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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
Cardinal Point Capital Management
Toronto,
Ontario, Canada
| $630M | +$29.9M | +5% | 0.17% | 65.8% | 93 | 20.43% | 1.3 |
|
| 2877 |
2877
Exchange Capital Management
Ann Arbor,
Michigan
| $630M | +$1.56M | +0.2% | 1.14% | 57.8% | 219 | 15.07% | 5 |
|
| 2878 |
2878
Fagan Associates
Troy,
New York
| $629M | +$34.2M | +6% | 5.16% | 127% | 135 | 7.41% | 4.5 |
|
| 2879 |
2879
Roble Belko & Company
Sewickley,
Pennsylvania
| $629M | -$5.18M | -0.8% | 1.76% | 53.3% | 433 | 10.39% | 4.3 |
|
| 2880 |
2880
Fortress Investment Group
New York
| $629M | +$184M | +41% | 67.1% | 97.5% | 28 | 60.71% | 1.3 |
|
| 2881 |
NRA
2881
NSI Retail Advisors
Warrendale,
Pennsylvania
| $629M | -$42.9M | -6% | 1.26% | 26.2% | 22 | 13.64% | 1.6 |
|
| 2882 |
CANC
2882
Culbertson A N & Co
Charlottesville,
Virginia
| $629M | +$7.56M | +1% | 1.83% | 87.5% | 128 | 3.13% | 8 |
|
| 2883 |
2883
Koch Inc
Wichita,
Kansas
| $627M | – | – | 14.9% | – | 5 | – | 0 |
|
| 2884 |
2884
SkyView Investment Advisors
Shrewsbury,
New Jersey
| $627M | +$25.3M | +4% | 2.36% | 70.3% | 393 | 43.26% | 1.1 |
|
| 2885 |
2885
Wexford Capital
West Palm Beach,
Florida
| $627M | +$209M | +50% | 3.09% | 128% | 265 | 61.13% | 0.7 |
|
| 2886 |
OCM
2886
Ogborne Capital Management
San Francisco,
California
| $627M | +$246M | +65% | 19.9% | 251% | 22 | 50% | 0.7 |
|
| 2887 |
2887
Greenland Capital Management
New York
| $626M | -$181M | -22% | 33.8% | 210% | 490 | 64.08% | 0.4 |
|
| 2888 |
2888
Lake Street Private Wealth
Chicago,
Illinois
| $626M | +$2M | +0.3% | 2.72% | 105% | 274 | 15.69% | 3.3 |
|
| 2889 |
2889
Arcadia Investment Management
Kalamazoo,
Michigan
| $626M | +$17.3M | +3% | 3.88% | 83.5% | 329 | 30.4% | 4.7 |
|
| 2890 |
2890
Arvest Investments
Lowell,
Arkansas
| $626M | -$36.6M | -6% | 3% | 50% | 166 | 4.82% | 0.9 |
|
| 2891 |
2891
Northcape Capital
Sydney,
Australia
| $625M | -$50.1M | -7% | 8.95% | – | 35 | 14.29% | 3.7 |
|
| 2892 |
2892
Greenhaven Road Investment Management
Greenwich,
Connecticut
| $625M | +$390M | +166% | 21.6% | 70.2% | 21 | 38.1% | 1.5 |
|
| 2893 |
2893
Gratus Wealth Advisors
Virginia Beach,
Virginia
| $625M | +$12.8M | +2% | 0.93% | 65.2% | 135 | 7.41% | 0.9 |
|
| 2894 |
2894
Ulysses Management
New York
| $624M | -$431M | -41% | 3.37% | 51.8% | 65 | 41.54% | 2.1 |
|
| 2895 |
2895
Vantagepoint Investment Advisers
Washington,
District of Columbia
| $624M | -$155M | -20% | 5.13% | 42.7% | 10 | 20% | 2.2 |
|
| 2896 |
2896
Family Management
New York
| $622M | +$16.7M | +3% | 1.53% | 69% | 226 | 27.88% | 2.3 |
|
| 2897 |
2897
Bordeaux Wealth Advisors
Menlo Park,
California
| $622M | +$69.5M | +13% | 6.38% | 141% | 172 | 13.37% | 1.8 |
|
| 2898 |
DTL
2898
Dynamic Technology Lab
Singapore
| $622M | -$323M | -34% | 0.72% | 30.8% | 1,434 | 72.45% | 0.3 |
|
| 2899 |
2899
Advisors Preferred
Rockville,
Maryland
| $622M | -$34.8M | -5% | 3.3% | 102% | 304 | 75.66% | 0.4 |
|
| 2900 |
WCM
2900
Woodson Capital Management
Greenwich,
Connecticut
| $621M | +$109M | +21% | 51% | 235% | 46 | 47.83% | 0.9 |
|