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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2551 |
I2I
2551
Insight 2811 Inc
Chicago,
Illinois
| $233M | -$5.76M | -2% | 0.8% | 30.8% | 178 | 40.45% | 0.6 |
|
| 2552 |
2552
Koch Industries
Wichita,
Kansas
| $233M | -$12.1M | -5% | 11.6% | 56.9% | 7 | 14.29% | 0.6 |
|
| 2553 |
2553
Great Point Partners
Greenwich,
Connecticut
| $233M | +$8.01M | +4% | 8.59% | 710% | 50 | 48% | 0.4 |
|
| 2554 |
TCM
2554
TriOaks Capital Management
New York
| $232M | -$275M | -54% | 0.55% | – | 78 | 65.38% | 0.4 |
|
| 2555 |
CANC
2555
Culbertson A N & Co
Charlottesville,
Virginia
| $232M | +$2.3M | +1% | 0.09% | 87.5% | 80 | 0% | 1.2 |
|
| 2556 |
2556
Weatherly Asset Management
Del Mar,
California
| $232M | -$6.47M | -3% | 0.69% | 116% | 216 | 35.19% | 1 |
|
| 2557 |
MBE
2557
Michael B. Elefante
| $232M | -$7.63M | -3% | 0.38% | – | 158 | 13.29% | 0.9 |
|
| 2558 |
2558
Institutional Venture Management XII
Menlo Park,
California
| $232M | +$47.6M | +26% | 25.9% | – | 1 | 0% | 0.5 |
|
| 2559 |
DCCA
2559
D.C. Capital Advisors
New York
| $232M | -$23.4M | -9% | 10.1% | 59.9% | 22 | 27.27% | 0.8 |
|
| 2560 |
TFMS
2560
Trust & Fiduciary Management Services
Boston,
Massachusetts
| $231M | +$16.2M | +8% | 7.65% | – | 45 | 17.78% | 1 |
|
| 2561 |
AA
2561
Alta Advisers
London,
United Kingdom
| $231M | -$46M | -17% | 15.9% | 114% | 53 | 0% | 1.1 |
|
| 2562 |
2562
Caledonia Investments plc (UK)
London England,
United Kingdom
| $231M | -$6.32M | -3% | 6.71% | 61.9% | 14 | 14.29% | 1.1 |
|
| 2563 |
PWW
2563
Pettyjohn Wood & White
Lynchburg,
Virginia
| $231M | +$2.68M | +1% | 0.16% | 70.9% | 126 | 6.35% | 0.9 |
|
| 2564 |
2564
SFE Investment Counsel
Los Angeles,
California
| $231M | -$13.9M | -6% | 2.62% | 105% | 90 | 5.56% | 1.1 |
|
| 2565 |
HPCM
2565
High Pointe Capital Management
Chicago,
Illinois
| $231M | -$43.7M | -16% | 2.72% | 92.4% | 185 | 25.41% | 0.8 |
|
| 2566 |
2566
BW Gestao de Investimentos
Sao Paulo,
Brazil
| $231M | +$9.07M | +4% | 6.74% | 95.1% | 107 | 48.6% | 0.4 |
|
| 2567 |
2567
Maj Invest Holding A/S
Copenhagen K,
Denmark
| $230M | -$35.6M | -13% | 2.57% | 92.8% | 41 | 39.02% | 0.7 |
|
| 2568 |
NAMP
2568
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
| $230M | -$4.85M | -2% | 0.39% | 90.2% | 113 | 8.85% | 1 |
|
| 2569 |
2569
Noesis Capital Mangement
Boca Raton,
Florida
| $230M | +$8.34M | +4% | 0.03% | 128% | 112 | 13.39% | 1.1 |
|
| 2570 |
2570
Waterstone Capital Management
St. Louis Park,
Minnesota
| $229M | +$52M | +29% | 1.9% | 23.4% | 24 | 41.67% | 0.7 |
|
| 2571 |
2571
Exchange Capital Management
Ann Arbor,
Michigan
| $229M | +$2.6M | +1% | 0.69% | 57.8% | 263 | 19.39% | 0.9 |
|
| 2572 |
2572
Alexandria Capital
Arlington,
Virginia
| $229M | -$5.28M | -2% | 2.79% | 66.8% | 620 | 11.13% | 1.1 |
|
| 2573 |
2573
Cowen Prime Advisors
New York
| $229M | -$26M | -10% | 7.9% | 116% | 333 | 23.12% | 0.9 |
|
| 2574 |
2574
Boyd Watterson Asset Management
Cleveland,
Ohio
| $228M | -$2.42M | -1% | 0.51% | 101% | 182 | 8.79% | 1.1 |
|
| 2575 |
2575
CKW Financial Group
Honolulu,
Hawaii
| $228M | +$40.6M | +22% | 1.92% | 62.4% | 380 | 12.37% | 0.7 |
|