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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1776 |
1776
Beryl Capital Management
Redondo Beach,
California
| $609M | +$173M | +40% | 40.7% | 3,932% | 65 | 93.85% | 0.1 |
|
| 1777 |
1777
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| $609M | -$42.6M | -7% | 6.17% | 70% | 55 | 7.27% | 4.1 |
|
| 1778 |
FCP
1778
Fine Capital Partners
New York
| $609M | -$182M | -23% | 30.3% | 95.5% | 15 | 20% | 3.7 |
|
| 1779 |
1779
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
| $609M | -$100M | -14% | 13% | 77.5% | 170 | 11.18% | 4.5 |
|
| 1780 |
1780
Endeavour Capital Advisors
Greenwich,
Connecticut
| $608M | -$116M | -16% | 21.5% | 105% | 59 | 18.64% | 1.5 |
|
| 1781 |
1781
Formula Growth
Montreal,
Quebec, Canada
| $608M | -$263M | -30% | 23.1% | 118% | 165 | 29.09% | 1.6 |
|
| 1782 |
1782
Nicola Wealth Management
Vancouver,
British Columbia, Canada
| $607M | +$24.8M | +4% | 14.9% | 56.1% | 116 | 28.45% | 0.5 |
|
| 1783 |
1783
Conservest Capital Advisors
Wynnewood,
Pennsylvania
| $607M | -$75.7M | -11% | 12.2% | 58.6% | 88 | 13.64% | 1.4 |
|
| 1784 |
1784
Infrastructure Capital Advisors
New York
| $607M | -$396M | -39% | 18.8% | 52% | 136 | 49.26% | 1.4 |
|
| 1785 |
1785
Boys Arnold & Co
Asheville,
North Carolina
| $606M | -$115M | -16% | 11.9% | 11.5% | 288 | 12.85% | 3.5 |
|
| 1786 |
1786
Sandhill Capital Partners
Buffalo,
New York
| $606M | -$68.7M | -10% | 16.8% | 64.9% | 78 | 14.1% | 2.8 |
|
| 1787 |
1787
Tibra Equities Europe
London,
United Kingdom
| $606M | -$241M | -28% | 10.5% | 143% | 338 | 89.05% | 0.1 |
|
| 1788 |
1788
Howard Capital Management (New York)
New York
| $606M | -$144M | -19% | 13.9% | 76.8% | 117 | 11.11% | 3.9 |
|
| 1789 |
1789
Cantor Fitzgerald Investment Advisors
New York
| $605M | -$188M | -24% | 8.43% | 73.4% | 65 | 27.69% | 1.2 |
|
| 1790 |
1790
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
| $604M | -$72.6M | -11% | 10.4% | – | 187 | 10.7% | 4.2 |
|
| 1791 |
1791
Evensky & Katz
Coral Gables,
Florida
| $601M | -$75.1M | -11% | 12.4% | 57.1% | 73 | 10.96% | 3.3 |
|
| 1792 |
1792
Permian Investment Partners
Dallas,
Texas
| $600M | -$4.5M | -0.7% | 7.44% | 78.6% | 14 | 50% | 1 |
|
| 1793 |
1793
Thrive Capital Management (New York)
New York
| $599M | – | – | 11.5% | 205% | 2 | – | 0 |
|
| 1794 |
1794
Sage Financial Group
W. Conshohocken,
Pennsylvania
| $599M | +$90.3M | +18% | 11.6% | 62% | 76 | 25% | 2.4 |
|
| 1795 |
1795
Denali Advisors
San Diego,
California
| $599M | -$81.9M | -12% | 11.5% | 106% | 288 | 25.69% | 1.7 |
|
| 1796 |
1796
Private Capital Management (Florida)
Naples,
Florida
| $598M | -$76M | -11% | 16.4% | 118% | 55 | 25.45% | 2.7 |
|
| 1797 |
1797
1834 Investment Advisors
Milwaukee,
Wisconsin
| $597M | -$87.4M | -13% | 11.5% | 68.7% | 435 | 11.72% | 2 |
|
| 1798 |
1798
Baldwin Wealth Partners
Marion,
Massachusetts
| $596M | -$118M | -16% | 11.2% | 94.5% | 562 | 15.12% | 2.6 |
|
| 1799 |
1799
Murphy Capital Management
Bedminster,
New Jersey
| $595M | -$125M | -17% | 12.7% | 41.6% | 275 | 13.82% | 4.3 |
|
| 1800 |
1800
Avantax Advisory Services
Dallas,
Texas
| $595M | – | – | 12.6% | 50.7% | 405 | – | 0 |
|