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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5001 |
CIA
5001
Cape Investment Advisory
Mcdonough,
Georgia
| $179M | +$14.9M | +9% | 6.74% | 72.5% | 994 | 11.57% | 0.2 |
|
| 5002 |
5002
IA Venture Strategies Fund II
New York
| $179M | -$112M | -38% | 2.54% | 375% | 2 | 0% | 1.5 |
|
| 5003 |
5003
Fusion Capital
Mt. Pleasant,
South Carolina
| $179M | +$4.23M | +2% | 6.49% | 100% | 75 | 5.33% | 2.4 |
|
| 5004 |
5004
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
| $179M | +$25.8M | +17% | 8.94% | 103% | 33 | 3.03% | 5 |
|
| 5005 |
5005
Pinpoint Asset Management
Hong Kong
| $179M | -$195M | -52% | 3.73% | 185% | 92 | 65.22% | 0.4 |
|
| 5006 |
5006
Amtrust Financial Services
New York
| $179M | -$13.5M | -7% | 5.48% | 61.9% | 19 | 21.05% | 2.1 |
|
| 5007 |
5007
Kaizen Capital Partners
Central,
Hong Kong
| $179M | +$9.5M | +6% | 8.45% | – | 10 | 60% | 0.3 |
|
| 5008 |
5008
Luken Investment Analytics
Brentwood,
Tennessee
| $179M | +$8.53M | +5% | 4.76% | 47.6% | 151 | 12.58% | 1.6 |
|
| 5009 |
5009
American Trust Investment Advisors
Lebanon,
New Hampshire
| $179M | +$12.4M | +7% | 8.07% | 91% | 84 | 8.33% | 3.5 |
|
| 5010 |
5010
Running Point Capital Advisors
El Segundo,
California
| $179M | +$13.5M | +8% | 5.72% | 52.1% | 157 | 9.55% | 1.7 |
|
| 5011 |
5011
Bond Capital Management
San Francisco,
California
| $179M | -$4.99M | -3% | 0.79% | 47.5% | 5 | 0% | 1.3 |
|
| 5012 |
5012
Omega Fund Management
Boston,
Massachusetts
| $178M | +$25.2M | +16% | 35% | 106% | 14 | 14.29% | 2.7 |
|
| 5013 |
5013
LSP Investment Advisors
New York
| $178M | +$323K | +0.2% | 4.06% | 79.5% | 26 | 19.23% | 1.7 |
|
| 5014 |
5014
Harbert Fund Advisors
Birmingham,
Alabama
| $178M | +$27.1M | +18% | 8.74% | 70.8% | 59 | 42.37% | 1.2 |
|
| 5015 |
WAM
5015
Westport Asset Management
Southport,
Connecticut
| $178M | +$11.7M | +7% | 8.08% | 64.2% | 72 | 2.78% | 5.9 |
|
| 5016 |
5016
Campbell Capital Management
Miami,
Florida
| $178M | +$48.2M | +37% | 10% | – | 47 | 34.04% | 1.8 |
|
| 5017 |
5017
Adaptive Financial Consulting
Beachwood,
Ohio
| $178M | -$6.87M | -4% | 3.38% | 33.4% | 18 | 11.11% | 3 |
|
| 5018 |
5018
Davis Rea
Toronto,
Ontario, Canada
| $178M | +$12.4M | +7% | 8.78% | 66.9% | 44 | 15.91% | 5.6 |
|
| 5019 |
5019
Columbia Trust
Portland,
Oregon
| $178M | +$4.93M | +3% | 7.74% | 36% | 135 | 11.11% | 2.8 |
|
| 5020 |
HSC
5020
Harbor Spring Capital
New York
| $178M | -$70.4M | -28% | 13.6% | – | 23 | 34.78% | 1.2 |
|
| 5021 |
BC
5021
Belmont Capital
Los Angeles,
California
| $178M | +$57.2M | +47% | 18.3% | 182% | 176 | 26.14% | 1.2 |
|
| 5022 |
5022
Triton Wealth Management
Sun City,
Arizona
| $178M | +$14.9M | +9% | 7.62% | – | 87 | 13.79% | 2.3 |
|
| 5023 |
5023
Sitrin Capital Management
Century City,
California
| $178M | +$12.9M | +8% | 10.7% | 139% | 40 | 5% | 3.3 |
|
| 5024 |
5024
IronBridge Private Wealth
Austin,
Texas
| $178M | +$21.5M | +14% | 10.1% | 122% | 45 | 53.33% | 0.8 |
|
| 5025 |
5025
Lazari Capital Management
Woodland Hills,
California
| $178M | – | – | 13% | 145% | 128 | – | 0 |
|