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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3276 |
3276
Haverford Financial Services
Radnor,
Pennsylvania
| $406M | -$36M | -8% | 6.26% | 57.9% | 73 | 13.7% | 3.8 |
|
| 3277 |
3277
Nekton Capital
London,
United Kingdom
| $406M | +$241M | +146% | 2.03% | 30.1% | 20 | 65% | 0.1 |
|
| 3278 |
3LCM
3278
3D/L Capital Management
Hartford,
Connecticut
| $406M | -$22.1M | -5% | 4.09% | 13.9% | 129 | 5.43% | 1 |
|
| 3279 |
3279
Harvey Partners
Tarrytown,
New York
| $406M | +$160M | +65% | 3.03% | 174% | 39 | 25.64% | 1.7 |
|
| 3280 |
3280
Chandler Asset Management
San Diego,
California
| $406M | -$22.2M | -5% | 5.64% | 35.6% | 31 | 22.58% | 2.5 |
|
| 3281 |
PWS
3281
Private Wealth Strategies
New Albany,
Ohio
| $405M | -$28.5M | -7% | 4.21% | 18.8% | 88 | 18.18% | 1.6 |
|
| 3282 |
PPP
3282
Private Portfolio Partners
Paramus,
New Jersey
| $405M | +$14.9M | +4% | 3.93% | 16.9% | 307 | 18.89% | 2 |
|
| 3283 |
MCG
3283
McCollum Christoferson Group
Amherst,
New York
| $405M | -$39.3M | -9% | 7.93% | 59.4% | 77 | 7.79% | 3.1 |
|
| 3284 |
MTC
3284
Matrix Trust Company
Denver,
Colorado
| $405M | -$7.67M | -2% | 4.05% | 51.4% | 52 | 61.54% | 0.9 |
|
| 3285 |
3285
Maytus Capital Management
New York
| $404M | -$27.3M | -6% | 11.8% | 442% | 75 | 66.67% | 0.4 |
|
| 3286 |
3286
Huber Capital Management
El Segundo,
California
| $404M | +$23.5M | +6% | 15.5% | 70.4% | 112 | 9.82% | 4.6 |
|
| 3287 |
3287
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
| $404M | -$18.2M | -4% | 5.7% | 39.1% | 43 | 4.65% | 4.4 |
|
| 3288 |
3288
Oak Harvest Investment Services
Houston,
Texas
| $404M | +$1.12M | +0.3% | 5.25% | 120% | 87 | 9.2% | 1.1 |
|
| 3289 |
3289
Force Hill Capital Management
New York
| $404M | +$67.5M | +20% | 13% | 46.3% | 51 | 43.14% | 0.5 |
|
| 3290 |
3290
Corsair Capital Management
New York
| $404M | -$128M | -24% | 10.9% | 435% | 125 | 38.4% | 1.4 |
|
| 3291 |
3291
Jetstream Capital
Brentwood,
Tennessee
| $403M | +$317M | +370% | 25.4% | – | 32 | 75% | 0.3 |
|
| 3292 |
3292
Lafayette Investments
Ashton,
Maryland
| $403M | +$2.52M | +0.6% | 0.91% | 77.9% | 133 | 9.02% | 3.4 |
|
| 3293 |
3293
Ipswich Investment Management
Beverly,
Massachusetts
| $403M | -$25.8M | -6% | 1.37% | 104% | 205 | 10.24% | 4.1 |
|
| 3294 |
3294
KPS Global Asset Management (UK)
London,
United Kingdom
| $403M | -$239M | -37% | 34.9% | 373% | 5 | 0% | 1.9 |
|
| 3295 |
3295
Wright Investors Service
Shelton,
Connecticut
| $402M | +$6.99M | +2% | 0.99% | 146% | 171 | 28.07% | 3.1 |
|
| 3296 |
MAM
3296
Morse Asset Management
Darien,
Connecticut
| $402M | -$45.5M | -10% | 0.48% | 222% | 195 | 30.77% | 2.1 |
|
| 3297 |
3297
Delta Air Lines
Atlanta,
Georgia
| $402M | -$127M | -24% | 22.8% | 5.3% | 4 | 0% | 0.3 |
|
| 3298 |
3298
Absoluto Partners Gestao de Recursos
Leblon, Rio De Janeiro, Rj,
Brazil
| $401M | +$76.7M | +24% | 8.9% | 78.7% | 31 | 35.48% | 0.8 |
|
| 3299 |
3299
CGN Advisors
Manhattan,
Kansas
| $401M | +$17.1M | +4% | 4.83% | 48.9% | 237 | 18.57% | 1 |
|
| 3300 |
3300
Pensionfund Sabic
Sittard,
Netherlands
| $401M | -$132M | -25% | 3.38% | 63.6% | 208 | 2.4% | 3.6 |
|