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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 |
QCMC
2926
Quantum Capital Management (California)
San Francisco,
California
| $279M | +$18.7M | +7% | 2.41% | 53.7% | 218 | 14.68% | 2.2 |
|
| 2927 |
NC
2927
Northern Cross
Boston,
Massachusetts
| $279M | -$5.38B | -95% | 11.9% | 89.2% | 16 | 25% | 2.2 |
|
| 2928 |
CG
2928
Clinton Group
New York
| $279M | -$361M | -56% | 4.12% | 10.2% | 447 | 82.77% | 0.3 |
|
| 2929 |
2929
Northside Capital Management
Hood River,
Oregon
| $279M | -$4.67M | -2% | 2.69% | 99.6% | 60 | 5% | 3.1 |
|
| 2930 |
2930
Heritage Trust
Oklahoma City,
Oklahoma
| $279M | +$12.7M | +5% | 6.71% | – | 444 | 8.11% | 1.1 |
|
| 2931 |
2931
Verus Financial Partners
Richmond,
Virginia
| $279M | +$13.6M | +5% | 4.72% | 41.6% | 53 | 13.21% | 3.5 |
|
| 2932 |
2932
Calixto Global Investors
Coral Gables,
Florida
| $279M | -$114M | -29% | 8.65% | 180% | 18 | 61.11% | 0.4 |
|
| 2933 |
2933
Contravisory Investment Management
Norwell,
Massachusetts
| $279M | +$4.44M | +2% | 8.5% | 135% | 382 | 40.84% | 0.9 |
|
| 2934 |
PC
2934
Palo Capital
Newport Beach,
California
| $278M | +$3.28M | +1% | 6.42% | 34.6% | 176 | 21.02% | 1.9 |
|
| 2935 |
2935
Forte Capital
Rochester,
New York
| $278M | +$22.1M | +9% | 7.35% | 98.3% | 88 | 2.27% | 3.3 |
|
| 2936 |
2936
Cassaday & Co
Mclean,
Virginia
| $278M | -$723K | -0.3% | 1.72% | 62.7% | 37 | 18.92% | 2.3 |
|
| 2937 |
AO
2937
Allen Operations
New York
| $277M | +$6.38M | +2% | 30% | 218% | 25 | 12% | 3.3 |
|
| 2938 |
2938
Rowlandmiller & Partners
Atlanta,
Georgia
| $277M | +$19.6M | +8% | 7.35% | 84% | 138 | 5.8% | 2.9 |
|
| 2939 |
2939
Tarbox Family Office
Newport Beach,
California
| $276M | +$17.1M | +7% | 5.74% | 66.4% | 649 | 6.63% | 3.5 |
|
| 2940 |
2940
Monarch Capital Management
Fort Wayne,
Indiana
| $276M | +$15.5M | +6% | 8.8% | 77% | 97 | 4.12% | 4.2 |
|
| 2941 |
IC
2941
Immersion Capital
London,
United Kingdom
| $276M | +$164M | +146% | 10.4% | 63.4% | 4 | 50% | 0.4 |
|
| 2942 |
2942
Legacy Financial Advisors
Covington,
Kentucky
| $276M | +$12.6M | +5% | 5.38% | 86.3% | 991 | 9.28% | 0.6 |
|
| 2943 |
2943
The Family Firm
Bethesda,
Maryland
| $276M | +$9.44M | +4% | 2.57% | 40.2% | 142 | 8.45% | 2.6 |
|
| 2944 |
2944
Think Investments
San Francisco,
California
| $276M | -$52.6M | -16% | 7.87% | 285% | 15 | 33.33% | 1.3 |
|
| 2945 |
2945
Advanced Asset Management Advisors
Dublin,
Ohio
| $276M | -$34.7M | -11% | 7.22% | 93.6% | 131 | 30.53% | 0.6 |
|
| 2946 |
2946
Virtus Alternative Investment Advisers
Hartford,
Connecticut
| $276M | +$264M | +2,319% | 6.66% | 42.8% | 137 | 94.16% | 0.1 |
|
| 2947 |
2947
Redwood Investment Management
Scottsdale,
Arizona
| $275M | +$15.3M | +6% | 2.87% | 62.5% | 140 | 20% | 0.5 |
|
| 2948 |
2948
Quattro Financial Advisors
The Woodlands,
Texas
| $275M | +$73.3M | +36% | 1.81% | 77.6% | 94 | 40.43% | 0.6 |
|
| 2949 |
2949
Archford Capital Strategies
Swansea,
Illinois
| $275M | -$9.03M | -3% | 7.02% | 87.4% | 728 | 28.98% | 1.1 |
|
| 2950 |
2950
Matrix VIII US Management
Cambridge,
Massachusetts
| $275M | -$26M | -9% | 18.8% | – | 1 | 0% | 2.3 |
|