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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
West Coast Financial
Santa Barbara,
California
| $469M | +$27.6M | +6% | 8.4% | 22.2% | 111 | 6.31% | 4.1 |
|
| 2377 |
AGM
2377
Alpine Global Management
New York
| $469M | +$78.5M | +20% | 10.7% | 149% | 466 | 93.78% | 0.1 |
|
| 2378 |
2378
Hudson Valley Investment Advisors
Goshen,
New York
| $469M | +$37M | +9% | 8.3% | 102% | 173 | 5.2% | 4.2 |
|
| 2379 |
2379
Element Capital Management
New York
| $468M | -$680M | -59% | 10.7% | 49.4% | 251 | 94.82% | 0.3 |
|
| 2380 |
2380
Kora Management
Brooklyn,
New York
| $468M | +$91.2M | +24% | 25.5% | 307% | 8 | 0% | 2.3 |
|
| 2381 |
MRCP
2381
Manor Road Capital Partners
New York
| $467M | -$50.7M | -10% | 7.32% | 78.3% | 11 | 27.27% | 1.8 |
|
| 2382 |
2382
JOYN Advisors
Atlanta,
Georgia
| $467M | +$14.4M | +3% | 7.16% | 0.77% | 132 | 15.91% | 1.9 |
|
| 2383 |
2383
Hartline Investment Corp
Winnetka,
Illinois
| $467M | +$51.2M | +12% | 13% | 201% | 120 | 10.83% | 3.8 |
|
| 2384 |
2384
NatWest Group
Edinburgh, Scotland,
United Kingdom
| $466M | +$52.9M | +13% | 7.14% | 207% | 86 | 12.79% | 3.9 |
|
| 2385 |
2385
AH Equity Partners III
Menlo Park,
California
| $466M | -$150M | -24% | 1.85% | 42.6% | 3 | 0% | 2.1 |
|
| 2386 |
2386
PrairieView Partners
St. Paul,
Minnesota
| $465M | +$32.8M | +8% | 5.67% | 34% | 88 | 9.09% | 1.1 |
|
| 2387 |
2387
Engle Capital Management
Greenwich,
Connecticut
| $465M | +$88.3M | +23% | 7.65% | 398% | 24 | 41.67% | 0.9 |
|
| 2388 |
2388
5AM Venture Management
San Francisco,
California
| $465M | – | – | 62.8% | 546% | 9 | – | 0 |
|
| 2389 |
2389
Ropes Wealth Advisors
Boston,
Massachusetts
| $464M | -$7.15M | -2% | 10.8% | 71% | 575 | 10.09% | 2.9 |
|
| 2390 |
2390
Jaffetilchin Investment Partners
Tampa,
Florida
| $463M | +$44.8M | +11% | 7.54% | 88.1% | 256 | 27.34% | 1.5 |
|
| 2391 |
2391
Financial Architects (New Jersey)
Marlton,
New Jersey
| $463M | +$34.9M | +8% | 6.68% | 31.3% | 1,051 | 17.98% | 3 |
|
| 2392 |
2392
MV Capital Management
Bethesda,
Maryland
| $463M | +$23.2M | +5% | 4.25% | 67.6% | 415 | 20% | 3.1 |
|
| 2393 |
2393
Lee Financial
Dallas,
Texas
| $463M | +$18.3M | +4% | 5.66% | 75% | 538 | 7.25% | 2 |
|
| 2394 |
2394
Windham Capital Management
Boston,
Massachusetts
| $462M | +$13.3M | +3% | 3.74% | 8.3% | 75 | 17.33% | 1.5 |
|
| 2395 |
2395
Tortoise Index Solutions
Overland Park,
Kansas
| $462M | +$130M | +39% | 0.1% | 52.2% | 157 | 31.85% | 2.6 |
|
| 2396 |
2396
Avalon Global Asset Management
San Francisco,
California
| $462M | +$169M | +58% | 11.4% | 278% | 46 | 54.35% | 2.3 |
|
| 2397 |
2397
Liberty One Investment Management
Libertyville,
Illinois
| $462M | – | – | 3.97% | 40.3% | 117 | – | 0 |
|
| 2398 |
2398
W.L. Ross & Co
Dallas,
Texas
| $462M | – | – | 34.3% | – | 3 | – | 0 |
|
| 2399 |
2399
Pacific Global Investment Management
Glendale,
California
| $462M | +$33.2M | +8% | 8.91% | 48% | 207 | 6.28% | 4.7 |
|
| 2400 |
CCM
2400
Cohen Capital Management
Corte Madera,
California
| $461M | +$26.2M | +6% | 7.34% | 91.5% | 146 | 10.27% | 4.4 |
|