lodge Hill Capital
New York
| $321M | +$93.6M | +41% | 19.8% | 17.9% | 32 | 31.25% | 0.9 |
|
| 2835 |
2835
ARS Wealth Advisors
St. Petersburg,
Florida
| $321M | +$82.9M | +35% | 16.1% | 62.5% | 101 | 11.88% | 3.7 |
|
| 2836 |
2836
Princeton Global Asset Management
Princeton,
New Jersey
| $320M | +$94.7M | +42% | 17.2% | 110% | 583 | 21.96% | 0.8 |
|
| 2837 |
2837
Core Alternative Capital
Peachtree Corners,
Georgia
| $320M | +$34.4M | +12% | 16.2% | 74.5% | 67 | 11.94% | 0.4 |
|
| 2838 |
2838
Bright Rock Capital Management
Hanover,
Massachusetts
| $320M | +$45.4M | +17% | 21.9% | 53.1% | 82 | 17.07% | 3.9 |
|
| 2839 |
2839
Fort Point Capital Partners
San Francisco,
California
| $320M | +$86.8M | +37% | 19.4% | 62.2% | 143 | 28.67% | 2.3 |
|
| 2840 |
2840
Cambridge Advisors
Omaha,
Nebraska
| $319M | +$44.9M | +16% | 15.8% | 58.6% | 148 | 11.49% | 3.9 |
|
| 2841 |
2841
Basso Capital Management
Stamford,
Connecticut
| $319M | -$99.2M | -24% | 9.13% | 85.5% | 265 | 38.11% | 0.6 |
|
| 2842 |
2842
Means Investment Company
Bangor,
Maine
| $319M | +$60.7M | +23% | 25.3% | 87.9% | 162 | 22.84% | 1.2 |
|
| 2843 |
2843
PSquared Asset Management
Zurich,
Switzerland
| $319M | -$225M | -41% | 12.2% | 178% | 9 | 77.78% | 0.1 |
|
| 2844 |
2844
Baldwin Investment Management
West Conshohocken,
Pennsylvania
| $319M | +$28.2M | +10% | 11% | 74.8% | 156 | 10.26% | 3.9 |
|
| 2845 |
2845
MayTech Global Investments
New York
| $318M | +$99.4M | +45% | 46% | 158% | 56 | 5.36% | 1.6 |
|
| 2846 |
2846
Hendershot Investments
Centreville,
Virginia
| $318M | +$45.6M | +17% | 18.6% | 50.5% | 85 | 12.94% | 4.3 |
|
| 2847 |
2847
Sage Advisory Services
Austin,
Texas
| $318M | +$58.4M | +22% | 14.2% | 37.8% | 57 | 29.82% | 1.2 |
|
| 2848 |
2848
Anatole Investment Management
Central,
Hong Kong
| $318M | – | – | 108% | 3,486% | 5 | – | 0 |
|
| 2849 |
GCM
2849
Gabalex Capital Management
New York
| $318M | +$27.2M | +9% | 15.4% | 24.9% | 24 | 20.83% | 3 |
|
| 2850 |
2850
HeadInvest LLC
Portland,
Maine
| $317M | +$50.3M | +19% | 16.6% | 59.1% | 181 | 11.05% | 3.9 |
|