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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2976 |
2976
Barry Investment Advisors
New Bedford,
Massachusetts
| $261M | -$2.83M | -1% | 1.62% | 66.7% | 73 | 8.22% | 2.3 |
|
| 2977 |
2977
Monarch Capital Management
Fort Wayne,
Indiana
| $261M | +$896K | +0.3% | 2.55% | 77% | 94 | 4.26% | 4.2 |
|
| 2978 |
2978
D'Orazio & Associates
Falls Church,
Virginia
| $261M | -$6.58M | -2% | 2.83% | 61.2% | 312 | 18.27% | 2.6 |
|
| 2979 |
2979
Fieldpoint Private Securities
Greenwich,
Connecticut
| $261M | +$41.4M | +19% | 2.44% | 47.2% | 436 | 15.6% | 0.8 |
|
| 2980 |
SWK
2980
Stephen W. Kidder
| $261M | -$1.22M | -0.5% | 2.83% | 94.7% | 90 | 4.44% | 3.8 |
|
| 2981 |
QCMC
2981
Quantum Capital Management (California)
San Francisco,
California
| $261M | -$155M | -37% | 6.31% | 53.7% | 224 | 22.77% | 2 |
|
| 2982 |
IBT
2982
International Biotechnology Trust
London,
United Kingdom
| $260M | +$4.09M | +2% | 13% | 11.1% | 68 | 27.94% | 0.9 |
|
| 2983 |
2983
Next Financial Group
Houston,
Texas
| $260M | -$214M | -45% | 3.06% | 85.4% | 420 | 33.33% | 2.9 |
|
| 2984 |
2984
Hendershot Investments
Centreville,
Virginia
| $260M | +$13.5M | +5% | 2.75% | 50.5% | 69 | 5.8% | 3.5 |
|
| 2985 |
2985
Snow Park Capital Partners
New York
| $260M | -$42.5M | -14% | 5.92% | – | 85 | 60% | 0.3 |
|
| 2986 |
SGH
2986
Sivik Global Healthcare
Greenwich,
Connecticut
| $260M | +$45.7M | +21% | 10.4% | 83.8% | 76 | 42.11% | 1.2 |
|
| 2987 |
2987
Redwood Investment Management
Scottsdale,
Arizona
| $260M | -$72.6M | -22% | 3.52% | 62.5% | 139 | 23.74% | 0.4 |
|
| 2988 |
SCC
2988
Second Curve Capital
Radnor,
Pennsylvania
| $260M | +$106K | +0% | 0.98% | 160% | 21 | 19.05% | 2.8 |
|
| 2989 |
2989
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
| $260M | +$6.01M | +2% | 3.04% | 68.3% | 19 | 26.32% | 2.6 |
|
| 2990 |
2990
Coliseum Capital Management
Rowayton,
Connecticut
| $259M | +$10.9M | +4% | 10.9% | 41.1% | 11 | 27.27% | 1.5 |
|
| 2991 |
2991
Tarbox Family Office
Newport Beach,
California
| $259M | +$558K | +0.2% | 3.04% | 66.4% | 655 | 6.56% | 3.4 |
|
| 2992 |
2992
Cutter & Co Brokerage
Ballwin,
Missouri
| $259M | +$6.24M | +2% | 4.75% | 40.4% | 265 | 12.45% | 2.3 |
|
| 2993 |
2993
Bramshill Investments
Naples,
Florida
| $259M | -$49.2M | -16% | 3.66% | 3.6% | 144 | 47.92% | 0.5 |
|
| 2994 |
QCMA
2994
Quad Capital Management Advisors
New York
| $259M | +$146M | +128% | 8.79% | – | 151 | 88.74% | 0.1 |
|
| 2995 |
2995
Tiger Pacific Capital
New York
| $259M | +$4M | +2% | 9.84% | 84.5% | 17 | 17.65% | 0.8 |
|
| 2996 |
AC
2996
Argentiere Capital
Zug,
Switzerland
| $259M | +$24.5M | +10% | 2.51% | 1.96% | 85 | 67.06% | 0.3 |
|
| 2997 |
2997
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| $259M | +$4.26M | +2% | 0.74% | 48.8% | 248 | 5.24% | 3.1 |
|
| 2998 |
2998
United Fire Group
Cedar Rapids,
Iowa
| $259M | -$20.4M | -7% | 0.35% | 27.4% | 115 | 2.61% | 4.3 |
|
| 2999 |
2999
Front Street Capital Management
Missoula,
Montana
| $259M | -$3.68M | -1% | 0.39% | 316% | 57 | 1.75% | 1.8 |
|
| 3000 |
3000
Accuvest Global Advisors
Provo,
Utah
| $258M | +$123M | +91% | 0.08% | 130% | 137 | 40.15% | 0.9 |
|