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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2426 |
2426
Engle Capital Management
Greenwich,
Connecticut
| $683M | +$24.1M | +4% | 9.27% | 398% | 34 | 61.76% | 0.4 |
|
| 2427 |
2427
WBH Advisory
Baltimore,
Maryland
| $682M | +$64.5M | +10% | 6.78% | 57.6% | 270 | 7.04% | 4.9 |
|
| 2428 |
2428
Mizuho Markets Cayman
Grand Cayman,
Cayman Islands
| $682M | -$200M | -23% | 9.15% | 219% | 108 | 27.78% | 0.7 |
|
| 2429 |
2429
True Link Financial Advisors
San Francisco,
California
| $682M | -$7.93M | -1% | 2.75% | 26.8% | 804 | 21.14% | 0.4 |
|
| 2430 |
LCM
2430
Lonestar Capital Management
San Francisco,
California
| $680M | +$189M | +39% | 41.5% | 260% | 28 | 46.43% | 0.4 |
|
| 2431 |
2431
Torray Investment Partners
Bethesda,
Maryland
| $680M | +$40.8M | +6% | 6.99% | 82.4% | 105 | 4.76% | 3.9 |
|
| 2432 |
2432
Emerson Point Capital
Larchmont,
New York
| $680M | -$35.7M | -5% | 9.4% | 94.8% | 44 | 25% | 1.5 |
|
| 2433 |
2433
LVZ Inc
Holland,
Michigan
| $680M | +$33M | +5% | 4.62% | 52.9% | 118 | 16.95% | 2 |
|
| 2434 |
2434
Emery Howard Portfolio Management
Burlingame,
California
| $679M | +$60.8M | +10% | 6.67% | 66.5% | 46 | 4.35% | 4.5 |
|
| 2435 |
2435
JTC Employer Solutions Trustee
St Helier,
Jersey
| $678M | – | – | 9.56% | 88.7% | 304 | – | 0 |
|
| 2436 |
2436
Rock Creek Group
Washington,
District of Columbia
| $677M | +$81.7M | +14% | 7.03% | 37.2% | 255 | 39.22% | 0.9 |
|
| 2437 |
2437
Essex Woodlands Management
The Woodlands,
Texas
| $677M | +$37.3M | +6% | 16% | 55% | 9 | 0% | 3.8 |
|
| 2438 |
2438
Makena Capital Management
Menlo Park,
California
| $677M | +$46M | +7% | 8.62% | 78.7% | 44 | 9.09% | 0.8 |
|
| 2439 |
PAM
2439
Premier Asset Management
Chicago,
Illinois
| $677M | +$116M | +21% | 10.2% | 104% | 213 | 20.66% | 1.7 |
|
| 2440 |
2440
Van Cleef Asset Management
Beachwood,
Ohio
| $676M | +$37.3M | +6% | 7.84% | 104% | 124 | 4.03% | 5.3 |
|
| 2441 |
2441
WMS Partners
Towson,
Maryland
| $676M | +$237M | +54% | 7.78% | 10.8% | 272 | 19.49% | 3.4 |
|
| 2442 |
CCM
2442
Contrarian Capital Management
Greenwich,
Connecticut
| $676M | +$201M | +42% | 25.5% | 29.4% | 23 | 26.09% | 1.1 |
|
| 2443 |
2443
Ellington Management Group
Old Greenwich,
Connecticut
| $676M | -$137M | -17% | 1.14% | 16.1% | 209 | 38.76% | 0.3 |
|
| 2444 |
SCM
2444
SIR Capital Management
New York
| $676M | +$81.8M | +14% | 22.6% | 71.1% | 88 | 45.45% | 0.6 |
|
| 2445 |
KCM
2445
Karp Capital Management
Sausalito,
California
| $675M | +$123M | +22% | 5.86% | 21.3% | 174 | 27.59% | 1.3 |
|
| 2446 |
2446
Highland Private Wealth Management
Bellevue,
Washington
| $675M | +$67.5M | +11% | 7.27% | 19% | 171 | 9.36% | 2.1 |
|
| 2447 |
2447
Crescent Park Management
East Palo Alto,
California
| $675M | +$83.6M | +14% | 10.8% | 87% | 37 | 27.03% | 1.1 |
|
| 2448 |
2448
Penobscot Investment Management
Boston,
Massachusetts
| $675M | +$44.2M | +7% | 6.19% | 103% | 241 | 10.37% | 4.6 |
|
| 2449 |
2449
StoneX Group
New York
| $674M | +$118M | +21% | 7.11% | 85.2% | 498 | 22.29% | 1.6 |
|
| 2450 |
2450
SpiderRock Advisors
Wilimington,
Delaware
| $674M | -$40.8M | -6% | – | – | 195 | 0% | 1.3 |
|