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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2376 |
ECM
2376
Endurant Capital Management
San Mateo,
California
| $303M | +$47.8M | +19% | 11.4% | 18.4% | 115 | 40.87% | 0.2 |
|
| 2377 |
2377
SV Health Investors
Boston,
Massachusetts
| $303M | +$102M | +51% | 29.3% | 97.4% | 4 | 25% | 0.5 |
|
| 2378 |
PLCM
2378
Plymouth Lane Capital Management
New York
| $302M | +$41.5M | +16% | 8.25% | – | 45 | 60% | 0.2 |
|
| 2379 |
2379
Gagnon Securities
New York
| $301M | -$10.5M | -3% | 2.46% | 129% | 106 | 23.58% | 1.1 |
|
| 2380 |
2380
Hollow Brook Wealth Management
Katonah,
New York
| $301M | -$7.51M | -2% | 2.25% | 92.8% | 62 | 19.35% | 1.3 |
|
| 2381 |
2381
Berkshire Partners
Boston,
Massachusetts
| $301M | +$30.8M | +11% | 11.4% | 79% | 1 | 0% | 1.8 |
|
| 2382 |
2382
Longfellow Investment Management
Boston,
Massachusetts
| $301M | -$98.2M | -25% | 19.3% | 45.9% | 61 | 63.93% | 0.6 |
|
| 2383 |
CBT
2383
Central Bank & Trust
Lexington,
Kentucky
| $301M | +$8.78M | +3% | 3.85% | 118% | 366 | 21.58% | 1.2 |
|
| 2384 |
2384
Veritas Investment Management
London,
United Kingdom
| $300M | +$244M | +439% | 0.83% | 69% | 70 | 64.29% | 0.6 |
|
| 2385 |
2385
EcoR1 Capital
San Francisco,
California
| $300M | +$102M | +52% | 28% | 310% | 29 | 44.83% | 0.2 |
|
| 2386 |
2386
Farmers Trust Company
Youngstown,
Ohio
| $300M | -$4.49M | -1% | 0.98% | 73.5% | 149 | 18.12% | 1.4 |
|
| 2387 |
2387
Pure Financial Advisors
San Diego,
California
| $300M | +$10M | +3% | 1.26% | 47.2% | 65 | 16.92% | 1.3 |
|
| 2388 |
2388
Beese Fulmer Investment Management
Canton,
Ohio
| $300M | -$19.5M | -6% | 1.23% | 124% | 160 | 18.75% | 1.5 |
|
| 2389 |
2389
Segment Wealth Management
Houston,
Texas
| $299M | +$38.7M | +15% | 0.78% | 102% | 180 | 14.44% | 1.3 |
|
| 2390 |
2390
Vestor Capital
Chicago,
Illinois
| $299M | -$42.4M | -12% | 1.37% | 188% | 115 | 21.74% | 1.1 |
|
| 2391 |
2391
Baskin Financial Services
Toronto,
Ontario, Canada
| $299M | -$9.8M | -3% | 1.38% | 69.1% | 42 | 7.14% | 1.4 |
|
| 2392 |
2392
10-15 Associates
Goshen,
New York
| $299M | -$12.8M | -4% | 0.28% | 33% | 123 | 11.38% | 1.3 |
|
| 2393 |
HJA
2393
Hugh Johnson Advisors
Albany,
New York
| $299M | +$12.4M | +4% | 3.57% | 41.5% | 97 | 13.4% | 1.3 |
|
| 2394 |
2394
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
| $299M | +$12.3M | +4% | 1.32% | 86% | 239 | 12.55% | 1.2 |
|
| 2395 |
2395
LVM Capital Management
Portage,
Michigan
| $299M | -$2.14M | -0.7% | 1.03% | 121% | 124 | 15.32% | 1.4 |
|
| 2396 |
2396
Everence Capital Management
Goshen,
Indiana
| $298M | +$6.36M | +2% | 0.96% | 108% | 304 | 4.93% | 1.4 |
|
| 2397 |
2397
Toth Financial Advisory
Leesburg,
Virginia
| $298M | +$9.8M | +3% | 2.93% | 90.4% | 124 | 15.32% | 1.4 |
|
| 2398 |
2398
Finepoint Capital
Boston,
Massachusetts
| $298M | +$68.2M | +30% | 1.28% | 27.4% | 9 | 33.33% | 0.2 |
|
| 2399 |
2399
Edge Wealth Management
New York
| $298M | +$24.9M | +9% | 1.54% | 75.3% | 514 | 31.91% | 1 |
|
| 2400 |
FCPV
2400
FS Capital Partners VI
Los Angeles,
California
| $297M | -$25.7M | -8% | 31.4% | – | 1 | 0% | 0.3 |
|