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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1851 |
WCM
1851
Woodson Capital Management
Greenwich,
Connecticut
| $643M | +$57.9M | +10% | 1.59% | 235% | 35 | 42.86% | 1.1 |
|
| 1852 |
1852
Condor Capital Management
Martinsville,
New Jersey
| $643M | -$488K | -0.1% | 0.78% | 58.2% | 193 | 7.77% | 3.9 |
|
| 1853 |
KC
1853
KCL Capital
New York
| $643M | -$435M | -40% | 3.65% | 106% | 62 | 80.65% | 0.2 |
|
| 1854 |
CC
1854
Cornerstone Capital
Palo Alto,
California
| $643M | +$5.23M | +0.8% | 1.6% | 91.2% | 78 | 3.85% | 4.2 |
|
| 1855 |
1855
Private Wealth Partners
Mill Valley,
California
| $642M | -$7.14M | -1% | 1.83% | 132% | 142 | 19.01% | 3.1 |
|
| 1856 |
1856
Garde Capital
Seattle,
Washington
| $642M | +$30.5M | +5% | 0.5% | 57.6% | 149 | 10.74% | 3.3 |
|
| 1857 |
1857
Endeavour Capital Advisors
Greenwich,
Connecticut
| $640M | -$35.9M | -5% | 0.03% | 105% | 61 | 29.51% | 1.7 |
|
| 1858 |
NAM
1858
North American Management
Boston,
Massachusetts
| $640M | +$11.1M | +2% | 2.01% | 61.7% | 127 | 5.51% | 3.9 |
|
| 1859 |
1859
Olstein Capital Management
Purchase,
New York
| $639M | +$22M | +4% | 0.57% | 16.6% | 115 | 6.09% | 3.3 |
|
| 1860 |
TAM
1860
Telemark Asset Management
Boston,
Massachusetts
| $639M | -$233M | -27% | 6.66% | 329% | 51 | 49.02% | 1 |
|
| 1861 |
1861
Granite Point Capital Management
Boston,
Massachusetts
| $639M | -$845M | -57% | 7.09% | 125% | 102 | 49.02% | 1.1 |
|
| 1862 |
1862
Centaurus Financial
Anaheim,
California
| $639M | +$3.81M | +0.6% | 1.34% | 83.5% | 621 | 32.21% | 1.2 |
|
| 1863 |
1863
Nicola Wealth Management
Vancouver,
British Columbia, Canada
| $638M | +$35.4M | +6% | 0.76% | 56.1% | 96 | 13.54% | 1.1 |
|
| 1864 |
1864
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| $638M | -$9.33M | -1% | 0.82% | 87.2% | 137 | 13.14% | 4.1 |
|
| 1865 |
1865
L. Roy Papp & Associates
Phoenix,
Arizona
| $638M | +$673K | +0.1% | 1.01% | 80.1% | 180 | 7.78% | 3.6 |
|
| 1866 |
AAM
1866
Autus Asset Management
Scottsdale,
Arizona
| $637M | +$4.23M | +0.7% | 1.3% | 26.3% | 154 | 3.25% | 4.2 |
|
| 1867 |
1867
Kingsview Wealth Management
Grants Pass,
Oregon
| $636M | +$40.5M | +7% | 2.04% | 71.5% | 501 | 21.76% | 1.4 |
|
| 1868 |
1868
GenTrust
Miami,
Florida
| $635M | +$12.9M | +2% | 0.14% | 53% | 98 | 4.08% | 1.8 |
|
| 1869 |
1869
Cat Rock Capital Management
Greenwich,
Connecticut
| $635M | +$72.5M | +13% | 2.65% | 66.7% | 15 | 40% | 0.8 |
|
| 1870 |
1870
First Reserve GP XI
Stamford,
Connecticut
| $635M | +$12.9M | +2% | 2.07% | 26.4% | 1 | 0% | 5.8 |
|
| 1871 |
1871
Blackhill Capital
Morristown,
New Jersey
| $633M | +$11.2M | +2% | 2.98% | 212% | 69 | 4.35% | 4.9 |
|
| 1872 |
TCIM
1872
TOMS Capital Investment Management
New York
| $632M | +$240M | +61% | 1.72% | 203% | 17 | 88.24% | 0.1 |
|
| 1873 |
IC
1873
Immersion Capital
London,
United Kingdom
| $632M | -$3.87M | -0.6% | 0.55% | 63.4% | 8 | 37.5% | 0.7 |
|
| 1874 |
1874
Carret Asset Management
New York
| $630M | +$785K | +0.1% | 1.62% | 94.4% | 277 | 5.42% | 4.5 |
|
| 1875 |
1875
Halsey Associates
New Haven,
Connecticut
| $629M | +$69.4M | +12% | 1.71% | 63.8% | 109 | 12.84% | 4.1 |
|