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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
FFL Partners
San Francisco,
California
| $343M | +$49.9M | +17% | 17.5% | 36.1% | 2 | 0% | 1.3 |
|
| 2627 |
REMS
2627
Real Estate Management Services
| $343M | -$72.2M | -17% | 2.8% | 67.2% | 31 | 12.9% | 2.1 |
|
| 2628 |
2628
AIA International
Hong Kong
| $343M | -$24.3M | -7% | 11.3% | 47.9% | 8 | 25% | 0.6 |
|
| 2629 |
2629
Zevin Asset Management
Boston,
Massachusetts
| $343M | +$7.55M | +2% | 5.69% | 71.7% | 107 | 6.54% | 3 |
|
| 2630 |
2630
Howard Hughes Medical Institute
Chevy Chase,
Maryland
| $342M | -$53.4M | -13% | 4.05% | 70.9% | 27 | 0% | 3 |
|
| 2631 |
2631
PagnatoKarp Partners
Reston,
Virginia
| $342M | +$27.2M | +9% | 5.44% | 2.06% | 185 | 21.08% | 0.9 |
|
| 2632 |
2632
Cozad Asset Management
Champaign,
Illinois
| $342M | +$20.4M | +6% | 6.59% | 132% | 254 | 11.81% | 0.2 |
|
| 2633 |
2633
Yorktown Management & Research Company
Forest,
Virginia
| $342M | -$3.2M | -0.9% | 4.41% | 223% | 387 | 23.51% | 1.4 |
|
| 2634 |
2634
Texas Treasury Safekeeping Trust Company
Austin,
Texas
| $342M | -$36.5M | -10% | 0.79% | 43.7% | 8 | 62.5% | 0.3 |
|
| 2635 |
2635
Accident Compensation Corp
Wellington,
New Zealand
| $342M | +$1.39M | +0.4% | 7.24% | 24.6% | 130 | 13.08% | 1.8 |
|
| 2636 |
2636
SV Health Investors
Boston,
Massachusetts
| $342M | +$124M | +57% | 65.4% | 97.4% | 9 | 11.11% | 1.7 |
|
| 2637 |
2637
Stelac Advisory Services
New York
| $341M | -$19.8M | -5% | 3.45% | 84.9% | 180 | 50.56% | 1.4 |
|
| 2638 |
2638
Cypress Asset Management
Houston,
Texas
| $341M | +$2.78M | +0.8% | 8.38% | 141% | 178 | 2.25% | 3.4 |
|
| 2639 |
2639
First Wilshire Securities Management
Pasadena,
California
| $340M | +$4.43M | +1% | 2.98% | 135% | 118 | 5.08% | 3.3 |
|
| 2640 |
2640
AlphaStar Capital Management
Cornelius,
North Carolina
| $340M | +$22.6M | +7% | 3.59% | 69.5% | 256 | 20.7% | 0.6 |
|
| 2641 |
2641
Calton & Associates
Tampa,
Florida
| $340M | -$3.99M | -1% | 5.04% | 73.9% | 323 | 21.67% | 0.6 |
|
| 2642 |
2642
HNA Capital Group
Haikou,
China
| $339M | -$56.4M | -14% | 13% | – | 3 | 66.67% | 0.8 |
|
| 2643 |
2643
Abbrea Capital
Greenbrae,
California
| $339M | +$20.6M | +6% | 5.74% | 38% | 170 | 2.94% | 1.5 |
|
| 2644 |
2644
TRB Advisors
New York
| $339M | +$124M | +58% | 16.8% | 64% | 12 | 33.33% | 1.2 |
|
| 2645 |
PA
2645
Paracle Advisors
Mercer Island,
Washington
| $338M | +$16.6M | +5% | 3.1% | 30.9% | 53 | 3.77% | 2.3 |
|
| 2646 |
2646
Red Cedar Investment Management
Grand Rapids,
Michigan
| $338M | – | – | 3.93% | 81.4% | 27 | – | 0 |
|
| 2647 |
2647
Towercrest Capital Management
Newtown,
Pennsylvania
| $338M | +$21M | +7% | 2.66% | 42.6% | 79 | 16.46% | 1.2 |
|
| 2648 |
NTCM
2648
Nine Ten Capital Management
Chicago,
Illinois
| $338M | -$56.9M | -14% | 9.77% | 166% | 8 | 0% | 2.9 |
|
| 2649 |
2649
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
| $338M | +$14.4M | +4% | 5.75% | 40.2% | 72 | 1.39% | 3.3 |
|
| 2650 |
2650
Empowered Funds
Havertown,
Pennsylvania
| $338M | +$20.8M | +7% | 4.93% | 127% | 133 | 62.41% | 0.4 |
|