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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 |
2876
Cat Rock Capital Management
Greenwich,
Connecticut
| $269M | +$61.8M | +30% | 11.4% | 66.7% | 9 | 55.56% | 0.6 |
|
| 2877 |
2877
ARS Wealth Advisors
St. Petersburg,
Florida
| $268M | -$1.04M | -0.4% | 1.25% | 62.5% | 125 | 12% | 2.4 |
|
| 2878 |
2878
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
| $268M | -$3.65M | -1% | 0.94% | 81.7% | 165 | 3.03% | 3.5 |
|
| 2879 |
ECM
2879
Endurant Capital Management
San Mateo,
California
| $268M | -$59.5M | -18% | 2.06% | 18.4% | 92 | 43.48% | 1.2 |
|
| 2880 |
2880
Heritage Trust
Oklahoma City,
Oklahoma
| $268M | -$10.8M | -4% | 1.17% | – | 418 | 11.48% | 0.8 |
|
| 2881 |
2881
GuardCap Asset Management
London,
United Kingdom
| $268M | +$28.3M | +12% | 6.15% | 21.9% | 22 | 0% | 0.3 |
|
| 2882 |
2882
Lafayette Investments
Ashton,
Maryland
| $268M | -$12M | -4% | 1.73% | 77.9% | 78 | 6.41% | 3.6 |
|
| 2883 |
2883
D'Orazio & Associates
Falls Church,
Virginia
| $267M | -$17.2M | -6% | 0.27% | 61.2% | 369 | 31.44% | 2.2 |
|
| 2884 |
2884
Divergent Wealth Advisors
South Jordan,
Utah
| $267M | +$30.9M | +13% | 1.15% | 14.7% | 187 | 90.37% | 0 |
|
| 2885 |
2885
Harvey Capital Management
Palm Beach,
Florida
| $267M | -$8.8M | -3% | 0.81% | 147% | 90 | 22.22% | 2.7 |
|
| 2886 |
TI
2886
Telemetry Investments
New York
| $267M | +$4.82M | +2% | 4.03% | 77.4% | 198 | 62.12% | 0.5 |
|
| 2887 |
PH
2887
Pinnacle Holdings
Tulsa,
Oklahoma
| $267M | -$8.22M | -3% | 4.2% | 79.6% | 222 | 11.71% | 2.9 |
|
| 2888 |
2888
Brian C. Broderick
| $267M | -$7.27M | -3% | 0.5% | 98.6% | 92 | 6.52% | 3.4 |
|
| 2889 |
2889
Beaconlight Capital
New York
| $267M | -$5.75M | -2% | 3.22% | 282% | 25 | 40% | 0.7 |
|
| 2890 |
2890
BDO Wealth Advisors
Jacksonville,
Florida
| $266M | +$43.7M | +20% | 0.15% | 38.3% | 640 | 33.44% | 0.5 |
|
| 2891 |
2891
Dock Street Asset Management
Palm Beach,
Florida
| $266M | +$7.93M | +3% | 7.34% | 175% | 57 | 19.3% | 2.3 |
|
| 2892 |
2892
Kestrel Investment Management
San Mateo,
California
| $265M | -$21.9M | -8% | 1.79% | 89.2% | 46 | 15.22% | 1.2 |
|
| 2893 |
AMCA
2893
Arthur M. Cohen & Associates
Northbrook,
Illinois
| $265M | -$100M | -27% | 0.37% | 129% | 129 | 21.71% | 2.1 |
|
| 2894 |
2894
Lagoda Investment Management
New York
| $265M | +$2.4M | +0.9% | 0.51% | 250% | 43 | 13.95% | 2.2 |
|
| 2895 |
2895
Hill Path Capital
New York
| $265M | +$70.1M | +36% | 2.06% | 5.23% | 3 | 33.33% | 0.8 |
|
| 2896 |
GJCM
2896
Grand Jean Capital Management
San Francisco,
California
| $264M | -$33.9M | -11% | 1.21% | 61.4% | 48 | 16.67% | 2.7 |
|
| 2897 |
2897
Verus Financial Partners
Richmond,
Virginia
| $264M | -$9.9M | -4% | 1.9% | 41.6% | 54 | 11.11% | 3.5 |
|
| 2898 |
2898
TD Ameritrade Trust
Denver,
Colorado
| $264M | -$4.58M | -2% | 0.58% | 21.7% | 24 | 16.67% | 2.3 |
|
| 2899 |
2899
Barry Investment Advisors
New Bedford,
Massachusetts
| $264M | -$5.53M | -2% | 2.06% | 66.7% | 75 | 13.33% | 2.2 |
|
| 2900 |
2900
TrustCore Financial Services
Brentwood,
Tennessee
| $264M | +$7.84M | +3% | 0.03% | 28.3% | 746 | 10.86% | 0.2 |
|