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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
Novare Capital Management
Charlotte,
North Carolina
| $363M | -$42.1M | -10% | 9.97% | 76.5% | 131 | 24.43% | 1.6 |
|
| 2102 |
2102
Jetstream Capital
Brentwood,
Tennessee
| $363M | +$209M | +135% | 1.55% | – | 27 | 81.48% | 0.3 |
|
| 2103 |
SC
2103
Selz Capital
New York
| $362M | -$192M | -35% | 15.4% | 10.2% | 69 | 37.68% | 1.1 |
|
| 2104 |
MRCM
2104
M&R Capital Management
Summit,
New Jersey
| $362M | -$60.7M | -14% | 7.35% | 52.6% | 215 | 13.49% | 2 |
|
| 2105 |
2105
Cabot Wealth Management
Salem,
Massachusetts
| $362M | -$49.3M | -12% | 5.88% | 69.3% | 159 | 20.13% | 1.6 |
|
| 2106 |
2106
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| $362M | -$27.6M | -7% | 6.16% | 87.2% | 236 | 19.49% | 1.6 |
|
| 2107 |
2107
Rail-Splitter Capital Management
Chicago,
Illinois
| $362M | +$15M | +4% | 5.08% | 64.1% | 53 | 47.17% | 0.6 |
|
| 2108 |
2108
Stelac Advisory Services
New York
| $362M | -$20.8M | -5% | 9.1% | 84.9% | 50 | 22% | 1.4 |
|
| 2109 |
2109
Starwood Capital Group Management
Miami Beach,
Florida
| $361M | -$18.8M | -5% | 3.56% | 16.2% | 4 | 0% | 0.8 |
|
| 2110 |
2110
Strategic Financial Services
Utica,
New York
| $361M | +$4M | +1% | 8.65% | 58.7% | 100 | 13% | 1.9 |
|
| 2111 |
GIM
2111
Greylin Investment Management
Orange,
Virginia
| $360M | -$34.3M | -9% | 8.17% | 52.1% | 60 | 10% | 1.8 |
|
| 2112 |
2112
Pictet North America Advisors
Geneva 73,
Switzerland
| $360M | +$80.5M | +29% | 8.43% | 67.7% | 94 | 60.64% | 0.5 |
|
| 2113 |
2113
Moneta Group Investment Advisors
St Louis,
Missouri
| $359M | +$31.7M | +10% | 8.39% | 64.3% | 536 | 77.61% | 0.4 |
|
| 2114 |
FIMG
2114
Financial & Investment Management Group
Traverse City,
Michigan
| $359M | -$29M | -7% | 10.6% | 18.9% | 141 | 20.57% | 1.2 |
|
| 2115 |
2115
McDaniel Terry & Co
Austin,
Texas
| $359M | -$38.1M | -10% | 8.5% | 57.9% | 49 | 14.29% | 1.9 |
|
| 2116 |
2116
Mendon Capital Advisors
Key Largo,
Florida
| $359M | +$90.1M | +34% | 0.82% | – | 130 | 52.31% | 0.9 |
|
| 2117 |
2117
Oakwood Capital Management
Los Angeles,
California
| $358M | -$25.9M | -7% | 2.67% | 72.7% | 102 | 30.39% | 1.4 |
|
| 2118 |
2118
Parthenon LLC
Louisville,
Kentucky
| $358M | -$20.5M | -5% | 4.46% | 93.3% | 110 | 9.09% | 1.8 |
|
| 2119 |
AL
2119
Agran Libbie
Santa Monica,
California
| $358M | -$26.7M | -7% | 6.58% | 27.5% | 125 | 8.8% | 2 |
|
| 2120 |
2120
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
| $358M | -$62.4M | -15% | 8.12% | 26.9% | 176 | 14.2% | 1.5 |
|
| 2121 |
IAA
2121
Ironsides Asset Advisors
Rocky Mount,
North Carolina
| $358M | +$5.2M | +1% | 4.67% | 49.3% | 168 | 20.24% | 1 |
|
| 2122 |
2122
Foundation Asset Management
White Plains,
New York
| $356M | -$4.12M | -1% | 3.73% | 126% | 23 | 39.13% | 0.9 |
|
| 2123 |
RP
2123
Ridgegate Proprietary
Sydney,
Australia
| $356M | -$32.7M | -8% | 6.23% | – | 3 | 33.33% | 0.5 |
|
| 2124 |
2124
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
| $356M | -$34.7M | -9% | 7.36% | 86% | 278 | 16.55% | 1.7 |
|
| 2125 |
2125
Ellington Management Group
Old Greenwich,
Connecticut
| $355M | -$54M | -13% | 8.57% | 16.1% | 1,084 | 76.48% | 0.2 |
|