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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 |
NTCM
2776
Nine Ten Capital Management
Chicago,
Illinois
| $316M | -$42.3M | -12% | 10.1% | 166% | 10 | 20% | 2.6 |
|
| 2777 |
2777
Tiger Pacific Capital
New York
| $315M | -$761K | -0.2% | 10.9% | 84.5% | 16 | 31.25% | 1 |
|
| 2778 |
2778
Verde Servicos Internacionais
Sao Paulo,
Brazil
| $315M | +$57M | +22% | 1.37% | 130% | 49 | 42.86% | 0.9 |
|
| 2779 |
2779
Night Owl Capital Management
Greenwich,
Connecticut
| $315M | -$12.1M | -4% | 1.16% | 162% | 31 | 16.13% | 2.6 |
|
| 2780 |
2780
ARS Wealth Advisors
St. Petersburg,
Florida
| $314M | +$477K | +0.2% | 2.69% | 62.5% | 116 | 12.93% | 3.3 |
|
| 2781 |
2781
Ipswich Investment Management
Beverly,
Massachusetts
| $314M | +$648K | +0.2% | 1.88% | 104% | 182 | 8.79% | 2.6 |
|
| 2782 |
2782
Founders Financial Securities
Towson,
Maryland
| $314M | +$9.6M | +3% | 0.9% | 64.3% | 142 | 27.46% | 1.4 |
|
| 2783 |
2783
Hendershot Investments
Centreville,
Virginia
| $313M | +$8.16M | +3% | 1.76% | 50.5% | 86 | 8.14% | 3.6 |
|
| 2784 |
2784
Sunflower Bank Wealth Management
Scottsdale,
Arizona
| $313M | +$2.76M | +0.9% | 2.27% | 33.7% | 135 | 5.93% | 3.9 |
|
| 2785 |
2785
J.P. Marvel Investment Advisors
Boston,
Massachusetts
| $312M | – | – | 0.26% | 183% | 78 | – | 4.7 |
|
| 2786 |
2786
Univest Financial
Souderton,
Pennsylvania
| $312M | -$4.12M | -1% | 0.85% | 82.6% | 111 | 4.5% | 3.8 |
|
| 2787 |
2787
Needham Investment Management
New York
| $312M | +$8.41M | +3% | 4.59% | 424% | 91 | 14.29% | 3.5 |
|
| 2788 |
2788
D'Orazio & Associates
Falls Church,
Virginia
| $311M | -$35.2M | -10% | 0.44% | 61.2% | 389 | 23.65% | 2.8 |
|
| 2789 |
2789
Advanced Asset Management Advisors
Dublin,
Ohio
| $311M | +$22.6M | +8% | 1.95% | 93.6% | 98 | 15.31% | 1.1 |
|
| 2790 |
2790
BDT Capital Partners
Chicago,
Illinois
| $311M | +$11M | +4% | 3.69% | 25.5% | 1 | 0% | 6.3 |
|
| 2791 |
2791
Cutter & Co Brokerage
Ballwin,
Missouri
| $311M | -$5.99M | -2% | 0.49% | 40.4% | 320 | 12.81% | 2.6 |
|
| 2792 |
2792
Perella Weinberg Partners Capital Management
New York
| $311M | -$2B | -87% | 0.42% | 1.52% | 221 | 90.5% | 0.9 |
|
| 2793 |
2793
Zevin Asset Management
Boston,
Massachusetts
| $310M | -$327K | -0.1% | 3.02% | 71.7% | 95 | 8.42% | 3.7 |
|
| 2794 |
2794
Sio Capital Management
New York
| $310M | -$104M | -25% | 7.37% | 564% | 95 | 61.05% | 0.5 |
|
| 2795 |
2795
Essex Financial Services
Essex,
Connecticut
| $310M | -$28.5M | -8% | 1.74% | 87.7% | 267 | 14.61% | 4.1 |
|
| 2796 |
2796
Grove Bank & Trust
Miami,
Florida
| $310M | +$36.5M | +13% | 1.31% | 80.5% | 183 | 14.21% | 2.6 |
|
| 2797 |
2797
Woodford Investment Management
London,
United Kingdom
| $310M | -$281M | -48% | 6.94% | 27.1% | 5 | 40% | 2.3 |
|
| 2798 |
IP
2798
Isomer Partners
New York
| $310M | -$17.3M | -5% | 2.79% | 57.2% | 18 | 50% | 0.5 |
|
| 2799 |
2799
Foresite Capital Management IV
Larkspur,
California
| $309M | -$44.4M | -13% | 12% | 151% | 24 | 29.17% | 1 |
|
| 2800 |
2800
Noesis Capital Mangement
Boca Raton,
Florida
| $309M | +$15.8M | +5% | 1.94% | 139% | 102 | 14.71% | 3.7 |
|