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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3001 |
3001
Gilman Hill Asset Management
New Canaan,
Connecticut
| $238M | -$17.3M | -7% | 13% | 54.2% | 199 | 22.11% | 3.1 |
|
| 3002 |
3002
Brian C. Broderick
| $238M | -$57.2M | -19% | 9.89% | 98.6% | 88 | 14.77% | 4.3 |
|
| 3003 |
3003
Sky Investment Group
Hartford,
Connecticut
| $238M | -$24.6M | -9% | 8.27% | 68% | 105 | 14.29% | 3.5 |
|
| 3004 |
PW
3004
Price Wealth
Austin,
Texas
| $238M | -$30.9M | -11% | 11% | 17.5% | 169 | 24.26% | 0.7 |
|
| 3005 |
3005
Kapitalo Investimentos
Sao Paulo,
Brazil
| $237M | – | – | 11.7% | 66.5% | 11 | – | 0 |
|
| 3006 |
3006
Thames Capital Management
Roseland,
New Jersey
| $237M | -$156M | -40% | 12.9% | 1,177% | 43 | 62.79% | 0.5 |
|
| 3007 |
IFS
3007
Ifrah Financial Services
Little Rock,
Arkansas
| $237M | -$45.8M | -16% | 9.3% | 64.1% | 224 | 33.04% | 2.7 |
|
| 3008 |
3008
McNamara Financial Services
Marshfield,
Massachusetts
| $237M | -$476K | -0.2% | 9.31% | 42.6% | 40 | 2.5% | 2.3 |
|
| 3009 |
MCG
3009
McCollum Christoferson Group
Amherst,
New York
| $237M | -$35.8M | -13% | 10.5% | 59.4% | 74 | 12.16% | 1 |
|
| 3010 |
TEC
3010
Tiger Eye Capital
Nashville,
Tennessee
| $237M | -$312M | -57% | 15.6% | 116% | 47 | 40.43% | 1.6 |
|
| 3011 |
3011
Mitchell Capital Management
Leawood,
Kansas
| $237M | -$71.3M | -23% | 13.9% | 219% | 124 | 16.13% | 1.3 |
|
| 3012 |
3012
Empowered Funds
Havertown,
Pennsylvania
| $236M | -$101M | -30% | 18.9% | 127% | 127 | 56.69% | 0.4 |
|
| 3013 |
3013
Argyle Capital Management
Center Valley,
Pennsylvania
| $236M | -$31M | -12% | 9.57% | 95.8% | 125 | 4.8% | 4.6 |
|
| 3014 |
3014
Rossmore Private Capital
Glastonbury,
Connecticut
| $236M | -$14.2M | -6% | 13.9% | 75.4% | 137 | 16.06% | 0.8 |
|
| 3015 |
PC
3015
Palo Capital
Newport Beach,
California
| $236M | -$42.4M | -15% | 12% | 34.6% | 158 | 20.25% | 2 |
|
| 3016 |
3016
Bedell Frazier Investment Counselling
Walnut Creek,
California
| $235M | -$126M | -35% | 11.9% | 72.5% | 64 | 34.38% | 1.8 |
|
| 3017 |
3017
Arlington Financial Advisors
Santa Barbara,
California
| $235M | +$68.5M | +41% | 12.8% | 67.6% | 82 | 36.59% | 0.6 |
|
| 3018 |
3018
Trustees of General Electric Pension Trust
Norwalk,
Connecticut
| $235M | -$115M | -33% | 33% | 184% | 1 | 0% | 2 |
|
| 3019 |
3019
Steel Partners Holdings
New York
| $235M | -$20.7M | -8% | 5.75% | – | 8 | 12.5% | 2.9 |
|
| 3020 |
3020
Flaharty Asset Management
Clearwater,
Florida
| $234M | -$23.1M | -9% | 12.8% | 33.4% | 90 | 25.56% | 1.1 |
|
| 3021 |
3021
Steamboat Capital Partners
Rye,
New York
| $234M | +$4.74M | +2% | 11.4% | 280% | 33 | 30.3% | 0.9 |
|
| 3022 |
3022
Capital Investment Advisory Services
Raleigh,
North Carolina
| $234M | +$20.7M | +10% | 7.68% | 69.3% | 1,251 | 82.41% | 0.2 |
|
| 3023 |
3023
Capital Impact Advisors
Boston,
Massachusetts
| $234M | -$57.5M | -20% | 18.1% | – | 125 | 0.8% | 2.5 |
|
| 3024 |
3024
Parus Finance (UK)
London,
United Kingdom
| $234M | -$201M | -46% | 13.1% | 199% | 18 | 22.22% | 2.3 |
|
| 3025 |
3025
Asia Research & Capital Management
Hong Kong
| $234M | -$157M | -40% | 16% | – | 6 | 33.33% | 0.4 |
|