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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3376 |
3376
Cedar Capital
Barrington,
Illinois
| $214M | -$21M | -9% | 0.34% | 98% | 182 | 24.18% | 1.7 |
|
| 3377 |
3377
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
| $214M | -$16.5M | -7% | 0.88% | 151% | 87 | 25.29% | 1.2 |
|
| 3378 |
3378
Engine Capital Management
New York
| $214M | +$5.11M | +2% | 0.06% | 21.1% | 54 | 24.07% | 1 |
|
| 3379 |
3379
Taylor Wealth Management Partners
Boston,
Massachusetts
| $214M | -$297K | -0.1% | 3.58% | 62% | 51 | 15.69% | 2.2 |
|
| 3380 |
3380
Roanoke Asset Management
Jersey City,
New Jersey
| $214M | -$7.54M | -3% | 0.61% | 50.3% | 109 | 10.09% | 4.1 |
|
| 3381 |
3381
Symmetry Peak Management
Radnor,
Pennsylvania
| $214M | -$213M | -50% | 8.31% | 320% | 221 | 71.04% | 0.4 |
|
| 3382 |
3382
Arrow Investment Advisors
Laurel,
Maryland
| $214M | -$34.7M | -14% | 1.96% | 36.3% | 71 | 18.31% | 1.8 |
|
| 3383 |
3383
Versant Capital Management
Phoenix,
Arizona
| $213M | -$6.13M | -3% | 0.61% | 97.3% | 1,760 | 10.45% | 2.9 |
|
| 3384 |
3384
Vitruvian Partners
London,
United Kingdom
| $213M | -$240M | -53% | 48.5% | 96.9% | 2 | 0% | 0.8 |
|
| 3385 |
3385
MKP Capital Management
New York
| $213M | +$34.6M | +19% | 13.2% | 69.8% | 54 | 61.11% | 0.2 |
|
| 3386 |
NME
3386
Notis-McConarty Edward
| $213M | +$1.09M | +0.5% | 1.88% | 91.2% | 102 | 1.96% | 4.3 |
|
| 3387 |
3387
Fortis Advisors
Wayne,
Pennsylvania
| $213M | +$6.8M | +3% | 1.32% | 72.8% | 380 | 30.53% | 1.4 |
|
| 3388 |
PPP
3388
Private Portfolio Partners
Paramus,
New Jersey
| $213M | -$20.5M | -9% | 0.69% | 16.9% | 235 | 19.15% | 0.6 |
|
| 3389 |
LFG
3389
LifePlan Financial Group
Dayton,
Ohio
| $212M | +$5.02M | +2% | 1.11% | 20.2% | 572 | 5.07% | 1.9 |
|
| 3390 |
3390
Meridian Wealth Management
Lexington,
Kentucky
| $212M | -$34.7M | -14% | 0.56% | 117% | 556 | 67.45% | 1.3 |
|
| 3391 |
3391
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| $212M | -$7.52M | -3% | 1.98% | 82.6% | 172 | 18.02% | 4.2 |
|
| 3392 |
3392
Security National Bank
Omaha,
Nebraska
| $212M | +$9.6M | +5% | 2.83% | 113% | 77 | 12.99% | 1.8 |
|
| 3393 |
3393
Westover Capital Advisors
Wilmington,
Delaware
| $212M | +$9.17M | +5% | 2.47% | 133% | 148 | 16.89% | 1.8 |
|
| 3394 |
3394
Kapitalo Investimentos
Sao Paulo,
Brazil
| $212M | +$97.2M | +85% | 1.26% | 66.5% | 28 | 57.14% | 0.2 |
|
| 3395 |
3395
Camelot Portfolios
Maumee,
Ohio
| $212M | -$30.2M | -13% | 0.29% | 41.3% | 255 | 18.82% | 2.4 |
|
| 3396 |
3396
Intelligence Driven Advisers
Carlsbad,
California
| $211M | +$1M | +0.5% | 1.72% | 65.6% | 108 | 26.85% | 0.6 |
|
| 3397 |
3397
Shine Investment Advisory Services
Lone Tree,
Colorado
| $211M | -$5.06M | -2% | 0.42% | 29% | 767 | 16.17% | 1.7 |
|
| 3398 |
3398
Wall Capital Group
Phoenix,
Arizona
| $211M | +$10.6M | +5% | 0.82% | – | 22 | 0% | 2.2 |
|
| 3399 |
3399
venBio Partners
San Francisco,
California
| $211M | -$14.6M | -6% | 1.57% | 564% | 6 | 0% | 0.8 |
|
| 3400 |
HCM
3400
Horrell Capital Management
Little Rock,
Arkansas
| $211M | +$5.31M | +3% | 2.74% | 55.6% | 200 | 7% | 3.9 |
|