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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 |
HWM
3276
HFR Wealth Management
Niskayuna,
New York
| $345M | +$38.1M | +12% | 11.3% | 47.5% | 64 | 18.75% | 1.2 |
|
| 3277 |
3277
Archon Capital Management
Seattle,
Washington
| $344M | -$218M | -39% | 18.8% | 222% | 42 | 38.1% | 1.7 |
|
| 3278 |
TF
3278
TimeScale Financial
Danvers,
Massachusetts
| $344M | +$1.64K | +0% | 9.27% | 31.3% | 593 | 0% | 2.7 |
|
| 3279 |
3279
Bellwether Advisors
Lincoln,
Nebraska
| $344M | +$41.3M | +14% | 10.9% | 115% | 585 | 32.31% | 1.5 |
|
| 3280 |
3280
Overbrook Management Corp
New York
| $344M | -$7.98M | -2% | 5.53% | 157% | 86 | 15.12% | 4.1 |
|
| 3281 |
3281
Hexagon Capital Partners
Rogers,
Arkansas
| $344M | +$7.56M | +2% | 9.62% | 104% | 1,533 | 11.42% | 1.3 |
|
| 3282 |
3282
Johnson & Johnson
New Brunswick,
New Jersey
| $344M | +$3.89M | +1% | 17.7% | 339% | 23 | 8.7% | 1.2 |
|
| 3283 |
3283
Solus Alternative Asset Management
Summit,
New Jersey
| $344M | +$33.8M | +11% | 16.6% | 79.3% | 13 | 0% | 1.6 |
|
| 3284 |
3284
Trivium Point Advisory
Westport,
Connecticut
| $343M | +$20.9M | +6% | 8.58% | 106% | 196 | 8.16% | 2.5 |
|
| 3285 |
3285
MJP Associates
Farmington,
Connecticut
| $343M | +$8.82M | +3% | 8.27% | 60.9% | 148 | 19.59% | 1.4 |
|
| 3286 |
3286
Dorsey Wright & Associates
Pasadena,
California
| $343M | – | – | 13% | 311% | 285 | – | 0.6 |
|
| 3287 |
3287
Engine Capital Management
New York
| $343M | +$41.5M | +14% | 22.9% | 21.1% | 55 | 47.27% | 1.1 |
|
| 3288 |
3288
Mass Ave Global
New York
| $342M | -$61.6M | -15% | 7.96% | – | 54 | 70.37% | 0.3 |
|
| 3289 |
3289
Perry Creek Capital
New York
| $342M | +$15.2M | +5% | 14.9% | 51.2% | 18 | 11.11% | 1.8 |
|
| 3290 |
3290
The Family Firm
Bethesda,
Maryland
| $342M | +$29.2M | +9% | 7.7% | 40.2% | 182 | 9.34% | 4.5 |
|
| 3291 |
3291
SevenBridge Financial Group
Harrisburg,
Pennsylvania
| $342M | +$46.9M | +16% | 9.31% | 93.2% | 188 | 18.09% | 3.9 |
|
| 3292 |
3292
Patton Fund Management
Dallas,
Texas
| $342M | +$95.4M | +39% | 11.2% | 211% | 234 | 72.65% | 0.4 |
|
| 3293 |
3293
Origin Asset Management
London,
United Kingdom
| $342M | +$96M | +39% | 26% | 59.3% | 32 | 43.75% | 1.3 |
|
| 3294 |
3294
McRae Capital Management
Morristown,
New Jersey
| $342M | +$13M | +4% | 9.27% | 78.2% | 104 | 6.73% | 5.3 |
|
| 3295 |
3295
Sage Advisory Services
Austin,
Texas
| $342M | +$20.9M | +7% | 6.43% | 37.8% | 51 | 19.61% | 2.4 |
|
| 3296 |
3296
Fruth Investment Management
Houston,
Texas
| $341M | +$40M | +13% | 15.4% | 79.4% | 226 | 3.54% | 6.5 |
|
| 3297 |
3297
Nelson Capital Management
Menlo Park,
California
| $341M | +$511K | +0.2% | 8.72% | 121% | 101 | 14.85% | 5.3 |
|
| 3298 |
CSC
3298
Cook Street Consulting
Greenwood Village,
Colorado
| $341M | +$18.7M | +6% | 5.27% | – | 2 | 0% | 1 |
|
| 3299 |
3299
Washington University
St Louis,
Missouri
| $340M | +$44.6M | +15% | 9.98% | 44% | 8 | 25% | 1.2 |
|
| 3300 |
3300
Sweet Financial Partners
Fairmont,
Minnesota
| $340M | +$26.5M | +8% | 7.53% | 22.4% | 175 | 10.29% | 0.8 |
|