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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3226 |
3226
Lincoln Capital
Lincoln,
Nebraska
| $356M | -$71.3M | -17% | 16.2% | 67.1% | 115 | 13.91% | 4.4 |
|
| 3227 |
3227
CGN Advisors
Manhattan,
Kansas
| $355M | -$46.5M | -12% | 10.3% | 48.9% | 246 | 28.86% | 1.1 |
|
| 3228 |
3228
Vantage Wealth
Pasadena,
California
| $355M | -$95.4M | -21% | 13% | 56.1% | 35 | 8.57% | 4.4 |
|
| 3229 |
RC
3229
Reik & Co
New York
| $354M | -$46.3M | -12% | 10.7% | 38.6% | 54 | 5.56% | 6.4 |
|
| 3230 |
3230
Cohanzick Management
Pleasantville,
New York
| $354M | -$88.6M | -20% | 1.35% | 1.18% | 558 | 54.66% | 0.4 |
|
| 3231 |
3231
Sanford Advisory Services
Portage,
Michigan
| $354M | -$13.1M | -4% | 15.1% | – | 125 | 20% | 1.2 |
|
| 3232 |
AAM
3232
AR Asset Management
West Hollywood,
California
| $354M | -$41.8M | -11% | 10.5% | 64.9% | 121 | 3.31% | 6.4 |
|
| 3233 |
3233
Chandler Asset Management
San Diego,
California
| $354M | -$51.8M | -13% | 13.3% | 35.6% | 26 | 3.85% | 2.9 |
|
| 3234 |
3234
Martin Investment Management
Palm Beach Gardens,
Florida
| $354M | -$41M | -10% | 14.6% | 44% | 52 | 9.62% | 4.2 |
|
| 3235 |
3235
Tolleson Wealth Management
Dallas,
Texas
| $354M | +$16.6M | +5% | 13.1% | 56.2% | 73 | 12.33% | 2.4 |
|
| 3236 |
3236
Miramar Capital
Northbrook,
Illinois
| $353M | -$11.3M | -3% | 11.6% | 47.3% | 104 | 8.65% | 1.5 |
|
| 3237 |
3237
McNamara Financial Services
Marshfield,
Massachusetts
| $353M | -$15.6M | -4% | 11.5% | 42.6% | 63 | 15.87% | 3.7 |
|
| 3238 |
3238
Equitec Proprietary Markets
Chicago,
Illinois
| $353M | -$104M | -23% | 21.1% | 526% | 340 | 38.82% | 0.6 |
|
| 3239 |
3239
Jackson Thornton Wealth Management
Montgomery,
Alabama
| $353M | -$36.5M | -9% | 13.3% | 64.4% | 30 | 23.33% | 0.4 |
|
| 3240 |
3240
Newfoundland Capital Management
Sao Paulo,
Brazil
| $353M | +$11.3M | +3% | 29.2% | 49.5% | 50 | 64% | 0.4 |
|
| 3241 |
3241
Arkos Global Advisors
Houston,
Texas
| $352M | -$30.4M | -8% | 9.86% | 43.6% | 103 | 20.39% | 2 |
|
| 3242 |
3242
Harfst & Associates
Sheridan,
Wyoming
| $352M | -$78.3M | -18% | 15.2% | 88.1% | 120 | 10.83% | 3.7 |
|
| 3243 |
EWA
3243
ERTS Wealth Advisors
Marquette,
Michigan
| $352M | -$5.02M | -1% | 12.1% | 39.3% | 97 | 17.53% | 2.3 |
|
| 3244 |
SRFM
3244
Shannon River Fund Management
New York
| $352M | -$549M | -61% | 22% | 554% | 51 | 37.25% | 1 |
|
| 3245 |
3245
Marquette Asset Management
Minneapolis,
Minnesota
| $352M | -$78.8M | -18% | 15.9% | 69.6% | 449 | 30.29% | 1.9 |
|
| 3246 |
3246
Accel Growth Fund IV Associates
Palo Alto,
California
| $352M | -$139M | -28% | 24.7% | 61.4% | 3 | 0% | 0.6 |
|
| 3247 |
3247
JAT Capital Management
Greenwich,
Connecticut
| $352M | +$20.5M | +6% | 31.9% | 734% | 50 | 60% | 0.2 |
|
| 3248 |
3248
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
| $351M | -$52.6M | -13% | 13.6% | 39.1% | 49 | 20.41% | 3.8 |
|
| 3249 |
3249
venBio Partners
San Francisco,
California
| $351M | -$100M | -22% | 8.23% | 564% | 10 | 10% | 1.7 |
|
| 3250 |
3250
De Burlo Group
Boston,
Massachusetts
| $351M | -$186M | -35% | 7.59% | 147% | 207 | 77.29% | 1.9 |
|