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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2201 |
2201
10-15 Associates
Goshen,
New York
| $291M | +$50.6M | +21% | 6.69% | 33% | 98 | 16.33% | 0.4 |
|
| 2202 |
2202
SFMG Wealth Advisors
Plano,
Texas
| $291M | +$41.4M | +17% | 7.91% | 76.1% | 82 | 18.29% | 0.4 |
|
| 2203 |
2203
BW Gestao de Investimentos
Sao Paulo,
Brazil
| $290M | – | – | 6.75% | 95.1% | 60 | – | 0 |
|
| 2204 |
2204
Rail-Splitter Capital Management
Chicago,
Illinois
| $290M | +$55.1M | +23% | 15% | 64.1% | 46 | 26.09% | 0.4 |
|
| 2205 |
TBA
2205
Train Babcock Advisors
New York
| $290M | +$23.7M | +9% | 9.04% | 41.9% | 129 | 6.98% | 0.5 |
|
| 2206 |
2206
Tetrad Corporation
Omaha,
Nebraska
| $290M | +$11.9M | +4% | 4.51% | 45.6% | 11 | 0% | 0.5 |
|
| 2207 |
2207
TA Associates
Boston,
Massachusetts
| $290M | -$37.9M | -12% | 2.38% | – | 2 | 0% | 0.5 |
|
| 2208 |
2208
Braver Wealth Management
Needham,
Massachusetts
| $289M | -$497K | -0.2% | 7.56% | 20.4% | 83 | 18.07% | 0.4 |
|
| 2209 |
2209
Sagard Capital Partners Management
New York
| $289M | -$12.9M | -4% | 6.73% | 37.4% | 12 | 33.33% | 0.5 |
|
| 2210 |
2210
AGF Investments America
Toronto,
Ontario, Canada
| $289M | +$5.06M | +2% | 6.12% | 72.1% | 82 | 14.63% | 0.4 |
|
| 2211 |
SFSIG
2211
San Francisco Sentry Investment Group
San Francisco,
California
| $289M | +$24M | +9% | 7.21% | 436% | 714 | 13.03% | 0.4 |
|
| 2212 |
2212
Capital Z Partners Management
New York
| $289M | -$10M | -3% | 1.6% | 48.2% | 2 | 0% | 0.5 |
|
| 2213 |
2213
First Western Capital Management
Los Angeles,
California
| $289M | – | – | 10.5% | 43% | 130 | – | 0 |
|
| 2214 |
LA
2214
Leonetti & Associates
Buffalo Grove,
Illinois
| $288M | +$14M | +5% | 8.72% | 49.5% | 42 | 26.19% | 0.4 |
|
| 2215 |
2215
Equinox Fund Management
Denver,
Colorado
| $288M | -$104M | -27% | 0.13% | – | 4 | 0% | 0.5 |
|
| 2216 |
2216
Windward Capital Management
Los Angeles,
California
| $288M | +$32.9M | +13% | 15% | 78.5% | 65 | 4.62% | 0.5 |
|
| 2217 |
2217
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
| $288M | +$38.3M | +15% | 7.92% | 22.7% | 46 | 13.04% | 0.4 |
|
| 2218 |
2218
Hartline Investment Corp
Winnetka,
Illinois
| $288M | +$32.5M | +13% | 11.4% | 201% | 108 | 10.19% | 0.5 |
|
| 2219 |
2219
RIT Capital Partners
London,
United Kingdom
| $288M | +$27.4M | +11% | 9.56% | 71.4% | 14 | 21.43% | 0.4 |
|
| 2220 |
CM
2220
Capital Management
Glen Allen,
Virginia
| $288M | +$29.2M | +11% | 7.81% | 52.5% | 80 | 11.25% | 0.4 |
|
| 2221 |
SCM
2221
Stonehill Capital Management
New York
| $288M | -$26.4M | -8% | 13.7% | 117% | 11 | 45.45% | 0.3 |
|
| 2222 |
JWBC
2222
J.W. Burns & Co
Dewitt,
New York
| $288M | +$26.7M | +10% | 9.62% | 95.4% | 154 | 4.55% | 0.5 |
|
| 2223 |
2223
Brevan Howard Capital Management
St. Helier,
Jersey
| $288M | +$73.4M | +34% | 1.06% | 148% | 40 | 62.5% | 0.3 |
|
| 2224 |
2224
Baker Ellis Asset Management
Vancouver,
Washington
| $288M | +$22.5M | +8% | 6.93% | 91.9% | 253 | 5.14% | 0.5 |
|
| 2225 |
2225
Hengehold Capital Management
Cincinnati,
Ohio
| $287M | +$36.9M | +15% | 6.39% | 54.5% | 86 | 18.6% | 0.4 |
|