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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
Foresite Capital Management I
Larkspur,
California
| $317M | -$44.2M | -12% | 42.7% | 40.7% | 3 | 33.33% | 2.3 |
|
| 2852 |
NTCM
2852
Nut Tree Capital Management
New York
| $317M | +$94.3M | +42% | 33% | 101% | 21 | 42.86% | 0.8 |
|
| 2853 |
2853
Arkansas Financial Group
Little Rock,
Arkansas
| $317M | +$48.2M | +18% | 14.6% | 41.4% | 39 | 7.69% | 3.1 |
|
| 2854 |
2854
Capital Insight Partners
Scottsdale,
Arizona
| $317M | +$128M | +67% | 15.4% | 51.7% | 144 | 38.89% | 1.5 |
|
| 2855 |
AMG
2855
Asset Management Group
Stamford,
Connecticut
| $316M | +$51.4M | +19% | 18.4% | 57% | 110 | 6.36% | 5.2 |
|
| 2856 |
2856
J.P. Marvel Investment Advisors
Boston,
Massachusetts
| $316M | +$52.3M | +20% | 22.4% | 183% | 69 | 13.04% | 4.9 |
|
| 2857 |
2857
Noesis Capital Mangement
Boca Raton,
Florida
| $316M | +$44.5M | +16% | 19.7% | 139% | 110 | 10.91% | 3.7 |
|
| 2858 |
2858
Keebeck Wealth Management
Chicago,
Illinois
| $316M | +$75.8M | +32% | 21.7% | 81.3% | 373 | 63.81% | 0.2 |
|
| 2859 |
2859
TrinityPoint Wealth
Milford,
Connecticut
| $316M | +$63.5M | +25% | 23.8% | 28.4% | 217 | 16.59% | 1.1 |
|
| 2860 |
2860
Wilkins Investment Counsel
Boston,
Massachusetts
| $316M | +$41.9M | +15% | 17.3% | 56.2% | 70 | 0% | 6.1 |
|
| 2861 |
2861
Hanson & Doremus Investment Management
Burlington,
Vermont
| $316M | +$21.5M | +7% | 16.2% | 86.3% | 465 | 10.11% | 4.7 |
|
| 2862 |
2862
First Trust Capital Management
Chicago,
Illinois
| $316M | +$121M | +62% | 22% | 214% | 86 | 83.72% | 0.1 |
|
| 2863 |
2863
Dorchester Wealth Management
Montreal,
Quebec, Canada
| $316M | +$45.4M | +17% | 16.5% | 18.3% | 134 | 17.91% | 3.1 |
|
| 2864 |
2864
Scion Asset Management
Saratoga,
California
| $315M | +$229M | +267% | 45.5% | 1.91% | 34 | 73.53% | 0.1 |
|
| 2865 |
2865
America First Investment Advisors
Omaha,
Nebraska
| $315M | +$39.7M | +14% | 17.2% | 78.2% | 85 | 2.35% | 5.2 |
|
| 2866 |
2866
Paradigm Financial Advisors
Des Peres,
Missouri
| $315M | +$45.7M | +17% | 24.4% | 114% | 145 | 24.14% | 3.3 |
|
| 2867 |
2867
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
| $315M | +$171M | +119% | 19.6% | 98% | 90 | 26.67% | 1.6 |
|
| 2868 |
WWM
2868
Windsor Wealth Management
Indianapolis,
Indiana
| $314M | +$66.3M | +27% | 16.5% | 37.3% | 196 | 15.31% | 1.7 |
|
| 2869 |
2869
Lavaca Capital
Houston,
Texas
| $314M | +$211M | +204% | 20.1% | 46.5% | 100 | 37% | 0.9 |
|
| 2870 |
2870
Dimension Capital Management
Coral Gables,
Florida
| $314M | +$39M | +14% | 20.6% | 65.5% | 101 | 21.78% | 2 |
|
| 2871 |
2871
Mizuho Markets Cayman
Grand Cayman,
Cayman Islands
| $314M | -$121M | -28% | 29% | 219% | 81 | 43.21% | 0.2 |
|
| 2872 |
2872
Peak Asset Management
Louisville,
Colorado
| $314M | +$54.4M | +21% | 17.2% | 70.1% | 137 | 21.17% | 3.4 |
|
| 2873 |
2873
Impactive Capital
New York City,
New York
| $313M | +$79.6M | +34% | 25.9% | 25% | 8 | 0% | 0.4 |
|
| 2874 |
2874
Fagan Associates
Troy,
New York
| $313M | +$61.7M | +25% | 25.4% | 127% | 114 | 24.56% | 3.2 |
|
| 2875 |
2875
Coastal Bridge Advisors
Westport,
Connecticut
| $313M | +$40.9M | +15% | 21.4% | 88.1% | 167 | 22.75% | 2.3 |
|