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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2601 |
2601
Family Management
New York
| $227M | -$16M | -7% | 9.67% | 69% | 108 | 20.37% | 1.1 |
|
| 2602 |
2602
Harbourvest Partners
Boston,
Massachusetts
| $226M | +$8.04M | +4% | 0.47% | 8.96% | 30 | 53.33% | 0.4 |
|
| 2603 |
2603
FSI Group
Cincinnati,
Ohio
| $226M | -$31.1M | -12% | 3.74% | 44.1% | 75 | 46.67% | 0.8 |
|
| 2604 |
2604
Stonerise Capital Management
San Francisco,
California
| $226M | +$9.8M | +5% | 9.51% | 0.77% | 12 | 33.33% | 1.1 |
|
| 2605 |
2605
Steigerwald Gordon & Koch
Leesburg,
Virginia
| $226M | +$6.2M | +3% | 9.4% | 59.5% | 57 | 12.28% | 1.7 |
|
| 2606 |
2606
Capstone Financial Advisors
Downers Grove,
Illinois
| $226M | -$30.7M | -12% | 7.34% | 54.5% | 106 | 39.62% | 1.2 |
|
| 2607 |
2607
Herald Investment Management
London,
United Kingdom
| $226M | – | – | 11.7% | 493% | 82 | – | 1.8 |
|
| 2608 |
2608
Richmond Hill Investments
New York
| $225M | -$276M | -55% | 11.5% | 55.2% | 14 | 14.29% | 1.3 |
|
| 2609 |
2609
Huntington Steele
Oaks,
Pennsylvania
| $225M | -$11.2M | -5% | 3.12% | 69.8% | 57 | 10.53% | 1.9 |
|
| 2610 |
2610
Argent Trust Company
Ruston,
Louisiana
| $225M | -$25.5M | -10% | 8.37% | – | 147 | 12.93% | 1.7 |
|
| 2611 |
AAM
2611
AR Asset Management
West Hollywood,
California
| $225M | -$19.6M | -8% | 6.93% | 64.9% | 124 | 16.13% | 1.9 |
|
| 2612 |
TRIM
2612
Thompson Rubinstein Investment Management
Portland,
Oregon
| $225M | -$26.1M | -10% | 8.25% | 42.8% | 74 | 1.35% | 2.1 |
|
| 2613 |
2613
West Coast Financial
Santa Barbara,
California
| $224M | -$3.96M | -2% | 6.21% | 22.2% | 99 | 12.12% | 1.8 |
|
| 2614 |
2614
Marquette Asset Management
Minneapolis,
Minnesota
| $224M | -$21.9M | -9% | 8.16% | 69.6% | 88 | 4.55% | 1.9 |
|
| 2615 |
NAMP
2615
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
| $223M | -$16.1M | -7% | 6.63% | 90.2% | 107 | 7.48% | 1.9 |
|
| 2616 |
2616
Harvest Capital Management
Concord,
New Hampshire
| $223M | $0 | 0% | 8.1% | 19.5% | 78 | 0% | 1.7 |
|
| 2617 |
2617
Pivot Point Capital Partners
San Francisco,
California
| $223M | -$4.01M | -2% | 11.2% | 30.3% | 10 | 40% | 1.6 |
|
| 2618 |
2618
Stonebridge Capital Management
Los Angeles,
California
| $223M | -$22.5M | -9% | 8.5% | – | 175 | 13.71% | 1.6 |
|
| 2619 |
2619
C.V. Starr & Co Trust
New York
| $222M | -$45.6M | -17% | 18.2% | 51.7% | 30 | 3.33% | 1.9 |
|
| 2620 |
NTCM
2620
Nine Ten Capital Management
Chicago,
Illinois
| $222M | -$61M | -22% | 7.41% | 166% | 13 | 15.38% | 0.5 |
|
| 2621 |
GTC
2621
Ghost Tree Capital
New York
| $222M | -$86.4M | -28% | 17.3% | 265% | 109 | 68.81% | 0.3 |
|
| 2622 |
WM
2622
WCG Management
New York
| $222M | -$6.47M | -3% | 8.92% | 29.5% | 34 | 47.06% | 0.9 |
|
| 2623 |
2623
First New York Securities
New York
| $222M | +$22.5M | +11% | 4.73% | 119% | 604 | 72.68% | 0.3 |
|
| 2624 |
SCC
2624
Second Curve Capital
Radnor,
Pennsylvania
| $222M | -$60M | -21% | 14.4% | 160% | 28 | 28.57% | 1.6 |
|
| 2625 |
2625
United Fire Group
Cedar Rapids,
Iowa
| $222M | -$17.9M | -7% | 5.96% | 27.4% | 119 | 9.24% | 2 |
|