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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
Mirador Capital Partners
Pleasanton,
California
| $524M | +$51.5M | +11% | 7.58% | 120% | 207 | 17.39% | 3.4 |
|
| 3002 |
3002
Quarry LP
New York
| $523M | -$124M | -19% | 4.36% | 83.2% | 2,009 | 51.82% | 0.3 |
|
| 3003 |
3003
Pacific Global Investment Management
Glendale,
California
| $523M | +$32.6M | +7% | 11.3% | 48% | 227 | 11.89% | 6 |
|
| 3004 |
3004
Nelson Capital Management
Menlo Park,
California
| $523M | +$76.1M | +17% | 20.5% | 121% | 108 | 17.59% | 5.2 |
|
| 3005 |
3005
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
| $523M | +$22.9M | +5% | 11.6% | 86.8% | 162 | 14.2% | 3.5 |
|
| 3006 |
3006
Evolution Wealth Advisors
Aventura,
Florida
| $522M | +$24.8M | +5% | 8.93% | 96% | 143 | 16.08% | 2.2 |
|
| 3007 |
3007
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
| $522M | +$30.7M | +6% | 9.87% | 81.8% | 78 | 2.56% | 6.7 |
|
| 3008 |
3008
S&T Bank
Indiana,
Pennsylvania
| $521M | -$19.9M | -4% | 7.02% | 193% | 103 | 5.83% | 5.4 |
|
| 3009 |
3009
Mitchell Capital Management
Leawood,
Kansas
| $521M | +$46.2M | +10% | 18.5% | 234% | 125 | 11.2% | 3.7 |
|
| 3010 |
3010
Insight Advisors
Newtown,
Pennsylvania
| $521M | +$48.1M | +10% | 7.71% | 74% | 310 | 12.26% | 2.3 |
|
| 3011 |
3011
Allen Mooney & Barnes Investment Advisors
Thomasville,
Georgia
| $521M | -$4.83M | -0.9% | 9.25% | 78.9% | 164 | 8.54% | 1.6 |
|
| 3012 |
3012
Elequin Capital
New York
| $521M | +$190M | +57% | 12.8% | 52.4% | 539 | 86.09% | 0.2 |
|
| 3013 |
3013
Rempart Asset Management
Montreal,
Canada
| $521M | +$36.3M | +7% | 9.2% | 70.5% | 41 | 7.32% | 2.7 |
|
| 3014 |
DCM
3014
Divisar Capital Management
San Francisco,
California
| $521M | -$22.2M | -4% | 1.29% | 194% | 36 | 16.67% | 3 |
|
| 3015 |
KAS
3015
Kemnay Advisory Services
New York
| $520M | +$108M | +26% | 15.3% | 167% | 26 | 19.23% | 3.4 |
|
| 3016 |
3016
Sky Investment Group
Hartford,
Connecticut
| $520M | +$45.4M | +10% | 12.1% | 81.4% | 130 | 3.85% | 6 |
|
| 3017 |
3017
Frank Rimerman Advisors
Palo Alto,
California
| $520M | +$40.2M | +8% | 11.8% | 149% | 339 | 7.96% | 0.9 |
|
| 3018 |
3018
First Beijing Investment Ltd
Hong Kong
| $519M | -$84.9M | -14% | 5.68% | 81.8% | 26 | 73.08% | 0.7 |
|
| 3019 |
3019
Bain Capital Credit
Boston,
Massachusetts
| $519M | -$58M | -10% | 0.26% | 14.4% | 6 | 0% | 1.6 |
|
| 3020 |
3020
Maltese Capital Management
New York
| $519M | +$164M | +46% | 4.58% | 114% | 101 | 22.77% | 2.9 |
|
| 3021 |
CSNH
3021
Crow's Nest Holdings
Richmond,
Virginia
| $519M | +$70.5M | +16% | 11.5% | 103% | 11 | 27.27% | 1.4 |
|
| 3022 |
3022
Red Door Wealth Management
Memphis,
Tennessee
| $519M | +$58.4M | +13% | 12.9% | 100% | 214 | 16.36% | 2.4 |
|
| 3023 |
3023
FinTrust Capital Advisors
Greenville,
South Carolina
| $519M | +$16.7M | +3% | 6.45% | 23.6% | 1,339 | 11.2% | 3 |
|
| 3024 |
3024
Chemung Canal Trust
Elmira,
New York
| $518M | +$34.2M | +7% | 8.21% | 93.4% | 124 | 4.84% | 6.8 |
|
| 3025 |
3025
Endurance Services Ltd
Purchase,
New York
| $517M | +$12.2M | +2% | 4.83% | – | 12 | 16.67% | 0.2 |
|