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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2751 |
2751
VNBTrust National Association
Charlottesville,
Virginia
| $255M | +$74.2M | +41% | 6.01% | 42.9% | 139 | 23.02% | 2.5 |
|
| 2752 |
2752
G2 Investment Partners Management
New York
| $254M | +$51.3M | +25% | 20.7% | 1,145% | 97 | 64.95% | 0.6 |
|
| 2753 |
CRIM
2753
Castle Ridge Investment Management
Greenwich,
Connecticut
| $254M | +$39.2M | +18% | 1.83% | – | 41 | 60.98% | 0.3 |
|
| 2754 |
2754
Capital City Trust
Tallahassee,
Florida
| $254M | +$3.62M | +1% | 4.29% | 98.5% | 105 | 8.57% | 2.9 |
|
| 2755 |
2755
Alley Company
Lake Forest,
Illinois
| $253M | +$25.7M | +11% | 4.72% | 88.2% | 80 | 7.5% | 2.9 |
|
| 2756 |
2756
Beddow Capital Management
Jackson,
Wyoming
| $253M | +$1.62M | +0.6% | 2.01% | 50.7% | 42 | 7.14% | 2.9 |
|
| 2757 |
IC
2757
Immersion Capital
London,
United Kingdom
| $253M | -$17M | -6% | 4.8% | 63.4% | 6 | 16.67% | 0.7 |
|
| 2758 |
2758
Sarissa Capital Management
Greenwich,
Connecticut
| $253M | -$110M | -30% | 22.2% | 80% | 12 | 16.67% | 1.7 |
|
| 2759 |
2759
Tealwood Asset Management
Minneapolis,
Minnesota
| $253M | +$12.6M | +5% | 7.11% | 128% | 110 | 33.64% | 1.7 |
|
| 2760 |
AMG
2760
Asset Management Group
Stamford,
Connecticut
| $253M | +$9.12M | +4% | 3.88% | 57% | 104 | 2.88% | 3 |
|
| 2761 |
AIM
2761
Advantage Investment Management
Cedar Rapids,
Iowa
| $253M | -$17.8M | -7% | 3.81% | 28.6% | 1,087 | 18.58% | 1.5 |
|
| 2762 |
2762
Meristem Family Wealth
Minnetonka,
Minnesota
| $252M | +$7.8M | +3% | 4.71% | 67.7% | 115 | 15.65% | 2.1 |
|
| 2763 |
CLCM
2763
Crawford Lake Capital Management
Lakewood,
New Jersey
| $252M | +$114M | +82% | 33% | 571% | 98 | 95.92% | 0 |
|
| 2764 |
2764
Clover Partners
Dallas,
Texas
| $252M | +$66.2M | +36% | 0.67% | 32.2% | 36 | 55.56% | 1 |
|
| 2765 |
2765
L.J. Altfest & Co
New York
| $252M | +$51.6M | +26% | 3.77% | 90.3% | 157 | 25.48% | 1.4 |
|
| 2766 |
2766
McCutchen Group
Seattle,
Washington
| $252M | +$15M | +6% | 5.5% | 2.54% | 18 | 0% | 3.2 |
|
| 2767 |
2767
Wealth Architects
Mountain View,
California
| $252M | +$27M | +12% | 6.53% | 80.1% | 128 | 12.5% | 1.7 |
|
| 2768 |
2768
ShearLink Capital
New York
| $252M | -$45.8M | -15% | 12.4% | 49.1% | 25 | 48% | 0.4 |
|
| 2769 |
2769
Northern Capital Management (Wisconsin)
Madison,
Wisconsin
| $251M | +$11.6M | +5% | 4.23% | 12.8% | 155 | 18.71% | 1.9 |
|
| 2770 |
2770
Capital Impact Advisors
Boston,
Massachusetts
| $251M | +$9.8M | +4% | 10.9% | – | 258 | 53.88% | 1.5 |
|
| 2771 |
2771
Lee Financial
Dallas,
Texas
| $251M | +$72.3M | +40% | 3.9% | 75% | 451 | 11.09% | 0.2 |
|
| 2772 |
2772
Stadium Capital Management
New Canaan,
Connecticut
| $251M | -$36.8M | -13% | 10.3% | 10.9% | 9 | 22.22% | 2.1 |
|
| 2773 |
2773
Front Street Capital Management
Missoula,
Montana
| $251M | +$41.6M | +20% | 7.4% | 316% | 68 | 4.41% | 0.7 |
|
| 2774 |
2774
Callan Capital
La Jolla,
California
| $251M | +$28.3M | +13% | 4.95% | 20.1% | 50 | 28% | 2 |
|
| 2775 |
2775
Stratford Consulting
Addison,
Texas
| $250M | +$19.4M | +8% | 4.25% | 8.23% | 56 | 5.36% | 3.2 |
|