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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
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $309M | +$315K | +0.1% | 0.26% | 73.6% | 1,739 | 15.07% | 2.6 |
|
| 2802 |
2802
IQ EQ Fund Management
Dublin 2,
Ireland
| $309M | -$803K | -0.3% | 2.85% | 109% | 162 | 8.64% | 2.1 |
|
| 2803 |
M
2803
MRCap
Roslyn,
New York
| $309M | -$206M | -40% | 17.3% | – | 18 | 55.56% | 0.4 |
|
| 2804 |
2804
MSD Capital
New York
| $308M | -$8.71M | -3% | 1.44% | 11.5% | 4 | 0% | 3 |
|
| 2805 |
2805
Cannell Capital
Alta,
Wyoming
| $308M | -$44.6M | -13% | 0.91% | 127% | 54 | 24.07% | 2.2 |
|
| 2806 |
2806
Probity Advisors
Dallas,
Texas
| $308M | +$6.91M | +2% | 0.87% | 61.7% | 174 | 4.02% | 2.4 |
|
| 2807 |
2807
First Trust Capital Management
Chicago,
Illinois
| $308M | -$414M | -57% | 7.91% | 214% | 69 | 78.26% | 0.4 |
|
| 2808 |
2808
Compass Group
New York
| $308M | +$73.4M | +31% | 0.31% | 64.6% | 20 | 35% | 0.8 |
|
| 2809 |
2809
Diana Davis Spencer Foundation
Bethesda,
Maryland
| $308M | +$6.3M | +2% | 2.1% | 13.4% | 3 | 0% | 4.8 |
|
| 2810 |
GPC
2810
Guardian Point Capital
Charlottesville,
Virginia
| $307M | -$12.8M | -4% | 1.25% | 142% | 16 | 18.75% | 1.2 |
|
| 2811 |
2811
Lisanti Capital Growth
New York
| $307M | -$938K | -0.3% | 7.95% | 1,490% | 139 | 59.71% | 0.6 |
|
| 2812 |
2812
Adventist Health System West
Roseville,
California
| $307M | +$7.69M | +3% | 0.09% | 60.2% | 4 | 25% | 0.6 |
|
| 2813 |
2813
Quantamental Technologies
White Plains,
New York
| $306M | +$35M | +13% | 0.5% | 24.2% | 2,016 | 51.04% | 0.3 |
|
| 2814 |
LM
2814
Lasry Marc
| $306M | -$159M | -34% | 11% | 14.8% | 10 | 20% | 1.4 |
|
| 2815 |
PW
2815
Price Wealth
Austin,
Texas
| $306M | -$2.85M | -0.9% | 0.69% | 17.5% | 328 | 27.74% | 0.7 |
|
| 2816 |
2816
Peak Asset Management
Louisville,
Colorado
| $306M | +$137K | +0% | 1.18% | 70.1% | 131 | 8.4% | 3.5 |
|
| 2817 |
GCA
2817
Gideon Capital Advisors
New York
| $306M | +$16M | +6% | 0.46% | 37.6% | 430 | 76.28% | 0.2 |
|
| 2818 |
2818
Gifford Fong Associates
Lafayette,
California
| $306M | +$6.86M | +2% | 0.17% | 180% | 124 | 2.42% | 1.3 |
|
| 2819 |
2819
Sage Advisory Services
Austin,
Texas
| $305M | -$35.5M | -10% | 1.29% | 33.9% | 53 | 15.09% | 1.2 |
|
| 2820 |
2820
Verus Financial Partners
Richmond,
Virginia
| $305M | +$7.42M | +2% | 0.68% | 41.6% | 68 | 17.65% | 3.5 |
|
| 2821 |
2821
Cable Hill Partners
Portland,
Oregon
| $305M | +$15.8M | +5% | 1.35% | 20.3% | 118 | 11.86% | 3.5 |
|
| 2822 |
RIM
2822
Regent Investment Management
Louisville,
Kentucky
| $305M | -$2.27M | -0.7% | 1.26% | 44% | 213 | 6.57% | 4.2 |
|
| 2823 |
2823
Radnor Capital Management
Wayne,
Pennsylvania
| $305M | +$1.22M | +0.4% | 1.42% | 96.9% | 184 | 3.8% | 2.3 |
|
| 2824 |
2824
McGuire Investment Group
Wakefield,
Rhode Island
| $305M | -$10.6M | -3% | 1.02% | 202% | 102 | 12.75% | 0.9 |
|
| 2825 |
PT
2825
Plimoth Trust
Plymouth,
Massachusetts
| $305M | +$1.08M | +0.4% | 2.91% | 110% | 192 | 5.73% | 1.6 |
|