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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2676 |
2676
Tokio Marine & Nichido Fire Insurance Company
Tokyo,
Japan
| $336M | +$26.9M | +9% | 8.67% | – | 1 | 0% | 0.5 |
|
| 2677 |
MAA
2677
Mraz Amerine & Associates
Modesto,
California
| $336M | -$252K | -0.1% | 2.25% | 69.8% | 175 | 10.29% | 3.8 |
|
| 2678 |
2678
Tekne Capital Management
New York
| $336M | -$61.8M | -16% | 1.67% | 516% | 11 | 18.18% | 1.4 |
|
| 2679 |
2679
Thames Capital Management
Roseland,
New Jersey
| $336M | -$17.6M | -5% | 3.76% | 1,177% | 45 | 64.44% | 0.5 |
|
| 2680 |
2680
Herald Investment Management
London,
United Kingdom
| $336M | -$23.3M | -6% | 2.52% | 493% | 95 | 10.53% | 3.3 |
|
| 2681 |
2681
Strategy Asset Managers
Pasadena,
California
| $336M | -$17.4M | -5% | 1.27% | 115% | 145 | 36.55% | 2.4 |
|
| 2682 |
2682
Mengis Capital Management
Portland,
Oregon
| $336M | +$8.68M | +3% | 1.48% | 104% | 168 | 5.95% | 2.6 |
|
| 2683 |
2683
Sound View Wealth Advisors Group
Savannah,
Georgia
| $336M | -$2.74M | -0.8% | 2.45% | 73% | 252 | 7.54% | 0.2 |
|
| 2684 |
2684
University of Notre Dame du Lac
South Bend,
Indiana
| $335M | -$105M | -24% | 0.75% | – | 67 | 32.84% | 1.2 |
|
| 2685 |
2685
BlueDrive Global Investors
London,
United Kingdom
| $335M | -$53.4M | -14% | 7.79% | 25.6% | 12 | 33.33% | 0.9 |
|
| 2686 |
2686
Parker Investment Management
Menlo Park,
California
| $334M | +$6.8M | +2% | 2.66% | 208% | 43 | 25.58% | 1.3 |
|
| 2687 |
2687
Muzinich & Co
New York
| $334M | -$148M | -31% | 1.59% | 13.5% | 67 | 32.84% | 2.6 |
|
| 2688 |
2688
Greenvale Capital
London,
United Kingdom
| $334M | -$56.4M | -14% | 0.8% | 101% | 12 | 25% | 0.6 |
|
| 2689 |
2689
Cubic Asset Management
Boston,
Massachusetts
| $334M | +$407K | +0.1% | 1.48% | 40.5% | 172 | 6.98% | 4 |
|
| 2690 |
2690
Siena Capital Partners
Chicago,
Illinois
| $333M | -$3.84M | -1% | 0.75% | 44.2% | 132 | 9.09% | 0.8 |
|
| 2691 |
2691
Wilkins Investment Counsel
Boston,
Massachusetts
| $333M | -$518K | -0.2% | 1.54% | 56.2% | 75 | 2.67% | 5.3 |
|
| 2692 |
2692
Lyell Wealth Management
Menlo Park,
California
| $333M | +$1.02M | +0.3% | 0.55% | 128% | 128 | 9.38% | 1.9 |
|
| 2693 |
2693
Atlas Capital Advisors
Jackson,
Wyoming
| $333M | +$28.3M | +9% | 1.08% | – | 739 | 25.3% | 1 |
|
| 2694 |
ARMC
2694
American Research & Management Company
Marion,
Massachusetts
| $333M | -$1.73M | -0.5% | 1.15% | 35.1% | 351 | 7.12% | 4.2 |
|
| 2695 |
2695
FFT Wealth Management
Philadelphia,
Pennsylvania
| $332M | +$69.2M | +26% | 0.27% | 65.6% | 30 | 16.67% | 2.7 |
|
| 2696 |
2696
Strategy Capital
Los Altos,
California
| $332M | +$95M | +40% | 7.75% | 316% | 9 | 33.33% | 0.6 |
|
| 2697 |
2697
EFG Asset Management (Americas)
Miami,
Florida
| $332M | -$19.4M | -6% | 1.42% | 112% | 125 | 15.2% | 2.4 |
|
| 2698 |
2698
Tortoise Index Solutions
Overland Park,
Kansas
| $332M | -$6.54M | -2% | 1.63% | 52.2% | 165 | 7.27% | 1.8 |
|
| 2699 |
2699
America First Investment Advisors
Omaha,
Nebraska
| $332M | +$2.6M | +0.8% | 1.1% | 78.2% | 88 | 0% | 4.8 |
|
| 2700 |
2700
Arax Advisory Partners
Denver,
Colorado
| $332M | +$31.1M | +10% | 0.99% | 64.7% | 618 | 11% | 1.6 |
|