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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6401 |
6401
Merrion Investment Management
Cranford,
New Jersey
| $174M | +$20.1M | +13% | 14.2% | 161% | 108 | 6.48% | 3 |
|
| 6402 |
6402
Fire Capital Management
San Francisco,
California
| $174M | +$16.7M | +11% | 8.84% | – | 98 | 5.1% | 0.7 |
|
| 6403 |
6403
Atlantic Investment Management
New York
| $174M | -$21.8M | -11% | 12.4% | 28.8% | 16 | 62.5% | 0.6 |
|
| 6404 |
6404
Hudson Canyon Capital Management
New York
| $174M | +$13.4M | +8% | 10.8% | 160% | 53 | 5.66% | 3.1 |
|
| 6405 |
6405
Stephenson & Company
San Clemente,
California
| $174M | +$9.5M | +6% | 5.04% | 47% | 44 | 6.82% | 1.4 |
|
| 6406 |
TCM
6406
Thoma Capital Management
Towson,
Maryland
| $174M | +$17M | +11% | 6.74% | – | 60 | 5% | 0.7 |
|
| 6407 |
6407
Nvest Financial
Portsmouth,
New Hampshire
| $174M | -$18M | -9% | 8.44% | 92.8% | 128 | 21.88% | 1.6 |
|
| 6408 |
6408
Horizon Family Wealth
Chicago,
Illinois
| $174M | +$10.1M | +6% | 6.39% | 68.6% | 81 | 9.88% | 2.1 |
|
| 6409 |
SAM
6409
Stenahm Asset Management
Guernsey
| $174M | -$55.5M | -24% | 13% | – | 27 | 33.33% | 1.6 |
|
| 6410 |
6410
Ables Iannone Moore & Associates
Savannah,
Georgia
| $174M | +$13.1M | +8% | 11.4% | 116% | 58 | 5.17% | 1.5 |
|
| 6411 |
6411
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
| $174M | +$38.4M | +28% | 4.09% | 167% | 25 | 64% | 1 |
|
| 6412 |
6412
Prospect Financial Services
Melville,
New York
| $174M | +$13.5M | +8% | 9.28% | – | 112 | 17.86% | 1.2 |
|
| 6413 |
6413
Taylor Financial Group
Roanoke,
Virginia
| $174M | +$13.6M | +8% | 8.89% | 79% | 107 | 4.67% | 1.5 |
|
| 6414 |
6414
Bastion Asset Management
Montreal,
Canada
| $174M | -$39.8M | -19% | 7.37% | – | 85 | 80% | 0.1 |
|
| 6415 |
GCA
6415
Gallagher Capital Advisors
Argyle,
Texas
| $174M | +$49.9M | +40% | 7.21% | – | 73 | 24.66% | 0.5 |
|
| 6416 |
6416
AFG Fiduciary Services
Hingham,
Massachusetts
| $174M | +$17.2M | +11% | 5.65% | 72.4% | 98 | 18.37% | 1.9 |
|
| 6417 |
6417
Virginia Wealth Management Group
Virginia Beach,
Virginia
| $174M | +$9.07M | +6% | 3.66% | 49.4% | 55 | 10.91% | 2.6 |
|
| 6418 |
6418
Straightline Group
Troy,
Michigan
| $174M | +$13.2M | +8% | 2.93% | – | 14 | 14.29% | 0.6 |
|
| 6419 |
LAMC
6419
Longview Asset Management (California)
San Rafael,
California
| $173M | +$13.9M | +9% | 3.96% | – | 143 | 13.99% | 0.6 |
|
| 6420 |
6420
SeaTown Holdings
Singapore
| $173M | +$3.59M | +2% | 9.08% | 220% | 22 | 36.36% | 0.9 |
|
| 6421 |
6421
FSC Wealth Advisors
Fishkill,
New York
| $173M | +$14.8M | +9% | 6.13% | 66.4% | 77 | 10.39% | 2.4 |
|
| 6422 |
6422
Lepercq De Neuflize Asset Management
New York
| $173M | +$21.7M | +14% | 6.44% | – | 13 | 53.85% | 0.4 |
|
| 6423 |
6423
GatePass Capital
Independence,
Ohio
| $173M | +$22.4M | +15% | 9.32% | – | 159 | 29.56% | 0.5 |
|
| 6424 |
PVAMC
6424
PPS&V Asset Management Consultants
Portage,
Michigan
| $173M | +$14.6M | +9% | 8.47% | 80.7% | 43 | 4.65% | 2.2 |
|
| 6425 |
6425
Lowery Thomas LLC
Pebble Beach,
California
| $173M | +$17M | +11% | 7.85% | 74.7% | 55 | 3.64% | 2.6 |
|