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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2851 |
2851
BSN Capital Partners
London,
United Kingdom
| $262M | – | – | 14.1% | 183% | 4 | – | 0 |
|
| 2852 |
2852
HSG Holding
Na,
Hong Kong
| $262M | -$24.7M | -9% | 6.67% | 2.94% | 8 | 12.5% | 1.9 |
|
| 2853 |
2853
FCG Advisors
Chatham,
New Jersey
| $262M | -$28.7M | -10% | 12.6% | 19.7% | 149 | 17.45% | 2.9 |
|
| 2854 |
2854
Raffa Wealth Management
Washington,
District of Columbia
| $262M | -$20.7M | -7% | 5.27% | 35.8% | 768 | 5.99% | 1.8 |
|
| 2855 |
GCMG
2855
Gyroscope Capital Management Group
Naples,
Florida
| $262M | +$18.2M | +7% | 13.1% | 24.8% | 182 | 42.86% | 0.8 |
|
| 2856 |
2856
Newfoundland Capital Management
Sao Paulo,
Brazil
| $262M | -$38.4M | -13% | 4.16% | 49.5% | 59 | 62.71% | 0.4 |
|
| 2857 |
IIA
2857
IPG Investment Advisors
San Diego,
California
| $262M | -$47.7M | -15% | 11.8% | 106% | 190 | 36.84% | 1.9 |
|
| 2858 |
PCM
2858
Perritt Capital Management
Chicago,
Illinois
| $262M | -$71.5M | -21% | 16.6% | 80.9% | 248 | 15.32% | 3.2 |
|
| 2859 |
2859
Dock Street Asset Management
Palm Beach,
Florida
| $262M | -$59.2M | -18% | 19.4% | 175% | 53 | 15.09% | 2.8 |
|
| 2860 |
APG
2860
Andrew P. Goldfarb
| $262M | – | – | 19% | – | 3 | – | 0 |
|
| 2861 |
2861
Hartford Financial Management
Hartford,
Connecticut
| $262M | -$33.5M | -11% | 11.6% | 87.9% | 415 | 7.23% | 2.5 |
|
| 2862 |
2862
Marietta Investment Partners
Milwaukee,
Wisconsin
| $262M | -$75.2M | -22% | 9.75% | 160% | 153 | 26.14% | 2.7 |
|
| 2863 |
2863
Covenant Multifamily Offices
San Antonio,
Texas
| $262M | -$24.1M | -8% | 13.9% | 38.3% | 76 | 64.47% | 0.9 |
|
| 2864 |
KSCM
2864
Key Square Capital Management
Stamford,
Connecticut
| $262M | -$181M | -41% | 11.8% | 50.2% | 28 | 85.71% | 0.3 |
|
| 2865 |
2865
Welch Capital Partners
Harrison,
New York
| $261M | -$44M | -14% | 15% | 79.2% | 39 | 38.46% | 2.1 |
|
| 2866 |
CHA
2866
Cedar Hill Associates
Chicago,
Illinois
| $261M | -$184M | -41% | 13.8% | 21% | 124 | 22.58% | 2.6 |
|
| 2867 |
2867
Roble Belko & Company
Sewickley,
Pennsylvania
| $261M | -$13.7M | -5% | 11.6% | 53.3% | 338 | 8.58% | 2.5 |
|
| 2868 |
2868
Landsberg Bennett & Dubbaneh
Punta Gorda,
Florida
| $260M | – | – | 9.94% | 72.3% | 191 | – | 0 |
|
| 2869 |
2869
Marquette Asset Management
Minneapolis,
Minnesota
| $260M | -$58.5M | -18% | 15.4% | 69.6% | 113 | 26.55% | 3.1 |
|
| 2870 |
SC
2870
Serenity Capital
Palo Alto,
California
| $259M | -$7.2M | -3% | 7.46% | – | 8 | 25% | 0.7 |
|
| 2871 |
2871
High Falls Advisors
Rochester,
New York
| $259M | -$37.3M | -13% | 6.78% | 56.9% | 93 | 22.58% | 2.3 |
|
| 2872 |
2872
Legacy Financial Advisors
Covington,
Kentucky
| $258M | -$17.8M | -6% | 8.84% | 86.3% | 1,095 | 21.74% | 0.8 |
|
| 2873 |
2873
Arrow Investment Advisors
Laurel,
Maryland
| $258M | -$39.5M | -13% | 6.41% | 36.3% | 96 | 42.71% | 1.3 |
|
| 2874 |
2874
BW Gestao de Investimentos
Sao Paulo,
Brazil
| $257M | -$110M | -30% | 14.1% | 95.1% | 112 | 39.29% | 1.4 |
|
| 2875 |
2875
Penn Davis McFarland
Dallas,
Texas
| $257M | -$89.6M | -26% | 15.7% | 100% | 44 | 15.91% | 2.7 |
|