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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 |
OH
2701
Overlook Holdings
Tortola,
British Virgin Islands
| $326M | -$3.39M | -1% | 8.15% | – | 2 | 0% | 2.8 |
|
| 2702 |
2702
Buckhead Capital Management
Atlanta,
Georgia
| $326M | +$23.3M | +8% | 7.53% | 67.6% | 90 | 2.22% | 4.3 |
|
| 2703 |
2703
Raytheon Master Pension Trust
Waltham,
Massachusetts
| $326M | +$17.6M | +6% | 5.74% | 36.3% | 5 | 0% | 2.1 |
|
| 2704 |
TRIM
2704
Thompson Rubinstein Investment Management
Portland,
Oregon
| $326M | +$26.7M | +9% | 9.74% | 42.8% | 77 | 0% | 4.6 |
|
| 2705 |
2705
Bell Bank
Fargo,
North Dakota
| $325M | +$1.89M | +0.6% | 5.32% | 71% | 151 | 7.28% | 2.8 |
|
| 2706 |
2706
Alta Park Capital
San Francisco,
California
| $324M | +$61.9M | +24% | 12.9% | 1,071% | 39 | 41.03% | 0.9 |
|
| 2707 |
2707
Terril Brothers
St. Louis,
Missouri
| $324M | -$850K | -0.3% | 4.45% | 94.4% | 56 | 12.5% | 2.4 |
|
| 2708 |
2708
Monroe Bank & Trust
Monroe,
Michigan
| $324M | +$1.11M | +0.3% | 3.65% | 24.7% | 247 | 59.92% | 4.3 |
|
| 2709 |
2709
Wealth Architects
Mountain View,
California
| $324M | +$15.2M | +5% | 4.22% | 80.1% | 140 | 10.71% | 2.7 |
|
| 2710 |
RCM
2710
Rockshelter Capital Management
Canonsburg,
Pennsylvania
| $323M | +$11.4M | +4% | 6.85% | 31.2% | 37 | 5.41% | 2.9 |
|
| 2711 |
2711
Yorktown Energy Partners VIII
New York
| $323M | -$54.4M | -14% | 14.3% | 15.2% | 3 | 0% | 2.3 |
|
| 2712 |
2712
Gilbert & Cook
West Des Moines,
Iowa
| $322M | +$25.8M | +9% | 3.44% | 63.2% | 106 | 16.98% | 1.3 |
|
| 2713 |
2713
Grosvenor Holdings
Chicago,
Illinois
| $322M | -$112M | -26% | 8.97% | 54.3% | 17 | 29.41% | 0.2 |
|
| 2714 |
2714
Gemmer Asset Management
Walnut Creek,
California
| $322M | +$31.8M | +11% | 6.28% | 96.8% | 1,507 | 8.89% | 3.2 |
|
| 2715 |
2715
PenderFund Capital Management
Vancouver,
British Columbia, Canada
| $322M | +$36.1M | +13% | 0.53% | 129% | 77 | 27.27% | 0.4 |
|
| 2716 |
HA
2716
Harbor Advisors
West Palm Beach,
Florida
| $322M | +$11.5M | +4% | 3.33% | 125% | 182 | 7.69% | 1.3 |
|
| 2717 |
2717
Canal Insurance Company
Greenville,
South Carolina
| $322M | +$19.3M | +6% | 8.26% | 114% | 80 | 20% | 3.2 |
|
| 2718 |
2718
Dorchester Wealth Management
Montreal,
Quebec, Canada
| $322M | +$17.7M | +6% | 4.94% | 18.3% | 126 | 19.84% | 2.3 |
|
| 2719 |
2719
Harber Asset Management
Asheville,
North Carolina
| $322M | +$3M | +0.9% | 0% | 63.6% | 47 | 27.66% | 1.5 |
|
| 2720 |
2720
Royal Fund Management
Lady Lake,
Florida
| $321M | +$18.2M | +6% | 5.71% | 103% | 702 | 30.77% | 1.2 |
|
| 2721 |
2721
Dock Street Asset Management
Palm Beach,
Florida
| $321M | +$31.3M | +11% | 10.4% | 175% | 49 | 6.12% | 2.9 |
|
| 2722 |
2722
Lucia Wealth Services
San Diego,
California
| $321M | +$92.6M | +41% | 7.99% | 45.6% | 239 | 25.94% | 0.5 |
|
| 2723 |
2723
Pictet Bank & Trust
Nassau,
Bahamas
| $320M | +$27.8M | +9% | 7.09% | 82.7% | 81 | 6.17% | 2.6 |
|
| 2724 |
2724
Capital International
Los Angeles,
California
| $320M | -$251M | -44% | 6.5% | 147% | 177 | 29.38% | 2.6 |
|
| 2725 |
2725
Evermay Wealth Management
Arlington,
Virginia
| $320M | +$20.1M | +7% | 6.05% | 56.2% | 150 | 14% | 2.2 |
|