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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2801 |
2801
Rosenblum Silverman Sutton
San Francisco,
California
| $281M | +$2.68M | +1% | 7.9% | 90.1% | 71 | 18.31% | 2.5 |
|
| 2802 |
2802
Gagnon Securities
New York
| $281M | -$888K | -0.3% | 9.38% | 129% | 100 | 14% | 2.4 |
|
| 2803 |
2803
Parker Investment Management
Menlo Park,
California
| $281M | +$7.13M | +3% | 1.39% | 208% | 27 | 18.52% | 1.2 |
|
| 2804 |
2804
Bronson Point Management
Fairfield,
Connecticut
| $281M | -$100M | -26% | 3.92% | 7.56% | 56 | 57.14% | 0.4 |
|
| 2805 |
2805
Meristem Family Wealth
Minnetonka,
Minnesota
| $280M | +$4.02M | +1% | 2.13% | 67.7% | 142 | 21.13% | 2.5 |
|
| 2806 |
2806
Claar Advisors
New York
| $280M | -$117M | -29% | 4.26% | 65.5% | 35 | 31.43% | 1.1 |
|
| 2807 |
2807
Baldwin Investment Management
West Conshohocken,
Pennsylvania
| $280M | -$1.23M | -0.4% | 0.8% | 74.8% | 112 | 5.36% | 4 |
|
| 2808 |
RTS
2808
Round Table Services
Westfield,
New Jersey
| $279M | -$8.92M | -3% | 0.56% | 16.1% | 121 | 19.01% | 2 |
|
| 2809 |
2809
Zebra Capital Management
Stamford,
Connecticut
| $279M | -$15.4M | -5% | 0.68% | 142% | 407 | 39.31% | 1.2 |
|
| 2810 |
2810
Gibson Capital
Wexford,
Pennsylvania
| $279M | -$2.5M | -0.9% | 3.49% | 67.2% | 38 | 2.63% | 3.4 |
|
| 2811 |
2811
High Falls Advisors
Rochester,
New York
| $279M | -$3.24M | -1% | 1.61% | 56.9% | 97 | 11.34% | 1.7 |
|
| 2812 |
AMG
2812
Asset Management Group
Stamford,
Connecticut
| $279M | +$1.5M | +0.5% | 1.69% | 57% | 107 | 3.74% | 3.8 |
|
| 2813 |
2813
United Fire Group
Cedar Rapids,
Iowa
| $279M | -$27.3M | -9% | 2.28% | 27.4% | 116 | 4.31% | 4.1 |
|
| 2814 |
2814
Cambridge Advisors
Omaha,
Nebraska
| $279M | +$1.82M | +0.7% | 1.61% | 58.6% | 150 | 6.67% | 2.6 |
|
| 2815 |
2815
CenturyLink Investment Management
Denver,
Colorado
| $279M | -$4.46M | -2% | 0.53% | – | 158 | 0% | 2.8 |
|
| 2816 |
2816
Filament
Seattle,
Washington
| $278M | +$10.2M | +4% | 3.48% | 46.9% | 34 | 5.88% | 3.4 |
|
| 2817 |
WIP
2817
Wellesley Investment Partners
Wellesley,
Massachusetts
| $278M | +$13.9M | +5% | 0.97% | 22.7% | 135 | 11.85% | 1.6 |
|
| 2818 |
PCMK
2818
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| $278M | -$25.9M | -9% | 1.06% | 87.5% | 69 | 10.14% | 3.2 |
|
| 2819 |
2819
TRV GP III
Boston,
Massachusetts
| $278M | -$7.82M | -3% | 28.8% | 170% | 4 | 25% | 0.3 |
|
| 2820 |
2820
Cornerstone Advisory
Hunt Valley,
Maryland
| $278M | -$14.1M | -5% | 2.37% | 53.5% | 149 | 11.41% | 1.5 |
|
| 2821 |
2821
Circle Wealth Management
Summit,
New Jersey
| $277M | +$13.4M | +5% | 0.86% | 71.8% | 100 | 8% | 1 |
|
| 2822 |
2822
Aristotle Atlantic Partners
Sarasota,
Florida
| $277M | -$1.54M | -0.6% | 1.47% | 144% | 99 | 21.21% | 0.2 |
|
| 2823 |
2823
Conrad N. Hilton Foundation
Agoura Hills,
California
| $277M | +$24.6M | +10% | 1.64% | – | 6 | 0% | 0.3 |
|
| 2824 |
2824
Mitchell Capital Management
Leawood,
Kansas
| $277M | -$7.23M | -3% | 3.48% | 219% | 121 | 30.58% | 0.9 |
|
| 2825 |
PWW
2825
Pettyjohn Wood & White
Lynchburg,
Virginia
| $276M | -$1.94M | -0.7% | 3.4% | 70.9% | 153 | 7.19% | 3.1 |
|