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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2176 |
MHP
2176
Manatuck Hill Partners
Westport,
Connecticut
| $371M | -$87M | -19% | 13.5% | 556% | 116 | 53.45% | 0.7 |
|
| 2177 |
2177
Evensky & Katz
Coral Gables,
Florida
| $371M | +$35.4M | +11% | 1.33% | 57.1% | 48 | 10.42% | 1.3 |
|
| 2178 |
2178
Standard General
New York
| $369M | -$119M | -24% | 1.64% | 259% | 12 | 58.33% | 0.4 |
|
| 2179 |
IAA
2179
Ironsides Asset Advisors
Rocky Mount,
North Carolina
| $369M | +$4.85M | +1% | 2.53% | 49.3% | 160 | 11.88% | 0.7 |
|
| 2180 |
2180
1834 Investment Advisors
Milwaukee,
Wisconsin
| $368M | +$6.64M | +2% | 2.25% | 68.7% | 165 | 9.7% | 1.4 |
|
| 2181 |
2181
Pacific Alternative Asset Management Company (PAAMCO)
Irvine,
California
| $367M | -$89M | -20% | 7.91% | 87.2% | 141 | 79.43% | 0.2 |
|
| 2182 |
2182
Starwood Capital Group Management
Miami Beach,
Florida
| $366M | -$7.92M | -2% | 0.04% | 16.2% | 4 | 0% | 0.3 |
|
| 2183 |
WRM
2183
Westport Resources Management
Westport,
Connecticut
| $366M | -$8.12M | -2% | 1.81% | 30.5% | 1,079 | 14.46% | 1.4 |
|
| 2184 |
2184
Waratah Capital Advisors
Toronto,
Ontario, Canada
| $366M | +$154M | +72% | 5.13% | 192% | 122 | 63.11% | 0.3 |
|
| 2185 |
2185
Quantitative Systematic Strategies
Ponte Vedra Beach,
Florida
| $366M | +$117M | +47% | 2.57% | 133% | 561 | 70.94% | 0.2 |
|
| 2186 |
2186
Phillips Financial Management
Fort Wayne,
Indiana
| $365M | +$16.4M | +5% | 2.11% | 45.6% | 69 | 8.7% | 1.5 |
|
| 2187 |
2187
Oakwood Capital Management
Los Angeles,
California
| $365M | +$12.9M | +4% | 0.9% | 72.7% | 104 | 26.92% | 1.1 |
|
| 2188 |
2188
Perigon Wealth Management
San Francisco,
California
| $365M | +$31.8M | +10% | 3.61% | 104% | 238 | 24.79% | 0.8 |
|
| 2189 |
NCM
2189
Numina Capital Management
New York
| $364M | +$63.7M | +21% | 3.34% | 40.2% | 59 | 69.49% | 0.1 |
|
| 2190 |
2190
SPC Financial Inc
Rockville,
Maryland
| $364M | +$20.3M | +6% | 2.49% | 65.1% | 122 | 19.67% | 1.2 |
|
| 2191 |
2191
Sentinel Trust
Houston,
Texas
| $364M | +$10.6M | +3% | 1.17% | 79.2% | 153 | 16.99% | 1.3 |
|
| 2192 |
2192
Stelac Advisory Services
New York
| $364M | +$22.1M | +6% | 1.14% | 84.9% | 42 | 14.29% | 1.3 |
|
| 2193 |
2193
Coldstream Capital Management
Bellevue,
Washington
| $363M | +$3.45M | +1% | 1.13% | 71% | 221 | 50.23% | 1.3 |
|
| 2194 |
2194
Zevin Asset Management
Boston,
Massachusetts
| $363M | +$6.66M | +2% | 2.31% | 71.7% | 146 | 7.53% | 1.3 |
|
| 2195 |
2195
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| $362M | -$21.1M | -5% | 5.47% | 83.4% | 270 | 20.37% | 1.2 |
|
| 2196 |
2196
Advisory Services Network
Atlanta,
Georgia
| $362M | +$42.3M | +13% | 1.78% | 105% | 1,416 | 16.88% | 0.4 |
|
| 2197 |
CIG
2197
Candlewood Investment Group
Rye,
New York
| $362M | +$160M | +80% | 4.06% | 10.6% | 12 | 66.67% | 0.1 |
|
| 2198 |
2198
Baystate Wealth Management
Boston,
Massachusetts
| $361M | +$46.5M | +15% | 2.64% | 14.6% | 56 | 12.5% | 1.2 |
|
| 2199 |
2199
Signet Financial Management
Parsippany,
New Jersey
| $361M | +$87.2M | +32% | 4.03% | 65.2% | 206 | 35.92% | 0.2 |
|
| 2200 |
2200
AT Bancorp
Dubuque,
Iowa
| $361M | +$24.5M | +7% | 1.16% | 21.8% | 213 | 15.49% | 1.3 |
|