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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1626 |
1626
Fulton Breakefield Broenniman
Bethesda,
Maryland
| $786M | +$154M | +24% | 1.27% | 68% | 201 | 65.17% | 1.7 |
|
| 1627 |
1627
Angelo Gordon & Co
New York
| $784M | -$91.4M | -10% | 1.35% | 90.1% | 95 | 33.68% | 0.8 |
|
| 1628 |
1628
Harvest Fund Management
Beijing,
China
| $783M | -$63.8M | -8% | 2.16% | 327% | 470 | 38.3% | 0.9 |
|
| 1629 |
1629
Wealthstreet Investment Advisors
Dallas,
Texas
| $783M | +$9.37M | +1% | 1.5% | 75.8% | 350 | 7.43% | 1.5 |
|
| 1630 |
LLL
1630
Lynrock Lake LP
Rye Brook,
New York
| $783M | +$175M | +29% | 0.51% | 21.2% | 29 | 37.93% | 0.4 |
|
| 1631 |
1631
Strategic Financial Services
Utica,
New York
| $782M | +$25.4M | +3% | 0.6% | 58.7% | 141 | 8.51% | 3.4 |
|
| 1632 |
1632
Buckingham Capital Management (New York)
New York
| $782M | -$28.9M | -4% | 2.8% | 62.5% | 103 | 30.1% | 1.9 |
|
| 1633 |
1633
Spark Investment Management
New York
| $782M | -$661M | -46% | 1.65% | 459% | 595 | 41.51% | 0.8 |
|
| 1634 |
1634
Albion Financial Group
Salt Lake City,
Utah
| $780M | +$5.27M | +0.7% | 1.77% | 79.6% | 221 | 11.31% | 3.7 |
|
| 1635 |
1635
Cryder Capital Partners
London,
United Kingdom
| $779M | +$103M | +15% | 0.33% | 55.7% | 11 | 36.36% | 3.3 |
|
| 1636 |
1636
Honeycomb Asset Management
New York
| $779M | -$179M | -19% | 1.1% | 49% | 44 | 70.45% | 0.3 |
|
| 1637 |
1637
Venturi Wealth Management
Austin,
Texas
| $777M | +$38.9M | +5% | 2.82% | 101% | 254 | 17.32% | 1.6 |
|
| 1638 |
1638
MIG Capital
Newport Beach,
California
| $774M | +$57.7M | +8% | 1.49% | 118% | 24 | 16.67% | 2.1 |
|
| 1639 |
1639
TCV Trust & Wealth Management
Richmond,
Virginia
| $773M | +$1.79M | +0.2% | 1.2% | 75.3% | 201 | 5.47% | 4.2 |
|
| 1640 |
1640
Alerus Financial
Grand Forks,
North Dakota
| $773M | +$31.9M | +4% | 1.9% | 97.1% | 159 | 13.21% | 2.2 |
|
| 1641 |
1641
Hilton Capital Management
Garden City,
New York
| $772M | +$40.1M | +5% | 2.55% | 58.2% | 370 | 15.95% | 1.3 |
|
| 1642 |
1642
DT Investment Partners
Chadds Ford,
Pennsylvania
| $772M | +$51M | +7% | 0.93% | 58% | 77 | 12.99% | 2.5 |
|
| 1643 |
1643
Periscope Capital
Toronto,
Ontario, Canada
| $771M | +$73.4M | +11% | 1.51% | 28.8% | 252 | 26.98% | 0.6 |
|
| 1644 |
1644
Hengistbury Investment Partners
London,
United Kingdom
| $770M | +$65.7M | +9% | 2.01% | 108% | 4 | 0% | 2.6 |
|
| 1645 |
1645
Vigilant Capital Management
Portland,
Maine
| $769M | +$20.3M | +3% | 2.8% | 48.8% | 473 | 30.87% | 2.8 |
|
| 1646 |
1646
Kanawha Capital Management
Richmond,
Virginia
| $769M | +$22M | +3% | 2.62% | 74.5% | 184 | 5.43% | 4.6 |
|
| 1647 |
1647
RWC Asset Advisors
Miami,
Florida
| $769M | -$10.9M | -1% | 9.56% | 267% | 19 | 15.79% | 2 |
|
| 1648 |
1648
Sumitomo Life Insurance
Tokyo,
Japan
| $769M | -$78.6M | -9% | 2.12% | 69.6% | 272 | 3.68% | 4.6 |
|
| 1649 |
1649
Checchi Capital Advisers
Beverly Hills,
California
| $768M | -$18.4M | -2% | 1.05% | 68% | 452 | 10.18% | 3.7 |
|
| 1650 |
1650
Courier Capital
Buffalo,
New York
| $768M | -$13.7M | -2% | 1.03% | 70.8% | 306 | 10.78% | 4 |
|