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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2776 |
2776
Foresite Capital Management II
Larkspur,
California
| $286M | +$39.5M | +16% | 27.8% | 66.2% | 15 | 46.67% | 1.1 |
|
| 2777 |
2777
Probity Advisors
Dallas,
Texas
| $286M | +$17.2M | +6% | 3.52% | 61.7% | 160 | 14.38% | 1.2 |
|
| 2778 |
2778
Harber Asset Management
Asheville,
North Carolina
| $286M | +$13.9M | +5% | 8.48% | 63.6% | 53 | 33.96% | 0.9 |
|
| 2779 |
2779
TRV GP III
Boston,
Massachusetts
| $286M | – | – | 10.7% | 170% | 4 | – | 0 |
|
| 2780 |
VHMC
2780
Value Holdings Management Company
Hampton Bays,
New York
| $285M | +$21.6M | +8% | 9.89% | 125% | 35 | 20% | 3.2 |
|
| 2781 |
IC
2781
Immersion Capital
London,
United Kingdom
| $285M | +$48.4M | +20% | 18.4% | 63.4% | 5 | 0% | 1.4 |
|
| 2782 |
2782
Capital Planning Advisors
Roseville,
California
| $285M | +$29.4M | +12% | 6.88% | 64.2% | 132 | 16.67% | 1.8 |
|
| 2783 |
2783
D'Orazio & Associates
Falls Church,
Virginia
| $285M | +$14.8M | +5% | 3.75% | 61.2% | 356 | 24.44% | 2.1 |
|
| 2784 |
MP
2784
Meghalaya Partners
Greenwich,
Connecticut
| $284M | – | – | 6.61% | – | 22 | – | 0 |
|
| 2785 |
2785
Grace Capital
Quincy,
Massachusetts
| $284M | +$8.78M | +3% | 6.46% | 127% | 93 | 20.43% | 2.2 |
|
| 2786 |
2786
Mitchell Capital Management
Leawood,
Kansas
| $284M | +$9.8M | +4% | 6.1% | 219% | 97 | 34.02% | 1 |
|
| 2787 |
2787
Front Street Capital Management
Missoula,
Montana
| $284M | +$11.1M | +4% | 7.44% | 316% | 58 | 1.72% | 1.4 |
|
| 2788 |
IBT
2788
International Biotechnology Trust
London,
United Kingdom
| $284M | +$26.8M | +10% | 13.9% | 11.1% | 71 | 29.58% | 0.6 |
|
| 2789 |
2789
Telos Capital Management
San Diego,
California
| $283M | +$24.2M | +9% | 5.9% | 71.1% | 159 | 11.32% | 2.9 |
|
| 2790 |
2790
CenturyLink Investment Management
Denver,
Colorado
| $283M | -$24.2M | -8% | 6.29% | – | 188 | 23.4% | 2.5 |
|
| 2791 |
KWMG
2791
King Wealth Management Group
Naples,
Florida
| $283M | +$13.9M | +5% | 6.01% | 86% | 131 | 10.69% | 2.8 |
|
| 2792 |
2792
High Falls Advisors
Rochester,
New York
| $283M | +$16M | +6% | 3.14% | 56.9% | 97 | 13.4% | 1.4 |
|
| 2793 |
2793
Gibson Capital
Wexford,
Pennsylvania
| $282M | +$2.28M | +0.8% | 3.91% | 67.2% | 37 | 0% | 3.2 |
|
| 2794 |
2794
Gagnon Securities
New York
| $282M | +$12.8M | +5% | 9.34% | 129% | 102 | 17.65% | 2.4 |
|
| 2795 |
2795
Hays Advisory
Franklin,
Tennessee
| $282M | -$64.3M | -19% | 4.08% | 31.8% | 81 | 4.94% | 1.4 |
|
| 2796 |
2796
Ferris Capital
Marlborough,
Massachusetts
| $281M | +$78.9M | +39% | 6.68% | 67% | 186 | 24.73% | 0.4 |
|
| 2797 |
2797
Stonebridge Capital Management
Los Angeles,
California
| $281M | +$15.4M | +6% | 6.01% | – | 145 | 7.59% | 2.9 |
|
| 2798 |
2798
Canal Insurance Company
Greenville,
South Carolina
| $281M | -$5.42M | -2% | 3.44% | 114% | 84 | 20.24% | 3 |
|
| 2799 |
2799
Baldwin Investment Management
West Conshohocken,
Pennsylvania
| $281M | +$15.8M | +6% | 7.39% | 74.8% | 112 | 3.57% | 3.7 |
|
| 2800 |
2800
Welch Capital Partners
Harrison,
New York
| $281M | -$16M | -5% | 2.97% | 79.2% | 47 | 21.28% | 2.1 |
|