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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
Callan Capital
La Jolla,
California
| $264M | +$13.9M | +6% | 2.37% | 20.1% | 54 | 12.96% | 2 |
|
| 2752 |
2752
Silverback Asset Management
Chapel Hill,
North Carolina
| $264M | -$143M | -35% | 0.28% | 92.1% | 31 | 19.35% | 0.7 |
|
| 2753 |
2753
Monarch Capital Management
Fort Wayne,
Indiana
| $264M | -$9.1M | -3% | 2.47% | 77% | 98 | 6.12% | 3.4 |
|
| 2754 |
SWK
2754
Stephen W. Kidder
| $264M | +$4.02M | +2% | 4.02% | 94.7% | 92 | 2.17% | 3 |
|
| 2755 |
PA
2755
Paracle Advisors
Mercer Island,
Washington
| $264M | +$3.94M | +2% | 2.93% | 30.9% | 48 | 14.58% | 1.6 |
|
| 2756 |
2756
AJ Wealth Strategies
New York
| $264M | +$33.8M | +15% | 2.51% | 32.2% | 81 | 18.52% | 0.4 |
|
| 2757 |
2757
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| $264M | +$30.9M | +13% | 5.45% | 91.5% | 135 | 24.44% | 0.9 |
|
| 2758 |
2758
Rothschild Capital Partners
New York
| $264M | +$6.96M | +3% | 2.91% | 90.8% | 51 | 23.53% | 1.8 |
|
| 2759 |
2759
Vista Equity Partners Management
San Francisco,
California
| $264M | +$44.2M | +20% | 12.8% | 3.45% | 31 | 41.94% | 0.8 |
|
| 2760 |
IBT
2760
International Biotechnology Trust
London,
United Kingdom
| $263M | +$1.92M | +0.7% | 7.26% | 11.1% | 68 | 23.53% | 0.4 |
|
| 2761 |
2761
Founders Financial Securities
Towson,
Maryland
| $263M | +$121K | +0% | 2.71% | 64.3% | 112 | 34.82% | 1 |
|
| 2762 |
CIA
2762
Covington Investment Advisors
Ligonier,
Pennsylvania
| $262M | +$12M | +5% | 3.59% | 100% | 90 | 0% | 3 |
|
| 2763 |
GJCM
2763
Grand Jean Capital Management
San Francisco,
California
| $262M | -$12M | -4% | 4.69% | 61.4% | 47 | 17.02% | 2.3 |
|
| 2764 |
MP
2764
Mediatel Partners
Fort Worth,
Texas
| $262M | +$4.17M | +2% | 1.82% | 11.6% | 2 | 0% | 4 |
|
| 2765 |
2765
Lagoda Investment Management
New York
| $262M | +$4.12M | +2% | 9.16% | 250% | 40 | 12.5% | 1.6 |
|
| 2766 |
2766
Stonebridge Capital Management
Los Angeles,
California
| $262M | +$13.8M | +6% | 1.78% | – | 149 | 15.44% | 2.6 |
|
| 2767 |
2767
Greenwood Gearhart
Fayetteville,
Arkansas
| $262M | -$4.94M | -2% | 2.45% | 70.6% | 53 | 0% | 3.2 |
|
| 2768 |
2768
Mitchell Capital Management
Leawood,
Kansas
| $262M | -$7.24M | -3% | 5.73% | 219% | 68 | 17.65% | 1.1 |
|
| 2769 |
2769
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
| $261M | +$28.4M | +12% | 4.24% | 79.4% | 34 | 8.82% | 1.8 |
|
| 2770 |
2770
Noesis Capital Mangement
Boca Raton,
Florida
| $261M | -$1.42M | -0.5% | 3.19% | 128% | 102 | 4.9% | 2.8 |
|
| 2771 |
2771
Veritas Investment Management (UK)
London,
United Kingdom
| $260M | +$1.08M | +0.4% | 5.99% | 151% | 52 | 13.46% | 2.5 |
|
| 2772 |
2772
Cheyne Capital Management (UK)
London,
United Kingdom
| $260M | -$4.53M | -2% | 6.81% | 35.6% | 59 | 35.59% | 0.4 |
|
| 2773 |
2773
Empirical Finance
Havertown,
Pennsylvania
| $260M | +$46.3M | +22% | 2.32% | 124% | 130 | 40% | 0.3 |
|
| 2774 |
2774
Front Street Capital Management
Missoula,
Montana
| $259M | +$8.79M | +4% | 6.72% | 316% | 68 | 7.35% | 1 |
|
| 2775 |
2775
Heritage Trust
Oklahoma City,
Oklahoma
| $259M | -$3M | -1% | 2.97% | – | 376 | 22.34% | 0.2 |
|