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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1726 |
1726
Cambridge Associates
Boston,
Massachusetts
| $1.15B | -$45.8M | -4% | 1.19% | 50.1% | 53 | 22.64% | 3 |
|
| 1727 |
1727
Connecticut Wealth Management
Farmington,
Connecticut
| $1.15B | +$10.8M | +1% | 0.68% | 70.2% | 202 | 7.92% | 1.6 |
|
| 1728 |
1728
Valley Wealth Managers
Paramus,
New Jersey
| $1.15B | -$35.6M | -3% | 0.8% | 118% | 206 | 12.62% | 3.2 |
|
| 1729 |
1729
Full Sail Capital
Oklahoma City,
Oklahoma
| $1.15B | +$45.7M | +4% | 1.1% | 55.4% | 170 | 8.82% | 1.9 |
|
| 1730 |
1730
Dorsey Asset Management
Chicago,
Illinois
| $1.15B | -$181M | -14% | 8.89% | 122% | 10 | 20% | 2.1 |
|
| 1731 |
1731
EJF Capital
Arlington,
Virginia
| $1.15B | +$30.4M | +3% | 5.41% | 127% | 408 | 33.33% | 0.7 |
|
| 1732 |
1732
WealthSource Partners
San Luis Obispo,
California
| $1.14B | +$18.2M | +2% | 0.58% | 16.8% | 540 | 19.07% | 1.9 |
|
| 1733 |
1733
Zazove Associates
Incline Village,
Nevada
| $1.14B | +$28.9M | +3% | 0.34% | 11% | 164 | 12.8% | 1 |
|
| 1734 |
1734
Main Street Research
Lakeville,
Connecticut
| $1.14B | -$103M | -8% | 1.61% | 232% | 162 | 27.16% | 2.9 |
|
| 1735 |
1735
Albion Financial Group
Salt Lake City,
Utah
| $1.14B | -$11.9M | -1% | 0.33% | 79.6% | 560 | 7.5% | 1.8 |
|
| 1736 |
1736
Goelzer Investment Management
Carmel,
Indiana
| $1.14B | -$63.3M | -5% | 1.34% | 97.2% | 221 | 4.52% | 4.7 |
|
| 1737 |
1737
Johnson & Johnson
New Brunswick,
New Jersey
| $1.14B | – | – | 21% | 339% | 25 | – | 0 |
|
| 1738 |
1738
Glynn Capital Management
Menlo Park,
California
| $1.14B | +$46.2M | +4% | 1.9% | 252% | 48 | 12.5% | 4.6 |
|
| 1739 |
1739
Cat Rock Capital Management
Greenwich,
Connecticut
| $1.14B | -$44.9M | -4% | 7.99% | 66.7% | 8 | 12.5% | 1.8 |
|
| 1740 |
1740
Baltimore-Washington Financial Advisors
Columbia,
Maryland
| $1.14B | +$61M | +6% | 1.6% | 80.6% | 137 | 16.79% | 3.6 |
|
| 1741 |
1741
Virtu Financial
New York
| $1.14B | +$107M | +10% | 0.9% | 160% | 2,384 | 79.03% | 0.2 |
|
| 1742 |
1742
Almanack Investment Partners
Wayne,
Pennsylvania
| $1.14B | +$88.7M | +8% | 0.77% | 77.8% | 563 | 28.6% | 1.1 |
|
| 1743 |
1743
Prana Capital Management
Greenwich,
Connecticut
| $1.14B | -$331M | -23% | 0.43% | 36.6% | 90 | 40% | 0.6 |
|
| 1744 |
1744
Oak Ridge Investments
Chicago,
Illinois
| $1.14B | -$9.49M | -0.8% | 3.32% | 208% | 178 | 7.3% | 3 |
|
| 1745 |
EC
1745
EMS Capital
New York
| $1.13B | -$141M | -11% | 0.81% | 228% | 27 | 44.44% | 1.8 |
|
| 1746 |
1746
GMT Capital
Atlanta,
Georgia
| $1.13B | -$206M | -15% | 5.86% | 200% | 69 | 21.74% | 1.6 |
|
| 1747 |
1747
Bracebridge Capital LLC
Boston,
Massachusetts
| $1.13B | -$13.1M | -1% | 1.68% | 156% | 76 | 23.68% | 0.5 |
|
| 1748 |
1748
Capital International Sarl
Los Angeles,
California
| $1.13B | -$27.2M | -2% | 0.53% | 149% | 255 | 9.02% | 2.6 |
|
| 1749 |
BFS
1749
Bard Financial Services
Branford,
Connecticut
| $1.13B | +$5.09M | +0.5% | 0.47% | 90.1% | 289 | 7.27% | 0.7 |
|
| 1750 |
1750
Sandler Capital Management
New York
| $1.13B | -$153M | -12% | 5.66% | 325% | 131 | 47.33% | 0.7 |
|