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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
Foresite Capital Management III
Larkspur,
California
| $305M | -$79.2M | -21% | 13.1% | 444% | 19 | 5.26% | 2.2 |
|
| 2852 |
2852
Hendershot Investments
Centreville,
Virginia
| $305M | +$13M | +4% | 1.87% | 50.5% | 83 | 6.02% | 3.5 |
|
| 2853 |
2853
Atlas Capital Advisors
Jackson,
Wyoming
| $304M | +$27.2M | +10% | 2.79% | – | 692 | 23.99% | 0.8 |
|
| 2854 |
2854
Marietta Investment Partners
Milwaukee,
Wisconsin
| $304M | -$13.9M | -4% | 5.74% | 160% | 152 | 14.47% | 2.8 |
|
| 2855 |
2855
Canal Insurance Company
Greenville,
South Carolina
| $304M | +$9.8M | +3% | 3.08% | 114% | 79 | 20.25% | 3.5 |
|
| 2856 |
2856
Founders Financial Securities
Towson,
Maryland
| $304M | -$11.6M | -4% | 2.74% | 64.3% | 135 | 31.11% | 1.4 |
|
| 2857 |
2857
Radnor Capital Management
Wayne,
Pennsylvania
| $304M | -$1.62M | -0.5% | 1.75% | 96.9% | 189 | 8.99% | 2.1 |
|
| 2858 |
PT
2858
Plimoth Trust
Plymouth,
Massachusetts
| $304M | +$3.26M | +1% | 2.5% | 94% | 196 | 10.71% | 1.4 |
|
| 2859 |
2859
Oakview Capital Management
Dallas,
Texas
| $304M | -$11.8M | -4% | 0.04% | 21.2% | 17 | 23.53% | 1.3 |
|
| 2860 |
2860
Texas Treasury Safekeeping Trust Company
Austin,
Texas
| $303M | +$3.19M | +1% | 0.51% | 43.7% | 8 | 50% | 0.8 |
|
| 2861 |
2861
Needham Investment Management
New York
| $303M | +$8.92M | +3% | 7.57% | 424% | 86 | 12.79% | 3.6 |
|
| 2862 |
2862
Cambridge Advisors
Omaha,
Nebraska
| $303M | +$9.3M | +3% | 3.04% | 58.6% | 141 | 6.38% | 3.7 |
|
| 2863 |
BP
2863
Banbury Partners
Charlotte,
North Carolina
| $303M | -$43.4M | -13% | 6.7% | 138% | 18 | 33.33% | 1.3 |
|
| 2864 |
2864
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| $303M | -$18.2M | -6% | 2.74% | 7.8% | 112 | 28.57% | 1.5 |
|
| 2865 |
2865
Diana Davis Spencer Foundation
Bethesda,
Maryland
| $302M | +$9.17M | +3% | 3.15% | 13.4% | 3 | 0% | 4.5 |
|
| 2866 |
2866
Golden Gate Private Equity
San Francisco,
California
| $301M | -$8.43M | -3% | 1.66% | 8.72% | 25 | 8% | 2.1 |
|
| 2867 |
2867
Probity Advisors
Dallas,
Texas
| $301M | +$10.4M | +4% | 2.11% | 61.7% | 173 | 7.51% | 2.2 |
|
| 2868 |
2868
SeaBridge Investment Advisors
Summit,
New Jersey
| $301M | +$1.93M | +0.6% | 2.54% | 128% | 266 | 7.89% | 3.3 |
|
| 2869 |
2869
Lodbrok Capital
London,
United Kingdom
| $301M | +$168M | +126% | 0% | 25.9% | 4 | 50% | 0.1 |
|
| 2870 |
2870
Arax Advisory Partners
Denver,
Colorado
| $300M | – | – | 2.73% | 64.7% | 587 | – | 1.4 |
|
| 2871 |
2871
Portland Global Advisors
Portland,
Maine
| $300M | +$15M | +5% | 2.78% | 43.4% | 118 | 14.41% | 4.1 |
|
| 2872 |
2872
BDT Capital Partners
Chicago,
Illinois
| $300M | -$17.7M | -6% | 5.56% | 25.5% | 1 | 0% | 6 |
|
| 2873 |
2873
Moloney Securities Asset Management
Manchester,
Missouri
| $300M | +$10.3M | +4% | 2.06% | 86% | 346 | 16.18% | 1.6 |
|
| 2874 |
2874
Hartford Financial Management
Hartford,
Connecticut
| $300M | +$6.96M | +2% | 3.03% | 87.9% | 380 | 8.95% | 3 |
|
| 2875 |
2875
Advisory Alpha
Holland,
Michigan
| $300M | +$23.4M | +8% | 2.47% | 50.3% | 742 | 84.1% | 0.9 |
|