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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 |
LLC
2176
Latimer Light Capital
New York
| $419M | -$606K | -0.1% | 6.05% | 134% | 25 | 60% | 0.4 |
|
| 2177 |
2177
Mechanics Bank - Trust Department
Walnut Creek,
California
| $419M | +$9.6M | +2% | 2.45% | 76.8% | 169 | 3.55% | 2.5 |
|
| 2178 |
2178
Ecofin Advisors
London,
United Kingdom
| $419M | +$38.9M | +10% | 4.58% | 77% | 40 | 25% | 1.3 |
|
| 2179 |
CCMD
2179
Cypress Capital Management (Delaware)
Greenville,
Delaware
| $418M | +$25M | +6% | 2.98% | 25.6% | 128 | 17.19% | 1.5 |
|
| 2180 |
2180
Glendon Capital Management
Santa Monica,
California
| $418M | +$21.8M | +5% | 1.41% | 142% | 29 | 20.69% | 1.6 |
|
| 2181 |
2181
Arrow Financial
Glens Falls,
New York
| $418M | +$7.62M | +2% | 3.01% | 66.5% | 357 | 6.44% | 3.2 |
|
| 2182 |
2182
SkyBridge Capital II
New York
| $417M | -$42.1M | -9% | 2.15% | – | 40 | 50% | 0.9 |
|
| 2183 |
CC
2183
Carbonado Capital
New York
| $417M | -$27.9M | -6% | 1.55% | 62.2% | 13 | 30.77% | 0.9 |
|
| 2184 |
2184
Baltimore-Washington Financial Advisors
Columbia,
Maryland
| $416M | +$23.3M | +6% | 3.75% | 80.6% | 75 | 13.33% | 2.5 |
|
| 2185 |
2185
SeaBridge Investment Advisors
Summit,
New Jersey
| $416M | -$568K | -0.1% | 1.24% | 128% | 271 | 7.01% | 2.2 |
|
| 2186 |
IMOV
2186
Investment Management of Virginia
Richmond,
Virginia
| $416M | +$8.52M | +2% | 4.88% | 93.4% | 142 | 3.52% | 3 |
|
| 2187 |
2187
Kepos Capital
New York
| $415M | +$145M | +54% | 2.03% | 21.1% | 10 | 10% | 2.4 |
|
| 2188 |
2188
Segantii Capital Management
Hong Kong
| $415M | -$192M | -32% | 4.3% | 33.1% | 395 | 89.87% | 0.3 |
|
| 2189 |
2189
USA Financial Formulas
Ada,
Michigan
| $415M | -$753K | -0.2% | 6.22% | 104% | 355 | 70.42% | 0.2 |
|
| 2190 |
2190
Stearns Financial Services Group
Greensboro,
North Carolina
| $414M | +$5.74M | +1% | 2.48% | 26.1% | 137 | 7.3% | 3 |
|
| 2191 |
2191
Private Vista
Chicago,
Illinois
| $414M | +$11.5M | +3% | 1.8% | 10.1% | 98 | 21.43% | 0.8 |
|
| 2192 |
2192
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
| $414M | +$15.4M | +4% | 2.56% | 50.4% | 10 | 0% | 2.7 |
|
| 2193 |
2193
FNY Partners Fund
New York
| $413M | -$461M | -53% | 3.41% | – | 1,648 | 81.01% | 0.2 |
|
| 2194 |
2194
Yale University
New Haven,
Connecticut
| $412M | -$82.8M | -17% | 1.67% | 33.7% | 9 | 77.78% | 0.5 |
|
| 2195 |
2195
NewSquare Capital
Newtown Square,
Pennsylvania
| $412M | -$7.5M | -2% | 2.21% | 76.5% | 334 | 8.98% | 2.2 |
|
| 2196 |
2196
Modera Wealth Management
Westwood,
New Jersey
| $412M | +$12.5M | +3% | 1.55% | 68.2% | 124 | 12.1% | 2.2 |
|
| 2197 |
AAM
2197
AO Asset Management
New York
| $412M | +$10.2M | +3% | 11.2% | 127% | 35 | 34.29% | 0.6 |
|
| 2198 |
2198
Vestor Capital
Chicago,
Illinois
| $411M | -$49M | -11% | 3.32% | 188% | 175 | 42.86% | 2 |
|
| 2199 |
2199
Empirical Wealth Management
Seattle,
Washington
| $411M | +$9.5M | +2% | 1.1% | 78.8% | 138 | 12.32% | 2.3 |
|
| 2200 |
SCM
2200
Symons Capital Management
Pittsburgh,
Pennsylvania
| $410M | +$5.92M | +1% | 3.34% | 25.4% | 82 | 37.8% | 1.3 |
|