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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2951 |
2951
Hawk Ridge Capital Management
Los Angeles,
California
| $222M | +$22.9M | +11% | 2.48% | 84.9% | 58 | 37.93% | 0.6 |
|
| 2952 |
2952
Coliseum Capital Management
Rowayton,
Connecticut
| $222M | +$776K | +0.4% | 11.7% | 41.1% | 10 | 30% | 1.5 |
|
| 2953 |
2953
Crestone Asset Management
Boulder,
Colorado
| $222M | +$27M | +14% | 4.86% | 6.65% | 40 | 12.5% | 0.7 |
|
| 2954 |
2954
BCWM LLC
Overland Park,
Kansas
| $222M | +$7.24M | +3% | 6.58% | – | 76 | 17.11% | 2.1 |
|
| 2955 |
2955
Ausdal Financial Partners
Davenport,
Iowa
| $222M | +$8.8M | +4% | 4.47% | 63.2% | 303 | 19.14% | 0.9 |
|
| 2956 |
IIA
2956
IPG Investment Advisors
San Diego,
California
| $222M | -$24.1M | -10% | 3.71% | 106% | 164 | 42.68% | 1.3 |
|
| 2957 |
2957
Dumont & Blake Investment Advisors
Princeton,
New Jersey
| $222M | +$8.46M | +4% | 5.04% | 78.3% | 205 | 12.68% | 2.6 |
|
| 2958 |
2958
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
| $222M | +$9.9M | +5% | 5.69% | 147% | 180 | 18.33% | 3 |
|
| 2959 |
CL
2959
CIM LLC
Albany,
New York
| $222M | +$22.3M | +11% | 9.91% | 108% | 90 | 10% | 1.9 |
|
| 2960 |
2960
Ascent Wealth Partners
New Hartford,
New York
| $222M | +$17.7M | +9% | 6.9% | 94.4% | 124 | 11.29% | 2.1 |
|
| 2961 |
PAS
2961
Partnervest Advisory Services
Santa Barbara,
California
| $222M | +$5.42M | +3% | 4.11% | 45.1% | 218 | 18.35% | 1.9 |
|
| 2962 |
2962
Shikiar Asset Management
New York
| $222M | -$6.71M | -3% | 6.34% | 117% | 126 | 26.98% | 1.7 |
|
| 2963 |
2963
RMR Advisors
Newton,
Massachusetts
| $221M | +$23.3M | +12% | 0.5% | 2.17% | 125 | 19.2% | 2.7 |
|
| 2964 |
2964
Doheny Asset Management
Los Angeles,
California
| $221M | +$14.8M | +7% | 8.21% | 135% | 117 | 9.4% | 2.5 |
|
| 2965 |
2965
Endeavour Capital Advisors
Greenwich,
Connecticut
| $221M | -$1.38B | -86% | 0.71% | 105% | 101 | 53.47% | 1.9 |
|
| 2966 |
2966
Taylor Wealth Management Partners
Boston,
Massachusetts
| $221M | +$4.84M | +2% | 8.56% | 62% | 184 | 14.67% | 1.4 |
|
| 2967 |
2967
Bank Pictet & Cie (Asia)
Singapore
| $221M | +$24.9M | +13% | 8.86% | 30.4% | 72 | 18.06% | 1.1 |
|
| 2968 |
2968
StrategIQ Financial Group
Merrillville,
Indiana
| $221M | +$20.4M | +10% | 3.73% | 12.6% | 138 | 7.25% | 0.8 |
|
| 2969 |
2969
SQN Investors
Menlo Park,
California
| $221M | +$54.8M | +33% | 2.21% | – | 18 | 27.78% | 0.7 |
|
| 2970 |
2970
Benin Management Corp
Wilton,
Connecticut
| $220M | +$2.43M | +1% | 4.15% | 91.7% | 104 | 7.69% | 2.9 |
|
| 2971 |
2971
Trust Company
Manhattan,
Kansas
| $220M | +$23.3M | +12% | 4.64% | 40.6% | 386 | 15.28% | 1.6 |
|
| 2972 |
2972
Rinet Company
Boston,
Massachusetts
| $220M | +$84.3M | +62% | 5.44% | 33.1% | 20 | 15% | 1.4 |
|
| 2973 |
2973
Cutler Capital Management
Worcester,
Massachusetts
| $220M | +$6.91M | +3% | 1.88% | 39.7% | 85 | 11.76% | 2 |
|
| 2974 |
TCM
2974
Texan Capital Management
Houston,
Texas
| $220M | +$5.75M | +3% | 2.25% | 19.3% | 138 | 10.14% | 2.4 |
|
| 2975 |
2975
Vista Equity Partners Management
San Francisco,
California
| $219M | -$20.2M | -8% | 11.1% | 3.45% | 32 | 50% | 0.6 |
|