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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2251 |
2251
Stonebridge Capital Advisors
St Paul,
Minnesota
| $407M | +$25.6M | +7% | 5.2% | 80.1% | 185 | 14.05% | 2.5 |
|
| 2252 |
2252
Fort LP
Chevy Chase,
Maryland
| $407M | +$5.76M | +1% | 0.71% | 56.8% | 53 | 30.19% | 1.2 |
|
| 2253 |
2253
Klingman & Associates
New York
| $406M | +$31.4M | +8% | 1.79% | 64.9% | 100 | 11% | 2.2 |
|
| 2254 |
2254
Alphadyne Asset Management
New York
| $406M | +$38.1M | +10% | 5.14% | 159% | 25 | 80% | 0.1 |
|
| 2255 |
2255
Newfoundland Capital Management
Sao Paulo,
Brazil
| $404M | +$153M | +61% | 12.8% | 49.5% | 42 | 61.9% | 0.3 |
|
| 2256 |
2256
SPC Financial Inc
Rockville,
Maryland
| $404M | +$26.5M | +7% | 5.23% | 65.1% | 123 | 15.45% | 2 |
|
| 2257 |
2257
Narwhal Capital Management
Marietta,
Georgia
| $403M | +$17.8M | +5% | 3.83% | 93.8% | 150 | 7.33% | 2.6 |
|
| 2258 |
2258
NatWest Group
Edinburgh, Scotland,
United Kingdom
| $403M | -$28.8M | -7% | 6.39% | 207% | 104 | 12.5% | 2.8 |
|
| 2259 |
2259
Howard Hughes Medical Institute
Chevy Chase,
Maryland
| $403M | -$146M | -27% | 4.99% | 70.9% | 159 | 83.02% | 1.8 |
|
| 2260 |
2260
Dow Chemical Company
Midland,
Michigan
| $402M | -$561M | -58% | 1.9% | 29.4% | 29 | 31.03% | 2.9 |
|
| 2261 |
2261
Crestview Partners II
New York
| $402M | +$77.9M | +24% | 25.1% | 157% | 4 | 0% | 2.4 |
|
| 2262 |
CBT
2262
Central Bank & Trust
Lexington,
Kentucky
| $402M | +$17.1M | +4% | 4.77% | 118% | 278 | 6.12% | 3.2 |
|
| 2263 |
2263
Greenwood Capital Associates
Greenwood,
South Carolina
| $402M | +$17.5M | +5% | 5.3% | 81.3% | 232 | 28.02% | 1.4 |
|
| 2264 |
2264
Apriem Advisors
Irvine,
California
| $402M | +$24.7M | +7% | 3.79% | 74.3% | 165 | 21.21% | 3 |
|
| 2265 |
2265
Alpha Wave Global
New York
| $401M | -$169M | -30% | 2.26% | 226% | 24 | 33.33% | 0.9 |
|
| 2266 |
2266
J.M. Forbes & Co
Boston,
Massachusetts
| $401M | +$8.14M | +2% | 4.59% | 112% | 109 | 7.34% | 3 |
|
| 2267 |
SCM
2267
Somerset Capital Management
London,
United Kingdom
| $401M | +$18.4M | +5% | 4.88% | 7.5% | 14 | 7.14% | 2.1 |
|
| 2268 |
2268
Capital Advantage
Walnut Creek,
California
| $400M | +$18M | +5% | 1.87% | 49.2% | 84 | 15.48% | 2.3 |
|
| 2269 |
2269
BerganKDV Wealth Management
Bloomington,
Minnesota
| $400M | +$47.6M | +14% | 3.05% | 27.9% | 207 | 23.19% | 1 |
|
| 2270 |
2270
Glynn Capital Management
Menlo Park,
California
| $398M | +$26.6M | +7% | 9.6% | 252% | 41 | 2.44% | 3.2 |
|
| 2271 |
2271
Stearns Financial Services Group
Greensboro,
North Carolina
| $398M | -$16.4M | -4% | 3.95% | 26.1% | 136 | 9.56% | 3.3 |
|
| 2272 |
2272
Alexandria Capital
Arlington,
Virginia
| $397M | +$2.33M | +0.6% | 4.4% | 66.8% | 658 | 14.89% | 2.8 |
|
| 2273 |
2273
Trexquant Investment
Stamford,
Connecticut
| $397M | +$31.6M | +9% | 5.24% | 112% | 1,220 | 78.93% | 0.2 |
|
| 2274 |
2274
CNA Financial
Chicago,
Illinois
| $397M | -$28M | -7% | 5.05% | 48.6% | 177 | 12.99% | 2.7 |
|
| 2275 |
2275
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| $396M | +$18.1M | +5% | 5.62% | 83.4% | 328 | 18.9% | 2.2 |
|