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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2926 |
CIM
2926
Castleton Investment Management
Stamford,
Connecticut
| $261M | -$9.21M | -3% | 1.5% | 15.1% | 75 | 52% | 0.5 |
|
| 2927 |
2927
Crestview Partners II
New York
| $260M | -$143M | -35% | 11% | 157% | 4 | 25% | 2 |
|
| 2928 |
AAM
2928
AR Asset Management
West Hollywood,
California
| $260M | +$7.32M | +3% | 5.93% | 64.9% | 119 | 5.04% | 3.7 |
|
| 2929 |
2929
Rampart Investment Management
Hartford,
Connecticut
| $260M | -$36.1M | -12% | 6.55% | 74% | 523 | 13.19% | 0.8 |
|
| 2930 |
2930
Archer Capital Management
New York
| $259M | +$46.7M | +22% | 9.43% | 72.3% | 26 | 26.92% | 1.4 |
|
| 2931 |
2931
G2 Investment Partners Management
New York
| $259M | +$6.71M | +3% | 28% | 1,145% | 87 | 59.77% | 0.6 |
|
| 2932 |
FC
2932
Fore Capital
New York
| $259M | – | – | 1.18% | 25.4% | 73 | – | 0 |
|
| 2933 |
2933
Atika Capital Management
New York
| $259M | -$89.4M | -26% | 13.4% | 811% | 94 | 46.81% | 0.7 |
|
| 2934 |
2934
Dock Street Asset Management
Palm Beach,
Florida
| $258M | +$28.6M | +12% | 7.37% | 175% | 54 | 24.07% | 2.1 |
|
| 2935 |
PWAP
2935
Private Wealth Advisors (Pennsylvania)
Greensburg,
Pennsylvania
| $258M | +$14.6M | +6% | 6.68% | 58.5% | 128 | 4.69% | 3.4 |
|
| 2936 |
IAA
2936
Ironsides Asset Advisors
Rocky Mount,
North Carolina
| $258M | +$14.7M | +6% | 8.99% | 49.3% | 100 | 27% | 1.7 |
|
| 2937 |
2937
Raffa Wealth Management
Washington,
District of Columbia
| $258M | +$12.5M | +5% | 2.01% | 35.8% | 286 | 13.64% | 3 |
|
| 2938 |
CFSG
2938
Community Financial Services Group
Newport,
Vermont
| $258M | +$13.6M | +6% | 5.78% | – | 72 | 15.28% | 2.7 |
|
| 2939 |
2939
Bluescape Energy Partners
Dallas,
Texas
| $257M | – | – | 11.1% | 57.9% | 2 | – | 0 |
|
| 2940 |
2940
DDD Partners
Bellevue,
Washington
| $257M | – | – | 6.97% | 62.1% | 52 | – | 0 |
|
| 2941 |
III
2941
Independent Investors Inc
Nesconset,
New York
| $257M | +$16.6M | +7% | 8.01% | 61.6% | 80 | 1.25% | 3.8 |
|
| 2942 |
2942
StrategIQ Financial Group
Merrillville,
Indiana
| $257M | +$8.29M | +3% | 3.09% | 12.6% | 168 | 21.43% | 1.2 |
|
| 2943 |
2943
Global Alpha Capital Management
Montreal,
Quebec, Canada
| $257M | +$18.6M | +8% | 1.76% | 80.4% | 38 | 13.16% | 2.2 |
|
| 2944 |
2944
Verger Capital Management
Winston-Salem,
North Carolina
| $256M | +$1.39M | +0.5% | 3.6% | 58.3% | 19 | 31.58% | 2.1 |
|
| 2945 |
2945
Marathon Capital Management
Hunt Valley,
Maryland
| $256M | +$18.5M | +8% | 8.95% | 74% | 109 | 25.69% | 1.8 |
|
| 2946 |
2946
AlphaMark Advisors
Ft. Wright,
Kentucky
| $256M | +$19.9M | +8% | 7.86% | 26.4% | 550 | 13.27% | 2 |
|
| 2947 |
2947
Sky Investment Group
Hartford,
Connecticut
| $256M | +$11.8M | +5% | 6.08% | 68% | 96 | 3.13% | 3 |
|
| 2948 |
2948
TrustCore Financial Services
Brentwood,
Tennessee
| $256M | – | – | 5.07% | 28.3% | 696 | – | 0 |
|
| 2949 |
2949
Sheffield Asset Management
Chicago,
Illinois
| $256M | -$482K | -0.2% | 0.22% | 24.5% | 20 | 45% | 0.4 |
|
| 2950 |
2950
Argent Trust Co
Nashville,
Tennessee
| $256M | +$2.01M | +0.8% | 5.88% | 86.2% | 270 | 7.78% | 2.1 |
|