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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2576 |
2576
Dock Street Asset Management
Palm Beach,
Florida
| $581M | +$66.7M | +13% | 17.8% | 175% | 55 | 23.64% | 4.8 |
|
| 2577 |
2577
Heck Capital Advisors
Rhinelander,
Wisconsin
| $580M | +$59.3M | +11% | 3.47% | 67% | 165 | 12.73% | 2.8 |
|
| 2578 |
2578
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
| $580M | +$47.4M | +9% | 3.03% | 42.8% | 184 | 11.96% | 2.7 |
|
| 2579 |
2579
Index Venture Associates VI
St. Helier, Channel Islands,
Jersey
| $580M | -$56.1M | -9% | 2.69% | 312% | 3 | 0% | 1.1 |
|
| 2580 |
2580
Sirios Capital Management
Boston,
Massachusetts
| $579M | +$11.6M | +2% | 13.3% | 177% | 66 | 28.79% | 1.6 |
|
| 2581 |
RIA
2581
RPG Investment Advisory
Pleasanton,
California
| $579M | +$12.2M | +2% | 9.13% | 186% | 89 | 11.24% | 3.9 |
|
| 2582 |
2582
Torray Investment Partners
Bethesda,
Maryland
| $578M | +$20.8M | +4% | 7.04% | 82.4% | 102 | 7.84% | 4.7 |
|
| 2583 |
2583
Opus Capital Group
Cincinnati,
Ohio
| $578M | +$32M | +6% | 3.33% | 49.7% | 126 | 4.76% | 4.4 |
|
| 2584 |
2584
Versor Investments
New York
| $577M | -$185M | -24% | 12.5% | 240% | 892 | 56.95% | 0.5 |
|
| 2585 |
2585
Clear Creek Financial Management
Silverdale,
Washington
| $577M | +$50.7M | +10% | 4.89% | 81% | 343 | 15.16% | 1.4 |
|
| 2586 |
2586
IDG China Venture Capital Fund IV Associates
Hong Kong
| $577M | -$67.1M | -10% | 8.88% | 59.2% | 5 | 20% | 2.6 |
|
| 2587 |
2587
Parkman Healthcare Partners
Stamford,
Connecticut
| $577M | +$117M | +25% | 27% | 306% | 108 | 35.19% | 1 |
|
| 2588 |
2588
Keystone Investors
Singapore
| $576M | +$76.7M | +15% | 21.3% | – | 53 | 62.26% | 0.2 |
|
| 2589 |
2589
Slow Capital
Greenbrae,
California
| $576M | +$41.7M | +8% | 10.7% | 156% | 173 | 27.17% | 4.3 |
|
| 2590 |
2590
Cornercap Investment Counsel
Atlanta,
Georgia
| $575M | +$7.13M | +1% | 2.8% | 55.4% | 700 | 38.86% | 1.4 |
|
| 2591 |
2591
NTV Asset Management
Charleston,
West Virginia
| $573M | +$36M | +7% | 6.46% | 110% | 264 | 6.44% | 5.5 |
|
| 2592 |
MA
2592
Madrone Advisors
Menlo Park,
California
| $573M | +$30.2M | +6% | 23.8% | 10.4% | 7 | 0% | 0.5 |
|
| 2593 |
2593
Bain Capital Credit
Boston,
Massachusetts
| $572M | +$109M | +24% | 0.74% | 14.4% | 11 | 45.45% | 1.1 |
|
| 2594 |
2594
HAP Trading
New York
| $572M | -$68.5M | -11% | 8.98% | 141% | 1,455 | 48.59% | 1.8 |
|
| 2595 |
2595
Lee Financial
Dallas,
Texas
| $571M | -$11.9M | -2% | 5.14% | 75% | 851 | 14.69% | 2.8 |
|
| 2596 |
2596
Intelligence Driven Advisers
Carlsbad,
California
| $571M | +$14.5M | +3% | 4.35% | 65.6% | 110 | 30% | 1.6 |
|
| 2597 |
2597
Symmetry Peak Management
Radnor,
Pennsylvania
| $570M | +$105M | +23% | 29.3% | 320% | 175 | 75.43% | 0.2 |
|
| 2598 |
2598
Samsara BioCapital
Palo Alto,
California
| $570M | +$85.9M | +18% | 31% | 1,580% | 57 | 19.3% | 2.1 |
|
| 2599 |
2599
LS Investment Advisors
Bloomfield Hills,
Michigan
| $570M | +$30.5M | +6% | 6.95% | 98.7% | 130 | 4.62% | 8.2 |
|
| 2600 |
2600
Disciplina Capital Management
Nashville,
Tennessee
| $569M | +$165M | +41% | 1.69% | 30% | 63 | 23.81% | 2.3 |
|