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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 |
2176
Laffer Tengler Investments
Nashville,
Tennessee
| $360M | +$7.84M | +2% | 1.34% | 96.5% | 211 | 3.79% | 0.5 |
|
| 2177 |
2177
10-15 Associates
Goshen,
New York
| $360M | +$11.9M | +3% | 3.34% | 33% | 124 | 16.13% | 2 |
|
| 2178 |
2178
Solus Alternative Asset Management
Summit,
New Jersey
| $359M | -$90.7M | -20% | 27.4% | 79.3% | 13 | 38.46% | 1.6 |
|
| 2179 |
2179
SCGE Management
Menlo Park,
California
| $359M | +$35.9M | +11% | 16.4% | 154% | 20 | 45% | 1.2 |
|
| 2180 |
SRFM
2180
Shannon River Fund Management
New York
| $359M | -$40.9M | -10% | 15% | 554% | 43 | 55.81% | 1.1 |
|
| 2181 |
2181
Accuvest Global Advisors
Provo,
Utah
| $359M | +$195M | +119% | 5.12% | 130% | 73 | 27.4% | 1 |
|
| 2182 |
MCG
2182
Meru Capital Group
New York
| $358M | +$69.8M | +24% | 8.36% | – | 60 | 40% | 0.6 |
|
| 2183 |
2183
Rail-Splitter Capital Management
Chicago,
Illinois
| $358M | -$58.3M | -14% | 6.81% | 64.1% | 49 | 36.73% | 0.8 |
|
| 2184 |
QCMC
2184
Quantum Capital Management (California)
San Francisco,
California
| $358M | -$350M | -49% | 5.71% | 53.7% | 174 | 22.41% | 1.7 |
|
| 2185 |
2185
Oak Management Corp
Wilton,
Connecticut
| $358M | +$28.6M | +9% | 33.1% | 96.4% | 9 | 0% | 0.8 |
|
| 2186 |
CA
2186
Continental Advisors
Park City,
Utah
| $358M | +$33.7M | +10% | 7.73% | 73.6% | 153 | 32.68% | 1.6 |
|
| 2187 |
2187
Tiptree Advisors
New York
| $358M | +$61.9M | +21% | 11.9% | – | 47 | 46.81% | 0.8 |
|
| 2188 |
CCM
2188
Cohen Capital Management
Corte Madera,
California
| $357M | +$13.3M | +4% | 3.31% | 91.5% | 131 | 6.87% | 2.6 |
|
| 2189 |
2189
Capital Advantage
Walnut Creek,
California
| $357M | +$12.2M | +4% | 2.7% | 49.2% | 80 | 11.25% | 1.9 |
|
| 2190 |
2190
Glendon Capital Management
Santa Monica,
California
| $356M | +$41.5M | +13% | 6.59% | 142% | 24 | 0% | 1.3 |
|
| 2191 |
CBT
2191
Central Bank & Trust
Lexington,
Kentucky
| $356M | +$8.18M | +2% | 3.39% | 118% | 353 | 19.55% | 2.2 |
|
| 2192 |
2192
Halbert Hargrove Global Advisors
Long Beach,
California
| $356M | +$6.64M | +2% | 3.14% | 68.2% | 78 | 17.95% | 2.5 |
|
| 2193 |
2193
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| $355M | +$10.4M | +3% | 5.21% | 83.4% | 292 | 22.6% | 1.8 |
|
| 2194 |
2194
Vista Capital Partners
Portland,
Oregon
| $355M | +$17.9M | +5% | 2.95% | 61.2% | 47 | 10.64% | 2.6 |
|
| 2195 |
LA
2195
Leonetti & Associates
Buffalo Grove,
Illinois
| $354M | +$5.22M | +1% | 5.9% | 49.5% | 46 | 26.09% | 1.7 |
|
| 2196 |
MRCM
2196
M&R Capital Management
Summit,
New Jersey
| $353M | +$11.3M | +3% | 4.08% | 52.6% | 593 | 10.79% | 0.9 |
|
| 2197 |
2197
Regal Investment Advisors
Kentwood,
Michigan
| $352M | -$11.3M | -3% | 3% | 64.7% | 267 | 11.61% | 2.2 |
|
| 2198 |
2198
TD Ameritrade Trust
Denver,
Colorado
| $352M | +$25.8M | +8% | 3.48% | 21.7% | 45 | 17.78% | 2.2 |
|
| 2199 |
2199
Baltimore-Washington Financial Advisors
Columbia,
Maryland
| $351M | +$15.2M | +5% | 3.71% | 80.6% | 77 | 14.29% | 2.3 |
|
| 2200 |
2200
Evanson Asset Management
Carmel,
California
| $351M | +$20.4M | +6% | 5.28% | 66.6% | 207 | 5.8% | 2.1 |
|