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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 |
2926
Regal Partners
Sydney, NSW,
Australia
| $448M | -$14.2M | -3% | 2.23% | 146% | 48 | 50% | 1 |
|
| 2927 |
2927
Ardsley Advisory Partners
Stamford,
Connecticut
| $448M | -$144M | -24% | 2.93% | 555% | 168 | 60.12% | 0.7 |
|
| 2928 |
2928
Evolution Wealth Advisors
Aventura,
Florida
| $448M | -$4.97M | -1% | 2.49% | 84.5% | 124 | 11.29% | 2 |
|
| 2929 |
2929
JAT Capital Management
Greenwich,
Connecticut
| $448M | +$14.5M | +3% | 9.39% | 734% | 45 | 55.56% | 0.5 |
|
| 2930 |
2930
Sora Investors
Bryn Mawr,
Pennsylvania
| $447M | +$220M | +97% | 0.89% | 179% | 64 | 68.75% | 0.2 |
|
| 2931 |
2931
Schnieders Capital Management
Pasadena,
California
| $446M | -$32.3M | -7% | 2.88% | 103% | 202 | 12.38% | 5.6 |
|
| 2932 |
2932
Bell Investment Advisors
Oakland,
California
| $446M | -$4.3M | -1% | 3.71% | 45% | 2,032 | 11.02% | 1.6 |
|
| 2933 |
2933
Delta Accumulation LLC
Sausalito,
California
| $446M | +$151M | +51% | 8.96% | 96.5% | 185 | 24.86% | 0.5 |
|
| 2934 |
2934
Crestview Partners III
New York
| $446M | -$13.9M | -3% | 2.41% | 51.2% | 3 | 0% | 2.4 |
|
| 2935 |
2935
D'Orazio & Associates
Falls Church,
Virginia
| $446M | +$17.2M | +4% | 2.21% | 61.2% | 170 | 23.53% | 3.8 |
|
| 2936 |
2936
Twin Focus Capital Partners
Boston,
Massachusetts
| $445M | -$49.6M | -10% | 1.94% | 92.5% | 228 | 30.26% | 4.3 |
|
| 2937 |
2937
Financial Advisors Network
Tustin,
California
| $445M | – | – | 3.79% | – | 162 | – | 2.6 |
|
| 2938 |
2938
Aviance Capital Partners
Naples,
Florida
| $445M | -$27.7M | -6% | 2.06% | 109% | 272 | 11.4% | 4.9 |
|
| 2939 |
2939
Iron Gate Global Advisors
Nsl,
Utah
| $445M | -$17.9M | -4% | 3.62% | 106% | 100 | 15% | 3 |
|
| 2940 |
2940
Polunin Capital Partners
London,
United Kingdom
| $445M | -$42.6M | -9% | 5.46% | 268% | 29 | 0% | 1 |
|
| 2941 |
2941
Paragon Capital Management (Colorado)
Denver,
Colorado
| $444M | -$17.2M | -4% | 1.08% | 109% | 198 | 8.08% | 2.2 |
|
| 2942 |
2942
180 Wealth Advisors
Federal Way,
Washington
| $444M | -$11.1M | -2% | 3.13% | 136% | 388 | 9.54% | 3 |
|
| 2943 |
JC
2943
Joho Capital
New York
| $444M | -$53.5M | -11% | 3.07% | 80.2% | 20 | 25% | 1.6 |
|
| 2944 |
MAA
2944
Mraz Amerine & Associates
Modesto,
California
| $444M | +$18.1M | +4% | 3.92% | 69.8% | 185 | 7.57% | 5 |
|
| 2945 |
2945
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| $443M | -$108M | -20% | 3.69% | 140% | 227 | 52.42% | 3.8 |
|
| 2946 |
2946
BTG Pactual Global Asset Management
Hamilton,
Bermuda
| $443M | -$26.5M | -6% | 2.5% | 88.9% | 105 | 56.19% | 0.6 |
|
| 2947 |
2947
Think Investments
San Francisco,
California
| $443M | -$14M | -3% | 1.5% | 285% | 24 | 12.5% | 2.2 |
|
| 2948 |
2948
Spirit of America Management Corp
Syosset,
New York
| $443M | -$1.13M | -0.3% | 3.04% | 113% | 243 | 4.53% | 5.6 |
|
| 2949 |
CM
2949
Capital Management
Glen Allen,
Virginia
| $443M | -$24.8M | -5% | 5.45% | 52.5% | 71 | 7.04% | 4.1 |
|
| 2950 |
2950
FRG Family Wealth Advisors
Bellevue,
Washington
| $443M | -$14M | -3% | 3.27% | 76.4% | 142 | 8.45% | 5.6 |
|