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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2876 |
SGH
2876
Sivik Global Healthcare
Greenwich,
Connecticut
| $201M | -$24.7M | -11% | 7.55% | 83.8% | 72 | 41.67% | 1.1 |
|
| 2877 |
RCM
2877
Ratan Capital Management
Miami Beach,
Florida
| $201M | -$81.2M | -29% | 9.29% | 616% | 11 | 63.64% | 1 |
|
| 2878 |
2878
Redmond Asset Management
Henrico,
Virginia
| $201M | +$2.01M | +1% | 3.19% | 61.5% | 152 | 14.47% | 1.9 |
|
| 2879 |
KS
2879
Karpas Strategies
Litchfield,
Connecticut
| $200M | +$7.84M | +4% | 5.07% | 16.1% | 120 | 3.33% | 2.6 |
|
| 2880 |
2880
Jacobi Capital Management
Pittston,
Pennsylvania
| $200M | – | – | 2.68% | 76.6% | 742 | – | 0 |
|
| 2881 |
CL
2881
CIM LLC
Albany,
New York
| $200M | -$2.32M | -1% | 0.3% | 108% | 83 | 9.64% | 1.6 |
|
| 2882 |
2882
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
| $200M | +$2.56M | +1% | 2.61% | 147% | 181 | 10.5% | 2.7 |
|
| 2883 |
2883
Harvey Capital Management
Palm Beach,
Florida
| $200M | -$6.76M | -3% | 1.05% | 147% | 77 | 5.19% | 2.1 |
|
| 2884 |
2884
Dumont & Blake Investment Advisors
Princeton,
New Jersey
| $199M | +$6.05M | +3% | 2.75% | 78.3% | 199 | 15.08% | 2.1 |
|
| 2885 |
2885
Edmond de Rothschild (Europe)
Luxembourg
| $199M | +$7.47M | +4% | 4.5% | – | 262 | 25.57% | 0.8 |
|
| 2886 |
LFR
2886
Lehman Financial Resources
Media,
Pennsylvania
| $199M | +$11.9M | +6% | 8.27% | 58.2% | 63 | 7.94% | 2.3 |
|
| 2887 |
2887
Doheny Asset Management
Los Angeles,
California
| $199M | +$5.26M | +3% | 4.41% | 135% | 112 | 10.71% | 2.3 |
|
| 2888 |
2888
EnTrustPermal Management
New York
| $199M | +$74.8M | +60% | 3.63% | 19.3% | 32 | 9.38% | 1.3 |
|
| 2889 |
2889
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
| $199M | +$42.6M | +27% | 2.98% | 82.9% | 695 | 74.24% | 0.3 |
|
| 2890 |
ITIM
2890
Indiana Trust & Investment Management
Mishawaka,
Indiana
| $199M | +$9.35M | +5% | 1.25% | 114% | 132 | 7.58% | 2.1 |
|
| 2891 |
AIA
2891
Allegis Investment Advisors
Idaho Falls,
Idaho
| $199M | +$24.7M | +14% | 3.16% | – | 225 | 29.78% | 0.4 |
|
| 2892 |
2892
Advocacy Wealth Management Services
Atlanta,
Georgia
| $198M | +$54.1M | +38% | 3.04% | 48.3% | 589 | 34.97% | 1.1 |
|
| 2893 |
HIS
2893
Horizon Investment Services
Hammond,
Indiana
| $198M | -$20.7M | -9% | 0.49% | 250% | 124 | 28.23% | 1.2 |
|
| 2894 |
2894
Consolidated Investment Group
Englewood,
Colorado
| $198M | -$18.7M | -9% | 0.37% | 140% | 68 | 5.88% | 2.1 |
|
| 2895 |
2895
Cat Rock Capital Management
Greenwich,
Connecticut
| $197M | -$47.1M | -19% | 12% | 66.7% | 13 | 46.15% | 0.3 |
|
| 2896 |
2896
Corsair Capital
New York
| $197M | -$138M | -41% | 1.75% | 17.1% | 3 | 33.33% | 1.9 |
|
| 2897 |
2897
Tokio Marine & Nichido Fire Insurance Company
Tokyo,
Japan
| $197M | +$1.17M | +0.6% | 1.87% | – | 6 | 16.67% | 1.6 |
|
| 2898 |
2898
Pacific Alternative Asset Management Company (PAAMCO)
Irvine,
California
| $196M | -$29.1M | -13% | 17% | 87.2% | 45 | 57.78% | 0.5 |
|
| 2899 |
2899
Stanford Investment Group
Mountain View,
California
| $196M | +$18.3M | +10% | 0.83% | – | 375 | 7.73% | 1.2 |
|
| 2900 |
2900
FCA Corp
Houston,
Texas
| $196M | +$7.57M | +4% | 3.35% | 57.4% | 163 | 20.25% | 1.4 |
|