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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4101 |
4101
AtonRa Partners
Geneva,
Switzerland
| $288M | -$11.3M | -4% | 0.63% | 49% | 117 | 3.42% | 0.8 |
|
| 4102 |
4102
TIFF Advisory Services
Radnor,
Pennsylvania
| $288M | -$28M | -9% | 2.84% | 86.3% | 18 | 33.33% | 1.3 |
|
| 4103 |
4103
Long Run Wealth Advisors
Lake Placid,
New York
| $288M | – | – | 6.18% | 50.5% | 98 | – | 0 |
|
| 4104 |
4104
Stonebridge Capital Management
Los Angeles,
California
| $287M | +$14.9M | +5% | 11.2% | – | 104 | 6.73% | 6 |
|
| 4105 |
4105
TS Financial Group (TSFG)
Lake Forest,
Illinois
| $287M | +$31.2M | +12% | 11% | 81% | 946 | 8.25% | 2 |
|
| 4106 |
4106
Sharp Capital Gestora de Recursos
Rio De Janeiro,
Brazil
| $287M | +$25.6M | +10% | 16.9% | 61.4% | 20 | 55% | 0.3 |
|
| 4107 |
4107
Pacific Wealth Strategies Group
Santa Barbara,
California
| $287M | +$17M | +6% | 9.34% | 85.3% | 93 | 9.68% | 3 |
|
| 4108 |
4108
Wall Capital Group
Phoenix,
Arizona
| $287M | -$6.21M | -2% | 7.71% | – | 27 | 18.52% | 2.5 |
|
| 4109 |
4109
Muhlenkamp & Co
Wexford,
Pennsylvania
| $287M | +$26.5M | +10% | 13.3% | 107% | 35 | 8.57% | 3.2 |
|
| 4110 |
4110
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
| $287M | +$38.4M | +15% | 16.9% | 137% | 38 | 0% | 5.7 |
|
| 4111 |
CAN
4111
Claraphi Advisory Network
Aliso Viejo,
United States
| $287M | +$3.6M | +1% | 9.54% | 88.3% | 341 | 28.74% | 1.7 |
|
| 4112 |
4112
Oak Management Corp
Wilton,
Connecticut
| $287M | -$23.5M | -8% | 29.2% | 96.4% | 4 | 50% | 0.1 |
|
| 4113 |
4113
Gramercy Funds Management
Greenwich,
Connecticut
| $287M | -$2.7M | -0.9% | 8.31% | 87.6% | 2 | 0% | 1.1 |
|
| 4114 |
4114
Ashburton (Jersey)
St Helier,
Jersey
| $286M | +$14.8M | +5% | 9.18% | – | 48 | 12.5% | 2.8 |
|
| 4115 |
4115
High Net Worth Advisory Group
Naples,
Florida
| $286M | – | – | 9.76% | 75.7% | 694 | – | 0 |
|
| 4116 |
4116
Elgethun Capital Management
Sioux Falls,
South Dakota
| $286M | -$3.44M | -1% | 5.15% | 61.5% | 110 | 5.45% | 3.3 |
|
| 4117 |
4117
Ally Bridge Group
New York
| $286M | -$54M | -16% | 10.1% | 844% | 37 | 35.14% | 0.5 |
|
| 4118 |
4118
Avalon Global Asset Management
San Francisco,
California
| $286M | -$336M | -54% | 4.53% | 278% | 58 | 55.17% | 3.8 |
|
| 4119 |
ETI
4119
Enterprise Trust & Investment
Los Gatos,
California
| $286M | +$38.9M | +16% | 13.8% | 58.6% | 233 | 21.46% | 1.8 |
|
| 4120 |
4120
Enterprise Bank & Trust
Lowell,
Massachusetts
| $286M | +$32.7M | +13% | 10.4% | 65.9% | 97 | 3.09% | 2.1 |
|
| 4121 |
4121
Regatta Capital Group
El Segundo,
California
| $286M | – | – | 7.91% | 78.1% | 184 | – | 0 |
|
| 4122 |
4122
AlphaMark Advisors
Ft. Wright,
Kentucky
| $286M | +$9.37M | +3% | 6.6% | 26.4% | 648 | 13.58% | 3.5 |
|
| 4123 |
4123
Northpond Ventures
Bethesda,
Maryland
| $286M | – | – | 14.9% | 67.3% | 4 | – | 0 |
|
| 4124 |
4124
Ramius Advisors
New York
| $285M | +$118M | +70% | 9.24% | 187% | 433 | 62.82% | 0.2 |
|
| 4125 |
4125
Manchester Financial
Westlake Village,
California
| $285M | +$23.8M | +9% | 8.7% | 73% | 101 | 21.78% | 1.7 |
|