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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2726 |
2726
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
| $552M | +$23.8M | +5% | 5.48% | 149% | 132 | 13.64% | 4.3 |
|
| 2727 |
2727
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
| $552M | +$38.7M | +8% | 7.07% | 116% | 299 | 8.7% | 2 |
|
| 2728 |
RI
2728
RPTC Inc
Jackson,
Wyoming
| $552M | +$49.3M | +10% | 9.66% | 66.4% | 5 | 0% | 3.2 |
|
| 2729 |
2729
Institutional Venture Management XIV
Menlo Park,
California
| $551M | +$456M | +479% | 13.6% | 18.1% | 4 | 50% | 0.9 |
|
| 2730 |
2730
Mandatum Life Insurance Company
Helsinki,
Finland
| $551M | +$45.9M | +9% | 5.27% | 95.9% | 114 | 9.65% | 3.5 |
|
| 2731 |
2731
Strategic Global Advisors
Newport Beach,
California
| $551M | -$4.7M | -0.8% | 7.89% | 137% | 192 | 39.06% | 1.6 |
|
| 2732 |
2732
MIC Capital Partners (Public) (US) IM
Al Maryah Island Abu Dhabi,
United Arab Emirates
| $550M | +$141M | +34% | 2.87% | – | 23 | 30.43% | 0.7 |
|
| 2733 |
2733
Proffitt & Goodson
Knoxville,
Tennessee
| $550M | +$21.2M | +4% | 4.74% | 48.5% | 268 | 5.6% | 2.4 |
|
| 2734 |
VM
2734
VPR Management
Houston,
Texas
| $550M | +$44.2M | +9% | 8.77% | 54.5% | 28 | 3.57% | 2.7 |
|
| 2735 |
2735
Alley Company
Lake Forest,
Illinois
| $550M | +$43.9M | +9% | 6.12% | 88.2% | 89 | 7.87% | 5.2 |
|
| 2736 |
2736
Front Street Capital Management
Missoula,
Montana
| $550M | +$21.3M | +4% | 4.74% | 316% | 66 | 6.06% | 3.2 |
|
| 2737 |
2737
Covenant Multifamily Offices
San Antonio,
Texas
| $549M | +$60.1M | +12% | 5.31% | 38.3% | 256 | 35.94% | 1 |
|
| 2738 |
2738
Moloney Securities Asset Management
Manchester,
Missouri
| $549M | +$41.5M | +8% | 7.88% | 86% | 475 | 22.11% | 2 |
|
| 2739 |
GWI
2739
Grace & White Inc
Ny,
New York
| $549M | +$25.6M | +5% | 7.97% | 59.6% | 135 | 6.67% | 5.7 |
|
| 2740 |
MGM
2740
Miura Global Management
New York
| $548M | -$12M | -2% | 13.4% | 375% | 38 | 39.47% | 1 |
|
| 2741 |
2741
Valley National Advisers
Bethlehem,
Pennsylvania
| $548M | +$35.9M | +7% | 5.17% | 87.2% | 959 | 8.86% | 3.4 |
|
| 2742 |
2742
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $547M | +$111M | +25% | 7.11% | 97.3% | 2,218 | 11.36% | 1.9 |
|
| 2743 |
2743
Tradewinds Capital Management
Bellingham,
Washington
| $546M | +$43.6M | +9% | 5.95% | 96.9% | 848 | 13.56% | 3.6 |
|
| 2744 |
2744
Fort Point Capital Partners
San Francisco,
California
| $546M | +$80.2M | +17% | 6.17% | 62.2% | 169 | 13.02% | 2.6 |
|
| 2745 |
2745
Biltmore Capital Advisors
Princeton,
New Jersey
| $545M | +$83.5M | +18% | 11% | 80.4% | 157 | 26.11% | 0.8 |
|
| 2746 |
2746
McCutchen Group
Seattle,
Washington
| $545M | +$47.5M | +10% | 6.68% | 2.54% | 24 | 0% | 5.9 |
|
| 2747 |
FPCM
2747
Financial Partners Capital Management
New York
| $545M | +$50.4M | +10% | 9.5% | 34.2% | 114 | 6.14% | 3.3 |
|
| 2748 |
2748
Ashmore Group
London,
United Kingdom
| $545M | +$55.6M | +11% | 15.8% | 103% | 31 | 16.13% | 1.6 |
|
| 2749 |
2749
Baker Hughes Holdings
Houston,
Texas
| $544M | -$171M | -24% | 4.84% | 38.6% | 2 | 0% | 0.5 |
|
| 2750 |
2750
Infrastructure Capital Advisors
New York
| $543M | +$191M | +54% | 17.2% | 52% | 80 | 50% | 1 |
|