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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2351 |
2351
RBO & Co
Saint Helena,
California
| $423M | -$3.7M | -0.9% | 0.77% | 27.9% | 41 | 7.32% | 4.9 |
|
| 2352 |
2352
Ion Asset Management
Herzliya,
Israel
| $423M | +$29.6M | +8% | 5.77% | 125% | 28 | 35.71% | 0.9 |
|
| 2353 |
2353
Gagnon Securities
New York
| $423M | -$41.2M | -9% | 3.9% | 129% | 100 | 8% | 2.9 |
|
| 2354 |
VCM
2354
Vivaldi Capital Management
Chicago,
Illinois
| $422M | +$39.4M | +10% | 0.42% | 69.2% | 263 | 23.57% | 1.1 |
|
| 2355 |
2355
Isthmus Partners
Madison,
Wisconsin
| $422M | +$3.32M | +0.8% | 1.01% | 73.7% | 143 | 6.99% | 1.6 |
|
| 2356 |
2356
Nelson Capital Management
Menlo Park,
California
| $422M | -$1.16M | -0.3% | 1.31% | 121% | 390 | 31.28% | 2.5 |
|
| 2357 |
2357
Accident Compensation Corp
Wellington,
New Zealand
| $422M | +$4.96M | +1% | 2.18% | 24.6% | 121 | 8.26% | 2.4 |
|
| 2358 |
2358
Kettle Hill Capital Management
New York
| $421M | -$45.8M | -10% | 0.62% | 37.4% | 41 | 63.41% | 0.4 |
|
| 2359 |
RIA
2359
RPG Investment Advisory
Pleasanton,
California
| $421M | -$3.58M | -0.8% | 0.12% | 186% | 280 | 10.36% | 1.9 |
|
| 2360 |
2360
RVW Wealth
Los Angeles,
California
| $420M | +$737K | +0.2% | 0.23% | 65.8% | 83 | 26.51% | 0.4 |
|
| 2361 |
2361
Full Sail Capital
Oklahoma City,
Oklahoma
| $420M | +$68.4M | +19% | 1.01% | 55.4% | 173 | 16.76% | 0.6 |
|
| 2362 |
3AM
2362
3D Asset Management
Hartford,
Connecticut
| $419M | +$9.06M | +2% | 0.39% | 0.82% | 62 | 3.23% | 4.2 |
|
| 2363 |
2363
AlphaStar Capital Management
Cornelius,
North Carolina
| $419M | +$23.6M | +6% | 0.66% | 69.5% | 239 | 20.92% | 1.2 |
|
| 2364 |
2364
Nalanda India Equity Fund
Mauritius
| $419M | +$7.14M | +2% | 1.73% | 30.2% | 1 | 0% | 0.8 |
|
| 2365 |
GIM
2365
Greylin Investment Management
Orange,
Virginia
| $419M | -$26.3M | -6% | 1.9% | 52.1% | 73 | 8.22% | 3.8 |
|
| 2366 |
PAM
2366
Premier Asset Management
Chicago,
Illinois
| $419M | -$5.37M | -1% | 1.76% | 104% | 152 | 29.61% | 2.8 |
|
| 2367 |
2367
Cahaba Wealth Management
Atlanta,
Georgia
| $419M | +$18.4M | +5% | 0.95% | 48.7% | 78 | 10.26% | 1.6 |
|
| 2368 |
CLCM
2368
Crawford Lake Capital Management
Lakewood,
New Jersey
| $419M | +$17.8M | +4% | 12.7% | 571% | 92 | 88.04% | 0.1 |
|
| 2369 |
2369
Jaffetilchin Investment Partners
Tampa,
Florida
| $419M | -$10.7M | -2% | 1.42% | 88.1% | 280 | 30.71% | 1.5 |
|
| 2370 |
2370
Bouchey Financial Group
Troy,
New York
| $418M | +$9.01M | +2% | 0.26% | 66.7% | 75 | 8% | 3 |
|
| 2371 |
2371
Stairway Partners
Chicago,
Illinois
| $418M | -$381M | -48% | 0.96% | 48.1% | 10 | 0% | 5.5 |
|
| 2372 |
2372
Carlson Capital Management
Northfield,
Minnesota
| $417M | +$7.91M | +2% | 0.25% | 9.85% | 109 | 9.17% | 3.4 |
|
| 2373 |
2373
Leonard Green & Partners
Los Angeles,
California
| $417M | -$227M | -35% | 3.25% | 53.9% | 36 | 83.33% | 0.5 |
|
| 2374 |
2374
KWMG LLC
Overland Park,
Kansas
| $417M | +$1.3M | +0.3% | 0.89% | 76.2% | 120 | 12.5% | 3.1 |
|
| 2375 |
2375
WMS Partners
Towson,
Maryland
| $416M | +$9.37M | +2% | 1.61% | 10.8% | 239 | 17.15% | 3.4 |
|