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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
Hartford Financial Management
Hartford,
Connecticut
| $293M | +$30.9M | +12% | 12.9% | 87.9% | 403 | 10.92% | 2.8 |
|
| 2877 |
KSCM
2877
Key Square Capital Management
Stamford,
Connecticut
| $293M | +$31.1M | +12% | 15.1% | 50.2% | 13 | 61.54% | 0.3 |
|
| 2878 |
EEP
2878
Edgehill Endowment Partners
Hamden,
Connecticut
| $293M | -$11.2M | -4% | 5.47% | 11.6% | 7 | 0% | 0.3 |
|
| 2879 |
2879
Diana Davis Spencer Foundation
Bethesda,
Maryland
| $292M | +$9.9M | +3% | 3.52% | 13.4% | 3 | 0% | 4.3 |
|
| 2880 |
2880
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
| $292M | -$63M | -18% | 15.1% | 98.1% | 50 | 46% | 0.5 |
|
| 2881 |
IIA
2881
IPG Investment Advisors
San Diego,
California
| $292M | +$30.5M | +12% | 11.2% | 126% | 174 | 30.46% | 1.8 |
|
| 2882 |
2882
FNY Investment Advisers
New York
| $292M | +$6.52M | +2% | 39.5% | 386% | 1,152 | 75.43% | 0.2 |
|
| 2883 |
2883
High Falls Advisors
Rochester,
New York
| $292M | +$33.3M | +13% | 9.93% | 56.9% | 97 | 23.71% | 2.1 |
|
| 2884 |
2884
Connecticut Wealth Management
Farmington,
Connecticut
| $292M | +$61.8M | +27% | 12.5% | 70.2% | 75 | 10.67% | 1.9 |
|
| 2885 |
2885
Hendershot Investments
Centreville,
Virginia
| $292M | +$38.1M | +15% | 11.8% | 50.5% | 80 | 15% | 3.5 |
|
| 2886 |
2886
Roble Belko & Company
Sewickley,
Pennsylvania
| $292M | +$31.3M | +12% | 11% | 53.3% | 341 | 12.61% | 2.6 |
|
| 2887 |
2887
Csenge Advisory Group
Clearwater,
Florida
| $292M | +$19.1M | +7% | 12.4% | 66.3% | 222 | 29.28% | 0.9 |
|
| 2888 |
2888
Lucia Wealth Services
San Diego,
California
| $292M | +$79.1M | +37% | 11.9% | 45.6% | 206 | 27.67% | 0.7 |
|
| 2889 |
WIP
2889
Wellesley Investment Partners
Wellesley,
Massachusetts
| $292M | +$10.6M | +4% | 9.01% | 22.7% | 127 | 11.02% | 2.3 |
|
| 2890 |
2890
Stansberry Asset Management
Westlake,
Texas
| $291M | -$26.5M | -8% | 15.5% | 79.6% | 76 | 36.84% | 0.6 |
|
| 2891 |
2891
Fulcrum Equity Management
Plano,
Texas
| $291M | +$18.5M | +7% | 12.2% | 116% | 106 | 33.96% | 0.2 |
|
| 2892 |
2892
DDD Partners
Bellevue,
Washington
| $291M | +$23.1M | +9% | 10.8% | 62.1% | 53 | 16.98% | 0.9 |
|
| 2893 |
2893
Probity Advisors
Dallas,
Texas
| $291M | +$21.4M | +8% | 9.7% | 61.7% | 166 | 7.83% | 2 |
|
| 2894 |
2894
Red Cedar Investment Management
Grand Rapids,
Michigan
| $291M | +$1.97M | +0.7% | 9.79% | 81.4% | 27 | 0% | 0.5 |
|
| 2895 |
RCIM
2895
Russell Clark Investment Management
London,
United Kingdom
| $291M | +$13.6M | +5% | 4.17% | 174% | 47 | 27.66% | 1.1 |
|
| 2896 |
RTS
2896
Round Table Services
Westfield,
New Jersey
| $290M | +$26.2M | +10% | 11.8% | 16.1% | 154 | 34.42% | 1.8 |
|
| 2897 |
2897
Moloney Securities Asset Management
Manchester,
Missouri
| $289M | +$44.9M | +18% | 12.4% | 86% | 333 | 19.82% | 1.5 |
|
| 2898 |
2898
Penn Davis McFarland
Dallas,
Texas
| $289M | +$31.7M | +12% | 15.7% | 100% | 43 | 18.6% | 2.6 |
|
| 2899 |
2899
All Terrain Financial Advisors
Coon Rapids,
Minnesota
| $289M | +$38.2M | +15% | 13.2% | 71.1% | 264 | 35.23% | 0.8 |
|
| 2900 |
RCM
2900
Rockshelter Capital Management
Canonsburg,
Pennsylvania
| $289M | +$12.5M | +5% | 11.9% | 31.2% | 42 | 16.67% | 3 |
|