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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
Beacon Pointe Wealth Advisors
Newport Beach,
California
| $473M | +$34.9M | +8% | 3.2% | – | 278 | 12.23% | 0.4 |
|
| 2252 |
2252
Berkshire Money Management
Dalton,
Massachusetts
| $473M | +$21.3M | +5% | 3.34% | 61.8% | 35 | 20% | 2 |
|
| 2253 |
2253
Tufton Capital Management
Hunt Valley,
Maryland
| $473M | +$3.38M | +0.7% | 2.71% | 96.1% | 128 | 6.25% | 4.1 |
|
| 2254 |
2254
QVT Financial
New York
| $473M | +$75.4M | +19% | 10.2% | 267% | 54 | 16.67% | 1.8 |
|
| 2255 |
2255
First Fiduciary Investment Counsel
Cleveland,
Ohio
| $473M | -$67.8M | -13% | 1.8% | 48.1% | 47 | 8.51% | 3.3 |
|
| 2256 |
2256
Brightworth
Atlanta,
Georgia
| $473M | -$5.68M | -1% | 4.57% | 21.7% | 96 | 11.46% | 1.8 |
|
| 2257 |
2257
Hilltop Holdings
Dallas,
Texas
| $472M | +$777K | +0.2% | 3.22% | 96.7% | 425 | 20.94% | 2.5 |
|
| 2258 |
2258
Strategic Global Advisors
Newport Beach,
California
| $469M | -$6.05M | -1% | 3.61% | 137% | 171 | 22.22% | 1.8 |
|
| 2259 |
BC
2259
Bruce & Co
Chicago,
Illinois
| $469M | -$42.9M | -8% | 2.67% | 94.5% | 42 | 9.52% | 3.8 |
|
| 2260 |
2260
PagnatoKarp Partners
Reston,
Virginia
| $469M | +$22.6M | +5% | 3.15% | 2.06% | 216 | 21.3% | 1.3 |
|
| 2261 |
2261
Parkwood LLC
Cleveland,
Ohio
| $468M | -$42.4M | -8% | 3.51% | 120% | 81 | 23.46% | 1.6 |
|
| 2262 |
2262
TRG Investments
Richmond,
Virginia
| $468M | -$11.6M | -2% | 2.27% | 70.5% | 2 | 0% | 3.5 |
|
| 2263 |
2263
Riverpark Capital Management
New York
| $468M | +$29.6M | +7% | 8.04% | 152% | 64 | 9.38% | 2 |
|
| 2264 |
2264
Fairholme Capital Management
South Miami,
Florida
| $467M | -$5.94M | -1% | 4.87% | 36.2% | 3 | 0% | 2.5 |
|
| 2265 |
2265
Kettle Hill Capital Management
New York
| $467M | +$112M | +32% | 5.76% | 37.4% | 41 | 63.41% | 0.3 |
|
| 2266 |
VCM
2266
V3 Capital Management
Dallas,
Texas
| $466M | -$58.5M | -11% | 0.73% | 20.5% | 19 | 42.11% | 0.9 |
|
| 2267 |
2267
Parthenon LLC
Louisville,
Kentucky
| $466M | +$19M | +4% | 4.39% | 93.3% | 110 | 6.36% | 4.6 |
|
| 2268 |
2268
Columbus Macro
New Castle,
Pennsylvania
| $466M | +$9.12M | +2% | 1.65% | 48.7% | 136 | 7.35% | 1 |
|
| 2269 |
LM
2269
Lasry Marc
| $466M | -$91.6M | -16% | 14.9% | 14.8% | 10 | 0% | 1.2 |
|
| 2270 |
2270
Arrow Financial
Glens Falls,
New York
| $465M | +$33.9M | +8% | 4.57% | 66.5% | 362 | 12.71% | 4.2 |
|
| 2271 |
SCP
2271
Syntal Capital Partners
Midland,
Texas
| $465M | +$244M | +110% | 4.8% | 102% | 279 | 64.87% | 0.8 |
|
| 2272 |
OCMI
2272
Oaktop Capital Management II
Chatham,
New Jersey
| $465M | -$13.8M | -3% | 7.87% | 451% | 18 | 0% | 4.5 |
|
| 2273 |
2273
Oracle Investment Management
Greenwich,
Connecticut
| $465M | -$5.1M | -1% | 6.05% | 865% | 19 | 10.53% | 3.5 |
|
| 2274 |
2274
Gagnon Securities
New York
| $464M | +$5.1M | +1% | 1.54% | 129% | 100 | 6% | 2.7 |
|
| 2275 |
2275
Transamerica Financial Advisors
St. Petersburg,
Florida
| $463M | +$446M | +2,633% | 3.3% | 77.1% | 579 | 84.97% | 0.6 |
|