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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2126 |
2126
Richard C. Young & Co
Newport,
Rhode Island
| $496M | -$6.49M | -1% | 0.11% | 137% | 60 | 1.67% | 3.2 |
|
| 2127 |
2127
Ivory Investment Management
New York
| $496M | -$1.16B | -70% | 0.6% | 32.8% | 63 | 73.02% | 0.8 |
|
| 2128 |
2128
HoyleCohen
San Diego,
California
| $496M | +$2.82M | +0.6% | 5.35% | 46.1% | 168 | 14.29% | 0.4 |
|
| 2129 |
TEC
2129
Tiger Eye Capital
Nashville,
Tennessee
| $496M | +$40.5M | +9% | 8.39% | 116% | 46 | 41.3% | 0.8 |
|
| 2130 |
2130
Deltec Asset Management
New York
| $495M | -$5.9M | -1% | 3.96% | 128% | 208 | 28.85% | 1.7 |
|
| 2131 |
2131
RiverPark Advisors
New York
| $494M | -$25.1M | -5% | 5.94% | 87.5% | 74 | 10.81% | 2.5 |
|
| 2132 |
2132
Connable Office Inc
Kalamazoo,
Michigan
| $493M | -$15.3M | -3% | 1.91% | 68.3% | 182 | 11.54% | 2.7 |
|
| 2133 |
2133
Alphinity Investment Management
Sydney,
Australia
| $493M | +$52.4M | +12% | 4.23% | 151% | 32 | 40.63% | 0.3 |
|
| 2134 |
2134
Cobiz Wealth
Denver,
Colorado
| $493M | +$20M | +4% | 4.83% | 54% | 136 | 7.35% | 3.6 |
|
| 2135 |
2135
Buckingham Capital Management (Ohio)
Dayton,
Ohio
| $493M | +$14.8M | +3% | 1.63% | 26.3% | 146 | 9.59% | 3.7 |
|
| 2136 |
2136
NewSquare Capital
Newtown Square,
Pennsylvania
| $492M | +$32.2M | +7% | 1.4% | 76.5% | 370 | 29.46% | 2.4 |
|
| 2137 |
2137
Radcliffe Capital Management
Bala Cynwyd,
Pennsylvania
| $492M | -$172M | -26% | 0% | 4.8% | 22 | 9.09% | 1.5 |
|
| 2138 |
2138
Vestor Capital
Chicago,
Illinois
| $492M | +$9.13M | +2% | 3.02% | 188% | 123 | 9.76% | 2.7 |
|
| 2139 |
2139
Beach Point Capital Management
Santa Monica,
California
| $491M | +$43.8M | +10% | 3.88% | 84.1% | 44 | 45.45% | 1.1 |
|
| 2140 |
2140
Edgestream Partners
Princeton,
New Jersey
| $491M | -$18.8M | -4% | 0.36% | 41.7% | 309 | 38.19% | 0.4 |
|
| 2141 |
2141
Claret Asset Management
Montreal,
Quebec, Canada
| $491M | +$50.6M | +12% | 6.04% | 73.3% | 224 | 33.04% | 0.3 |
|
| 2142 |
2142
Globeflex Capital
San Diego,
California
| $490M | +$17.5M | +4% | 7.9% | 186% | 469 | 17.7% | 1.4 |
|
| 2143 |
2143
Whitegate Investment Counselors
Concord,
New Hampshire
| $489M | +$20.4M | +4% | 1.98% | 48% | 202 | 5.94% | 2.9 |
|
| 2144 |
AC
2144
Asturias Capital
New York
| $489M | +$22.3M | +5% | 13.8% | 94.2% | 34 | 70.59% | 0.4 |
|
| 2145 |
GCP
2145
Garelick Capital Partners
Boston,
Massachusetts
| $489M | +$57.4M | +13% | 11.1% | 195% | 34 | 64.71% | 0.5 |
|
| 2146 |
2146
Sprott Inc
Toronto,
Ontario, Canada
| $488M | +$5.6M | +1% | 4.51% | 203% | 102 | 13.73% | 2.3 |
|
| 2147 |
2147
Trigran Investments
Northbrook,
Illinois
| $488M | +$14.9M | +3% | 11.5% | 30.2% | 22 | 18.18% | 2.6 |
|
| 2148 |
2148
Windham Capital Management
Boston,
Massachusetts
| $488M | -$10.4M | -2% | 1.44% | 8.3% | 27 | 11.11% | 2.5 |
|
| 2149 |
2149
WealthPLAN Partners
Omaha,
Nebraska
| $488M | +$32.1M | +7% | 2.38% | 71.6% | 277 | 10.11% | 1.5 |
|
| 2150 |
2150
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| $488M | +$3.39M | +0.7% | 1.28% | 44.7% | 630 | 71.59% | 1.6 |
|