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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
SPC Financial Inc
Rockville,
Maryland
| $357M | -$7.21M | -2% | 0.88% | 65.1% | 122 | 16.39% | 1.3 |
|
| 2202 |
2202
Strategic Financial Services
Utica,
New York
| $357M | -$31.5M | -8% | 0.15% | 58.7% | 95 | 9.47% | 1.8 |
|
| 2203 |
2203
Broadmark Asset Management
San Francisco,
California
| $355M | -$113M | -24% | 0.28% | 39.6% | 5 | 80% | 1 |
|
| 2204 |
2204
Chatham Capital Group
Savannah,
Georgia
| $355M | +$14.2M | +4% | 1.35% | 97% | 163 | 10.43% | 1.4 |
|
| 2205 |
2205
Horan Capital Management
Hunt Valley,
Maryland
| $355M | +$541K | +0.2% | 0.9% | 69.2% | 65 | 26.15% | 1 |
|
| 2206 |
SCM
2206
SeaStone Capital Management
New York
| $355M | -$94.6M | -21% | 2.29% | 17.6% | 34 | 38.24% | 0.8 |
|
| 2207 |
BL
2207
Bolton LP
Greenwich,
Connecticut
| $355M | -$28.5M | -7% | 11% | – | 213 | 63.38% | 0.2 |
|
| 2208 |
2208
Francisco Partners Management
San Francisco,
California
| $355M | -$131M | -27% | 1.25% | 14.3% | 3 | 0% | 0.4 |
|
| 2209 |
2209
VHCP Management
New York
| $354M | -$79.9M | -18% | 22.8% | 234% | 20 | 15% | 1 |
|
| 2210 |
NCM
2210
Numina Capital Management
New York
| $354M | -$10.2M | -3% | 0.34% | 40.2% | 59 | 67.8% | 0.2 |
|
| 2211 |
2211
Hilton Capital Management
Garden City,
New York
| $354M | +$71.8M | +25% | 3.24% | 58.2% | 119 | 29.41% | 0.8 |
|
| 2212 |
2212
Winslow Evans & Crocker
Boston,
Massachusetts
| $354M | +$538K | +0.2% | 0.01% | 76.2% | 1,372 | 12.24% | 1.3 |
|
| 2213 |
COC
2213
Commonwealth Opportunity Capital
Los Angeles,
California
| $354M | -$2.72B | -89% | 7.39% | – | 35 | 91.43% | 0 |
|
| 2214 |
2214
Veritas Investment Management
London,
United Kingdom
| $354M | +$53.6M | +18% | 1.2% | 69% | 74 | 14.86% | 0.8 |
|
| 2215 |
2215
Alaska Permanent Capital Management
Anchorage,
Alaska
| $354M | -$7.21M | -2% | 1.9% | 42.8% | 25 | 12% | 1.6 |
|
| 2216 |
2216
PT Asset Management
Chicago,
Illinois
| $353M | -$30.3M | -8% | 2.34% | 7.94% | 256 | 33.98% | 0.4 |
|
| 2217 |
2217
Yale University
New Haven,
Connecticut
| $353M | +$284M | +411% | 0.1% | 33.7% | 12 | 91.67% | 0.3 |
|
| 2218 |
IAA
2218
Ironsides Asset Advisors
Rocky Mount,
North Carolina
| $352M | -$16.5M | -4% | 3.63% | 49.3% | 154 | 7.79% | 0.9 |
|
| 2219 |
2219
Crosspoint Capital Strategies
Orinda,
California
| $352M | +$145M | +70% | 12.6% | – | 694 | 37.18% | 0.6 |
|
| 2220 |
SCA
2220
Signpost Capital Advisors
New York
| $352M | +$75.9M | +28% | 1.84% | 24.7% | 21 | 66.67% | 0.4 |
|
| 2221 |
2221
LGT Capital Partners
Pfaeffikon,
Switzerland
| $352M | -$36.4M | -9% | 2.68% | 67.2% | 75 | 38.67% | 0.8 |
|
| 2222 |
2222
Twele Capital Management
Minnetonka,
Minnesota
| $352M | -$1.18M | -0.3% | 2.11% | 37.1% | 64 | 4.69% | 1.8 |
|
| 2223 |
KM
2223
KS Management
New York
| $352M | +$112M | +47% | 6.78% | – | 47 | 63.83% | 0.2 |
|
| 2224 |
LA
2224
Leonetti & Associates
Buffalo Grove,
Illinois
| $350M | +$14.4M | +4% | 0.26% | 49.5% | 45 | 20% | 1.2 |
|
| 2225 |
RCM
2225
Rockshelter Capital Management
Canonsburg,
Pennsylvania
| $350M | +$5.52M | +2% | 2.79% | 31.2% | 36 | 11.11% | 0.9 |
|