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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2626 |
2626
JOYN Advisors
Atlanta,
Georgia
| $244M | +$5.37M | +2% | 3.39% | 0.77% | 32 | 46.88% | 0.7 |
|
| 2627 |
2627
Ativo Capital Management
Chicago,
Illinois
| $244M | -$10M | -4% | 7.01% | 63.8% | 249 | 35.74% | 0.6 |
|
| 2628 |
2628
Xponance
Philadelphia,
Pennsylvania
| $244M | +$1.7M | +0.7% | 1.19% | 144% | 63 | 7.94% | 0.7 |
|
| 2629 |
2629
Roundview Capital
Princeton,
New Jersey
| $244M | +$21.2M | +10% | 4.25% | 77.7% | 153 | 20.92% | 1 |
|
| 2630 |
2630
Watershed Asset Management
San Francisco,
California
| $244M | -$227M | -48% | 3.79% | – | 29 | 51.72% | 0.6 |
|
| 2631 |
2631
Stonebridge Capital Advisors
St Paul,
Minnesota
| $243M | +$16.5M | +7% | 4.54% | 80.1% | 160 | 10.63% | 0.9 |
|
| 2632 |
2632
Rampart Investment Management
Hartford,
Connecticut
| $243M | – | – | 6.34% | 74% | 12 | – | 0 |
|
| 2633 |
2633
Argus Investors Counsel
New York
| $243M | +$4.4M | +2% | 6.29% | 132% | 51 | 1.96% | 1.5 |
|
| 2634 |
2634
Gunma Bank
Gunma,
Japan
| $243M | -$355K | -0.1% | 0.04% | 24.5% | 13 | 0% | 1.5 |
|
| 2635 |
2635
Wildcat Capital Management
New York
| $243M | – | – | 62.4% | 126% | 13 | – | 0 |
|
| 2636 |
2636
Maj Invest Holding A/S
Copenhagen K,
Denmark
| $243M | +$12.7M | +5% | 5.47% | 92.8% | 41 | 9.76% | 0.9 |
|
| 2637 |
2637
Avidian Wealth Enterprises
Houston,
Texas
| $243M | -$12.6M | -5% | 2.23% | 71.7% | 50 | 44% | 0.5 |
|
| 2638 |
2638
Capital Advantage
Walnut Creek,
California
| $243M | +$50.7M | +26% | 0.17% | 49.2% | 71 | 26.76% | 0.7 |
|
| 2639 |
2639
SFE Investment Counsel
Los Angeles,
California
| $242M | +$11.3M | +5% | 5.32% | 105% | 94 | 10.64% | 1.3 |
|
| 2640 |
CANC
2640
Culbertson A N & Co
Charlottesville,
Virginia
| $242M | +$10M | +4% | 5.33% | 87.5% | 81 | 1.23% | 1.4 |
|
| 2641 |
2641
Aspiriant Holdings S3
Los Angeles,
California
| $242M | -$6.93M | -3% | 4.57% | – | 117 | 12.82% | 1.2 |
|
| 2642 |
CGOF
2642
Condorcet Global Opportunity Fund
New York
| $242M | – | – | 11% | – | 32 | – | 0 |
|
| 2643 |
2643
First Heartland Consultants
Lake St. Louis,
Missouri
| $242M | +$14.6M | +6% | 6.17% | 59.2% | 277 | 20.22% | 1 |
|
| 2644 |
VC
2644
V2 Capital
Glenview,
Illinois
| $242M | -$809K | -0.3% | 4.06% | – | 36 | 0% | 0.9 |
|
| 2645 |
PWW
2645
Pettyjohn Wood & White
Lynchburg,
Virginia
| $242M | +$10.4M | +4% | 4.74% | 70.9% | 125 | 6.4% | 1.2 |
|
| 2646 |
2646
United Fire Group
Cedar Rapids,
Iowa
| $241M | +$12.7M | +6% | 6.03% | 27.4% | 111 | 0.9% | 1.4 |
|
| 2647 |
2647
QCM Cayman
Houston,
Texas
| $241M | -$189M | -44% | 5.25% | 74% | 342 | 74.27% | 0.3 |
|
| 2648 |
2648
Klingman & Associates
New York
| $241M | – | – | 0.54% | 64.9% | 387 | – | 0 |
|
| 2649 |
2649
Flagship Ventures 2007 General Partner
Cambridge,
Massachusetts
| $241M | +$98.9M | +70% | 74.8% | – | 4 | 0% | 0.8 |
|
| 2650 |
CIA
2650
CSat Investment Advisory
Detroit,
Michigan
| $241M | +$1.33M | +0.6% | 9.57% | 87.4% | 28 | 46.43% | 0.6 |
|