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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2876 |
2876
Equitec Proprietary Markets
Chicago,
Illinois
| $257M | +$32.4M | +14% | 12.7% | 526% | 76 | 53.95% | 0.7 |
|
| 2877 |
2877
Main Street Research
Lakeville,
Connecticut
| $257M | -$439M | -63% | 3.81% | 232% | 116 | 41.38% | 3.7 |
|
| 2878 |
HA
2878
Harbor Advisors
West Palm Beach,
Florida
| $257M | -$64.9M | -20% | 18.3% | 125% | 184 | 14.13% | 1.6 |
|
| 2879 |
2879
Xponance
Philadelphia,
Pennsylvania
| $257M | -$40.4M | -14% | 10.6% | 144% | 95 | 38.95% | 0.8 |
|
| 2880 |
2880
Galileo PTC
Road Town, Tortola,
British Virgin Islands
| $257M | -$150M | -37% | 36.6% | 82.7% | 3 | 33.33% | 0.3 |
|
| 2881 |
2881
Columbia Partners Investment Management
Alexandria,
Virginia
| $257M | -$134M | -34% | 14.8% | 69.7% | 169 | 43.79% | 1.9 |
|
| 2882 |
2882
Gibson Capital
Wexford,
Pennsylvania
| $257M | -$37.1M | -13% | 9.77% | 67.2% | 36 | 5.56% | 4.2 |
|
| 2883 |
2883
Oak Hill Capital Management
New York
| $256M | -$72M | -22% | 21.7% | 1.19% | 3 | 0% | 2.3 |
|
| 2884 |
2884
Precept Management
Dallas,
Texas
| $256M | -$96M | -27% | 14.9% | 110% | 82 | 70.73% | 0.8 |
|
| 2885 |
AC
2885
Apertura Capital
Dallas,
Texas
| $256M | -$153M | -37% | 13.3% | 41.5% | 64 | 71.88% | 0.2 |
|
| 2886 |
2886
Ascent Wealth Partners
New Hartford,
New York
| $256M | -$57.5M | -18% | 12.9% | 105% | 128 | 10.94% | 3.3 |
|
| 2887 |
2887
BlueSky Wealth Advisors
New Bern,
North Carolina
| $256M | -$8M | -3% | 7.31% | 42.9% | 62 | 19.35% | 1.7 |
|
| 2888 |
2888
Robotti Robert
| $256M | -$124M | -33% | 26.5% | 107% | 77 | 23.38% | 2.7 |
|
| 2889 |
2889
Requisite Energy Fund I
Dallas,
Texas
| $256M | – | – | 22.3% | – | 64 | – | 0 |
|
| 2890 |
2890
Requisite Capital Management
Dallas,
Texas
| $256M | – | – | 22.3% | 41% | 64 | – | 0 |
|
| 2891 |
2891
Hyperion Asset Management
Brisbane,
Australia
| $255M | -$46.8M | -15% | 15.1% | 151% | 13 | 0% | 0.9 |
|
| 2892 |
2892
James Hambro & Partners
London,
United Kingdom
| $255M | -$42.1M | -14% | 14% | 97% | 45 | 60% | 0.4 |
|
| 2893 |
2893
Optimus Prime Fund Management
Grand Cayman,
Cayman Islands
| $255M | – | – | 8.25% | 94.5% | 16 | – | 0 |
|
| 2894 |
2894
Siris Capital Group
New York
| $255M | -$128M | -33% | 40.8% | – | 2 | 50% | 0.1 |
|
| 2895 |
2895
Lawson Kroeker Investment Management
Omaha,
Nebraska
| $255M | -$53.4M | -17% | 12.8% | 69.7% | 65 | 4.62% | 4.5 |
|
| 2896 |
2896
Ostrum Asset Management
Paris,
France
| $255M | – | – | 12.6% | 107% | 154 | – | 0 |
|
| 2897 |
2897
American Financial Group Inc 401(K) Retirement & Savings Plan
Cincinnati,
Ohio
| $255M | -$51.1M | -17% | 18.4% | 17.8% | 1 | 0% | 5.5 |
|
| 2898 |
2898
Continental Grain Company
New York
| $255M | – | – | 19.7% | 5.73% | 4 | – | 0 |
|
| 2899 |
2899
Berman Capital Advisors
Atlanta,
Georgia
| $255M | +$17.3M | +7% | 13.2% | 48.2% | 1,333 | 92.2% | 0.1 |
|
| 2900 |
2900
Trimaran Fund Management
New York
| $254M | +$43.9M | +21% | 20.9% | 82.8% | 1 | 0% | 4 |
|