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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2101 |
2101
Strategic Financial Services
Utica,
New York
| $361M | +$19.6M | +6% | 4.77% | 58.7% | 102 | 11.76% | 0.9 |
|
| 2102 |
SPC
2102
Standard Pacific Capital
San Francisco,
California
| $361M | -$336M | -48% | 6.81% | – | 49 | 55.1% | 0.4 |
|
| 2103 |
2103
Gardner Lewis Asset Management
Chadds Ford,
Pennsylvania
| $361M | +$44.3M | +14% | 11.3% | 240% | 122 | 54.92% | 0.5 |
|
| 2104 |
QGI
2104
Quadrangle GP Investors
New York
| $361M | +$21.7M | +6% | 6.9% | 17.1% | 4 | 0% | 0.8 |
|
| 2105 |
2105
Foundation Capital
Palo Alto,
California
| $361M | – | – | 12.1% | – | 6 | – | 0 |
|
| 2106 |
2106
William Harris Investors
Chicago,
Illinois
| $361M | +$13.6M | +4% | 0.04% | 3.28% | 93 | 13.98% | 0.8 |
|
| 2107 |
2107
Hutchinson Capital Management
San Rafael,
California
| $360M | +$22M | +7% | 3.5% | 52.6% | 60 | 6.67% | 0.9 |
|
| 2108 |
2108
Carroll Financial Associates
Charlotte,
North Carolina
| $357M | +$52.6M | +17% | 4.72% | 79.9% | 1,010 | 12.08% | 0.7 |
|
| 2109 |
2109
Independent Portfolio Consultants
Boca Raton,
Florida
| $357M | +$41.8M | +13% | 4.97% | 32.4% | 852 | 50.47% | 0.4 |
|
| 2110 |
2110
SPC Financial Inc
Rockville,
Maryland
| $357M | +$28.3M | +9% | 3.44% | 65.1% | 110 | 13.64% | 0.8 |
|
| 2111 |
2111
Fiduciary Financial Services of The Southwest
Dallas,
Texas
| $357M | +$25.5M | +8% | 7.35% | 39.8% | 167 | 4.79% | 0.9 |
|
| 2112 |
VCM
2112
V3 Capital Management
Dallas,
Texas
| $356M | +$49.3M | +16% | 7.59% | 20.5% | 23 | 60.87% | 0.3 |
|
| 2113 |
2113
American Assets Investment Management
San Diego,
California
| $356M | +$36.7M | +12% | 5.77% | 507% | 140 | 9.29% | 0.9 |
|
| 2114 |
MCG
2114
Meru Capital Group
New York
| $356M | -$27.5M | -7% | 10.7% | – | 71 | 70.42% | 0.3 |
|
| 2115 |
2115
TFG Asset Management
Grand Cayman,
Cayman Islands
| $355M | +$174M | +96% | 0.38% | 72.1% | 19 | 15.79% | 0.3 |
|
| 2116 |
DCM
2116
Dynamic Capital Management
St. Helier,
Jersey
| $355M | +$47.4M | +15% | 0.05% | 49.7% | 562 | 63.88% | 0.2 |
|
| 2117 |
2117
Condor Capital Management
Martinsville,
New Jersey
| $355M | +$26.7M | +8% | 4.81% | 58.2% | 178 | 12.92% | 0.8 |
|
| 2118 |
NGA
2118
New Generation Advisors
Manchester,
Massachusetts
| $355M | +$6.72M | +2% | 6.39% | 45.1% | 45 | 11.11% | 0.7 |
|
| 2119 |
2119
Regis Management Company
Menlo Park,
California
| $355M | +$31.9M | +10% | 4.76% | 5.33% | 56 | 17.86% | 0.8 |
|
| 2120 |
2120
JMG Financial Group
Downers Grove,
Illinois
| $355M | +$26.7M | +8% | 5.37% | 58.7% | 57 | 7.02% | 0.9 |
|
| 2121 |
2121
Raytheon Master Pension Trust
Waltham,
Massachusetts
| $354M | -$97.2M | -22% | 2.65% | 36.3% | 11 | 54.55% | 0.4 |
|
| 2122 |
2122
Woodmont Investment Counsel
Nashville,
Tennessee
| $354M | +$10.2M | +3% | 4.15% | 66.8% | 207 | 8.21% | 0.8 |
|
| 2123 |
2123
Deer VII & Co
Larchmont,
New York
| $354M | -$29.3M | -8% | 9.46% | 241% | 8 | 37.5% | 0.5 |
|
| 2124 |
HGI
2124
Hansberger Global Investors
Ft Lauderdale,
Florida
| $354M | -$63.4M | -15% | 1.31% | – | 44 | 45.45% | 0.9 |
|
| 2125 |
2125
Laird Norton Wetherby Wealth Management
San Francisco,
California
| $354M | +$5.38M | +2% | 5.17% | – | 457 | 10.72% | 0.9 |
|