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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
Steel Grove Capital Advisors
Memphis,
Tennessee
| $704M | +$141M | +25% | 6.73% | 106% | 187 | 20.86% | 2.8 |
|
| 2127 |
2127
Marex Group
London,
| $704M | – | – | 5.61% | 254% | 266 | – | 0 |
|
| 2128 |
2128
Broad Bay Capital Management
New York
| $704M | +$136M | +24% | 13.2% | 338% | 19 | 10.53% | 1.9 |
|
| 2129 |
LPC
2129
Lion Point Capital
New York
| $703M | +$249M | +55% | 7.04% | 319% | 42 | 26.19% | 1.4 |
|
| 2130 |
2130
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
| $702M | +$103M | +17% | 20.9% | 140% | 30 | 10% | 4.2 |
|
| 2131 |
2131
Transamerica Financial Advisors
St. Petersburg,
Florida
| $702M | +$23.9M | +4% | 4.77% | 77.1% | 720 | 11.39% | 1 |
|
| 2132 |
2132
Stairway Partners
Chicago,
Illinois
| $701M | +$85.1M | +14% | 11% | 48.1% | 10 | 0% | 8.7 |
|
| 2133 |
2133
1834 Investment Advisors
Milwaukee,
Wisconsin
| $700M | +$32.2M | +5% | 8.3% | 68.7% | 209 | 20.1% | 5.4 |
|
| 2134 |
HWMA
2134
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
| $700M | +$389M | +125% | 8.41% | – | 1,116 | 8.69% | 1.3 |
|
| 2135 |
2135
TFG Asset Management
Grand Cayman,
Cayman Islands
| $699M | -$131M | -16% | 1.12% | 72.1% | 153 | 58.17% | 1.4 |
|
| 2136 |
2136
Connable Office Inc
Kalamazoo,
Michigan
| $698M | +$82.8M | +13% | 8.9% | 68.3% | 221 | 14.93% | 3.5 |
|
| 2137 |
2137
Anchor Investment Management
Columbia,
South Carolina
| $697M | +$52.9M | +8% | 9.15% | 75.1% | 1,001 | 7.19% | 4.3 |
|
| 2138 |
2138
SeaCrest Wealth Management
Purchase,
New York
| $697M | +$38.3M | +6% | 8.09% | 153% | 671 | 12.97% | 3.1 |
|
| 2139 |
2139
Soleus Capital Management
Greenwich,
Connecticut
| $697M | -$38.9M | -5% | 25.2% | 508% | 96 | 46.88% | 0.8 |
|
| 2140 |
2140
Liberty One Investment Management
Libertyville,
Illinois
| $696M | +$88.2M | +15% | 12.3% | 40.3% | 152 | 0.66% | 2.4 |
|
| 2141 |
2141
Fernbridge Capital Management
Los Angeles,
California
| $696M | -$33.7M | -5% | 5.83% | 12.4% | 26 | 42.31% | 0.7 |
|
| 2142 |
2142
Kepos Capital
New York
| $696M | -$125M | -15% | 3.07% | 21.1% | 577 | 35.88% | 1 |
|
| 2143 |
2143
Atika Capital Management
New York
| $695M | -$484M | -41% | 13.4% | 811% | 112 | 60.71% | 1.1 |
|
| 2144 |
2144
Koss-Olinger Consulting
Gainesville,
Florida
| $695M | +$107M | +18% | 7.05% | 57.9% | 292 | 40.75% | 0.9 |
|
| 2145 |
2145
Bouchey Financial Group
Troy,
New York
| $694M | +$10.4M | +2% | 5.25% | 66.7% | 104 | 22.12% | 3.3 |
|
| 2146 |
2146
Phocas Financial Corp
Alameda,
California
| $694M | +$48.7M | +8% | 11.1% | – | 335 | 44.18% | 1.8 |
|
| 2147 |
2147
JHL Capital Group
Chicago,
Illinois
| $694M | -$86.3M | -11% | 11.1% | – | 1 | 0% | 2 |
|
| 2148 |
GPCM
2148
Greenbrier Partners Capital Management
Dallas,
Texas
| $694M | -$88.2M | -11% | 3.26% | 96.1% | 14 | 0% | 8.1 |
|
| 2149 |
AIC
2149
AWM Investment Company
New York
| $694M | +$35.9M | +5% | 11.8% | 778% | 131 | 14.5% | 2.7 |
|
| 2150 |
2150
J.M. Forbes & Co
Boston,
Massachusetts
| $693M | +$53.6M | +8% | 11.3% | 112% | 116 | 15.52% | 6 |
|