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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 |
2376
Tiptree Advisors
New York
| $321M | -$36.5M | -10% | 2.13% | – | 46 | 34.78% | 0.9 |
|
| 2377 |
RCM
2377
Rockshelter Capital Management
Canonsburg,
Pennsylvania
| $320M | +$32.8M | +11% | 12.8% | 31.2% | 34 | 8.82% | 2 |
|
| 2378 |
KC
2378
KRV Capital
New York
| $320M | +$25.4M | +9% | 6% | – | 33 | 51.52% | 0.3 |
|
| 2379 |
2379
Anson Funds Management
Dallas,
Texas
| $320M | -$146M | -31% | 9.11% | 2,010% | 109 | 65.14% | 0.5 |
|
| 2380 |
2380
George Kaiser Family Foundation
Tulsa,
Oklahoma
| $320M | -$128M | -29% | 16.9% | 106% | 18 | 5.56% | 1.5 |
|
| 2381 |
2381
Hilltop Holdings
Dallas,
Texas
| $319M | +$1.5M | +0.5% | 1.61% | 96.7% | 330 | 11.52% | 2 |
|
| 2382 |
MAA
2382
Mraz Amerine & Associates
Modesto,
California
| $319M | +$26.1M | +9% | 8.57% | 69.8% | 166 | 9.04% | 2.5 |
|
| 2383 |
2383
Ropes Wealth Advisors
Boston,
Massachusetts
| $319M | +$23.3M | +8% | 3.44% | 71% | 520 | 16.92% | 1.2 |
|
| 2384 |
2384
BP Capital Fund Advisors
Dallas,
Texas
| $319M | +$39.3M | +14% | 2.77% | 17.9% | 57 | 12.28% | 0.7 |
|
| 2385 |
2385
Maple Capital Management
Montpelier,
Vermont
| $318M | +$10M | +3% | 5.79% | 100% | 133 | 9.77% | 2.5 |
|
| 2386 |
2386
Princeton Portfolio Strategies Group
Princeton,
New Jersey
| $317M | -$1.22M | -0.4% | 2.12% | 83.8% | 163 | 16.56% | 2.2 |
|
| 2387 |
2387
Institutional & Family Asset Management
Fort Collins,
Colorado
| $317M | +$16.6M | +6% | 2.57% | 19% | 127 | 11.02% | 0.9 |
|
| 2388 |
RCIM
2388
Russell Clark Investment Management
London,
United Kingdom
| $317M | -$153M | -33% | 6.79% | 174% | 47 | 82.98% | 0.4 |
|
| 2389 |
AIA
2389
Allegis Investment Advisors
Idaho Falls,
Idaho
| $317M | +$58.9M | +23% | 1.43% | – | 273 | 30.4% | 0.6 |
|
| 2390 |
2390
Prince Street Capital Management
New York
| $317M | -$225M | -42% | 1.35% | 302% | 47 | 63.83% | 0.5 |
|
| 2391 |
2391
Southeast Asset Advisors
Thomasville,
Georgia
| $317M | +$18.8M | +6% | 11.6% | 91.5% | 112 | 8.04% | 2.2 |
|
| 2392 |
2392
Muhlenkamp & Co
Wexford,
Pennsylvania
| $317M | +$52M | +20% | 4.11% | 107% | 80 | 32.5% | 1.4 |
|
| 2393 |
ECM
2393
EII Capital Management
New York
| $316M | -$11.4M | -3% | 0.64% | 46.9% | 130 | 25.38% | 1.8 |
|
| 2394 |
2394
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
| $315M | -$7.32M | -2% | 4.2% | 63.5% | 189 | 18.52% | 2.3 |
|
| 2395 |
2395
One Capital Management
Westlake Village,
California
| $315M | +$8.38M | +3% | 2.92% | 50.5% | 131 | 7.63% | 2.2 |
|
| 2396 |
HPBT
2396
High Point Bank & Trust
High Point,
North Carolina
| $315M | -$61.3M | -16% | 7.46% | 16.5% | 452 | 11.95% | 2.6 |
|
| 2397 |
2397
West Coast Financial
Santa Barbara,
California
| $314M | +$2.82M | +0.9% | 2.84% | 22.2% | 137 | 9.49% | 1.9 |
|
| 2398 |
2398
EcoR1 Capital
San Francisco,
California
| $314M | -$11.8M | -4% | 7.34% | 310% | 42 | 50% | 0.5 |
|
| 2399 |
2399
Weatherly Asset Management
Del Mar,
California
| $314M | +$12.5M | +4% | 2.07% | 116% | 171 | 9.36% | 2.6 |
|
| 2400 |
2400
Suncoast Equity Management
Tampa,
Florida
| $314M | -$17.8M | -5% | 0.49% | 82.9% | 34 | 8.82% | 1.5 |
|