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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3501 |
NG
3501
Northstar Group
New York
| $145M | +$5.91M | +4% | 4.36% | 63.9% | 109 | 5.5% | 1.8 |
|
| 3502 |
3502
Private Advisory Group
Redmond,
Washington
| $145M | – | – | 2.72% | 177% | 129 | – | 0 |
|
| 3503 |
3503
Gores Group
Beverly Hills,
California
| $145M | – | – | 9.98% | – | 1 | – | 0 |
|
| 3504 |
3504
Sicart Associates
New York
| $145M | – | – | 4.46% | 99.1% | 100 | – | 0 |
|
| 3505 |
3505
Oliver Luxxe Assets
Gladstone,
New Jersey
| $145M | +$17.2M | +13% | 2.7% | 137% | 95 | 26.32% | 0.6 |
|
| 3506 |
3506
Oak Hill Advisors
New York
| $145M | -$114M | -44% | 7.63% | 42.4% | 8 | 25% | 2.6 |
|
| 3507 |
HRC
3507
Hoertkorn Richard Charles
| $145M | +$16.1M | +13% | 8.99% | 172% | 94 | 9.57% | 2.4 |
|
| 3508 |
3508
Sensible Financial Planning & Management
Waltham,
Massachusetts
| $145M | -$897K | -0.6% | 2.24% | 24.5% | 80 | 67.5% | 2 |
|
| 3509 |
3509
Juncture Wealth Strategies
Scottsdale,
Arizona
| $144M | -$3.79M | -3% | 0.39% | 76.5% | 90 | 22.22% | 1.2 |
|
| 3510 |
3510
Yorktown Energy Partners VII
New York
| $144M | -$74.6M | -34% | 8.94% | 18.9% | 3 | 0% | 1 |
|
| 3511 |
3511
Stevens First Principles Investment Advisors
Newport Beach,
California
| $144M | +$5.54M | +4% | 1.92% | 44% | 182 | 17.03% | 1.8 |
|
| 3512 |
3512
GFI Investment Counsel
Toronto,
Ontario, Canada
| $144M | – | – | 7.16% | 41.8% | 24 | – | 0 |
|
| 3513 |
EMR
3513
Errol M. Rudman
| $144M | +$20.3M | +16% | 7.67% | 60.5% | 29 | 34.48% | 2.3 |
|
| 3514 |
3514
Chiron Investment Management
New York
| $144M | – | – | 1.71% | 104% | 44 | – | 0 |
|
| 3515 |
GPC
3515
Guardian Point Capital
Charlottesville,
Virginia
| $144M | -$1.07M | -0.7% | 7.33% | 142% | 22 | 50% | 0.5 |
|
| 3516 |
3516
GQG Partners
Ft. Lauderdale,
Florida
| $144M | – | – | 2.98% | 225% | 43 | – | 0 |
|
| 3517 |
QAM
3517
Quantres Asset Management
Cayman,
Cayman Islands
| $144M | -$17.7M | -11% | 0.7% | 11% | 264 | 78.79% | 0.1 |
|
| 3518 |
3518
DCM Hybrid RMB Fund International
Menlo Park,
California
| $144M | – | – | 26.3% | – | 4 | – | 0.5 |
|
| 3519 |
3519
Morris Capital Advisors
Malvern,
Pennsylvania
| $144M | -$17.3M | -11% | 4.08% | 72.9% | 75 | 6.67% | 0.8 |
|
| 3520 |
3520
StratiFi
San Francisco,
California
| $144M | +$61.6M | +75% | – | – | 9 | 33.33% | 1.5 |
|
| 3521 |
3521
Adirondack Trust Company
Saratoga Springs,
New York
| $144M | +$4.53M | +3% | 3.05% | 96.7% | 346 | 8.09% | 2.8 |
|
| 3522 |
BCM
3522
Breithorn Capital Management
New York
| $143M | +$10.1M | +8% | 17.3% | 43.9% | 47 | 19.15% | 1.7 |
|
| 3523 |
3523
Roberts, Glore & Co
Deerfield,
Illinois
| $143M | +$4.2M | +3% | 1.97% | 72.3% | 149 | 10.07% | 2.5 |
|
| 3524 |
3524
Courage Miller Partners
Norfolk,
Virginia
| $143M | -$1.26M | -0.9% | 0.49% | 43.5% | 69 | 4.35% | 2.6 |
|
| 3525 |
BW
3525
Biegel & Waller
Columbia,
Maryland
| $143M | – | – | 3.33% | 28.2% | 56 | – | 0 |
|