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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4051 |
4051
Callodine Capital Management
Boston,
Massachusetts
| $265M | +$34.6M | +15% | 4.04% | 53.8% | 44 | 25% | 1 |
|
| 4052 |
4052
NewGen Asset Management
Toronto,
Ontario, Canada
| $265M | +$22.9M | +9% | 10.6% | 402% | 65 | 56.92% | 0.2 |
|
| 4053 |
4053
RB Capital Management
Reno,
Nevada
| $265M | +$38.1M | +17% | 9.65% | 79.4% | 168 | 11.9% | 2.5 |
|
| 4054 |
4054
Sovereign Investment Advisors
Phoenix,
Arizona
| $265M | +$12.9M | +5% | 6.5% | 43.7% | 30 | 0% | 1.2 |
|
| 4055 |
4055
Twin Securities
New York
| $265M | +$109M | +70% | 15% | 506% | 24 | 45.83% | 0.4 |
|
| 4056 |
4056
KB Financial Partners
Princeton,
New Jersey
| $265M | +$29.5M | +13% | 6.12% | – | 661 | 13.46% | 0.2 |
|
| 4057 |
4057
Aravt Global
New York
| $264M | +$17.3M | +7% | 12.5% | 83.7% | 12 | 16.67% | 3.9 |
|
| 4058 |
4058
DFPG Investments
Sandy,
Utah
| $264M | +$30.2M | +13% | 11.5% | 38.2% | 183 | 17.49% | 1.4 |
|
| 4059 |
4059
Vest Financial
Mclean,
Virginia
| $264M | +$89.6M | +51% | 5.6% | 68.4% | 65 | 0% | 0.5 |
|
| 4060 |
4060
Wakefield Asset Management
Englewood,
Colorado
| $264M | +$14.5M | +6% | 8.14% | 139% | 174 | 24.14% | 0.9 |
|
| 4061 |
HWMA
4061
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
| $264M | +$86.3M | +49% | 5.75% | – | 951 | 29.65% | 0.2 |
|
| 4062 |
4062
Silphium Asset Management
London,
United Kingdom
| $264M | +$41.1M | +18% | 13% | 128% | 82 | 54.88% | 0.2 |
|
| 4063 |
4063
Arlington Financial Advisors
Santa Barbara,
California
| $263M | +$16.8M | +7% | 6.18% | 67.6% | 66 | 18.18% | 2.1 |
|
| 4064 |
AA
4064
Ashford Advisors
Pittsford,
New York
| $263M | +$34.7M | +15% | 7.79% | 66.5% | 11 | 0% | 0.5 |
|
| 4065 |
4065
Platte River Wealth Advisors
Louisville,
Colorado
| $263M | +$19.8M | +8% | 8.31% | 28.6% | 89 | 7.87% | 1.3 |
|
| 4066 |
4066
Stanley Capital Management
Houston,
Texas
| $263M | +$11.8M | +5% | 9.96% | 158% | 46 | 15.22% | 2.6 |
|
| 4067 |
GA
4067
Gagnon Advisors
New York
| $263M | +$20.2M | +8% | 14.6% | 129% | 34 | 17.65% | 3.3 |
|
| 4068 |
4068
Hi-Line Capital Management
Watertown,
South Dakota
| $263M | +$13.2M | +5% | 5.37% | 57.5% | 28 | 10.71% | 1.7 |
|
| 4069 |
4069
Ramius Advisors
New York
| $263M | -$111M | -30% | 14.9% | 187% | 488 | 67.83% | 0.1 |
|
| 4070 |
4070
Hillman Capital Management
Bethesda,
Maryland
| $263M | +$34.8M | +15% | 7.11% | 20.2% | 48 | 10.42% | 2.1 |
|
| 4071 |
4071
Anfield Capital Management
Irvine,
California
| $263M | +$12.1M | +5% | 6.71% | 65.3% | 239 | 74.06% | 0.3 |
|
| 4072 |
4072
Benefit Street Partners
New York
| $262M | -$441M | -63% | 17.2% | – | 52 | 40.38% | 0.9 |
|
| 4073 |
4073
Retirement Capital Strategies
San Jose,
California
| $262M | +$8.57M | +3% | 5.38% | 59% | 90 | 28.89% | 1.7 |
|
| 4074 |
4074
TRG Investments
Richmond,
Virginia
| $262M | +$57K | +0% | 0.02% | 70.5% | 1 | 0% | 5.5 |
|
| 4075 |
HA
4075
Hamel Associates
Chatham,
New Jersey
| $262M | +$2.89M | +1% | 5.22% | 50.6% | 75 | 16% | 4.7 |
|