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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3026 |
3026
Tang Capital Management
San Diego,
California
| $497M | +$15.6M | +3% | 5.91% | 493% | 31 | 41.94% | 1 |
|
| 3027 |
3027
Jeneq Management
New York
| $497M | -$159M | -24% | 12.5% | 21.7% | 24 | 54.17% | 0.6 |
|
| 3028 |
3028
Core Alternative Capital
Peachtree Corners,
Georgia
| $497M | +$21.8M | +5% | 9.92% | 74.5% | 437 | 77.57% | 0.3 |
|
| 3029 |
3029
MayTech Global Investments
New York
| $497M | +$14M | +3% | 3.81% | 158% | 104 | 40.38% | 1.5 |
|
| 3030 |
3030
Noesis Capital Mangement
Boca Raton,
Florida
| $496M | -$15.7M | -3% | 9.19% | 139% | 141 | 14.89% | 3.6 |
|
| 3031 |
3031
Swiss Re
Zurich,
Switzerland
| $496M | +$110M | +28% | 9.14% | – | 6 | 0% | 1.9 |
|
| 3032 |
3032
Crestone Asset Management
Boulder,
Colorado
| $496M | +$39M | +9% | 3.35% | 6.65% | 98 | 19.39% | 2.2 |
|
| 3033 |
3033
Overbrook Management Corp
New York
| $496M | +$35.4M | +8% | 7.42% | 157% | 106 | 23.58% | 3.2 |
|
| 3034 |
3034
Kensington Asset Management
Austin,
Texas
| $496M | – | – | 0.4% | 38.1% | 3 | – | 0 |
|
| 3035 |
3035
CVentures
Denver,
Colorado
| $496M | – | – | 19.5% | – | 1 | – | 8 |
|
| 3036 |
3036
Sky Investment Group
Hartford,
Connecticut
| $496M | +$46.2M | +10% | 10.1% | 81.4% | 132 | 4.55% | 4.6 |
|
| 3037 |
3037
Altavista Wealth Management
Asheville,
North Carolina
| $496M | +$45.7M | +10% | 9.32% | 80.6% | 190 | 4.74% | 4.4 |
|
| 3038 |
3038
Alpha Square Group S
New York
| $495M | – | – | 15.2% | 53.8% | 37 | – | 0 |
|
| 3039 |
3039
Engle Capital Management
Greenwich,
Connecticut
| $495M | -$109M | -18% | 9.16% | 398% | 27 | 55.56% | 0.5 |
|
| 3040 |
3040
Mitchell Capital Management
Leawood,
Kansas
| $494M | +$47.3M | +11% | 12.6% | 234% | 158 | 11.39% | 2.6 |
|
| 3041 |
3041
Well Done LLC
Holland,
Michigan
| $494M | +$44.9M | +10% | 9.01% | 80.4% | 194 | 17.01% | 2.6 |
|
| 3042 |
3042
Divergent Wealth Advisors
South Jordan,
Utah
| $494M | +$44.7M | +10% | 4.68% | 14.7% | 23 | 17.39% | 2.3 |
|
| 3043 |
3043
Robotti Robert
| $493M | +$57.5M | +13% | 27.8% | 107% | 78 | 10.26% | 3.2 |
|
| 3044 |
3044
Columbia Asset Management
Ann Arbor,
Michigan
| $493M | +$34.8M | +8% | 10.9% | 94.1% | 196 | 11.22% | 4.4 |
|
| 3045 |
MPAM
3045
Monarch Partners Asset Management
Boston,
Massachusetts
| $492M | -$193M | -28% | 9.01% | 136% | 186 | 34.95% | 0.9 |
|
| 3046 |
3046
Night Owl Capital Management
Greenwich,
Connecticut
| $492M | -$77.9M | -14% | 3.55% | 162% | 26 | 19.23% | 4.4 |
|
| 3047 |
3047
Crewe Advisors
Salt Lake City,
Utah
| $492M | +$68.6M | +16% | 7.7% | 96.1% | 481 | 28.9% | 1.9 |
|
| 3048 |
3048
Capital Insight Partners
Scottsdale,
Arizona
| $491M | +$31.2M | +7% | 6.18% | 51.7% | 157 | 7.01% | 2.6 |
|
| 3049 |
CIA
3049
Covington Investment Advisors
Ligonier,
Pennsylvania
| $491M | +$26.1M | +6% | 11.8% | 100% | 78 | 3.85% | 5.3 |
|
| 3050 |
3050
Advisor OS
Chicago,
Illinois
| $490M | +$30.2M | +7% | 7.76% | 68.8% | 250 | 16% | 0.8 |
|