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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2326 |
EOCM
2326
Energy Opportunities Capital Management
Austin,
Texas
| $298M | +$11.7M | +4% | 3.41% | 211% | 52 | 26.92% | 1.5 |
|
| 2327 |
2327
First Reserve GP XI
Stamford,
Connecticut
| $298M | -$192M | -39% | 44.3% | 26.4% | 2 | 0% | 2.3 |
|
| 2328 |
FCM
2328
Farmstead Capital Management
Ridgewood,
New Jersey
| $298M | +$58.5M | +24% | 5.38% | – | 13 | 53.85% | 0.5 |
|
| 2329 |
2329
Lido Advisors
Los Angeles,
California
| $297M | – | – | 8.25% | 75% | 146 | – | 0 |
|
| 2330 |
2330
Gargoyle Investment Advisor
Englewood,
New Jersey
| $297M | +$51M | +21% | 1.36% | 34.5% | 218 | 38.53% | 0.9 |
|
| 2331 |
2331
Engaged Capital
Newport Beach,
California
| $296M | +$135M | +84% | 3.42% | 26.2% | 13 | 23.08% | 0.9 |
|
| 2332 |
HI
2332
Handelsinvest Investeringsforvaltning
Herning,
Denmark
| $296M | +$11.9M | +4% | 0.06% | 37.9% | 120 | 11.67% | 0.2 |
|
| 2333 |
2333
SOL Capital Management
Rockville,
Maryland
| $295M | +$13M | +5% | 3.82% | 56.6% | 203 | 3.94% | 2.3 |
|
| 2334 |
CCMD
2334
Cypress Capital Management (Delaware)
Greenville,
Delaware
| $295M | -$39.6M | -12% | 1.01% | 25.6% | 76 | 18.42% | 1.7 |
|
| 2335 |
BP
2335
Banbury Partners
Charlotte,
North Carolina
| $295M | +$47.9M | +19% | 1.09% | 138% | 18 | 38.89% | 0.6 |
|
| 2336 |
2336
Princeton Portfolio Strategies Group
Princeton,
New Jersey
| $294M | +$12.5M | +4% | 1.3% | 83.8% | 151 | 19.21% | 1.9 |
|
| 2337 |
2337
Hillsdale Investment Management
Toronto,
Ontario, Canada
| $294M | +$31M | +12% | 17.6% | 271% | 595 | 37.48% | 1.1 |
|
| 2338 |
ILM
2338
Indigo Latam Management
Phoenix,
Arizona
| $294M | +$54.5M | +23% | 22.8% | 39.3% | 1 | 0% | 2.3 |
|
| 2339 |
2339
Golden Gate Private Equity
San Francisco,
California
| $294M | -$266K | -0.1% | 5.8% | 8.72% | 15 | 20% | 0.9 |
|
| 2340 |
2340
Snowden Capital Advisors
New York
| $293M | – | – | 2.76% | 100% | 264 | – | 0 |
|
| 2341 |
2341
Brouwer & Janachowski
Mill Valley,
California
| $293M | +$108M | +58% | 3.45% | 41.8% | 50 | 28% | 1.4 |
|
| 2342 |
2342
EastBay Asset Management
New York
| $293M | -$53.3M | -15% | 5.58% | 84.9% | 22 | 72.73% | 0.1 |
|
| 2343 |
2343
Bright Rock Capital Management
Hanover,
Massachusetts
| $293M | +$22.9M | +8% | 4.04% | 53.1% | 92 | 3.26% | 1.8 |
|
| 2344 |
2344
Evanson Asset Management
Carmel,
California
| $292M | +$18M | +7% | 4.92% | 66.6% | 221 | 18.55% | 1.7 |
|
| 2345 |
2345
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
| $292M | -$8.16M | -3% | 0.91% | 0.74% | 17 | 11.76% | 2.3 |
|
| 2346 |
2346
Mitchell Capital Management
Leawood,
Kansas
| $291M | -$8.26M | -3% | 0.58% | 219% | 39 | 33.33% | 1.8 |
|
| 2347 |
2347
Lawson Kroeker Investment Management
Omaha,
Nebraska
| $291M | +$1.6M | +0.6% | 2.95% | 69.7% | 83 | 15.66% | 2.1 |
|
| 2348 |
DCM
2348
Dulcet Capital Management
New York
| $291M | +$98.7M | +51% | 4% | – | 9 | 11.11% | 0.3 |
|
| 2349 |
2349
Tanglewood Wealth Management
Houston,
Texas
| $291M | +$38.1M | +15% | 3.39% | 64.6% | 13 | 30.77% | 1.3 |
|
| 2350 |
2350
Monroe Bank & Trust
Monroe,
Michigan
| $290M | +$12.1M | +4% | 3.46% | 24.7% | 380 | 20.53% | 1.4 |
|