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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 |
2701
JBJ Investment Partners
Charleston,
South Carolina
| $349M | +$70.3M | +25% | 13.8% | 46.2% | 50 | 16% | 0.9 |
|
| 2702 |
2702
DDD Partners
Bellevue,
Washington
| $349M | +$60.6M | +21% | 33.1% | 62.1% | 48 | 33.33% | 1.4 |
|
| 2703 |
2703
Vitruvian Partners
London,
United Kingdom
| $349M | +$175M | +101% | 111% | 96.9% | 2 | 0% | 1.5 |
|
| 2704 |
2704
New Leaf Venture Partners
New York
| $349M | +$14.2M | +4% | 37.4% | 3.91% | 20 | 0% | 1.8 |
|
| 2705 |
2705
FirstMark Capital I
New York
| $348M | +$203M | +139% | 43.6% | – | 1 | 0% | 0.5 |
|
| 2706 |
2706
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
| $348M | +$44.8M | +15% | 17.1% | 86.4% | 135 | 5.19% | 5 |
|
| 2707 |
2707
Ameritas Investment Company
Lincoln,
Nebraska
| $347M | -$277M | -44% | 22.3% | 55.2% | 1,867 | 81.95% | 1 |
|
| 2708 |
2708
L.J. Altfest & Co
New York
| $347M | +$28.2M | +9% | 12.8% | 95.6% | 241 | 27.8% | 2 |
|
| 2709 |
FPCM
2709
Financial Partners Capital Management
New York
| $347M | +$33.9M | +11% | 21.7% | 34.2% | 100 | 18% | 3.2 |
|
| 2710 |
2710
Nicholas Hoffman & Company
Atlanta,
Georgia
| $347M | +$49.7M | +17% | 18.5% | 71.9% | 213 | 21.13% | 2.7 |
|
| 2711 |
2711
Speece Thorson Capital Group
Minnetonka,
Minnesota
| $347M | +$56.6M | +20% | 21.5% | 34.2% | 46 | 4.35% | 4.8 |
|
| 2712 |
2712
Robertson Stephens Wealth Management
San Francisco,
California
| $347M | +$53.8M | +18% | 24.5% | 109% | 222 | 34.23% | 0.6 |
|
| 2713 |
2713
Hunter Perkins Capital Management
Lombard,
Illinois
| $347M | – | – | 19.1% | 58% | 70 | – | 0 |
|
| 2714 |
2714
RGT Wealth Advisors
Dallas,
Texas
| $347M | +$191M | +122% | 12.8% | 9.35% | 47 | 46.81% | 1 |
|
| 2715 |
2715
DAFNA Capital Management
Los Angeles,
California
| $347M | +$107M | +45% | 56.7% | 313% | 95 | 25.26% | 1.9 |
|
| 2716 |
2716
Farmers Trust Company
Youngstown,
Ohio
| $346M | +$48.2M | +16% | 18.2% | 73.5% | 157 | 12.74% | 4.2 |
|
| 2717 |
2717
Acuta Capital Partners
Redwood City,
California
| $346M | +$140M | +68% | 102% | 7,269% | 51 | 47.06% | 0.5 |
|
| 2718 |
2718
Pinpoint Asset Management
Hong Kong
| $346M | +$15.1M | +5% | 42.2% | 185% | 60 | 70% | 0.2 |
|
| 2719 |
DCM
2719
Divisar Capital Management
San Francisco,
California
| $346M | +$89.8M | +35% | 45.3% | 194% | 32 | 12.5% | 2 |
|
| 2720 |
TAM
2720
THB Asset Management
Norwalk,
Connecticut
| $346M | +$26.4M | +8% | 44% | 104% | 169 | 24.26% | 1.9 |
|
| 2721 |
2721
Altavista Wealth Management
Asheville,
North Carolina
| $345M | +$52.3M | +18% | 17.3% | 80.6% | 173 | 13.87% | 3.8 |
|
| 2722 |
2722
Hanlon Investment Management
Egg Harbor Township,
New Jersey
| $345M | +$188M | +120% | 25.6% | 80.6% | 117 | 41.88% | 0.7 |
|
| 2723 |
GPC
2723
Glen Point Capital
London,
United Kingdom
| $345M | +$330M | +2,170% | 19.1% | 118% | 10 | 90% | 0 |
|
| 2724 |
2724
Ascent Wealth Partners
New Hartford,
New York
| $345M | +$71.2M | +26% | 26.7% | 105% | 118 | 18.64% | 3.9 |
|
| 2725 |
2725
Mattern Capital Management
Lakewood,
Colorado
| $345M | +$50.7M | +17% | 17.5% | 31.5% | 109 | 14.68% | 0.4 |
|