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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
Slow Capital
Greenbrae,
California
| $535M | -$49.8M | -9% | 7.72% | 156% | 177 | 23.73% | 3.3 |
|
| 2777 |
PS
2777
Portfolio Strategies
Monsey,
New York
| $535M | -$825K | -0.2% | 7.98% | 120% | 53 | 22.64% | 1.9 |
|
| 2778 |
2778
Ascent Wealth Partners
New Hartford,
New York
| $535M | -$26.8M | -5% | 5.83% | 105% | 160 | 17.5% | 3.7 |
|
| 2779 |
2779
Paragon Capital Management (Colorado)
Denver,
Colorado
| $535M | -$88.5M | -14% | 8.29% | 109% | 563 | 67.14% | 1.9 |
|
| 2780 |
2780
Sapphire Ventures
Austin,
Texas
| $535M | -$568M | -52% | 29.6% | 27.9% | 13 | 15.38% | 0.8 |
|
| 2781 |
2781
Montecito Bank & Trust
Santa Barbara,
California
| $534M | -$29.4M | -5% | 3.9% | – | 282 | 10.28% | 4.1 |
|
| 2782 |
KC
2782
KCL Capital
New York
| $534M | -$451M | -46% | 11.2% | 106% | 77 | 59.74% | 0.4 |
|
| 2783 |
2783
Inherent Group
New York
| $534M | -$53.7M | -9% | 2.41% | 61.7% | 60 | 60% | 0.7 |
|
| 2784 |
2784
Exchange Capital Management
Ann Arbor,
Michigan
| $534M | -$16.8M | -3% | 4.31% | 57.8% | 168 | 4.17% | 4.5 |
|
| 2785 |
2785
Mane Global Capital Management
New York
| $534M | -$53.1M | -9% | 4.92% | 423% | 46 | 78.26% | 0.1 |
|
| 2786 |
2786
Greenline Partners
New York
| $534M | +$3.08M | +0.6% | 1.38% | 69.6% | 141 | 9.22% | 2.1 |
|
| 2787 |
2787
Hardy Reed
Tupelo,
Mississippi
| $533M | -$73.8M | -12% | 5.59% | 69.7% | 111 | 30.63% | 2.3 |
|
| 2788 |
2788
Morningstar Investment Management
Chicago,
Illinois
| $533M | -$126M | -19% | 0.52% | 48.2% | 51 | 25.49% | 1.2 |
|
| 2789 |
2789
Progeny 3 Inc
Kirkland,
Washington
| $533M | +$163M | +44% | 27.2% | 96.8% | 27 | 29.63% | 1.4 |
|
| 2790 |
2790
Cornerstone Retirement Group
Reno,
Nevada
| $533M | +$532M | +98,125% | 3.33% | – | 3 | 33.33% | 0.7 |
|
| 2791 |
2791
Condire Management
Dallas,
Texas
| $532M | +$29.8M | +6% | 34.7% | 187% | 37 | 54.05% | 0.5 |
|
| 2792 |
2792
Cahill Financial Advisors
Edina,
Minnesota
| $532M | +$13.7M | +3% | 2.46% | 55.9% | 229 | 9.61% | 3.8 |
|
| 2793 |
GWI
2793
Grace & White Inc
Ny,
New York
| $531M | -$8.74M | -2% | 1.91% | 59.6% | 140 | 10% | 5.9 |
|
| 2794 |
CANC
2794
Culbertson A N & Co
Charlottesville,
Virginia
| $531M | +$281K | +0.1% | 0.98% | 87.5% | 116 | 4.31% | 6.2 |
|
| 2795 |
2795
Crosslink Capital
Menlo Park,
California
| $531M | -$102M | -16% | 16.5% | 135% | 24 | 29.17% | 2.8 |
|
| 2796 |
2796
Maltese Capital Management
New York
| $531M | -$76.5M | -13% | 4.62% | 114% | 158 | 23.42% | 2.4 |
|
| 2797 |
2797
Yale University
New Haven,
Connecticut
| $530M | +$83K | +0% | 6.8% | 33.7% | 12 | 33.33% | 1.4 |
|
| 2798 |
2798
Formula Growth
Montreal,
Quebec, Canada
| $530M | -$32.8M | -6% | 11.5% | 118% | 156 | 21.79% | 2.6 |
|
| 2799 |
2799
Adventist Health System West
Roseville,
California
| $530M | -$139M | -21% | 4.59% | 60.2% | 7 | 57.14% | 1.6 |
|
| 2800 |
RI
2800
RPTC Inc
Jackson,
Wyoming
| $530M | -$15.5M | -3% | 2.46% | 66.4% | 6 | 0% | 3.3 |
|