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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
AdvisorShares Investments
Bethesda,
Maryland
| $574M | -$19M | -3% | 0.86% | 110% | 346 | 41.62% | 1.2 |
|
| 2852 |
2852
Sirios Capital Management
Boston,
Massachusetts
| $574M | +$43.6M | +8% | 5.58% | 177% | 69 | 23.19% | 1.6 |
|
| 2853 |
2853
Ikarian Capital
Dallas,
Texas
| $574M | -$338M | -37% | 2.15% | 5,184% | 163 | 46.63% | 0.7 |
|
| 2854 |
2854
Brasada Capital Management
Houston,
Texas
| $574M | +$7.35M | +1% | 1.91% | 76.5% | 162 | 27.78% | 2.4 |
|
| 2855 |
2855
New England Private Wealth Advisors
Wellesley,
Massachusetts
| $573M | +$4.42M | +0.8% | 0.06% | 55.8% | 143 | 11.19% | 4.4 |
|
| 2856 |
2856
Chatham Capital Group
Savannah,
Georgia
| $573M | +$28M | +5% | 3.49% | 97% | 198 | 7.07% | 5.5 |
|
| 2857 |
NRA
2857
NSI Retail Advisors
Warrendale,
Pennsylvania
| $573M | -$96M | -14% | 2.54% | 26.2% | 45 | 17.78% | 2.2 |
|
| 2858 |
CANC
2858
Culbertson A N & Co
Charlottesville,
Virginia
| $573M | -$6.66M | -1% | 1.6% | 87.5% | 123 | 2.44% | 7.8 |
|
| 2859 |
2859
St. James Investment Company
Southlake,
Texas
| $572M | -$41.6M | -7% | 0.82% | 43.8% | 26 | 7.69% | 4 |
|
| 2860 |
2860
Fagan Associates
Troy,
New York
| $572M | +$37.9M | +7% | 4.25% | 127% | 127 | 14.17% | 4.7 |
|
| 2861 |
MCM
2861
McKinley Capital Management
Anchorage,
Alaska
| $571M | -$261M | -31% | 8.16% | 63.3% | 165 | 31.52% | 4.8 |
|
| 2862 |
2862
Sherbrooke Park Advisers
White Plains,
New York
| $571M | +$57.6M | +11% | 7.46% | 9.59% | 1,272 | 67.77% | 0.2 |
|
| 2863 |
2863
Stockman Wealth Management
Billings,
Montana
| $571M | +$4.14M | +0.7% | 0.38% | 73.5% | 185 | 8.11% | 4.9 |
|
| 2864 |
PFMOSF
2864
Philadelphia Financial Management of San Francisco
San Francisco,
California
| $571M | -$14.9M | -3% | 2.15% | 209% | 61 | 63.93% | 0.3 |
|
| 2865 |
2865
TFC Financial Management
Boston,
Massachusetts
| $570M | +$7.36M | +1% | 1.15% | 66.9% | 1,125 | 33.33% | 1.8 |
|
| 2866 |
2866
Eagle Health Investments
Greenwich,
Connecticut
| $570M | +$32M | +6% | 16.5% | 241% | 31 | 29.03% | 1.8 |
|
| 2867 |
2867
Buffington Mohr McNeal
Boise,
Idaho
| $570M | +$17.8M | +3% | 3.02% | 29.3% | 132 | 9.09% | 5 |
|
| 2868 |
2868
Vise Technologies
New York
| $570M | +$62.1M | +12% | 2.43% | – | 448 | 21.21% | 1.3 |
|
| 2869 |
2869
Occidental Asset Management
Burlingame,
California
| $570M | +$34.8M | +7% | 3.54% | 82.5% | 218 | 12.39% | 3.7 |
|
| 2870 |
2870
JMAC Enterprises
Newtown,
Pennsylvania
| $570M | +$31.9M | +6% | 2.31% | 65% | 177 | 7.91% | 1.9 |
|
| 2871 |
2871
Mainstay Capital Management
Grand Blanc,
Michigan
| $570M | +$40.4M | +8% | 5.19% | 131% | 123 | 16.26% | 2.5 |
|
| 2872 |
MA
2872
Madrone Advisors
Menlo Park,
California
| $570M | -$160M | -22% | 17.9% | 10.4% | 7 | 28.57% | 1.3 |
|
| 2873 |
2873
Quantum Financial Advisors
El Segundo,
California
| $569M | +$26M | +5% | 1.09% | 61.1% | 180 | 11.67% | 1.2 |
|
| 2874 |
2874
Family Management
New York
| $569M | +$26M | +5% | 3.65% | 69% | 202 | 23.76% | 2.4 |
|
| 2875 |
2875
Manchester Global Management
London,
United Kingdom
| $569M | -$600K | -0.1% | 6.5% | 156% | 20 | 10% | 1.1 |
|