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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2076 |
2076
MCF Advisors
Covington,
Kentucky
| $520M | +$11.3M | +2% | 1.37% | 50.2% | 519 | 22.16% | 2.8 |
|
| 2077 |
2077
Condor Capital Management
Martinsville,
New Jersey
| $520M | +$58.3M | +13% | 2.16% | 58.2% | 170 | 6.47% | 3.5 |
|
| 2078 |
2078
BTR Capital Management
Oakland,
California
| $519M | +$19.2M | +4% | 3.23% | 35% | 149 | 7.38% | 3.9 |
|
| 2079 |
2079
Parus Finance (UK)
London,
United Kingdom
| $519M | -$9.06M | -2% | 13.3% | 199% | 19 | 10.53% | 2.2 |
|
| 2080 |
2080
Stoneridge Investment Partners
Radnor,
Pennsylvania
| $519M | -$78.3M | -13% | 2% | 44.2% | 223 | 60.99% | 1.4 |
|
| 2081 |
2081
Bangor Savings Bank
Bangor,
Maine
| $518M | +$11.4M | +2% | 1.33% | 54.6% | 168 | 5.95% | 3.1 |
|
| 2082 |
2082
University of Notre Dame du Lac
South Bend,
Indiana
| $517M | -$20.9M | -4% | 6.74% | – | 87 | 36.78% | 0.9 |
|
| 2083 |
2083
Dudley & Shanley
Palm Beach,
Florida
| $516M | -$6.79M | -1% | 2.72% | 67.9% | 44 | 20.45% | 1.9 |
|
| 2084 |
2084
Foundation Resource Management
Little Rock,
Arkansas
| $516M | +$18.4M | +4% | 5.34% | 84.5% | 60 | 8.33% | 4.1 |
|
| 2085 |
2085
Nine Masts Capital
Central,
Hong Kong
| $516M | -$138M | -21% | 3.91% | 88.1% | 419 | 73.03% | 0.2 |
|
| 2086 |
2086
Halsey Associates
New Haven,
Connecticut
| $515M | -$53.3M | -9% | 4.68% | 63.8% | 111 | 24.32% | 4 |
|
| 2087 |
2087
Nicola Wealth Management
Vancouver,
British Columbia, Canada
| $515M | +$17.7M | +4% | 3.08% | 56.1% | 108 | 20.37% | 0.2 |
|
| 2088 |
PC
2088
Precocity Capital
Stamford,
Connecticut
| $515M | +$18.8M | +4% | 12.8% | – | 70 | 57.14% | 0.5 |
|
| 2089 |
TC
2089
Tyvor Capital
Oak Brook,
Illinois
| $514M | +$7.79M | +2% | 5.56% | 20.6% | 63 | 68.25% | 0.4 |
|
| 2090 |
2090
Gramercy Funds Management
Greenwich,
Connecticut
| $514M | +$15.7M | +3% | 11.1% | 87.6% | 19 | 68.42% | 0.3 |
|
| 2091 |
2091
Resource Management
Metairie,
Louisiana
| $513M | +$44.1M | +9% | 5.08% | 82.7% | 134 | 8.96% | 0.5 |
|
| 2092 |
MG
2092
Meditor Group
Hamilton,
Bermuda
| $512M | -$124M | -19% | 14.1% | 41.1% | 6 | 0% | 2.7 |
|
| 2093 |
2093
Horan Capital Management
Hunt Valley,
Maryland
| $511M | +$50M | +11% | 5.24% | 69.2% | 76 | 36.84% | 1.8 |
|
| 2094 |
RCIM
2094
Russell Clark Investment Management
London,
United Kingdom
| $510M | +$9.01M | +2% | 6.55% | 174% | 73 | 17.81% | 0.9 |
|
| 2095 |
2095
Guinness Asset Management
London,
United Kingdom
| $510M | +$55M | +12% | 8.02% | 73.9% | 104 | 2.88% | 3 |
|
| 2096 |
2096
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $510M | +$67.6M | +15% | 1.99% | 65.6% | 1,379 | 23.21% | 0.7 |
|
| 2097 |
2097
Pelham Capital
London,
United Kingdom
| $510M | +$182M | +55% | 1.09% | 135% | 5 | 60% | 0.6 |
|
| 2098 |
SCM
2098
Schneider Capital Management
Berwyn,
Pennsylvania
| $509M | +$72.8M | +17% | 16.6% | 52.5% | 51 | 25.49% | 2 |
|
| 2099 |
2099
Falcon Point Capital
San Francisco,
California
| $509M | +$9.05M | +2% | 9.96% | 119% | 136 | 27.21% | 1.8 |
|
| 2100 |
2100
Crescent Park Management
East Palo Alto,
California
| $509M | +$51M | +11% | 23.5% | 87% | 21 | 28.57% | 1.3 |
|