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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2701 |
VCP
2701
Vernier Capital Partners
New York
| $263M | +$83.4M | +46% | 7.52% | 75.7% | 24 | 50% | 0.4 |
|
| 2702 |
2702
Chiron Investment Management
New York
| $263M | +$119M | +82% | 10.5% | 104% | 55 | 58.18% | 0.2 |
|
| 2703 |
2703
Valley National Advisers
Bethlehem,
Pennsylvania
| $263M | +$45.1M | +21% | 4.03% | 79% | 721 | 11.51% | 1.7 |
|
| 2704 |
2704
NFC Investments
Memphis,
Tennessee
| $263M | +$4.22M | +2% | 5.86% | – | 44 | 13.64% | 2.4 |
|
| 2705 |
2705
Noesis Capital Mangement
Boca Raton,
Florida
| $262M | +$22.9M | +10% | 5.28% | 128% | 99 | 10.1% | 2.5 |
|
| 2706 |
2706
Heritage Trust
Oklahoma City,
Oklahoma
| $262M | – | – | 5.67% | – | 339 | – | 0 |
|
| 2707 |
2707
Longfellow Investment Management
Boston,
Massachusetts
| $262M | +$9.27M | +4% | 7.94% | 45.9% | 79 | 70.89% | 0.2 |
|
| 2708 |
2708
First Light Asset Management
Edina,
Minnesota
| $262M | +$34.4M | +15% | 14.7% | 364% | 59 | 18.64% | 1.9 |
|
| 2709 |
2709
Flagship Harbor Advisors
Boston,
Massachusetts
| $262M | +$30M | +13% | 5.93% | 68.3% | 329 | 13.98% | 0.2 |
|
| 2710 |
2710
Harber Asset Management
Asheville,
North Carolina
| $262M | +$33.7M | +15% | 6.47% | 63.6% | 56 | 42.86% | 1 |
|
| 2711 |
2711
Yorktown Energy Partners VIII
New York
| $261M | -$11.9M | -4% | 4.3% | 15.2% | 2 | 0% | 1.3 |
|
| 2712 |
2712
Hazelview Securities
Toronto,
Ontario, Canada
| $261M | – | – | 1.52% | – | 41 | – | 0 |
|
| 2713 |
IBT
2713
International Biotechnology Trust
London,
United Kingdom
| $261M | +$39.3M | +18% | 17.9% | 11.1% | 65 | 32.31% | 0.2 |
|
| 2714 |
2714
Avidian Wealth Enterprises
Houston,
Texas
| $261M | +$31.4M | +14% | 5.25% | 71.7% | 107 | 42.99% | 0.9 |
|
| 2715 |
2715
Foresite Capital Management III
Larkspur,
California
| $261M | +$30.4M | +13% | 22.5% | 444% | 28 | 39.29% | 0.5 |
|
| 2716 |
2716
Covalent Partners
Concord,
Massachusetts
| $260M | -$8.66M | -3% | 10.9% | 36.6% | 39 | 30.77% | 1.4 |
|
| 2717 |
2717
Diana Davis Spencer Foundation
Bethesda,
Maryland
| $260M | +$1.3M | +0.5% | 0.5% | 13.4% | 3 | 0% | 2.3 |
|
| 2718 |
SWK
2718
Stephen W. Kidder
| $260M | +$13.1M | +5% | 5.88% | 94.7% | 98 | 9.18% | 2.8 |
|
| 2719 |
PA
2719
Paracle Advisors
Mercer Island,
Washington
| $260M | +$10.7M | +4% | 5.33% | 30.9% | 48 | 8.33% | 1.6 |
|
| 2720 |
2720
BHZ Capital Management
San Jose,
California
| $260M | +$17.7M | +7% | 0.6% | 3.24% | 118 | 11.86% | 0.7 |
|
| 2721 |
IMIM
2721
Irving Magee Investment Management
Conshohocken,
Pennsylvania
| $260M | +$2.12M | +0.8% | 1.17% | 39.9% | 52 | 7.69% | 2.7 |
|
| 2722 |
2722
Capital Advisors Ltd
Shaker Heights,
Ohio
| $260M | +$17.4M | +7% | 4.54% | 54.2% | 407 | 7.86% | 2.4 |
|
| 2723 |
PH
2723
Pinnacle Holdings
Tulsa,
Oklahoma
| $260M | +$2.35M | +0.9% | 2.77% | 79.6% | 229 | 18.78% | 2.6 |
|
| 2724 |
2724
Trust Asset Management
Houston,
Texas
| $260M | +$54M | +26% | 4.68% | 91.1% | 78 | 43.59% | 1.4 |
|
| 2725 |
2725
M Holdings Securities
Portland,
Oregon
| $259M | -$29.2M | -10% | 4.96% | 83.9% | 283 | 14.13% | 1.8 |
|