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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2826 |
2826
InterWest Venture Management
San Francisco,
California
| $310M | +$201M | +184% | 7.28% | 57.6% | 12 | 8.33% | 1.9 |
|
| 2827 |
2827
IQ EQ Fund Management
Dublin 2,
Ireland
| $310M | – | – | 4.22% | 109% | 154 | – | 1.9 |
|
| 2828 |
2828
Tokio Marine & Nichido Fire Insurance Company
Tokyo,
Japan
| $310M | +$60M | +24% | 24% | – | 1 | 0% | 0.3 |
|
| 2829 |
2829
Coliseum Capital Management
Rowayton,
Connecticut
| $309M | +$32.6M | +12% | 5.29% | 41.1% | 14 | 14.29% | 1.6 |
|
| 2830 |
PW
2830
Price Wealth
Austin,
Texas
| $309M | +$48.5M | +19% | 3.94% | 17.5% | 292 | 55.48% | 0.6 |
|
| 2831 |
2831
Susquehanna International Securities
Dublin,
Ireland
| $309M | -$97.8M | -24% | 7.33% | 2.8% | 104 | 51.92% | 0.2 |
|
| 2832 |
2832
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $309M | +$12.2M | +4% | 2.58% | 73.6% | 1,740 | 14.37% | 2.5 |
|
| 2833 |
2833
Center Lake Capital Management
West Palm Beach,
Florida
| $309M | +$129M | +71% | 23% | 98.3% | 11 | 27.27% | 0.3 |
|
| 2834 |
2834
High Falls Advisors
Rochester,
New York
| $308M | +$16.3M | +6% | 2.54% | 56.9% | 103 | 15.53% | 2.2 |
|
| 2835 |
OIA
2835
Optimum Investment Advisors
Chicago,
Illinois
| $308M | +$3.6M | +1% | 4.06% | 125% | 1,047 | 13.75% | 2 |
|
| 2836 |
2836
Krensavage Asset Management
New York
| $308M | -$61.9M | -17% | 5.73% | 124% | 12 | 16.67% | 2.9 |
|
| 2837 |
VHMC
2837
Value Holdings Management Company
Hampton Bays,
New York
| $308M | +$8.66M | +3% | 7.97% | 125% | 35 | 2.86% | 3.6 |
|
| 2838 |
MCP
2838
Moab Capital Partners
Southampton,
New York
| $308M | -$114M | -27% | 8.23% | 89.3% | 44 | 47.73% | 1.2 |
|
| 2839 |
LA
2839
Lynch & Associates
Newburgh,
Indiana
| $308M | +$6.18M | +2% | 2.5% | 73.5% | 97 | 4.12% | 4.9 |
|
| 2840 |
2840
Lisanti Capital Growth
New York
| $308M | +$25.4M | +9% | 16.7% | 1,490% | 140 | 49.29% | 0.7 |
|
| 2841 |
2841
Crewe Advisors
Salt Lake City,
Utah
| $308M | -$10.1M | -3% | 1.03% | 96.1% | 316 | 23.1% | 0.9 |
|
| 2842 |
2842
Traynor Capital Management
Malvern,
Pennsylvania
| $308M | +$8.85M | +3% | 3.09% | 225% | 195 | 21.54% | 2.4 |
|
| 2843 |
RIM
2843
Regent Investment Management
Louisville,
Kentucky
| $307M | +$7.12M | +2% | 2.69% | 44% | 213 | 6.1% | 4 |
|
| 2844 |
2844
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
| $307M | +$26.2M | +9% | 2.86% | 116% | 231 | 6.93% | 1 |
|
| 2845 |
2845
Glovista Investments
Jersey City,
New Jersey
| $307M | -$11.4M | -4% | 1.16% | 2.48% | 103 | 31.07% | 2.1 |
|
| 2846 |
2846
Eos Management LP
New York
| $307M | -$2.75M | -0.9% | 10.4% | 152% | 31 | 19.35% | 4 |
|
| 2847 |
CIA
2847
Covington Investment Advisors
Ligonier,
Pennsylvania
| $307M | +$11M | +4% | 3.41% | 100% | 98 | 4.08% | 3.9 |
|
| 2848 |
2848
Peak Asset Management
Louisville,
Colorado
| $306M | +$12M | +4% | 3.98% | 70.1% | 135 | 7.41% | 3.1 |
|
| 2849 |
CPH
2849
C Partners Holding
Zurich,
Switzerland
| $305M | +$19.1M | +7% | 4.87% | 25.6% | 24 | 8.33% | 2.1 |
|
| 2850 |
2850
Oxford Financial Group
Carmel,
Indiana
| $305M | +$25.2M | +9% | 3.3% | 77.2% | 48 | 0% | 1.6 |
|