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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
Bloom Tree Partners
New York
| $839M | -$112M | -12% | 4.1% | 20.4% | 195 | 19.49% | 0.4 |
|
| 2102 |
2102
Carret Asset Management
New York
| $838M | -$16.4M | -2% | 0.04% | 94.4% | 304 | 4.28% | 5.1 |
|
| 2103 |
2103
J.L. Bainbridge & Co
Sarasota,
Florida
| $838M | +$751K | +0.1% | 0.14% | 118% | 97 | 9.28% | 1.9 |
|
| 2104 |
FC
2104
Franchise Capital
Grand Cayman,
Cayman Islands
| $837M | -$318M | -28% | 14.6% | 537% | 27 | 44.44% | 0.3 |
|
| 2105 |
2105
American Assets Capital Advisers
San Diego,
California
| $835M | -$46.3M | -5% | 6.61% | 73.5% | 31 | 6.45% | 2.7 |
|
| 2106 |
2106
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
| $835M | +$181M | +28% | 2.42% | 94.6% | 1,227 | 50.45% | 0.3 |
|
| 2107 |
DTL
2107
Dynamic Technology Lab
Singapore
| $835M | -$160M | -16% | 4.07% | 30.8% | 1,662 | 74.31% | 0.2 |
|
| 2108 |
TP
2108
Thunderbird Partners
London,
United Kingdom
| $834M | -$280M | -25% | 8.75% | 38% | 16 | 37.5% | 1.3 |
|
| 2109 |
2109
PKO Investment Management Joint-Stock
Warsaw,
Poland
| $833M | +$35.4M | +4% | 3.26% | 145% | 107 | 10.28% | 2.9 |
|
| 2110 |
2110
SNS Financial Group
Minneapolis,
Minnesota
| $833M | +$46.6M | +6% | 1.14% | 54.2% | 241 | 12.86% | 3.2 |
|
| 2111 |
2111
RVW Wealth
Los Angeles,
California
| $832M | +$32M | +4% | 1.05% | 65.8% | 132 | 23.48% | 1.3 |
|
| 2112 |
2112
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
| $832M | -$31.7M | -4% | 1.91% | 77.5% | 161 | 6.21% | 6.4 |
|
| 2113 |
2113
Stieven Capital Advisors
St. Louis,
Missouri
| $831M | +$20.5M | +3% | 5.67% | 117% | 50 | 16% | 3.1 |
|
| 2114 |
FCP
2114
Fine Capital Partners
New York
| $830M | +$39.3M | +5% | 6.12% | 95.5% | 3 | 0% | 6.2 |
|
| 2115 |
2115
Montanaro Asset Management
London,
United Kingdom
| $829M | +$34.6M | +4% | 3.74% | 49.6% | 56 | 21.43% | 0.6 |
|
| 2116 |
2116
Greenvale Capital
London,
United Kingdom
| $829M | -$77.5M | -9% | 6.55% | 101% | 15 | 40% | 0.9 |
|
| 2117 |
2117
SeaCrest Wealth Management
Purchase,
New York
| $829M | -$279K | -0% | 0.07% | 153% | 734 | 13.9% | 2.3 |
|
| 2118 |
2118
Gabelli & Co Investment Advisers
Rye,
New York
| $827M | -$39M | -5% | 5.85% | 248% | 597 | 44.72% | 0.7 |
|
| 2119 |
2119
Parkwood LLC
Cleveland,
Ohio
| $826M | -$36.6M | -4% | 1.61% | 120% | 142 | 37.32% | 1.3 |
|
| 2120 |
MM
2120
MWG Management
Road Town, Tortola,
British Virgin Islands
| $825M | -$193M | -19% | 11.9% | 59.2% | 5 | 40% | 0.3 |
|
| 2121 |
2121
Stonebridge Capital Advisors
St Paul,
Minnesota
| $823M | -$3.61M | -0.4% | 0.84% | 80.1% | 1,040 | 14.33% | 1.3 |
|
| 2122 |
2122
Lone Star Global Acquisitions
Hamilton,
Bermuda
| $823M | +$2M | +0.2% | 0.21% | 380% | 1 | 0% | 4.8 |
|
| 2123 |
2123
E-L Financial Corp
Toronto,
Ontario, Canada
| $822M | +$14.9M | +2% | 0.22% | 68.6% | 1 | 0% | 4.8 |
|
| 2124 |
2124
Lyell Wealth Management
Menlo Park,
California
| $822M | +$14.3M | +2% | 1.69% | 128% | 192 | 6.25% | 2.4 |
|
| 2125 |
KCM
2125
Kingdon Capital Management
New York
| $822M | -$41.1M | -5% | 3.21% | 217% | 88 | 52.27% | 0.8 |
|