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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
Beach Point Capital Management
Santa Monica,
California
| $410M | +$55.6M | +16% | 0.73% | 84.1% | 25 | 40% | 1.2 |
|
| 2202 |
2202
Shepherd Financial Partners
Winchester,
Massachusetts
| $410M | +$24.1M | +6% | 2.77% | 78% | 116 | 16.38% | 0.4 |
|
| 2203 |
2203
Insight Holdings Group
New York
| $409M | +$171M | +72% | 12.8% | 111% | 5 | 60% | 0.4 |
|
| 2204 |
2204
Hays Advisory
Franklin,
Tennessee
| $409M | -$16.9M | -4% | 1.28% | 31.8% | 88 | 22.73% | 1 |
|
| 2205 |
2205
Next Financial Group
Houston,
Texas
| $409M | +$49.6M | +14% | 2.85% | 85.4% | 2,060 | 14.17% | 2 |
|
| 2206 |
2206
Institutional & Family Asset Management
Fort Collins,
Colorado
| $408M | +$87.2M | +27% | 1.55% | 19% | 135 | 14.07% | 1.2 |
|
| 2207 |
2207
Seminole Management
New York
| $408M | -$137M | -25% | 7.5% | 95.4% | 45 | 73.33% | 0.9 |
|
| 2208 |
RI
2208
RPTC Inc
Jackson,
Wyoming
| $408M | – | – | 10.5% | 66.4% | 3 | – | 0 |
|
| 2209 |
VCM
2209
V3 Capital Management
Dallas,
Texas
| $408M | -$22.8M | -5% | 5.77% | 20.5% | 16 | 43.75% | 0.7 |
|
| 2210 |
2210
Cetera Investment Advisers
Schaumburg,
Illinois
| $408M | +$45.7M | +13% | 1.95% | 73.4% | 395 | 11.39% | 1 |
|
| 2211 |
SD
2211
Sumway Development
Shanghai,
China
| $408M | +$181M | +80% | 16.9% | – | 13 | 15.38% | 0.9 |
|
| 2212 |
2212
Everence Capital Management
Goshen,
Indiana
| $407M | +$26.6M | +7% | 3.49% | 108% | 390 | 13.85% | 2.3 |
|
| 2213 |
2213
Evanston Advisors
Schaumburg,
Illinois
| $407M | +$37.9M | +10% | 0.34% | 16% | 73 | 24.66% | 1.5 |
|
| 2214 |
2214
PSquared Asset Management
Zurich,
Switzerland
| $406M | +$170M | +72% | 10.2% | 178% | 10 | 70% | 0.2 |
|
| 2215 |
SAM
2215
Senzar Asset Management
New York
| $406M | +$11.5M | +3% | 2.37% | 0.75% | 35 | 54.29% | 0.9 |
|
| 2216 |
QCMC
2216
Quantum Capital Management (California)
San Francisco,
California
| $406M | +$3.99M | +1% | 2.62% | 53.7% | 194 | 20.1% | 1.8 |
|
| 2217 |
2217
Oakwood Capital Management
Los Angeles,
California
| $406M | +$4.18M | +1% | 0.71% | 72.7% | 78 | 11.54% | 2.6 |
|
| 2218 |
2218
Globeflex Capital
San Diego,
California
| $405M | -$16.7M | -4% | 5.18% | 186% | 513 | 30.02% | 1 |
|
| 2219 |
2219
Granite Point Capital Management
Boston,
Massachusetts
| $405M | +$70.3M | +21% | 8.79% | 125% | 119 | 43.7% | 0.6 |
|
| 2220 |
DS
2220
Dalal Street
West Lake Hills,
Texas
| $405M | +$15.5M | +4% | 1.96% | 92.7% | 7 | 14.29% | 2 |
|
| 2221 |
2221
Yorktown Energy Partners VIII
New York
| $404M | +$143M | +55% | 3.14% | 15.2% | 3 | 33.33% | 1 |
|
| 2222 |
2222
Regal Investment Advisors
Kentwood,
Michigan
| $404M | +$20.4M | +5% | 2.7% | 64.7% | 281 | 14.23% | 2.4 |
|
| 2223 |
2223
Capula Management
Grand Cayman,
Cayman Islands
| $403M | -$213M | -35% | 4.69% | 90.7% | 8 | 50% | 0.4 |
|
| 2224 |
SAM
2224
Sandell Asset Management
New York
| $403M | -$19M | -4% | 12.2% | 322% | 40 | 72.5% | 0.3 |
|
| 2225 |
2225
Mint Tower Capital Management
Amsterdam,
Netherlands
| $403M | -$37.4M | -8% | 0.04% | 40% | 29 | 37.93% | 0.4 |
|