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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1576 |
KL
1576
KGH Ltd
Nassau,
Bahamas
| $1.33B | +$352M | +36% | 53.4% | 139% | 46 | 36.96% | 0.7 |
|
| 1577 |
1577
Kepos Capital
New York
| $1.33B | +$135M | +11% | 0.25% | 21.1% | 716 | 23.32% | 0.5 |
|
| 1578 |
1578
Hitchwood Capital Management
New York
| $1.33B | -$1.62B | -55% | 3.19% | 275% | 61 | 80.33% | 1.1 |
|
| 1579 |
1579
Darlington Partners Capital Management
Greenbrae,
California
| $1.33B | -$161M | -11% | 0.29% | 18.1% | 41 | 65.85% | 0.2 |
|
| 1580 |
1580
Coliseum Capital Management
Rowayton,
Connecticut
| $1.33B | +$20.6M | +2% | 21.1% | 41.1% | 14 | 28.57% | 1.6 |
|
| 1581 |
1581
Cantor Fitzgerald
New York
| $1.33B | -$74.7M | -5% | 1.48% | 373% | 560 | 51.96% | 0.2 |
|
| 1582 |
1582
Smith Salley Wealth Management
Greensboro,
North Carolina
| $1.32B | -$87.7M | -6% | 3.52% | 106% | 260 | 10.77% | 4.1 |
|
| 1583 |
1583
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
| $1.32B | -$144M | -10% | 3.75% | 64.4% | 149 | 16.11% | 4.6 |
|
| 1584 |
1584
Parsons Capital Management
Providence,
Rhode Island
| $1.32B | -$71.8M | -5% | 2.1% | 97.4% | 450 | 8.67% | 5 |
|
| 1585 |
1585
Cumberland Partners
Toronto,
Ontario, Canada
| $1.32B | -$100M | -7% | 1.66% | 101% | 202 | 27.72% | 2.2 |
|
| 1586 |
1586
Easterly Investment Partners
Beverly,
Massachusetts
| $1.32B | -$48.9M | -4% | 0.1% | 57.6% | 210 | 23.33% | 0.8 |
|
| 1587 |
1587
Strategic Financial Services
Utica,
New York
| $1.32B | -$22.3M | -2% | 4.04% | 58.7% | 144 | 11.81% | 4.7 |
|
| 1588 |
1588
M Holdings Securities
Portland,
Oregon
| $1.32B | – | – | 3.42% | 83.9% | 502 | – | 1.4 |
|
| 1589 |
1589
IHT Wealth Management
Chicago,
Illinois
| $1.32B | -$37.1M | -3% | 2.76% | 74.8% | 879 | 21.27% | 2.5 |
|
| 1590 |
1590
Fukoku Mutual Life Insurance
Tokyo,
Japan
| $1.32B | -$34.3M | -3% | 1.38% | 103% | 326 | 7.36% | 6.6 |
|
| 1591 |
1591
Clough Capital Partners
Boston,
Massachusetts
| $1.32B | -$178M | -12% | 0.15% | 175% | 150 | 50.67% | 0.9 |
|
| 1592 |
1592
Sofinnova Investments
Menlo Park,
California
| $1.32B | -$394M | -23% | 7.85% | 450% | 83 | 42.17% | 1.1 |
|
| 1593 |
1593
Beaumont Financial Advisors
Needham,
Massachusetts
| $1.31B | -$64.1M | -5% | 4.65% | 93.3% | 394 | 20.81% | 3.1 |
|
| 1594 |
1594
Hightower 6M Holding
Wichita,
Kansas
| $1.31B | – | – | 2.86% | – | 376 | – | 0 |
|
| 1595 |
1595
CWA Asset Management Group
Naples,
Florida
| $1.31B | -$41.4M | -3% | 1.46% | – | 332 | 18.37% | 2.3 |
|
| 1596 |
1596
Efficient Advisors
Mason,
Ohio
| $1.31B | -$100M | -7% | 4.67% | 30.6% | 62 | 4.84% | 5.7 |
|
| 1597 |
1597
Vigilant Capital Management
Portland,
Maine
| $1.31B | -$117M | -8% | 5.29% | 48.8% | 677 | 24.37% | 2.4 |
|
| 1598 |
1598
Chicago Partners Investment Group
Chicago,
Illinois
| $1.31B | -$101M | -7% | 0.95% | 81.4% | 617 | 16.69% | 3 |
|
| 1599 |
CMG
1599
Cavalry Management Group
San Francisco,
California
| $1.31B | +$429M | +49% | 11.1% | 59.6% | 49 | 59.18% | 0.8 |
|
| 1600 |
1600
Connecticut Wealth Management
Farmington,
Connecticut
| $1.31B | +$19.5M | +2% | 4.78% | 70.2% | 209 | 15.31% | 2 |
|