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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
Cassaday & Co
Mclean,
Virginia
| $542M | +$16.6M | +3% | 1.25% | 62.7% | 37 | 5.41% | 3.2 |
|
| 2077 |
2077
Alpine Woods Capital Investors
Purchase,
New York
| $542M | +$59.6M | +12% | 3.17% | 105% | 286 | 10.84% | 3 |
|
| 2078 |
2078
Broadfin Capital
New York
| $541M | +$81.3M | +18% | 9.55% | 298% | 53 | 43.4% | 1.7 |
|
| 2079 |
3C
2079
361 Capital
Denver,
Colorado
| $541M | -$22.6M | -4% | 3.51% | 118% | 411 | 51.09% | 0.5 |
|
| 2080 |
2080
Resources Management Corp
West Hartford,
Connecticut
| $541M | – | – | 2.91% | 78.5% | 520 | – | 0.8 |
|
| 2081 |
TAM
2081
THB Asset Management
Norwalk,
Connecticut
| $540M | -$87.2M | -14% | 1.01% | 104% | 179 | 18.44% | 2.4 |
|
| 2082 |
2082
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| $539M | +$33.8M | +7% | 1.27% | 73.7% | 128 | 6.25% | 2.4 |
|
| 2083 |
2083
Buckingham Capital Management (Ohio)
Dayton,
Ohio
| $539M | +$9.8M | +2% | 1.48% | 26.3% | 137 | 12.41% | 4.2 |
|
| 2084 |
2084
Fund Evaluation Group
Cincinnati,
Ohio
| $537M | -$55.5M | -9% | 1.54% | 51.6% | 21 | 9.52% | 2.3 |
|
| 2085 |
2085
Girard Partners
King Of Prussia,
Pennsylvania
| $537M | -$29.7M | -5% | 2.15% | 25.7% | 239 | 14.23% | 3.4 |
|
| 2086 |
2086
Legato Capital Management
San Francisco,
California
| $537M | -$7.82M | -1% | 0.06% | 243% | 212 | 22.17% | 0.9 |
|
| 2087 |
2087
Fort LP
Chevy Chase,
Maryland
| $536M | +$15.2M | +3% | 2.04% | 56.8% | 517 | 35.78% | 0.9 |
|
| 2088 |
DP
2088
DSAM Partners
London,
United Kingdom
| $536M | -$269M | -33% | 2.3% | 343% | 122 | 77.87% | 0.2 |
|
| 2089 |
2089
NWAM LLC
Mercer Island,
Washington
| $534M | +$32M | +6% | 1.48% | 112% | 416 | 13.94% | 2.8 |
|
| 2090 |
2090
SeaCrest Wealth Management
Purchase,
New York
| $534M | +$43M | +9% | 1.97% | 153% | 573 | 15.01% | 1.5 |
|
| 2091 |
2091
Jay A. Fishman Ltd
Troy,
Michigan
| $534M | -$875K | -0.2% | 2.88% | 105% | 88 | 11.36% | 4.1 |
|
| 2092 |
2092
Main Street Research
Lakeville,
Connecticut
| $533M | +$88.7M | +20% | 5.52% | 232% | 99 | 13.13% | 3.5 |
|
| 2093 |
2093
Magnus Financial Group
New York
| $533M | +$13.9M | +3% | 2.51% | 78.2% | 600 | 20.33% | 0.6 |
|
| 2094 |
2094
Alpha Wave Global
New York
| $533M | -$652M | -55% | 0.89% | 226% | 28 | 57.14% | 0.6 |
|
| 2095 |
2095
Sand Grove Capital Management
London,
United Kingdom
| $532M | -$408M | -43% | 8.17% | 410% | 24 | 83.33% | 0.2 |
|
| 2096 |
2096
BTR Capital Management
Oakland,
California
| $532M | -$4.54M | -0.8% | 2.23% | 35% | 172 | 7.56% | 3.9 |
|
| 2097 |
2097
IBM Retirement Fund
Armonk,
New York
| $532M | -$515K | -0.1% | 1.12% | 54.4% | 437 | 7.32% | 4.4 |
|
| 2098 |
2098
Trigran Investments
Northbrook,
Illinois
| $529M | -$70.8M | -12% | 2.75% | 30.2% | 19 | 10.53% | 3 |
|
| 2099 |
2099
American Financial Advisors
Marietta,
Georgia
| $529M | +$16.3M | +3% | 0.79% | 52.7% | 97 | 8.25% | 0.7 |
|
| 2100 |
BCM
2100
Bayesian Capital Management
Brooklyn,
New York
| $529M | +$44.9M | +9% | 3.35% | 107% | 776 | 73.07% | 0.2 |
|