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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2151 |
2151
Clear Harbor Asset Management
Stamford,
Connecticut
| $528M | +$99.1M | +23% | 24.9% | 98.6% | 313 | 27.8% | 3.3 |
|
| 2152 |
2152
Stewart & Patten Company
Lafayette,
California
| $528M | +$69.3M | +15% | 15.5% | 27.5% | 91 | 13.19% | 5.3 |
|
| 2153 |
2153
Edge Wealth Management
New York
| $527M | +$66.7M | +14% | 22.8% | 75.3% | 729 | 20.99% | 2.6 |
|
| 2154 |
2154
Boussard & Gavaudan Investment Management
London,
United Kingdom
| $527M | +$66.1M | +14% | 21.1% | 25.8% | 53 | 66.04% | 0.2 |
|
| 2155 |
2155
ATP Life Science Ventures
New York
| $527M | +$27.5M | +6% | 7.52% | – | 2 | 0% | 0.5 |
|
| 2156 |
2156
Beryl Capital Management
Redondo Beach,
California
| $526M | +$52.2M | +11% | 107% | 3,932% | 91 | 92.31% | 0.1 |
|
| 2157 |
2157
Estabrook Capital Management
New York
| $526M | +$51M | +11% | 15.7% | 87.2% | 352 | 6.82% | 5.1 |
|
| 2158 |
2158
Emerson Point Capital
Larchmont,
New York
| $526M | +$148M | +39% | 45.3% | 94.8% | 33 | 21.21% | 1 |
|
| 2159 |
2159
Sand Grove Capital Management
London,
United Kingdom
| $526M | -$33.3M | -6% | 39.3% | 410% | 19 | 68.42% | 0.2 |
|
| 2160 |
2160
Trust Asset Management
Houston,
Texas
| $526M | +$130M | +33% | 21.3% | 91.1% | 73 | 67.12% | 0.9 |
|
| 2161 |
KL
2161
KGH Ltd
Nassau,
Bahamas
| $525M | -$35.8M | -6% | 73.2% | 139% | 43 | 51.16% | 0.8 |
|
| 2162 |
2162
Arosa Capital Management
Miami Beach,
Florida
| $525M | -$73.5M | -12% | 46.2% | 536% | 75 | 48% | 0.6 |
|
| 2163 |
TAA
2163
TB Alternative Assets
Grand Cayman,
Cayman Islands
| $525M | +$127M | +32% | 41.1% | 312% | 61 | 57.38% | 0.6 |
|
| 2164 |
2164
Vantagepoint Investment Advisers
Washington,
District of Columbia
| $524M | +$415M | +380% | 8.12% | 42.7% | 3 | 66.67% | 0.2 |
|
| 2165 |
2165
Greenwich Wealth Management
Greenwich,
Connecticut
| $523M | +$55.1M | +12% | 23.4% | 198% | 201 | 15.42% | 3.7 |
|
| 2166 |
2166
Resources Management Corp
West Hartford,
Connecticut
| $523M | +$74.5M | +17% | 17.7% | 78.5% | 529 | 11.72% | 1.4 |
|
| 2167 |
2167
Precept Management
Dallas,
Texas
| $523M | -$285M | -35% | 37.7% | 110% | 150 | 57.33% | 0.6 |
|
| 2168 |
2168
Center Lake Capital Management
West Palm Beach,
Florida
| $522M | +$221M | +74% | 47.5% | 98.3% | 10 | 10% | 0.6 |
|
| 2169 |
2169
Matrix Asset Advisors
White Plains,
New York
| $522M | +$82.5M | +19% | 20.1% | 84.9% | 79 | 15.19% | 4 |
|
| 2170 |
2170
American Assets Capital Advisers
San Diego,
California
| $520M | +$49.1M | +10% | 21% | 73.5% | 35 | 20% | 2.4 |
|
| 2171 |
2171
Professional Advisory Services
Vero Beach,
Florida
| $520M | +$88.8M | +21% | 22.5% | 69.3% | 68 | 13.24% | 4.3 |
|
| 2172 |
2172
Alpine Woods Capital Investors
Purchase,
New York
| $520M | +$70.3M | +16% | 21.9% | 105% | 280 | 18.93% | 3.1 |
|
| 2173 |
2173
Zeke Capital Advisors
Berwyn,
Pennsylvania
| $519M | +$165M | +47% | 16.1% | 41% | 272 | 37.87% | 1.8 |
|
| 2174 |
2174
Beacon Financial Group
Dallas,
Texas
| $519M | +$64.1M | +14% | 15.1% | 66.6% | 189 | 15.34% | 3.6 |
|
| 2175 |
2175
Hikari Tsushin Inc
Tokyo,
Japan
| $518M | +$50M | +11% | 6.96% | 59.5% | 38 | 5.26% | 4.3 |
|