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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3301 |
3301
Sycamore Partners Management
New York
| $359M | +$115M | +47% | 47.3% | 31.8% | 1 | 0% | 1.3 |
|
| 3302 |
3302
HNP Capital
Rochester,
New York
| $359M | +$1.29M | +0.4% | 2.17% | 52.4% | 138 | 12.32% | 2.8 |
|
| 3303 |
NIC
3303
Northwest Investment Counselors
Lake Oswego,
Oregon
| $359M | +$12.6M | +4% | 6.73% | 32.4% | 590 | 14.92% | 2.6 |
|
| 3304 |
3304
Shelter Mutual Insurance
Columbia,
Missouri
| $359M | +$10.4M | +3% | 3.75% | 51.2% | 54 | 0% | 5.8 |
|
| 3305 |
3305
Ironwood Financial
Tucson,
Arizona
| $359M | +$37.6M | +12% | 6.27% | 54.1% | 140 | 2.14% | 4.5 |
|
| 3306 |
IBT
3306
International Biotechnology Trust
London,
United Kingdom
| $358M | +$34.6M | +11% | 5.25% | 11.1% | 70 | 18.57% | 1.8 |
|
| 3307 |
3307
Aire Advisors
Beverly Hills,
California
| $358M | +$31M | +9% | 7.08% | 77.4% | 151 | 17.88% | 1 |
|
| 3308 |
3308
Hexagon Capital Partners
Rogers,
Arkansas
| $358M | +$14.1M | +4% | 6.59% | 104% | 1,540 | 11.3% | 1.6 |
|
| 3309 |
3309
Squadra Investments
Rio De Janeiro,
Brazil
| $358M | +$65.3M | +22% | 17.1% | 1.55% | 8 | 37.5% | 1.2 |
|
| 3310 |
3310
Cubic Asset Management
Boston,
Massachusetts
| $358M | +$7.79M | +2% | 4.3% | 40.5% | 201 | 5.97% | 5.4 |
|
| 3311 |
MRCM
3311
M&R Capital Management
Summit,
New Jersey
| $357M | -$6.43M | -2% | 4.83% | 52.6% | 654 | 14.83% | 4 |
|
| 3312 |
3312
Walkner Condon Financial Advisors
Madison,
Wisconsin
| $357M | +$22.4M | +7% | 5.04% | 62.6% | 246 | 11.79% | 1.3 |
|
| 3313 |
3313
Covalis Capital
London,
United Kingdom
| $357M | -$66.1M | -16% | 2.26% | 37.9% | 64 | 68.75% | 0.5 |
|
| 3314 |
ARG
3314
Advisory Resource Group
Tulsa,
Oklahoma
| $357M | +$20.2M | +6% | 3.58% | 72% | 158 | 15.19% | 1.9 |
|
| 3315 |
3315
G2 Investment Partners Management
New York
| $356M | +$18.8M | +6% | 33.4% | 1,145% | 120 | 63.33% | 0.8 |
|
| 3316 |
3316
Park Place Capital
Homewood,
Alabama
| $356M | +$1.4M | +0.4% | 4.82% | 60% | 1,062 | 8.47% | 0.2 |
|
| 3317 |
BFM
3317
Blacksheep Fund Management
Co. Dublin,
Ireland
| $356M | -$71.6M | -17% | 8.91% | 71.5% | 6 | 16.67% | 2.2 |
|
| 3318 |
3318
Brian C. Broderick
| $356M | +$19.1M | +6% | 7.84% | 98.6% | 82 | 4.88% | 6.1 |
|
| 3319 |
3319
Renaissance Investment Group
Lenox,
Massachusetts
| $356M | +$20.7M | +6% | 5.99% | 110% | 86 | 9.3% | 5.8 |
|
| 3320 |
3320
EAM Global Investors
Solana Beach,
California
| $356M | -$31.2M | -8% | 30.7% | 2,399% | 216 | 81.48% | 0.2 |
|
| 3321 |
GA
3321
GuoLine Advisory
Singapore
| $356M | – | – | 23.1% | 112% | 8 | – | 0 |
|
| 3322 |
3322
AWM Capital
Phoenix,
Arizona
| $355M | +$61.5M | +21% | 4.79% | 51.1% | 82 | 26.83% | 0.9 |
|
| 3323 |
3323
Benedict Financial Advisors
Atlanta,
Georgia
| $355M | +$18.3M | +5% | 3.19% | 72.4% | 119 | 6.72% | 5.3 |
|
| 3324 |
3324
Contravisory Investment Management
Norwell,
Massachusetts
| $354M | -$6.27M | -2% | 1.64% | 135% | 366 | 26.23% | 1.6 |
|
| 3325 |
3325
TMD Wealth Management
Scottsdale,
Arizona
| $354M | +$130M | +58% | 3.44% | 2.41% | 54 | 33.33% | 1.1 |
|