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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3426 |
CWM
3426
Cornerstone Wealth Management
St. Peters,
Missouri
| $132M | – | – | 1.76% | 69.8% | 93 | – | 0 |
|
| 3427 |
PCC
3427
Park Circle Company
Baltimore,
Maryland
| $132M | -$17.6M | -12% | 0.79% | 70.5% | 105 | 31.43% | 1.2 |
|
| 3428 |
3428
All-Stars Investment
Hong Kong
| $131M | +$24.5M | +23% | 1.3% | 41.7% | 10 | 10% | 1.2 |
|
| 3429 |
3429
American Asset Management
Boca Raton,
Florida
| $131M | +$25.5M | +24% | 10.8% | 42.5% | 12 | 8.33% | 0.8 |
|
| 3430 |
NG
3430
Northstar Group
New York
| $131M | +$5.03M | +4% | 3.88% | 63.9% | 104 | 4.81% | 1.1 |
|
| 3431 |
3431
Addison Capital
Conshohocken,
Pennsylvania
| $131M | +$3.16M | +2% | 0.83% | 59.7% | 117 | 15.38% | 1.2 |
|
| 3432 |
AIM
3432
Act II Management
New York
| $131M | -$29.9M | -19% | 1.36% | 43.6% | 27 | 44.44% | 1.3 |
|
| 3433 |
3433
Peregrine Asset Advisers
Portland,
Oregon
| $131M | +$14.8M | +13% | 6.7% | 182% | 114 | 34.21% | 1.4 |
|
| 3434 |
3434
Brightworth
Atlanta,
Georgia
| $131M | +$32.3M | +33% | 0.71% | 21.7% | 22 | 59.09% | 0.3 |
|
| 3435 |
3435
Cryder Capital Partners
London,
United Kingdom
| $131M | +$11.6M | +10% | 0.42% | 55.7% | 11 | 9.09% | 1.1 |
|
| 3436 |
GCM
3436
Garland Capital Management
Bellevue,
Washington
| $131M | +$4.25M | +3% | 1.73% | 55.7% | 34 | 14.71% | 2.2 |
|
| 3437 |
3437
Harbour Investment Management
Edmonds,
Washington
| $130M | +$1.74M | +1% | 2.13% | 58.8% | 72 | 2.78% | 2.6 |
|
| 3438 |
GCMG
3438
Gyroscope Capital Management Group
Naples,
Florida
| $130M | +$2.81M | +2% | 1.94% | 24.8% | 77 | 24.68% | 0.8 |
|
| 3439 |
3439
West Oak Capital
Westlake Village,
California
| $130M | +$1.08M | +0.8% | 0.55% | 110% | 292 | 6.51% | 2.4 |
|
| 3440 |
3440
Plante Moran Financial Advisors
Southfield,
Michigan
| $130M | -$3.41M | -3% | 4.38% | 62.8% | 1,168 | 42.38% | 1.5 |
|
| 3441 |
3441
Sapphire Ventures (GPE) I
Palo Alto,
California
| $130M | -$91.8M | -41% | 26.1% | – | 9 | 11.11% | 0.9 |
|
| 3442 |
3442
Edmond de Rothschild Asset Management (Luxembourg)
Luxembourg
| $130M | +$13.7M | +12% | 3.6% | – | 94 | 22.34% | 0.2 |
|
| 3443 |
3443
Gladstone Capital Management
London,
United Kingdom
| $130M | -$17.2M | -12% | 0.76% | 304% | 17 | 23.53% | 0.2 |
|
| 3444 |
3444
Opus Point Partners Management
New York
| $129M | -$22M | -15% | 19.1% | 85.2% | 65 | 32.31% | 0.8 |
|
| 3445 |
3445
Knightsbridge Asset Management
Newport Beach,
California
| $129M | -$11.3M | -8% | 5.27% | 150% | 40 | 25% | 1.4 |
|
| 3446 |
3446
Foresite Capital Management III
Larkspur,
California
| $129M | +$16.5M | +15% | 24.2% | 444% | 25 | 32% | 0.2 |
|
| 3447 |
3447
Ironwood Financial
Tucson,
Arizona
| $129M | – | – | 0.93% | 54.1% | 301 | – | 1.1 |
|
| 3448 |
3448
RPg Family Wealth Advisory
Burlington,
Massachusetts
| $129M | +$20.3M | +19% | 2.13% | 117% | 301 | 51.83% | 0.1 |
|
| 3449 |
VE
3449
Vega Energy
New York
| $129M | -$13.7M | -10% | 15.5% | 12.1% | 6 | 16.67% | 2.6 |
|
| 3450 |
3450
Oslo Asset Management AS
Oslo,
Norway
| $129M | +$24.8M | +24% | 1.35% | 82.7% | 16 | 12.5% | 1.3 |
|