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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3751 |
3751
Three Peaks Capital Management
Castle Rock,
Colorado
| $301M | -$24M | -7% | 2.02% | 84.5% | 97 | 16.49% | 1.8 |
|
| 3752 |
3752
Bellwether Advisors
Lincoln,
Nebraska
| $301M | +$10.6M | +4% | 0.81% | 115% | 641 | 42.43% | 0.5 |
|
| 3753 |
3753
Cedar Mountain Advisors
Lake Oswego,
Oregon
| $301M | -$2.06M | -0.7% | 0.51% | 57.7% | 318 | 11.64% | 1.3 |
|
| 3754 |
3754
Compass Group
New York
| $301M | -$112M | -27% | 0.79% | 64.6% | 23 | 34.78% | 1.4 |
|
| 3755 |
3755
Fort LP
Chevy Chase,
Maryland
| $300M | -$45.4M | -13% | 0.56% | 56.8% | 295 | 10.17% | 2.1 |
|
| 3756 |
3756
Flagstar Advisors
New York
| $300M | – | – | 1.17% | 81.9% | 235 | – | 0 |
|
| 3757 |
ARI
3757
Applied Research Investments
Wilmington,
Delaware
| $300M | +$20.4M | +7% | 2.16% | – | 44 | 20.45% | 0.9 |
|
| 3758 |
3758
Frisch Financial Group
Melville,
New York
| $300M | -$17.5M | -6% | 0.06% | 66.6% | 157 | 10.83% | 1.6 |
|
| 3759 |
3759
SevenBridge Financial Group
Harrisburg,
Pennsylvania
| $300M | -$6.74M | -2% | 0.74% | 93.2% | 170 | 6.47% | 3.4 |
|
| 3760 |
3760
Aspire Private Capital
Cornelius,
North Carolina
| $299M | -$12.6M | -4% | 0.98% | 49.6% | 668 | 18.56% | 1.2 |
|
| 3761 |
3761
AtonRa Partners
Geneva,
Switzerland
| $299M | +$22.6M | +8% | 4.01% | 49% | 118 | 7.63% | 0.6 |
|
| 3762 |
3762
Washington State Investment Board
Olympia,
Washington
| $299M | -$96.3M | -24% | 24.4% | 567% | 1 | 0% | 1.3 |
|
| 3763 |
3763
Strategic Equity Management
Tucson,
Arizona
| $299M | +$6.66M | +2% | 0.92% | 70.3% | 41 | 7.32% | 0.6 |
|
| 3764 |
3764
Arabesque Asset Management
London,
United Kingdom
| $299M | +$63.7M | +27% | 0.39% | 122% | 209 | 56.46% | 0.2 |
|
| 3765 |
3765
NKCFO LLC
Geneva,
Illinois
| $299M | +$1.02M | +0.3% | 0.5% | 211% | 119 | 43.7% | 0.7 |
|
| 3766 |
3766
Arkos Global Advisors
Houston,
Texas
| $299M | +$9.9M | +3% | 0.82% | 43.6% | 93 | 9.68% | 1.6 |
|
| 3767 |
3767
Retirement Income Solutions
Ann Arbor,
Michigan
| $299M | +$6.27M | +2% | 0.5% | 60.8% | 102 | 4.9% | 2.4 |
|
| 3768 |
3768
Financial Sense Advisors
San Diego,
California
| $298M | -$18.9M | -6% | 1.28% | 152% | 129 | 32.56% | 1.5 |
|
| 3769 |
3769
Affinity Capital Advisors
Berkeley,
California
| $298M | +$3.17M | +1% | 0.13% | 72.7% | 128 | 8.59% | 1.4 |
|
| 3770 |
3770
Schoolcraft Capital
Boulder,
Colorado
| $298M | +$21.4M | +8% | 1.04% | 58.7% | 54 | 5.56% | 1.9 |
|
| 3771 |
3771
Atlantic Investment Management
New York
| $298M | -$20.8M | -7% | 1.89% | 28.8% | 12 | 33.33% | 1.8 |
|
| 3772 |
3772
XTX Topco
George Town,
Cayman Islands
| $298M | +$935K | +0.3% | 2.14% | 87.3% | 1,230 | 84.55% | 0.1 |
|
| 3773 |
3773
Beck Capital Management
Austin,
Texas
| $298M | +$486K | +0.2% | 1.33% | 291% | 158 | 28.48% | 1.1 |
|
| 3774 |
3774
Birinyi Associates
Westport,
Connecticut
| $298M | +$9.5M | +3% | 2.16% | 133% | 73 | 16.44% | 4.9 |
|
| 3775 |
3775
Doliver Advisors
Houston,
Texas
| $298M | -$3.84M | -1% | 2.22% | 92.3% | 187 | 31.02% | 1.5 |
|