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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 |
JC
2901
JBF Capital
Aspen,
Colorado
| $453M | -$25.1M | -5% | 3.06% | 93.6% | 85 | 35.29% | 1.9 |
|
| 2902 |
AO
2902
Allen Operations
New York
| $452M | +$1.6M | +0.4% | 0.31% | 218% | 39 | 2.56% | 4.2 |
|
| 2903 |
2903
Cadinha & Co
Honolulu,
Hawaii
| $452M | -$97.9M | -18% | 1.46% | 132% | 96 | 7.29% | 6.2 |
|
| 2904 |
2904
Elk River Wealth Management
Denver,
Colorado
| $452M | -$15.1M | -3% | 3.75% | 81.8% | 110 | 7.27% | 2.3 |
|
| 2905 |
2905
Wexford Capital
West Palm Beach,
Florida
| $452M | -$51.7M | -10% | 1.13% | 128% | 267 | 61.05% | 0.6 |
|
| 2906 |
2906
Cheviot Value Management
Beverly Hills,
California
| $452M | -$7.35M | -2% | 0.39% | 77.8% | 75 | 1.33% | 4.7 |
|
| 2907 |
2907
Consolidated Planning Corp
Atlanta,
Georgia
| $451M | -$23.6M | -5% | 2.61% | 84.6% | 173 | 17.34% | 1.4 |
|
| 2908 |
2908
Formidable Asset Management
Cincinnati,
Ohio
| $451M | -$6.82M | -1% | 3.65% | 52.2% | 319 | 13.17% | 2.6 |
|
| 2909 |
2909
Well Done LLC
Holland,
Michigan
| $451M | -$19.1M | -4% | 1.65% | 80.4% | 176 | 12.5% | 3.9 |
|
| 2910 |
PGCM
2910
Prescott Group Capital Management
Tulsa,
Oklahoma
| $451M | -$4.71M | -1% | 0.95% | 148% | 187 | 28.34% | 2.2 |
|
| 2911 |
HP
2911
Hound Partners
New York
| $451M | +$10.4M | +2% | 4.81% | 19.7% | 20 | 30% | 1.5 |
|
| 2912 |
2912
North Growth Management
Vancouver,
British Columbia, Canada
| $451M | -$36M | -7% | 2.83% | 243% | 50 | 6% | 3 |
|
| 2913 |
2913
FinTrust Capital Advisors
Greenville,
South Carolina
| $450M | +$32.9M | +8% | 2.93% | 23.6% | 1,395 | 25.73% | 2.9 |
|
| 2914 |
2914
One Wealth Advisors
San Francisco,
California
| $450M | -$24.8M | -5% | 3.87% | 66% | 228 | 25.44% | 1.6 |
|
| 2915 |
2915
Galibier Capital Management
Toronto,
Ontario, Canada
| $450M | +$14M | +3% | 3.03% | 66.8% | 39 | 10.26% | 2.5 |
|
| 2916 |
2916
BSW Wealth Partners
Boulder,
Colorado
| $450M | -$29.8M | -6% | 3.6% | 75.4% | 296 | 21.96% | 3.4 |
|
| 2917 |
2917
Engine Capital Management
New York
| $449M | +$36.8M | +9% | 4.94% | 21.1% | 45 | 28.89% | 1.3 |
|
| 2918 |
2918
Kettle Hill Capital Management
New York
| $449M | -$54.9M | -11% | 4.12% | 37.4% | 57 | 64.91% | 0.5 |
|
| 2919 |
2919
Rempart Asset Management
Montreal,
Canada
| $449M | -$30.2M | -6% | 3.56% | 70.5% | 40 | 5% | 2.4 |
|
| 2920 |
2920
Stamos Capital Partners
Menlo Park,
California
| $449M | +$21.4M | +5% | 2.86% | 36.7% | 117 | 16.24% | 1.6 |
|
| 2921 |
2921
Linden Thomas Advisory Services
Charlotte,
North Carolina
| $449M | -$1.43M | -0.3% | 1.7% | 149% | 428 | 25% | 0.5 |
|
| 2922 |
2922
Edenbrook Capital
Mt. Kisco,
New York
| $449M | -$88.1M | -16% | 18.6% | 267% | 15 | 26.67% | 2.6 |
|
| 2923 |
2923
Coerente Capital Management
Toronto,
Ontario, Canada
| $448M | -$17.2M | -4% | 2.55% | 40% | 37 | 10.81% | 2.3 |
|
| 2924 |
2924
Tufton Capital Management
Hunt Valley,
Maryland
| $448M | -$15.3M | -3% | 3.26% | 96.1% | 122 | 3.28% | 6.9 |
|
| 2925 |
2925
Chatham Capital Group
Savannah,
Georgia
| $448M | -$27.1M | -6% | 3.14% | 97% | 191 | 8.38% | 5.2 |
|