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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2901 |
2901
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $264M | -$10.1M | -4% | 1.85% | 85.4% | 1,610 | 12.73% | 1.9 |
|
| 2902 |
2902
Brightline Capital Management
Miami,
Florida
| $263M | +$150M | +133% | 2.54% | 810% | 21 | 47.62% | 0.2 |
|
| 2903 |
2903
AlphaStar Capital Management
Cornelius,
North Carolina
| $263M | -$124M | -32% | 0.99% | 69.5% | 221 | 35.75% | 0.3 |
|
| 2904 |
2904
Haverford Financial Services
Radnor,
Pennsylvania
| $263M | -$10.9M | -4% | 2.05% | 57.9% | 97 | 18.56% | 2.1 |
|
| 2905 |
2905
AGF Investments America
Toronto,
Ontario, Canada
| $263M | -$5.41M | -2% | 0.47% | 72.1% | 73 | 8.22% | 2.1 |
|
| 2906 |
2906
Stratford Consulting
Addison,
Texas
| $263M | -$16M | -6% | 2.25% | 8.23% | 55 | 5.45% | 3.5 |
|
| 2907 |
2907
Berman Capital Advisors
Atlanta,
Georgia
| $262M | -$39.9M | -13% | 0.4% | 48.2% | 133 | 36.84% | 0.2 |
|
| 2908 |
2908
Front Street Capital Management
Missoula,
Montana
| $262M | -$21.5M | -8% | 5.01% | 316% | 58 | 5.17% | 1.6 |
|
| 2909 |
AIM
2909
Advantage Investment Management
Cedar Rapids,
Iowa
| $262M | -$60.2M | -19% | 1.04% | 28.6% | 1,113 | 16.26% | 2.1 |
|
| 2910 |
SWK
2910
Stephen W. Kidder
| $262M | -$17.1M | -6% | 1.11% | 94.7% | 94 | 5.32% | 3.5 |
|
| 2911 |
2911
Technology Crossover Management IX
Menlo Park,
California
| $262M | +$56.8M | +28% | 24.8% | 13% | 3 | 0% | 0.3 |
|
| 2912 |
2912
Oak Management Corp
Wilton,
Connecticut
| $262M | -$18M | -6% | 5.33% | 96.4% | 5 | 0% | 2.3 |
|
| 2913 |
LA
2913
Lynch & Associates
Newburgh,
Indiana
| $262M | -$5.29M | -2% | 2.23% | 73.5% | 100 | 5% | 4 |
|
| 2914 |
2914
Buffington Mohr McNeal
Boise,
Idaho
| $261M | -$31K | -0% | 0.13% | 29.3% | 124 | 8.87% | 2.1 |
|
| 2915 |
2915
Portland Global Advisors
Portland,
Maine
| $261M | -$8.51M | -3% | 1.4% | 43.4% | 105 | 10.48% | 3.8 |
|
| 2916 |
IAA
2916
Ironsides Asset Advisors
Rocky Mount,
North Carolina
| $261M | +$2.75M | +1% | 3.06% | 49.3% | 98 | 22.45% | 1.7 |
|
| 2917 |
2917
Tokio Marine & Nichido Fire Insurance Company
Tokyo,
Japan
| $261M | -$3.48M | -1% | 1.32% | – | 4 | 0% | 3 |
|
| 2918 |
2918
BlueSky Wealth Advisors
New Bern,
North Carolina
| $261M | +$19.1M | +8% | 0.96% | 42.9% | 54 | 3.7% | 1.2 |
|
| 2919 |
2919
Almanack Investment Partners
Wayne,
Pennsylvania
| $260M | +$7M | +3% | 0.19% | 77.8% | 227 | 40.09% | 0.6 |
|
| 2920 |
2920
Qube Research & Technologies (QRT)
London,
United Kingdom
| $260M | – | – | 0.84% | 69.2% | 328 | – | 0 |
|
| 2921 |
2921
Monarch Capital Management
Fort Wayne,
Indiana
| $260M | -$8.91M | -3% | 3.34% | 77% | 94 | 6.38% | 4.1 |
|
| 2922 |
SCC
2922
Second Curve Capital
Radnor,
Pennsylvania
| $260M | +$5.63M | +2% | 3.8% | 160% | 26 | 26.92% | 2.8 |
|
| 2923 |
2923
MPM Asset Management
Boston,
Massachusetts
| $260M | +$10.1M | +4% | 9.14% | 5.89% | 9 | 0% | 2.6 |
|
| 2924 |
2924
Invesco Private Capital
New York
| $260M | -$60.9M | -19% | 19.6% | 41.9% | 4 | 25% | 4.1 |
|
| 2925 |
2925
Dillon & Associates
Jackson,
Michigan
| $259M | -$6.37M | -2% | 2.31% | 117% | 70 | 7.14% | 3.8 |
|