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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2901 |
2901
Cumberland Advisors
Sarasota,
Florida
| $289M | +$9.5M | +3% | 13.5% | 80.7% | 77 | 14.29% | 0.9 |
|
| 2902 |
2902
Bishop Rock Capital
New York
| $288M | +$132M | +84% | 16.7% | 35.4% | 22 | 0% | 2.1 |
|
| 2903 |
2903
Lake Point Wealth Management
Rockwall,
Texas
| $288M | +$20.5M | +8% | 3.23% | – | 1,058 | 42.91% | 0.2 |
|
| 2904 |
2904
George Kaiser Family Foundation
Tulsa,
Oklahoma
| $288M | -$6.54M | -2% | 11.2% | 106% | 21 | 4.76% | 2.2 |
|
| 2905 |
2905
Asset Dedication LLC
San Francisco,
California
| $287M | +$43.7M | +18% | 10.4% | 67.8% | 669 | 17.64% | 1.7 |
|
| 2906 |
2906
Xponance
Philadelphia,
Pennsylvania
| $287M | +$30.2M | +12% | 9.58% | 144% | 70 | 22.86% | 0.9 |
|
| 2907 |
BCM
2907
BlueMar Capital Management
Miami,
Florida
| $287M | +$113M | +65% | 21.8% | 27.4% | 63 | 53.97% | 0.9 |
|
| 2908 |
2908
Albar Capital
London,
United Kingdom
| $287M | +$190M | +196% | 14.6% | 163% | 39 | 89.74% | 0 |
|
| 2909 |
2909
Spinnaker Capital
Boston,
Massachusetts
| $287M | +$5.84M | +2% | 18.8% | 12.4% | 2 | 0% | 1.3 |
|
| 2910 |
2910
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| $287M | +$123M | +75% | 15.3% | 140% | 175 | 36.57% | 1.9 |
|
| 2911 |
2911
Coastal Bridge Advisors
Westport,
Connecticut
| $286M | +$33.1M | +13% | 9.18% | 88.1% | 147 | 25.17% | 1.8 |
|
| 2912 |
CPH
2912
C Partners Holding
Zurich,
Switzerland
| $286M | +$35.5M | +14% | 26% | 25.6% | 23 | 0% | 2.1 |
|
| 2913 |
2913
Diameter Capital Partners
New York
| $286M | +$66.6M | +30% | 15% | 378% | 28 | 78.57% | 0.3 |
|
| 2914 |
2914
Fullerton Fund Management
Singapore
| $286M | +$110M | +62% | 27.8% | 412% | 33 | 15.15% | 0.6 |
|
| 2915 |
2915
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
| $286M | +$39.8M | +16% | 15.7% | 81.7% | 167 | 8.98% | 4 |
|
| 2916 |
2916
Portland Global Advisors
Portland,
Maine
| $285M | +$36.2M | +15% | 12.6% | 43.4% | 107 | 9.35% | 4.3 |
|
| 2917 |
2917
IBEX Wealth Advisors
Bedminster,
New Jersey
| $285M | +$66.3M | +30% | 13.5% | 221% | 107 | 41.12% | 0.8 |
|
| 2918 |
2918
Virtue Capital Management
Brentwood,
Tennessee
| $285M | +$70.7M | +33% | 5.55% | 97.9% | 128 | 40.63% | 0.7 |
|
| 2919 |
2919
TD Ameritrade Trust
Denver,
Colorado
| $285M | +$45.6M | +19% | 10.7% | 21.7% | 22 | 13.64% | 3.1 |
|
| 2920 |
2920
Gilman Hill Asset Management
New Canaan,
Connecticut
| $285M | +$46.9M | +20% | 13.7% | 54.2% | 196 | 16.33% | 3 |
|
| 2921 |
KCP
2921
KDI Capital Partners
Raleigh,
North Carolina
| $284M | -$10.2M | -3% | 12.4% | 77.1% | 58 | 37.93% | 2.2 |
|
| 2922 |
CC
2922
Cognios Capital
Leawood,
Kansas
| $284M | +$36.3M | +15% | 12.9% | 28.5% | 166 | 41.57% | 1.8 |
|
| 2923 |
2923
Robotti Robert
| $283M | +$27.9M | +11% | 13.4% | 107% | 71 | 18.31% | 2.9 |
|
| 2924 |
2924
Crestone Asset Management
Boulder,
Colorado
| $283M | +$17.2M | +6% | 15.7% | 6.65% | 50 | 16% | 1.7 |
|
| 2925 |
2925
Mitchell Capital Management
Leawood,
Kansas
| $283M | +$46.3M | +20% | 16.1% | 234% | 128 | 13.28% | 1.4 |
|