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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3151 |
KS
3151
Karpas Strategies
Litchfield,
Connecticut
| $214M | -$28.2M | -12% | 10.9% | 16.1% | 124 | 10.48% | 4.5 |
|
| 3152 |
NAMP
3152
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
| $214M | -$43.5M | -17% | 13.6% | 90.2% | 116 | 10.34% | 4 |
|
| 3153 |
3153
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
| $214M | -$30.5M | -12% | 11.9% | 12.8% | 122 | 12.3% | 2.3 |
|
| 3154 |
3154
Ativo Capital Management
Chicago,
Illinois
| $214M | -$160M | -43% | 13.7% | 63.8% | 221 | 53.85% | 1.8 |
|
| 3155 |
3155
Alpha Capital Management
Austin,
Texas
| $214M | -$35.4M | -14% | 14.2% | 88% | 96 | 14.58% | 2.1 |
|
| 3156 |
3156
Point72 Hong Kong
Hong Kong
| $214M | -$78.8M | -27% | 12.2% | 396% | 1,395 | 74.34% | 0.2 |
|
| 3157 |
AC
3157
Asturias Capital
New York
| $214M | -$189M | -47% | 12.6% | 94.2% | 30 | 70% | 0.4 |
|
| 3158 |
3158
Dumont & Blake Investment Advisors
Princeton,
New Jersey
| $213M | -$43M | -17% | 13.1% | 78.3% | 200 | 16.5% | 3.8 |
|
| 3159 |
MPEM
3159
Marathon Partners Equity Management
New York
| $213M | -$44.7M | -17% | 16.1% | – | 19 | 21.05% | 2.7 |
|
| 3160 |
3160
Oakwood Capital Management
Los Angeles,
California
| $213M | -$33.5M | -14% | 12% | 72.7% | 55 | 29.09% | 2.8 |
|
| 3161 |
3161
Game Creek Capital
Boston,
Massachusetts
| $213M | -$59.5M | -22% | 16.2% | 176% | 74 | 29.73% | 0.6 |
|
| 3162 |
DMK
3162
David M. Knott
| $213M | -$95.4M | -31% | 24.2% | 81% | 113 | 16.81% | 2.4 |
|
| 3163 |
OFG
3163
OTA Financial Group
Purchase,
New York
| $213M | -$28.9M | -12% | 21.4% | 320% | 103 | 85.44% | 0.3 |
|
| 3164 |
3164
Lucia Wealth Services
San Diego,
California
| $213M | -$108M | -34% | 10.5% | 45.6% | 229 | 31.44% | 0.7 |
|
| 3165 |
3165
Sycomore Asset Management
Paris,
France
| $212M | – | – | 12% | 151% | 34 | – | 0 |
|
| 3166 |
3166
Alta Park Capital
San Francisco,
California
| $212M | -$112M | -35% | 17.4% | 1,071% | 39 | 58.97% | 1 |
|
| 3167 |
3167
Wittenberg Investment Management
Carlisle,
Massachusetts
| $212M | -$31.8M | -13% | 15.8% | 89.9% | 87 | 14.94% | 1.5 |
|
| 3168 |
3168
Ashburton (Jersey)
St Helier,
Jersey
| $212M | -$47.9M | -18% | 14.3% | – | 78 | 19.23% | 1.6 |
|
| 3169 |
CIM
3169
Castleton Investment Management
Stamford,
Connecticut
| $212M | -$48.3M | -19% | 3.16% | 15.1% | 71 | 49.3% | 0.7 |
|
| 3170 |
SFSIG
3170
San Francisco Sentry Investment Group
San Francisco,
California
| $212M | -$55.4M | -21% | 13.7% | 436% | 1,130 | 30.8% | 1.4 |
|
| 3171 |
3171
Brandywine Managers
Hockessin,
Delaware
| $212M | -$21.8M | -9% | 10.5% | 96.3% | 48 | 33.33% | 1.1 |
|
| 3172 |
3172
Fruth Investment Management
Houston,
Texas
| $212M | -$35.6M | -14% | 11.3% | 79.4% | 208 | 12.98% | 4.5 |
|
| 3173 |
3173
Advisory Alpha
Holland,
Michigan
| $212M | -$182M | -46% | 14.8% | 50.3% | 199 | 77.89% | 0.6 |
|
| 3174 |
3174
Burt Wealth Advisors
North Bethesda,
Maryland
| $211M | -$8.92M | -4% | 8.74% | 57.3% | 418 | 18.42% | 2.8 |
|
| 3175 |
3175
Greenvale Capital
London,
United Kingdom
| $211M | – | – | 14.8% | 101% | 12 | – | 0 |
|