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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 |
LCM
2276
Lonestar Capital Management
San Francisco,
California
| $704M | -$394M | -36% | 3.51% | 260% | 37 | 45.95% | 0.9 |
|
| 2277 |
2277
Pictet North America Advisors
Geneva 73,
Switzerland
| $704M | -$17.9M | -2% | 0.65% | 67.7% | 132 | 9.09% | 4.1 |
|
| 2278 |
2278
Crake Asset Management
London,
United Kingdom
| $704M | -$37.9M | -5% | 2.92% | 52.7% | 20 | 45% | 1.3 |
|
| 2279 |
2279
Griffin Asset Management
New York
| $704M | -$35.1M | -5% | 2.37% | 88.9% | 212 | 8.96% | 5.5 |
|
| 2280 |
2280
C2C Wealth Management
Scottsdale,
Arizona
| $704M | -$52.9M | -7% | 4.53% | 77.2% | 255 | 11.76% | 1.3 |
|
| 2281 |
NEWAS
2281
N.E.W. Advisory Services
De Pere,
Wisconsin
| $703M | -$14.5M | -2% | 3.32% | 51.1% | 155 | 16.77% | 2.3 |
|
| 2282 |
2282
Avestar Capital
New York
| $703M | +$79.1M | +13% | 1.11% | 101% | 390 | 20% | 1.7 |
|
| 2283 |
2283
Petredis Investment Advisors
Warrendale,
Pennsylvania
| $703M | -$24.4M | -3% | 1.92% | 158% | 99 | 7.07% | 0.7 |
|
| 2284 |
2284
Richard C. Young & Co
Newport,
Rhode Island
| $702M | -$25.7M | -4% | 3.57% | 137% | 74 | 6.76% | 5.1 |
|
| 2285 |
2285
Matrix Asset Advisors
White Plains,
New York
| $702M | -$24M | -3% | 2.81% | 84.9% | 98 | 7.14% | 4.2 |
|
| 2286 |
2286
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
| $700M | -$31.8M | -4% | 3.35% | 58.7% | 41 | 9.76% | 2.4 |
|
| 2287 |
2287
Jackson Wealth Management
Lake Mary,
Florida
| $699M | +$18.2M | +3% | 2% | 72.1% | 179 | 39.66% | 0.6 |
|
| 2288 |
2288
Zuckerman Investment Group
Chicago,
Illinois
| $699M | +$183K | +0% | 1.86% | 111% | 138 | 15.22% | 3 |
|
| 2289 |
2289
Absolute Investment Advisers
Rosemary Beach,
Florida
| $699M | -$12.5M | -2% | 0% | 0.5% | 103 | 19.42% | 1.2 |
|
| 2290 |
TIM
2290
Total Investment Management
Scottsdale,
Arizona
| $699M | -$72.4M | -9% | 4.93% | 44.4% | 72 | 9.72% | 2.7 |
|
| 2291 |
2291
Browning West
Los Angeles,
California
| $697M | +$10.4M | +2% | 2.48% | 96.8% | 2 | 0% | 2.8 |
|
| 2292 |
2292
Twin Capital Management
Mcmurray,
Pennsylvania
| $696M | -$70.8M | -9% | 2.02% | 132% | 297 | 11.11% | 3.5 |
|
| 2293 |
2293
L & S Advisors
Los Angeles,
California
| $696M | -$53.5M | -7% | 0.81% | 231% | 348 | 27.3% | 1.7 |
|
| 2294 |
WMC
2294
Westwood Management Corporation
Chicago,
Illinois
| $696M | -$79.9M | -10% | 0.81% | 44.3% | 66 | 19.7% | 5.5 |
|
| 2295 |
2295
Silchester International Investors
London,
United Kingdom
| $695M | +$21.9M | +3% | 3.75% | 53.9% | 2 | 0% | 8.3 |
|
| 2296 |
2296
DDD Partners
Bellevue,
Washington
| $693M | -$28.9M | -4% | 3.66% | 62.1% | 93 | 10.75% | 2.2 |
|
| 2297 |
2297
Isthmus Partners
Madison,
Wisconsin
| $693M | -$40.1M | -5% | 4.82% | 73.7% | 176 | 9.66% | 3.4 |
|
| 2298 |
2298
Financial Synergies Wealth Advisors
Houston,
Texas
| $693M | -$20.4M | -3% | 3.78% | 79% | 526 | 10.46% | 1.3 |
|
| 2299 |
2299
Simcoe Capital Management
New York
| $692M | -$91.8M | -12% | 4.61% | 48.7% | 17 | 58.82% | 1.1 |
|
| 2300 |
2300
Cypress Capital Group
Palm Beach,
Florida
| $692M | +$912K | +0.1% | 1.55% | 97.8% | 311 | 9.65% | 4.9 |
|