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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2926 |
2926
Bender Robert & Associates
Pasadena,
California
| $128M | +$11.1M | +10% | 13.4% | 146% | 59 | 13.56% | 0.2 |
|
| 2927 |
2927
Iowa State Bank
Urbandale,
Iowa
| $128M | +$6.24M | +5% | 2.82% | 85.7% | 75 | 1.33% | 0.3 |
|
| 2928 |
2928
First Washington Corp
Seattle,
Washington
| $128M | +$4.3M | +3% | 8.25% | 142% | 112 | 16.07% | 0.2 |
|
| 2929 |
2929
Zebra Capital Management
Stamford,
Connecticut
| $128M | +$6.65M | +6% | 8.25% | 142% | 259 | 26.64% | 0.2 |
|
| 2930 |
2930
National Investment Services
Milwaukee,
Wisconsin
| $127M | +$5.81M | +5% | 4.83% | 47.2% | 68 | 14.71% | 0.2 |
|
| 2931 |
COPM
2931
Charter Oak Partners Management
Westport,
Connecticut
| $127M | +$2.63M | +2% | 10.1% | – | 42 | 42.86% | 0.2 |
|
| 2932 |
2932
Vantage Wealth
Pasadena,
California
| $127M | +$1.1M | +0.9% | 3.99% | 56.1% | 26 | 7.69% | 0.3 |
|
| 2933 |
HPA
2933
Hilltop Park Associates
New York
| $127M | +$45.4M | +56% | 19.6% | 293% | 84 | 84.52% | 0 |
|
| 2934 |
2934
Selkirk Management
Chatham,
New Jersey
| $127M | +$13.9M | +12% | 16.1% | 245% | 20 | 10% | 0.2 |
|
| 2935 |
2935
AlpInvest Partners
Amsterdam,
Netherlands
| $127M | +$21.7M | +21% | 25.6% | 138% | 25 | 48% | 0.2 |
|
| 2936 |
2936
Nierenberg Investment Management Company
Camas,
Washington
| $127M | -$9.7M | -7% | 5.47% | 135% | 8 | 37.5% | 0.2 |
|
| 2937 |
2937
Wellington Shields & Co
New York
| $126M | -$3.18B | -96% | 3.17% | 109% | 132 | 22.73% | 0.2 |
|
| 2938 |
2938
Eclectica Asset Management
London,
United Kingdom
| $126M | +$60.1M | +91% | 7.54% | – | 86 | 63.95% | 0.1 |
|
| 2939 |
2939
Liberty Capital Management
Birmingham,
Michigan
| $126M | +$10M | +9% | 6.68% | – | 95 | 4.21% | 0.2 |
|
| 2940 |
2940
Technology Crossover Management VI
Menlo Park,
California
| $126M | -$218K | -0.2% | 5.33% | 25.5% | 4 | 0% | 0.3 |
|
| 2941 |
2941
HMI Capital Management
San Francisco,
California
| $126M | -$397K | -0.3% | 11.7% | 5.95% | 7 | 0% | 0.3 |
|
| 2942 |
2942
Forester Capital Management
Lake Forest,
Illinois
| $126M | +$1.16M | +0.9% | 3.59% | 33.4% | 54 | 5.56% | 0.2 |
|
| 2943 |
BAM
2943
Bedlam Asset Management
London,
United Kingdom
| $126M | -$7.78M | -6% | 12.2% | – | 25 | 20% | 0.2 |
|
| 2944 |
2944
Mad River Investors
Boston,
Massachusetts
| $126M | +$11.9M | +10% | 11.8% | 225% | 38 | 18.42% | 0.2 |
|
| 2945 |
2945
Alley Company
Lake Forest,
Illinois
| $125M | +$5.18M | +4% | 4.36% | 88.2% | 74 | 8.11% | 0.2 |
|
| 2946 |
2946
Lone Star Global Acquisitions
Hamilton,
Bermuda
| $125M | -$156M | -55% | 5.89% | 380% | 1 | 0% | 0.3 |
|
| 2947 |
DTL
2947
Dynamic Technology Lab
Singapore
| $124M | +$28.3M | +29% | 6.33% | 30.8% | 735 | 87.62% | 0.1 |
|
| 2948 |
LI
2948
Longer Investments
Fayetteville,
Arkansas
| $124M | +$14.5M | +13% | 2.95% | 20.4% | 51 | 47.06% | 0.1 |
|
| 2949 |
2949
Smith Salley Wealth Management
Greensboro,
North Carolina
| $124M | -$166K | -0.1% | 4.46% | 106% | 107 | 31.78% | 0.2 |
|
| 2950 |
KCM
2950
Keane Capital Management
Charlotte,
North Carolina
| $124M | +$10M | +9% | 18.8% | – | 78 | 32.05% | 0.2 |
|