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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 |
3426
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
| $152M | -$47M | -24% | 17.2% | 167% | 79 | 43.04% | 0.8 |
|
| 3427 |
3427
American Assets Capital Advisers
San Diego,
California
| $152M | -$1.2M | -0.8% | 3.55% | 73.5% | 35 | 11.43% | 1.4 |
|
| 3428 |
3428
Crystal Rock Capital Management
Bannockburn,
Illinois
| $152M | +$3.76M | +3% | 8.5% | 172% | 37 | 27.03% | 1.5 |
|
| 3429 |
3429
Clarus Ventures
Cambridge,
Massachusetts
| $152M | -$10.9M | -7% | 4.26% | 70.3% | 6 | 0% | 2.1 |
|
| 3430 |
3430
Tradewinds Capital Management
Bellingham,
Washington
| $152M | +$9.04M | +6% | 1.34% | 96.9% | 751 | 19.57% | 2.1 |
|
| 3431 |
KCM
3431
Karp Capital Management
Sausalito,
California
| $152M | -$4.7M | -3% | 3.52% | 21.3% | 90 | 35.56% | 1.1 |
|
| 3432 |
3432
BCM Advisors
Lafayette,
Louisiana
| $152M | – | – | 1.99% | 59.3% | 123 | – | 0 |
|
| 3433 |
3433
Fieldpoint Private Advisors
New York
| $152M | +$1.73M | +1% | 3.61% | 34% | 69 | 14.49% | 2.1 |
|
| 3434 |
3434
Robertson Opportunity Capital
Dallas,
Texas
| $151M | +$15.1M | +11% | 12% | 93.4% | 31 | 12.9% | 2.1 |
|
| 3435 |
CMG
3435
Cavalry Management Group
San Francisco,
California
| $151M | +$31.6M | +26% | 9.14% | 59.6% | 30 | 50% | 0.4 |
|
| 3436 |
WSA
3436
Wall Street Associates
Lajolla,
California
| $151M | -$142M | -48% | 0.45% | 94.4% | 229 | 16.59% | 1.6 |
|
| 3437 |
3437
Blue Fin Capital
Warren,
Rhode Island
| $151M | +$27.9M | +23% | 2.31% | 125% | 133 | 14.29% | 2.3 |
|
| 3438 |
3438
PKO Investment Management Joint-Stock
Warsaw,
Poland
| $151M | -$10.9M | -7% | 2.52% | 145% | 72 | 43.06% | 1.2 |
|
| 3439 |
3439
Traynor Capital Management
Malvern,
Pennsylvania
| $151M | +$9.39M | +7% | 2.58% | 225% | 143 | 20.98% | 1.3 |
|
| 3440 |
3440
Clear Perspective Advisors
Aurora,
Illinois
| $151M | – | – | 2.23% | 88.5% | 424 | – | 0 |
|
| 3441 |
JRM
3441
John R. Muse
| $151M | +$3.2M | +2% | 2.17% | – | 1 | 0% | 2 |
|
| 3442 |
3442
AMI Investment Management
Kendallville,
Indiana
| $151M | +$8.85M | +6% | 9.22% | 47.9% | 48 | 6.25% | 2.3 |
|
| 3443 |
3443
JW Asset Management
Miami Beach,
Florida
| $150M | +$5.06M | +3% | 10.3% | 251% | 50 | 42% | 1 |
|
| 3444 |
PCMI
3444
Princeton Capital Management Inc
Princeton,
New Jersey
| $150M | -$2.67M | -2% | 4.28% | 57.9% | 76 | 10.53% | 2.4 |
|
| 3445 |
MBA
3445
McQueen Ball & Associates
Bethlehem,
Pennsylvania
| $150M | +$3.15M | +2% | 3.81% | 53.6% | 108 | 6.48% | 0.9 |
|
| 3446 |
BOIA
3446
Bush ODonnell Investment Advisors
St Louis,
Missouri
| $150M | +$118K | +0.1% | 4.02% | 45.9% | 48 | 0% | 2.9 |
|
| 3447 |
3447
B. Riley Financial
Los Angeles,
California
| $150M | -$6.41M | -4% | 8.15% | 682% | 165 | 27.27% | 0.7 |
|
| 3448 |
HA
3448
Havens Advisors
New York
| $150M | +$21.4M | +17% | 9.05% | 460% | 56 | 76.79% | 0.3 |
|
| 3449 |
3449
Meridian Investment Counsel
Lafayette,
California
| $150M | +$1.05M | +0.7% | 4.06% | 116% | 175 | 4% | 2.4 |
|
| 3450 |
3450
Triangle Securities Wealth Management
Raleigh,
North Carolina
| $150M | +$5.1M | +4% | 4.8% | 83.6% | 130 | 7.69% | 2.3 |
|