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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3776 |
3776
Clear Investment Research
Alpharetta,
Georgia
| $151M | +$3.71M | +3% | 2.97% | 48.5% | 57 | 10.53% | 1.6 |
|
| 3777 |
3777
Shaker Investments
Cleveland,
Ohio
| $151M | +$7.47M | +5% | 8.83% | 205% | 80 | 20% | 1.6 |
|
| 3778 |
3778
Point72 Europe
London,
United Kingdom
| $151M | -$47.8M | -24% | 7.26% | 95.4% | 56 | 83.93% | 0.3 |
|
| 3779 |
3779
Cornerstone Advisors (Washington)
Bellevue,
Washington
| $151M | +$5.54M | +4% | 5.18% | 24.3% | 943 | 6.57% | 2.7 |
|
| 3780 |
3780
Stellar Capital Management
Phoenix,
Arizona
| $151M | +$8.62M | +6% | 5.05% | 23.4% | 77 | 3.9% | 2.8 |
|
| 3781 |
PVAM
3781
Pacific View Asset Management
San Francisco,
California
| $151M | – | – | 5.55% | – | 113 | – | 0 |
|
| 3782 |
3782
Aldebaran Financial
| $150M | +$5.53M | +4% | 5.93% | 89.7% | 97 | 5.15% | 2.9 |
|
| 3783 |
3783
Weatherstone Capital Management
Denver,
Colorado
| $150M | +$3.83M | +3% | 3.58% | 32% | 99 | 16.16% | 1.3 |
|
| 3784 |
VST
3784
Van Strum & Towne
San Francisco,
California
| $150M | -$3.33M | -2% | 5.54% | 62.2% | 76 | 5.26% | 3.3 |
|
| 3785 |
NAH
3785
Neumann Advisory (HK)
Central,
Hong Kong
| $150M | – | – | 1.49% | 77.3% | 11 | – | 0 |
|
| 3786 |
3786
Michael & Susan Dell Foundation
New York
| $150M | +$23.2M | +18% | 2.77% | 238% | 8 | 25% | 2.4 |
|
| 3787 |
FCM
3787
Farmstead Capital Management
Ridgewood,
New Jersey
| $150M | – | – | 2.32% | – | 8 | – | 0.6 |
|
| 3788 |
3788
Mork Capital Management
Healdsburg,
California
| $150M | +$26.3M | +21% | 5.57% | 61.9% | 137 | 28.47% | 1.5 |
|
| 3789 |
3789
Crabel Capital Management
Los Angeles,
California
| $149M | – | – | 2.2% | 13.9% | 88 | – | 0 |
|
| 3790 |
3790
Yorktown Energy Partners VII
New York
| $149M | -$62.5M | -29% | 3.15% | 18.9% | 4 | 0% | 1.6 |
|
| 3791 |
3791
Silverleafe Capital Partners
Germantown,
Tennessee
| $149M | – | – | 5.75% | 87.7% | 51 | – | 0 |
|
| 3792 |
3792
Progressive Investment Management
Lake Oswego,
Oregon
| $149M | +$16.3M | +12% | 10.3% | 126% | 44 | 0% | 2.7 |
|
| 3793 |
DC
3793
Derby & Company
Newton,
Massachusetts
| $149M | – | – | 5.79% | 33.7% | 52 | – | 0 |
|
| 3794 |
3794
ETF Portfolio Partners
Leawood,
Kansas
| $149M | +$8.03M | +6% | 3.32% | 50.2% | 23 | 4.35% | 2.1 |
|
| 3795 |
3795
Compass Group
New York
| $149M | – | – | 11.4% | 64.6% | 17 | – | 0 |
|
| 3796 |
3796
Stableford Capital II
Scottsdale,
Arizona
| $149M | +$11M | +8% | 5.49% | 66.9% | 117 | 19.66% | 0.7 |
|
| 3797 |
3797
Anson Funds Management
Dallas,
Texas
| $148M | -$516M | -78% | 5.69% | 2,010% | 82 | 64.63% | 0.6 |
|
| 3798 |
3798
Financial Advisors Network
Tustin,
California
| $148M | +$21.7M | +17% | 2.92% | – | 97 | 8.25% | 0.9 |
|
| 3799 |
SC
3799
Sovarnum Capital
New York
| $148M | – | – | 9.09% | – | 118 | – | 0 |
|
| 3800 |
3800
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
| $148M | -$2.19M | -1% | 7.24% | 70.3% | 46 | 6.52% | 1.7 |
|