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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3076 |
3076
Snow Park Capital Partners
New York
| $237M | – | – | 3.54% | – | 44 | – | 0 |
|
| 3077 |
WCM
3077
Woodson Capital Management
Greenwich,
Connecticut
| $237M | -$29.3M | -11% | 12.1% | 235% | 39 | 33.33% | 0.5 |
|
| 3078 |
3078
Steinberg Asset Management
New York
| $237M | -$46.7M | -16% | 9.51% | 130% | 47 | 12.77% | 2.3 |
|
| 3079 |
EGA
3079
E&G Advisors
Houston,
Texas
| $237M | +$15.8M | +7% | 4.57% | 97.7% | 216 | 25.93% | 1.5 |
|
| 3080 |
3080
Teewinot Capital Advisers
New York
| $237M | +$14.7M | +7% | 5.74% | 149% | 50 | 14% | 2.5 |
|
| 3081 |
3081
McRae Capital Management
Morristown,
New Jersey
| $237M | +$4.66M | +2% | 4.59% | 78.2% | 97 | 10.31% | 3 |
|
| 3082 |
3082
Financial Management Professionals
Austin,
Texas
| $237M | +$8.85M | +4% | 4.89% | 62.1% | 291 | 9.97% | 3 |
|
| 3083 |
3083
BFSG LLC
Irvine,
California
| $237M | +$15.3M | +7% | 5.98% | 81.9% | 164 | 21.34% | 0.6 |
|
| 3084 |
3084
Pine River Capital Management
Minnetonka,
Minnesota
| $237M | -$1.14B | -83% | 4.47% | 66.9% | 41 | 82.93% | 2.4 |
|
| 3085 |
3085
Altavista Wealth Management
Asheville,
North Carolina
| $237M | +$26.3M | +13% | 7.44% | 80.6% | 147 | 9.52% | 2.7 |
|
| 3086 |
3086
Sanders Morris Harris
Houston,
Texas
| $237M | +$2.24M | +1% | 1.48% | 85.8% | 152 | 19.74% | 1.2 |
|
| 3087 |
ECM
3087
EII Capital Management
New York
| $237M | -$30.7M | -11% | 1.85% | 46.9% | 198 | 23.74% | 1.1 |
|
| 3088 |
3088
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
| $237M | +$9.02M | +4% | 4.91% | 147% | 193 | 18.13% | 2.5 |
|
| 3089 |
3089
Arkansas Financial Group
Little Rock,
Arkansas
| $237M | +$14.9M | +7% | 4.68% | 39.1% | 24 | 12.5% | 3 |
|
| 3090 |
3090
Rainier Investment Management
Seattle,
Washington
| $237M | -$188M | -44% | 7.22% | 64.8% | 139 | 46.04% | 2.2 |
|
| 3091 |
KCM
3091
Karp Capital Management
Sausalito,
California
| $236M | +$21.2M | +10% | 6.05% | 21.3% | 124 | 20.97% | 1.1 |
|
| 3092 |
3092
Divergent Wealth Advisors
South Jordan,
Utah
| $236M | – | – | 2.58% | 14.7% | 18 | – | 0 |
|
| 3093 |
3093
Ipswich Investment Management
Beverly,
Massachusetts
| $236M | +$13.5M | +6% | 7.25% | 104% | 152 | 7.89% | 2.9 |
|
| 3094 |
3094
Monashee Investment Management
Boston,
Massachusetts
| $236M | -$28.4M | -11% | 19.7% | 520% | 134 | 0% | 0 |
|
| 3095 |
3095
SC US (TTGP)
Menlo Park,
California
| $236M | -$28.4M | -11% | 2.22% | 65.2% | 7 | 14.29% | 1.6 |
|
| 3096 |
3096
Fruth Investment Management
Houston,
Texas
| $236M | +$17.7M | +8% | 8.3% | 79.4% | 201 | 6.97% | 3.6 |
|
| 3097 |
3097
Ackerman Capital Advisors
Dallas,
Texas
| $236M | – | – | 3.5% | 40.4% | 79 | – | 0.5 |
|
| 3098 |
3098
Advisors Preferred
Rockville,
Maryland
| $235M | +$62.7M | +36% | 3.93% | 102% | 297 | 65.66% | 0.6 |
|
| 3099 |
3099
Taylor Wealth Management Partners
Boston,
Massachusetts
| $235M | +$11.3M | +5% | 8.86% | 62% | 174 | 12.64% | 2 |
|
| 3100 |
3100
Keating Investment Counselors
Delray Beach,
Florida
| $235M | +$5.14M | +2% | 6.73% | 50% | 66 | 4.55% | 3.5 |
|