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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2051 |
2051
Verdence Capital Advisors
Hunt Valley,
Maryland
| $883M | +$33.1M | +4% | 2.4% | 104% | 549 | 15.12% | 2 |
|
| 2052 |
BPIM
2052
Brant Point Investment Management
New York
| $880M | +$243M | +38% | 5.94% | 169% | 136 | 41.18% | 2.1 |
|
| 2053 |
2053
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
| $880M | -$59M | -6% | 4.77% | 140% | 30 | 6.67% | 3.9 |
|
| 2054 |
2054
Clear Harbor Asset Management
Stamford,
Connecticut
| $879M | -$42.5M | -5% | 2.09% | 98.6% | 462 | 23.16% | 2.9 |
|
| 2055 |
2055
J.L. Bainbridge & Co
Sarasota,
Florida
| $878M | -$20.8M | -2% | 3.71% | 118% | 98 | 17.35% | 2.2 |
|
| 2056 |
2056
Ionic Capital Management
New York
| $878M | +$92.1M | +12% | 24.9% | 163% | 550 | 49.27% | 0.4 |
|
| 2057 |
2057
Callahan Advisors
Houston,
Texas
| $876M | -$15M | -2% | 0.96% | 87.7% | 155 | 10.32% | 5.1 |
|
| 2058 |
2058
Bath Savings Trust
Bath,
Maine
| $876M | -$85.4M | -9% | 6.57% | 57.8% | 168 | 6.55% | 5 |
|
| 2059 |
2059
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
| $875M | +$128M | +17% | 5.46% | 70.8% | 11 | 27.27% | 0.9 |
|
| 2060 |
2060
Voya Financial Advisors
Windsor,
Connecticut
| $875M | -$10.8M | -1% | 5.62% | 44.8% | 290 | 18.62% | 4.3 |
|
| 2061 |
2061
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
| $874M | -$41.2M | -5% | 3.36% | 62.2% | 363 | 10.74% | 1.9 |
|
| 2062 |
2062
Carret Asset Management
New York
| $874M | -$29.8M | -3% | 2.01% | 94.4% | 308 | 7.14% | 5.5 |
|
| 2063 |
NM
2063
NWI Management
New York
| $873M | -$648M | -43% | 3.71% | 230% | 54 | 27.78% | 2.3 |
|
| 2064 |
CM
2064
Conifer Management
New York
| $873M | -$555M | -39% | 13.9% | 22.7% | 13 | 15.38% | 1.8 |
|
| 2065 |
2065
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| $872M | -$34.1M | -4% | 3.8% | 44.7% | 178 | 10.11% | 3.6 |
|
| 2066 |
2066
Valiant Capital Management
San Francisco,
California
| $872M | +$45.5M | +5% | 10.7% | 348% | 28 | 32.14% | 1.9 |
|
| 2067 |
2067
Palisade Asset Management
Minneapolis,
Minnesota
| $872M | -$22.1M | -2% | 2.95% | 61.8% | 187 | 5.35% | 5.9 |
|
| 2068 |
2068
Chiron Investment Management
New York
| $871M | -$42.7M | -5% | 2.19% | 104% | 135 | 75.56% | 0.2 |
|
| 2069 |
2069
Criteria Caixa
Barcelona,
Spain
| $871M | +$61.1M | +8% | 5.15% | 35.5% | 47 | 27.66% | 1.3 |
|
| 2070 |
2070
SeaCrest Wealth Management
Purchase,
New York
| $871M | -$41M | -4% | 1.68% | 153% | 780 | 18.85% | 2.5 |
|
| 2071 |
2071
Clearline Capital
New York
| $870M | -$39.8M | -4% | 10.1% | 57.4% | 178 | 42.7% | 0.7 |
|
| 2072 |
2072
Sound Income Strategies
Ft Lauderdale,
Florida
| $869M | +$19M | +2% | 1.48% | 31.4% | 976 | 13.93% | 2.5 |
|
| 2073 |
2073
Ally Invest Advisors
Charlotte,
North Carolina
| $869M | -$17.6M | -2% | 5.6% | 41.1% | 17 | 0% | 2.8 |
|
| 2074 |
2074
Ally Financial
Detroit,
Michigan
| $868M | -$225M | -21% | 7.01% | 9.35% | 146 | 39.73% | 1.5 |
|
| 2075 |
2075
Naples Global Advisors
Naples,
Florida
| $866M | +$3.17M | +0.4% | 2.85% | 103% | 406 | 6.4% | 4.3 |
|