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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2276 |
2276
Hunting Hill Global Capital
New York
| $384M | +$159M | +71% | 3.96% | 132% | 23 | 52.17% | 0.2 |
|
| 2277 |
2277
YCG LLC
Austin,
Texas
| $383M | +$20.5M | +6% | 3.3% | 27% | 39 | 7.69% | 3.2 |
|
| 2278 |
2278
Stillwater Investment Management (California)
Palo Alto,
California
| $383M | +$35.7M | +10% | 7.08% | – | 30 | 56.67% | 0.5 |
|
| 2279 |
2279
Chicago Partners Investment Group
Chicago,
Illinois
| $383M | +$30M | +9% | 0.52% | 75.8% | 862 | 62.76% | 0.9 |
|
| 2280 |
2280
Moon Capital Management
New York
| $383M | +$52.1M | +16% | 1.8% | 76.3% | 41 | 60.98% | 1.3 |
|
| 2281 |
2281
Toth Financial Advisory
Leesburg,
Virginia
| $383M | +$6.5M | +2% | 3.11% | 90.4% | 137 | 10.95% | 2.7 |
|
| 2282 |
PCM
2282
Perritt Capital Management
Chicago,
Illinois
| $383M | -$10.6M | -3% | 4.27% | 80.9% | 243 | 13.17% | 2.5 |
|
| 2283 |
2283
Oribel Capital Management
New York
| $383M | -$225M | -37% | 7.32% | 337% | 144 | 66.67% | 0.2 |
|
| 2284 |
SCM
2284
Somerset Capital Management
London,
United Kingdom
| $382M | +$58.7M | +18% | 10.3% | 7.5% | 13 | 0% | 2.1 |
|
| 2285 |
2285
BlueSpruce Investments
Chicago,
Illinois
| $382M | +$19.5M | +5% | 8.82% | 59.6% | 13 | 7.69% | 1.3 |
|
| 2286 |
2286
CKW Financial Group
Honolulu,
Hawaii
| $382M | +$58.2M | +18% | 3.47% | 62.4% | 189 | 14.29% | 2.5 |
|
| 2287 |
2287
Capital Advantage
Walnut Creek,
California
| $382M | +$16.6M | +5% | 1.33% | 49.2% | 82 | 13.41% | 2.3 |
|
| 2288 |
2288
Foundation Capital
Palo Alto,
California
| $381M | +$9.8M | +3% | 4.44% | – | 5 | 0% | 2.1 |
|
| 2289 |
2289
Stonebridge Capital Advisors
St Paul,
Minnesota
| $381M | +$13.6M | +4% | 2.92% | 80.1% | 169 | 7.69% | 2.6 |
|
| 2290 |
2290
Feinberg Stephen
| $381M | +$74.3M | +24% | 5.33% | 54.3% | 8 | 12.5% | 1.3 |
|
| 2291 |
EA
2291
Echinus Advisors
New York
| $380M | +$33.6M | +10% | 14.6% | 91.4% | 10 | 10% | 1.8 |
|
| 2292 |
2292
LaFleur & Godfrey
Grand Rapids,
Michigan
| $380M | +$9.6M | +3% | 2.2% | 85.2% | 73 | 4.11% | 3.3 |
|
| 2293 |
2293
PL Capital Advisors
Naples,
Florida
| $380M | -$6.97M | -2% | 3.2% | 100% | 33 | 12.12% | 2.6 |
|
| 2294 |
2294
Calixto Global Investors
Coral Gables,
Florida
| $380M | +$44.2M | +13% | 11.8% | 180% | 16 | 37.5% | 0.7 |
|
| 2295 |
2295
Barton Investment Management
West Conshohocken,
Pennsylvania
| $379M | +$35M | +10% | 11.2% | 80.3% | 43 | 2.33% | 3.3 |
|
| 2296 |
2296
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| $378M | +$1.82M | +0.5% | 4.11% | 83.4% | 332 | 25% | 2.1 |
|
| 2297 |
2297
Apriem Advisors
Irvine,
California
| $377M | +$9.24M | +3% | 2.27% | 74.3% | 734 | 80.38% | 3 |
|
| 2298 |
2298
SPC Financial Inc
Rockville,
Maryland
| $377M | +$19.4M | +5% | 2.78% | 65.1% | 118 | 16.95% | 2 |
|
| 2299 |
2299
SNS Financial Group
Minneapolis,
Minnesota
| $377M | -$12.5M | -3% | 2.02% | 54.2% | 214 | 28.5% | 1.5 |
|
| 2300 |
2300
Pegasus Partners
Mequon,
Wisconsin
| $376M | +$134M | +55% | 1.49% | 32.6% | 151 | 26.49% | 1 |
|