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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
Aegon USA Investment Management
Cedar Rapids,
Iowa
| $312M | +$5.99M | +2% | 9.43% | 44.9% | 47 | 12.77% | 1 |
|
| 2777 |
2777
Adventist Health System West
Roseville,
California
| $312M | +$59.4M | +23% | 12.2% | 60.2% | 4 | 25% | 0.3 |
|
| 2778 |
2778
Omega Fund Management
Boston,
Massachusetts
| $312M | +$177M | +131% | 30.4% | 106% | 15 | 20% | 2.4 |
|
| 2779 |
2779
Nicholas Hoffman & Company
Atlanta,
Georgia
| $312M | +$20.9M | +7% | 11.8% | 71.9% | 196 | 13.78% | 2 |
|
| 2780 |
2780
Security National Trust
Wheeling,
West Virginia
| $312M | +$42.3M | +16% | 13.2% | 58.3% | 389 | 9.77% | 4.6 |
|
| 2781 |
SC
2781
Serenity Capital
Palo Alto,
California
| $311M | +$52M | +20% | 32.7% | – | 9 | 22.22% | 0.8 |
|
| 2782 |
TRIM
2782
Thompson Rubinstein Investment Management
Portland,
Oregon
| $311M | +$39.2M | +14% | 14.6% | 42.8% | 79 | 5.06% | 4.9 |
|
| 2783 |
2783
St Louis Trust
Saint Louis,
Missouri
| $311M | +$34.4M | +12% | 12.2% | 71.4% | 78 | 5.13% | 2.3 |
|
| 2784 |
2784
Buffington Mohr McNeal
Boise,
Idaho
| $311M | +$61.8M | +25% | 15.7% | 29.3% | 365 | 69.32% | 0.9 |
|
| 2785 |
2785
Monroe Bank & Trust
Monroe,
Michigan
| $310M | +$11.3M | +4% | 9.43% | 24.7% | 109 | 9.17% | 4.3 |
|
| 2786 |
2786
Jump Trading
Chicago,
Illinois
| $310M | -$964M | -76% | 13.4% | 44% | 716 | 94.41% | 0.1 |
|
| 2787 |
HA
2787
Harbor Advisors
West Palm Beach,
Florida
| $310M | +$53.1M | +21% | 20.6% | 125% | 173 | 11.56% | 1.7 |
|
| 2788 |
2788
Eos Management LP
New York
| $310M | +$27.2M | +10% | 11.5% | 149% | 28 | 10.71% | 3.8 |
|
| 2789 |
2789
Golden Gate Private Equity
San Francisco,
California
| $310M | -$70.2M | -18% | 3.07% | 8.72% | 25 | 8% | 1.9 |
|
| 2790 |
2790
Trustees of General Electric Pension Trust
Norwalk,
Connecticut
| $310M | +$75M | +32% | 37.2% | 184% | 1 | 0% | 2.3 |
|
| 2791 |
2791
Yorktown Management & Research Company
Forest,
Virginia
| $310M | +$7.87M | +3% | 12.1% | 211% | 362 | 29.28% | 1.4 |
|
| 2792 |
2792
Covenant Multifamily Offices
San Antonio,
Texas
| $309M | +$47.5M | +18% | 12.8% | 38.3% | 226 | 76.99% | 0.3 |
|
| 2793 |
2793
J.P. Marvel Investment Advisors
Boston,
Massachusetts
| $309M | +$31.4M | +11% | 12.8% | 183% | 78 | 2.56% | 4.3 |
|
| 2794 |
2794
Biltmore Capital Advisors
Princeton,
New Jersey
| $308M | +$215M | +231% | 12.7% | 80.4% | 90 | 94.44% | 0 |
|
| 2795 |
2795
Legacy Advisors
Plymouth Meeting,
Pennsylvania
| $308M | +$176M | +134% | 12.5% | – | 408 | 73.53% | 0.5 |
|
| 2796 |
2796
Dillon & Associates
Jackson,
Michigan
| $308M | +$45.3M | +17% | 18.7% | 117% | 67 | 4.48% | 4.4 |
|
| 2797 |
2797
Alta Park Capital
San Francisco,
California
| $308M | +$95.1M | +45% | 33.5% | 1,071% | 31 | 41.94% | 1 |
|
| 2798 |
CLCM
2798
Crawford Lake Capital Management
Lakewood,
New Jersey
| $308M | +$101M | +49% | 60.5% | 571% | 74 | 97.3% | 0 |
|
| 2799 |
2799
Ascent Wealth Partners
New Hartford,
New York
| $307M | +$51.2M | +20% | 13.9% | 105% | 142 | 19.72% | 3.1 |
|
| 2800 |
PWW
2800
Pettyjohn Wood & White
Lynchburg,
Virginia
| $307M | +$34.3M | +13% | 11.8% | 70.9% | 142 | 2.11% | 4.1 |
|