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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
JAT Capital Management
Greenwich,
Connecticut
| $621M | -$154M | -20% | 6.98% | 734% | 65 | 67.69% | 0.3 |
|
| 2827 |
KFS
2827
Kurt F. Somerville
| $621M | +$28M | +5% | 6.18% | 92.9% | 99 | 4.04% | 7.4 |
|
| 2828 |
CANC
2828
Culbertson A N & Co
Charlottesville,
Virginia
| $621M | +$48.5M | +8% | 8.02% | 87.5% | 126 | 3.97% | 7.7 |
|
| 2829 |
2829
Towercrest Capital Management
Newtown,
Pennsylvania
| $621M | +$13M | +2% | 5.33% | 42.6% | 110 | 10.91% | 5.1 |
|
| 2830 |
2830
Gateway Advisory
Westfield,
New Jersey
| $620M | +$31.4M | +5% | 5.67% | 26% | 146 | 14.38% | 1.9 |
|
| 2831 |
2831
Occidental Asset Management
Burlingame,
California
| $620M | +$50M | +9% | 5.67% | 82.5% | 234 | 17.52% | 3.6 |
|
| 2832 |
VC
2832
Vision Capital
Toronto,
Ontario, Canada
| $620M | +$4.16M | +0.7% | 19.6% | 19.8% | 24 | 58.33% | 0.4 |
|
| 2833 |
2833
New England Private Wealth Advisors
Wellesley,
Massachusetts
| $620M | +$46.5M | +8% | 7.65% | 55.8% | 147 | 7.48% | 4.4 |
|
| 2834 |
2834
Manchester Global Management
London,
United Kingdom
| $620M | +$50.9M | +9% | 5.11% | 156% | 23 | 30.43% | 1.1 |
|
| 2835 |
2835
Riverstone Holdings
New York
| $619M | -$136M | -18% | 16.6% | 89.8% | 7 | 0% | 4 |
|
| 2836 |
2836
Scarborough Advisors
Annapolis,
Maryland
| $619M | +$375M | +154% | 5.66% | 63.3% | 492 | 89.43% | 0.9 |
|
| 2837 |
2837
Front Street Capital Management
Missoula,
Montana
| $618M | +$96.4M | +18% | 80.2% | 316% | 72 | 9.72% | 5.4 |
|
| 2838 |
2838
Two Seas Capital
Rye,
New York
| $617M | +$1.97M | +0.3% | 5.9% | 344% | 28 | 35.71% | 0.8 |
|
| 2839 |
2839
De Lisle Partners
Poole,
United Kingdom
| $617M | +$159M | +35% | 13.7% | – | 205 | 18.54% | 0.4 |
|
| 2840 |
2840
Engaged Capital
Newport Beach,
California
| $617M | +$32.6M | +6% | 22.1% | 26.2% | 13 | 38.46% | 1.9 |
|
| 2841 |
CCM
2841
Cohen Capital Management
Corte Madera,
California
| $617M | +$35.9M | +6% | 6.48% | 91.5% | 155 | 9.68% | 6.1 |
|
| 2842 |
2842
Live Oak Private Wealth
Wilmington,
North Carolina
| $616M | +$34.9M | +6% | 6.72% | 65% | 183 | 6.01% | 3.2 |
|
| 2843 |
2843
CVA Family Office
Denver,
Colorado
| $616M | +$60.5M | +11% | 6.63% | 71.6% | 1,370 | 14.53% | 1.1 |
|
| 2844 |
2844
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
| $616M | +$103M | +20% | 9.31% | 68.3% | 200 | 33.5% | 0.9 |
|
| 2845 |
2845
Viking Fund Management
Minot,
North Dakota
| $615M | +$57M | +10% | 7.7% | 105% | 139 | 15.11% | 3.9 |
|
| 2846 |
2846
UNC Management Company
Chapel Hill,
North Carolina
| $615M | +$439M | +248% | 5.54% | 92% | 3 | 66.67% | 0.3 |
|
| 2847 |
2847
ADAR1 Capital Management
Austin,
Texas
| $615M | +$85.2M | +16% | 12.6% | – | 366 | 51.37% | 0.3 |
|
| 2848 |
2848
49 Wealth Management
Austin,
Texas
| $614M | +$107M | +21% | 5.13% | – | 201 | 32.34% | 0.5 |
|
| 2849 |
2849
J.P. Marvel Investment Advisors
Boston,
Massachusetts
| $613M | +$3.26M | +0.5% | 4.46% | 183% | 75 | 2.67% | 6.1 |
|
| 2850 |
2850
Bracebridge Capital LLC
Boston,
Massachusetts
| $613M | +$60.6M | +11% | 11.7% | 156% | 46 | 30.43% | 1.3 |
|