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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2851 |
2851
Clover Partners
Dallas,
Texas
| $209M | +$23.1M | +12% | 5.76% | 32.2% | 32 | 25% | 1.2 |
|
| 2852 |
2852
Metalmark Management II
New York
| $209M | -$56.4M | -21% | 21.3% | 81.7% | 1 | 0% | 1.5 |
|
| 2853 |
2853
American Financial Group Inc 401(K) Retirement & Savings Plan
Cincinnati,
Ohio
| $209M | +$11M | +6% | 5.65% | 17.8% | 1 | 0% | 1.8 |
|
| 2854 |
2854
Bard Associates
Chicago,
Illinois
| $209M | -$5.42M | -3% | 2.28% | 241% | 176 | 4.55% | 1.3 |
|
| 2855 |
2855
American National Registered Investment Advisor
Galveston,
Texas
| $208M | -$8.59M | -4% | 0.98% | 95.8% | 241 | 5.39% | 1.5 |
|
| 2856 |
2856
Northern Capital Management (Wisconsin)
Madison,
Wisconsin
| $208M | +$5.82M | +3% | 2.54% | 12.8% | 164 | 31.1% | 1.1 |
|
| 2857 |
2857
Riggs Asset Management
Dallas,
Pennsylvania
| $208M | +$3.36M | +2% | 8.48% | 207% | 329 | 11.25% | 0.5 |
|
| 2858 |
2858
RIT Capital Partners
London,
United Kingdom
| $208M | +$26.4M | +14% | 0.3% | 71.4% | 9 | 44.44% | 0.6 |
|
| 2859 |
2859
Man Investments (Switzerland)
Pfaffikon,
Switzerland
| $208M | +$16.6M | +9% | 0.17% | 0.23% | 57 | 7.02% | 0.8 |
|
| 2860 |
2860
Dillon & Associates
Jackson,
Michigan
| $208M | +$2.52M | +1% | 1.76% | 117% | 65 | 4.62% | 1.6 |
|
| 2861 |
2861
Wright Investors Service
Shelton,
Connecticut
| $208M | +$4.35M | +2% | 4.24% | 146% | 231 | 19.05% | 1.1 |
|
| 2862 |
2862
Nadler Financial Group
Deerfield,
Illinois
| $208M | +$14.9M | +8% | 1.59% | 72.4% | 90 | 8.89% | 1.3 |
|
| 2863 |
2863
Verger Capital Management
Winston-Salem,
North Carolina
| $208M | +$57M | +38% | 2.75% | 58.3% | 8 | 12.5% | 0.3 |
|
| 2864 |
2864
Kinsight LLC
Birmingham,
Alabama
| $208M | +$4.52M | +2% | 1.56% | 15.7% | 36 | 8.33% | 1.4 |
|
| 2865 |
2865
Ironwood Financial
Tucson,
Arizona
| $208M | +$26.2M | +14% | 1.98% | 54.1% | 544 | 46.51% | 0.2 |
|
| 2866 |
2866
Azzad Asset Management
Falls Church,
Virginia
| $208M | +$18.5M | +10% | 3.58% | 101% | 287 | 13.24% | 1.2 |
|
| 2867 |
2867
Vantagepoint Investment Advisers
Washington,
District of Columbia
| $208M | +$5.49M | +3% | 1.92% | 32.7% | 1 | 0% | 1.3 |
|
| 2868 |
2868
Crosspoint Capital Strategies
Orinda,
California
| $207M | -$79.4M | -28% | 11.4% | – | 890 | 64.27% | 0.5 |
|
| 2869 |
2869
Toscafund Asset Management
London,
United Kingdom
| $207M | -$79.9M | -28% | 1.53% | 80.9% | 9 | 11.11% | 1.2 |
|
| 2870 |
2870
Koch Industries
Wichita,
Kansas
| $207M | +$6.03M | +3% | 2.6% | 56.9% | 6 | 50% | 1.1 |
|
| 2871 |
PCM
2871
Peg Capital Management
Canaan,
New Hampshire
| $207M | -$14.3M | -6% | 3.14% | – | 35 | 8.57% | 1.4 |
|
| 2872 |
2872
FCM Investments
Dallas,
Texas
| $207M | -$6.47M | -3% | 1.86% | 40.1% | 99 | 7.07% | 1.6 |
|
| 2873 |
2873
Tanglewood Wealth Management
Houston,
Texas
| $207M | +$47.4M | +30% | 2.48% | 59.7% | 8 | 25% | 1.1 |
|
| 2874 |
2874
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
| $207M | -$6.84M | -3% | 0.73% | 81.8% | 67 | 11.94% | 1.4 |
|
| 2875 |
2875
Carderock Capital Management
Chevy Chase,
Maryland
| $206M | +$3.39M | +2% | 4.34% | 97.6% | 89 | 6.74% | 1.5 |
|