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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5776 |
GCM
5776
Granby Capital Management
Miami Beach,
Florida
| $193M | -$289K | -0.1% | 0.87% | 50% | 23 | 17.39% | 1.9 |
|
| 5777 |
5777
Red Tortoise LLC
Atlanta,
Georgia
| $193M | -$7.62M | -4% | 4.14% | 43.7% | 621 | 15.14% | 1.7 |
|
| 5778 |
5778
Clarity Capital Partners
Newport Beach,
California
| $193M | +$23.5M | +14% | 25.3% | – | 143 | 16.08% | 0.8 |
|
| 5779 |
CIA
5779
Citadel Investment Advisory
Chesterland,
Ohio
| $193M | +$2.76M | +1% | 1.75% | 66.1% | 83 | 3.61% | 3.5 |
|
| 5780 |
5780
Chartist Inc
Seal Beach,
California
| $193M | -$1.7M | -0.9% | 2.13% | – | 25 | 0% | 6.1 |
|
| 5781 |
5781
American Financial & Tax Strategies
New York
| $193M | -$4.09M | -2% | 1.84% | 46.9% | 92 | 2.17% | 1 |
|
| 5782 |
5782
Creekside Partners
Petaluma,
California
| $193M | -$489K | -0.3% | 1.17% | – | 168 | 4.17% | 0.5 |
|
| 5783 |
5783
Melone Private Wealth
Auburn Hills,
Michigan
| $193M | +$4.66M | +2% | 2.17% | 30.4% | 52 | 7.69% | 2.5 |
|
| 5784 |
5784
Baugh & Associates
Atlanta,
Georgia
| $193M | -$1.28M | -0.7% | 0.73% | 98.8% | 40 | 2.5% | 5.4 |
|
| 5785 |
5785
Perry Creek Capital
New York
| $193M | -$43.3M | -18% | 1.2% | 51.2% | 12 | 8.33% | 4 |
|
| 5786 |
5786
Sterling Group Wealth Management
Pasadena,
California
| $193M | +$4.16M | +2% | 0.91% | 75.9% | 65 | 6.15% | 0.5 |
|
| 5787 |
5787
AJ Advisors
Nashville,
Tennessee
| $193M | -$2.29M | -1% | 0.19% | 64.6% | 34 | 5.88% | 1.7 |
|
| 5788 |
5788
IMPACTfolio
Denver,
Colorado
| $193M | -$1.04M | -0.5% | 1.36% | 58.8% | 59 | 27.12% | 1.5 |
|
| 5789 |
5789
Dalton Investments
Las Vegas,
Nevada
| $193M | +$23M | +14% | 7.03% | 125% | 29 | 17.24% | 3.1 |
|
| 5790 |
5790
Clayton Dubilier & Rice
New York
| $193M | -$209M | -52% | 50.7% | 176% | 4 | 25% | 5.3 |
|
| 5791 |
5791
Donald L. Hagan LLC
Sarasota,
Florida
| $193M | -$3.36M | -2% | 0.31% | 47.9% | 106 | 23.58% | 3.1 |
|
| 5792 |
5792
Chicago Wealth Management
Chicago,
Illinois
| $193M | +$5.12M | +3% | 2.65% | 134% | 53 | 13.21% | 2.1 |
|
| 5793 |
5793
Independent Family Office
Albany,
New York
| $192M | -$6.73M | -3% | 1.4% | 68.4% | 74 | 8.11% | 3.2 |
|
| 5794 |
5794
FourWorld Capital Management
New York
| $192M | +$18.8M | +11% | 6.21% | 132% | 32 | 50% | 0.9 |
|
| 5795 |
5795
Harbert Fund Advisors
Birmingham,
Alabama
| $192M | +$23.4M | +14% | 7.12% | 70.8% | 143 | 58.04% | 0.8 |
|
| 5796 |
5796
JDM Financial Group
Austin,
Texas
| $192M | +$8.49M | +5% | 0% | 56.7% | 427 | 26.23% | 1.2 |
|
| 5797 |
PCM
5797
Perritt Capital Management
Chicago,
Illinois
| $192M | -$2.11M | -1% | 0.09% | 80.9% | 324 | 12.04% | 3.5 |
|
| 5798 |
5798
School Employees Retirement Board of Ohio
Columbus,
Ohio
| $192M | +$16.7M | +9% | 1.33% | – | 6 | 16.67% | 0.4 |
|
| 5799 |
5799
Arrowroot Family Office
Marina Del Rey,
California
| $192M | +$20.7M | +12% | 0% | – | 143 | 18.18% | 1.3 |
|
| 5800 |
5800
5th Street Advisors
Southport,
Connecticut
| $192M | -$13.1M | -6% | 2.91% | 52.2% | 44 | 36.36% | 1.7 |
|