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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2451 |
2451
Garde Capital
Seattle,
Washington
| $256M | +$1.77M | +0.7% | 1.87% | 57.6% | 106 | 11.32% | 0.2 |
|
| 2452 |
2452
Avidian Wealth Enterprises
Houston,
Texas
| $256M | -$15.9M | -6% | 2.58% | 71.7% | 47 | 12.77% | 0.4 |
|
| 2453 |
2453
Archon Capital Management
Seattle,
Washington
| $255M | -$42.5M | -14% | 10.5% | 222% | 27 | 37.04% | 0.8 |
|
| 2454 |
2454
American Economic Planning Group
Warren,
New Jersey
| $255M | -$17.5M | -6% | 1.3% | 25.9% | 38 | 15.79% | 0.8 |
|
| 2455 |
2455
Harvey Capital Management
Palm Beach,
Florida
| $255M | -$24.5M | -9% | 1.31% | 147% | 77 | 9.09% | 1 |
|
| 2456 |
GIM
2456
Greystone Investment Management
Cincinnati,
Ohio
| $255M | -$3.95M | -2% | 0.12% | 32.8% | 67 | 28.36% | 0.9 |
|
| 2457 |
DCM
2457
Dinsmore Capital Management
Morristown,
New Jersey
| $254M | -$5.99M | -2% | 0.18% | – | 148 | 3.38% | 0.8 |
|
| 2458 |
IFLIT
2458
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Bonn,
Germany
| $254M | +$51.3M | +25% | 5.77% | 45.7% | 16 | 50% | 0.9 |
|
| 2459 |
2459
Chanos & Company
New York
| $254M | -$39M | -13% | 2.75% | – | 38 | 55.26% | 0.5 |
|
| 2460 |
TRIM
2460
Thompson Rubinstein Investment Management
Portland,
Oregon
| $254M | -$11.1M | -4% | 3.58% | 42.8% | 71 | 1.41% | 1.2 |
|
| 2461 |
2461
Ativo Capital Management
Chicago,
Illinois
| $254M | +$22.7M | +10% | 0.44% | 63.8% | 209 | 33.97% | 0.7 |
|
| 2462 |
2462
Pictet Bank & Trust
Nassau,
Bahamas
| $253M | -$1.48M | -0.6% | 3.39% | 82.7% | 108 | 19.44% | 0.6 |
|
| 2463 |
2463
Washington Capital Management
Seattle,
Washington
| $253M | -$17.9M | -7% | 2.52% | 81.8% | 186 | 12.37% | 1.1 |
|
| 2464 |
GCM
2464
Gabalex Capital Management
New York
| $253M | -$12.9M | -5% | 2.63% | 24.9% | 15 | 26.67% | 1 |
|
| 2465 |
UPA
2465
Union Point Advisors
San Mateo,
California
| $253M | +$9.6M | +4% | 0.98% | – | 47 | 68.09% | 0.3 |
|
| 2466 |
2466
Kemper Corp Master Retirement Trust
Chicago,
Illinois
| $252M | -$24.8M | -9% | 2.07% | 21.9% | 101 | 8.91% | 1.1 |
|
| 2467 |
2467
Endicott Management
New York
| $252M | -$8.02M | -3% | 1.81% | 229% | 13 | 0% | 1.1 |
|
| 2468 |
2468
Zebra Capital Management
Stamford,
Connecticut
| $252M | -$8.45M | -3% | 4.31% | 142% | 248 | 6.85% | 0.8 |
|
| 2469 |
GJCM
2469
Grand Jean Capital Management
San Francisco,
California
| $251M | -$52.8M | -17% | 0.43% | 61.4% | 45 | 24.44% | 0.8 |
|
| 2470 |
2470
March Altus Capital Management
Greenwich,
Connecticut
| $251M | -$21.6M | -8% | 11.6% | 156% | 35 | 40% | 0.5 |
|
| 2471 |
WC
2471
Whitnell & Co
Oak Brook,
Illinois
| $251M | +$31.9M | +15% | 0.88% | 36.6% | 296 | 11.49% | 1.1 |
|
| 2472 |
2472
Clarus Ventures
Cambridge,
Massachusetts
| $251M | -$31M | -11% | 17.2% | 70.3% | 6 | 16.67% | 0.6 |
|
| 2473 |
2473
Baker Street Capital Management
Los Angeles,
California
| $250M | +$38.9M | +18% | 22% | 78.6% | 10 | 60% | 0.3 |
|
| 2474 |
2474
Monarch Capital Management
Fort Wayne,
Indiana
| $250M | -$8.4M | -3% | 0.37% | 77% | 99 | 9.09% | 1.1 |
|
| 2475 |
2475
Herald Investment Management
London,
United Kingdom
| $250M | -$1.22M | -0.5% | 0.6% | 493% | 93 | 11.83% | 1 |
|