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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
Mattern Capital Management
Lakewood,
Colorado
| $572M | +$65.1M | +13% | 12.4% | 39.8% | 117 | 2.56% | 1.7 |
|
| 2777 |
2777
Gifford Fong Associates
Lafayette,
California
| $572M | +$56.9M | +11% | 13.1% | 180% | 139 | 2.16% | 3.2 |
|
| 2778 |
2778
Pegasus Partners
Mequon,
Wisconsin
| $571M | +$20.2M | +4% | 9.63% | 32.6% | 168 | 19.64% | 2.9 |
|
| 2779 |
2779
PSG Equity
Boston,
Massachusetts
| $571M | – | – | 4.49% | 13.7% | 1 | – | 0 |
|
| 2780 |
2780
South Street Advisors
New York
| $571M | +$47M | +9% | 11.4% | 169% | 73 | 6.85% | 2.3 |
|
| 2781 |
2781
Cove Street Capital
El Segundo,
California
| $571M | -$103M | -15% | 2.06% | 84.2% | 99 | 19.19% | 2.5 |
|
| 2782 |
2782
Wealth Architects
Mountain View,
California
| $570M | +$55.2M | +11% | 7.2% | 85.1% | 209 | 16.27% | 3.4 |
|
| 2783 |
2783
First Trust Capital Management
Chicago,
Illinois
| $570M | -$89.2M | -14% | 4.44% | 215% | 321 | 52.34% | 0.4 |
|
| 2784 |
2784
Lake Street Private Wealth
Chicago,
Illinois
| $570M | +$158M | +38% | 9.27% | 105% | 343 | 37.03% | 1.2 |
|
| 2785 |
2785
Center Lake Capital Management
West Palm Beach,
Florida
| $570M | -$45.4M | -7% | 8.92% | 98.3% | 21 | 47.62% | 0.8 |
|
| 2786 |
2786
Financial Enhancement Group
Anderson,
Indiana
| $569M | +$41.3M | +8% | 6.16% | 62.2% | 319 | 17.87% | 2.2 |
|
| 2787 |
2787
Camden National Bank
Camden,
Maine
| $569M | +$50.4M | +10% | 9.47% | 58.2% | 162 | 12.35% | 2.8 |
|
| 2788 |
2788
Proffitt & Goodson
Knoxville,
Tennessee
| $569M | +$21.1M | +4% | 4.48% | 48.5% | 264 | 9.85% | 2.9 |
|
| 2789 |
2789
McGowan Group Asset Management
Dallas,
Texas
| $569M | -$18.8M | -3% | 1.5% | 69.8% | 124 | 14.52% | 2.9 |
|
| 2790 |
2790
Southport Capital Management
Chattanooga,
Tennessee
| $569M | +$320M | +128% | 11.2% | 80% | 352 | 40.34% | 2.2 |
|
| 2791 |
HCP
2791
Holt Capital Partners
Fort Worth,
Texas
| $569M | +$43.2M | +8% | 8.17% | 69.5% | 164 | 6.1% | 5 |
|
| 2792 |
2792
Institutional Venture Management XIV
Menlo Park,
California
| $569M | -$35.9M | -6% | 17.9% | 18.1% | 5 | 20% | 1.1 |
|
| 2793 |
2793
Fort Baker Capital Management
Larkspur,
California
| $568M | +$195M | +52% | 1.51% | 46.3% | 143 | 63.64% | 0.3 |
|
| 2794 |
2794
Ropes Wealth Advisors
Boston,
Massachusetts
| $568M | -$55.7M | -9% | 10.1% | 71% | 296 | 16.22% | 4.5 |
|
| 2795 |
2795
Index Venture Growth Associates I
St Helier, Channel Islands,
Jersey
| $568M | -$205M | -27% | 23.7% | 30.9% | 2 | 50% | 0.5 |
|
| 2796 |
2796
Intel Corp
Santa Clara,
California
| $568M | -$161M | -22% | 13.9% | 9.79% | 7 | 28.57% | 0.4 |
|
| 2797 |
SM
2797
Sciencast Management
Princeton,
New Jersey
| $568M | +$214M | +60% | 6.31% | 72.5% | 658 | 79.64% | 0.1 |
|
| 2798 |
2798
McMorgan & Co
San Francisco,
California
| $568M | +$69.1M | +14% | 1.47% | 30.1% | 56 | 5.36% | 0.4 |
|
| 2799 |
2799
Dean Investment Associates
Beavercreek,
Ohio
| $568M | +$37.2M | +7% | 8.62% | 63.5% | 244 | 10.25% | 3.1 |
|
| 2800 |
2800
Baker Ellis Asset Management
Vancouver,
Washington
| $567M | +$47.5M | +9% | 9.51% | 91.9% | 211 | 6.16% | 4.5 |
|