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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
Dow Chemical Company
Midland,
Michigan
| $278M | +$4.1M | +1% | 1.7% | 29.4% | 16 | 0% | 3.7 |
|
| 2877 |
2877
Steel Partners Holdings
New York
| $278M | +$47.6M | +21% | 9.48% | – | 9 | 11.11% | 2 |
|
| 2878 |
2878
Divergent Wealth Advisors
South Jordan,
Utah
| $277M | +$10.3M | +4% | 1.44% | 14.7% | 189 | 29.1% | 0.3 |
|
| 2879 |
CL
2879
CIM LLC
Albany,
New York
| $277M | +$19.6M | +8% | 8.82% | 108% | 112 | 17.86% | 2.3 |
|
| 2880 |
2880
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
| $277M | +$1.36M | +0.5% | 0.15% | 28% | 450 | 6.44% | 1 |
|
| 2881 |
2881
Mitchell Capital Management
Leawood,
Kansas
| $277M | +$143K | +0.1% | 7.08% | 219% | 118 | 19.49% | 1.1 |
|
| 2882 |
2882
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
| $277M | +$9.06M | +3% | 6.43% | 76.1% | 168 | 8.93% | 3.6 |
|
| 2883 |
2883
Bluescape Energy Partners
Dallas,
Texas
| $277M | +$1.04M | +0.4% | 0.56% | 57.9% | 2 | 50% | 0.5 |
|
| 2884 |
IFS
2884
Ifrah Financial Services
Little Rock,
Arkansas
| $276M | +$1.78M | +0.6% | 2.25% | 64.1% | 218 | 27.98% | 2.4 |
|
| 2885 |
LA
2885
Lynch & Associates
Newburgh,
Indiana
| $276M | +$14.5M | +6% | 2.08% | 73.5% | 98 | 2.04% | 4.2 |
|
| 2886 |
2886
FCG Advisors
Chatham,
New Jersey
| $276M | -$13.5M | -5% | 0.88% | 19.7% | 144 | 20.14% | 2.5 |
|
| 2887 |
2887
BlueDrive Global Investors
London,
United Kingdom
| $275M | -$19M | -6% | 4.23% | 25.6% | 10 | 20% | 0.4 |
|
| 2888 |
2888
Peak Asset Management
Louisville,
Colorado
| $275M | +$3.02M | +1% | 2.82% | 70.1% | 135 | 10.37% | 2.6 |
|
| 2889 |
2889
Avalon Global Asset Management
San Francisco,
California
| $275M | -$14.5M | -5% | 8.71% | 278% | 65 | 41.54% | 1.6 |
|
| 2890 |
2890
HRT Financial
New York
| $275M | +$65.9M | +32% | 3.14% | 182% | 408 | 86.52% | 0.1 |
|
| 2891 |
PC
2891
Palo Capital
Newport Beach,
California
| $275M | -$406K | -0.1% | 3.69% | 34.6% | 179 | 11.73% | 1.5 |
|
| 2892 |
2892
Heck Capital Advisors
Rhinelander,
Wisconsin
| $275M | +$48.5M | +21% | 0.56% | 67% | 102 | 19.61% | 1.1 |
|
| 2893 |
2893
Money Design
Tokyo,
Japan
| $274M | +$33.5M | +14% | 0.91% | 26.4% | 35 | 22.86% | 0.6 |
|
| 2894 |
2894
Intellectus Partners
San Francisco,
California
| $274M | -$16.9M | -6% | 4.55% | 157% | 639 | 13.3% | 1.2 |
|
| 2895 |
2895
Contravisory Investment Management
Norwell,
Massachusetts
| $274M | +$3.17M | +1% | 4.34% | 135% | 380 | 29.74% | 0.8 |
|
| 2896 |
2896
Traynor Capital Management
Malvern,
Pennsylvania
| $274M | +$27.6M | +11% | 7.81% | 225% | 201 | 17.91% | 1.8 |
|
| 2897 |
2897
James Hambro & Partners
London,
United Kingdom
| $274M | +$19.3M | +8% | 5.44% | 97% | 25 | 16% | 0.4 |
|
| 2898 |
2898
Kestrel Investment Management
San Mateo,
California
| $274M | +$8.55M | +3% | 6.99% | 89.2% | 49 | 24.49% | 1.1 |
|
| 2899 |
2899
Lyell Wealth Management
Menlo Park,
California
| $274M | +$3.31M | +1% | 4.32% | 128% | 113 | 8.85% | 1.2 |
|
| 2900 |
2900
Brian C. Broderick
| $274M | +$6.89M | +3% | 3.29% | 98.6% | 89 | 5.62% | 3.7 |
|