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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
| $438M | +$18.9M | +5% | 9.37% | 134% | 18 | 11.11% | 0.6 |
|
| 2177 |
2177
Everence Capital Management
Goshen,
Indiana
| $438M | +$30.5M | +7% | 4.8% | 108% | 403 | 11.41% | 2.4 |
|
| 2178 |
2178
Pegasus Partners
Mequon,
Wisconsin
| $438M | +$61.2M | +16% | 3.2% | 32.6% | 162 | 14.81% | 1.2 |
|
| 2179 |
SG
2179
Swarthmore Group
Philadelphia,
Pennsylvania
| $437M | +$4.45M | +1% | 4.12% | 44.2% | 58 | 44.83% | 1 |
|
| 2180 |
2180
Algert Global
San Francisco,
California
| $437M | +$81.2M | +23% | 11.8% | 194% | 384 | 48.44% | 0.6 |
|
| 2181 |
CA
2181
Continental Advisors
Park City,
Utah
| $437M | -$5.85M | -1% | 0.79% | 73.6% | 140 | 26.43% | 1.9 |
|
| 2182 |
GIM
2182
Greylin Investment Management
Orange,
Virginia
| $437M | +$3.14M | +0.7% | 2.72% | 52.1% | 83 | 21.69% | 2.6 |
|
| 2183 |
SM
2183
SG3 Management
Dorado,
Puerto Rico
| $435M | +$35.7M | +9% | 4.81% | 38.7% | 291 | 73.2% | 0.2 |
|
| 2184 |
2184
Dorsey Wright & Associates
Pasadena,
California
| $434M | +$109M | +34% | 15.2% | 311% | 163 | 34.36% | 0.6 |
|
| 2185 |
2185
Empirical Wealth Management
Seattle,
Washington
| $433M | +$22.5M | +5% | 1.7% | 78.8% | 141 | 9.22% | 2.4 |
|
| 2186 |
2186
Beach Point Capital Management
Santa Monica,
California
| $433M | +$22.6M | +5% | 4.89% | 84.1% | 26 | 34.62% | 1.2 |
|
| 2187 |
2187
Shepherd Financial Partners
Winchester,
Massachusetts
| $431M | +$21M | +5% | 3.69% | 78% | 118 | 15.25% | 0.6 |
|
| 2188 |
2188
Glendon Capital Management
Santa Monica,
California
| $430M | +$12.4M | +3% | 0.98% | 142% | 28 | 3.57% | 1.8 |
|
| 2189 |
2189
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| $430M | +$37.5M | +10% | 3.27% | 44.7% | 172 | 9.3% | 1 |
|
| 2190 |
2190
RK Capital Management (Colorado)
Denver,
Colorado
| $429M | -$67.9M | -14% | 12.2% | 89% | 57 | 28.07% | 1.9 |
|
| 2191 |
AP
2191
Archon Partners
Princeton Junction,
New Jersey
| $429M | -$1.48M | -0.3% | 3.17% | 86% | 63 | 15.87% | 2.7 |
|
| 2192 |
2192
Regal Investment Advisors
Kentwood,
Michigan
| $429M | +$25M | +6% | 3.5% | 64.7% | 294 | 16.33% | 2.4 |
|
| 2193 |
2193
Oakwood Capital Management
Los Angeles,
California
| $428M | +$22.8M | +6% | 2.46% | 72.7% | 77 | 12.99% | 2.9 |
|
| 2194 |
2194
SeaBridge Investment Advisors
Summit,
New Jersey
| $428M | +$12.3M | +3% | 3.38% | 128% | 279 | 13.26% | 2.4 |
|
| 2195 |
2195
Cutler Investment Counsel
Jacksonville,
Oregon
| $428M | +$27.5M | +7% | 3.91% | 56.2% | 91 | 13.19% | 2.4 |
|
| 2196 |
2196
First Reserve GP XI
Stamford,
Connecticut
| $428M | -$5.81M | -1% | 3.46% | 26.4% | 3 | 33.33% | 3.8 |
|
| 2197 |
2197
Belpointe Asset Management
Reno,
Nevada
| $427M | – | – | 6.02% | 80.1% | 419 | – | 0 |
|
| 2198 |
SD
2198
Sumway Development
Shanghai,
China
| $427M | +$19.2M | +5% | 13.2% | – | 14 | 21.43% | 1 |
|
| 2199 |
AC
2199
Asturias Capital
New York
| $426M | +$145M | +52% | 7.48% | 94.2% | 19 | 36.84% | 0.5 |
|
| 2200 |
2200
Zevin Asset Management
Boston,
Massachusetts
| $426M | +$29.4M | +7% | 4.06% | 71.7% | 132 | 11.36% | 2.5 |
|