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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
Tortoise Investment Management
White Plains,
New York
| $485M | +$29.3M | +6% | 5.11% | 40.2% | 630 | 9.21% | 4.2 |
|
| 2927 |
2927
L1 Capital
Melbourne VIC 3000,
Australia
| $484M | +$86.3M | +22% | 13.9% | 127% | 13 | 38.46% | 0.6 |
|
| 2928 |
2928
Rempart Asset Management
Montreal,
Canada
| $484M | +$105M | +28% | 5.98% | 70.5% | 40 | 20% | 0.4 |
|
| 2929 |
2929
Old West Investment Management
Los Angeles,
California
| $484M | +$5.64M | +1% | 9.79% | 242% | 72 | 23.61% | 2.2 |
|
| 2930 |
2930
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
| $484M | +$23.9M | +5% | 4.98% | 55.7% | 130 | 4.62% | 6 |
|
| 2931 |
AMG
2931
Asset Management Group
Stamford,
Connecticut
| $483M | +$21.6M | +5% | 5.34% | 57% | 129 | 5.43% | 5.3 |
|
| 2932 |
SFO
2932
Standard Family Office
Sioux Falls,
South Dakota
| $483M | +$59M | +14% | 7.63% | 67.6% | 660 | 20.15% | 0.4 |
|
| 2933 |
NTCM
2933
Nut Tree Capital Management
New York
| $483M | +$3.05M | +0.6% | 14.5% | 101% | 12 | 25% | 1.3 |
|
| 2934 |
2934
Octagon Capital Advisors
New York
| $483M | +$217M | +82% | 20.9% | 2,969% | 36 | 27.78% | 0.3 |
|
| 2935 |
2935
Hussman Strategic Advisors
Ellicott City,
Maryland
| $483M | -$2.87M | -0.6% | 6.55% | 41.6% | 405 | 36.79% | 1.3 |
|
| 2936 |
2936
Corbin Capital Partners
New York
| $483M | +$58.5M | +14% | 2.95% | 87.7% | 108 | 69.44% | 0.1 |
|
| 2937 |
2937
Coerente Capital Management
Toronto,
Ontario, Canada
| $482M | +$25.2M | +6% | 6.11% | 40% | 42 | 4.76% | 0.2 |
|
| 2938 |
2938
Mengis Capital Management
Portland,
Oregon
| $482M | +$31M | +7% | 6.26% | 104% | 182 | 8.24% | 3.6 |
|
| 2939 |
2939
Blue Edge Capital
Richmond,
Virginia
| $482M | +$32.5M | +7% | 5.82% | 67.4% | 108 | 15.74% | 3.6 |
|
| 2940 |
2940
Advisor OS
Chicago,
Illinois
| $482M | +$40.8M | +9% | 6.73% | 61.2% | 232 | 19.4% | 0.5 |
|
| 2941 |
2941
Adams Street Partners
Chicago,
Illinois
| $481M | -$143M | -23% | 8.34% | 399% | 34 | 79.41% | 1.4 |
|
| 2942 |
2942
12th Street Asset Management Company
Nashville,
Tennessee
| $481M | +$4.19M | +0.9% | 4.42% | 106% | 33 | 15.15% | 2.3 |
|
| 2943 |
2943
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
| $481M | +$59M | +14% | 8.86% | 63.5% | 201 | 19.9% | 4.2 |
|
| 2944 |
2944
Cornerstone Retirement Group
Reno,
Nevada
| $480M | +$26.2M | +6% | 3.55% | – | 2 | 0% | 0.3 |
|
| 2945 |
CANC
2945
Culbertson A N & Co
Charlottesville,
Virginia
| $480M | +$25.9M | +6% | 5.85% | 87.5% | 114 | 4.39% | 5.9 |
|
| 2946 |
2946
True North Advisors
Dallas,
Texas
| $480M | +$58.6M | +14% | 7.31% | 82.9% | 229 | 17.9% | 0.9 |
|
| 2947 |
DC
2947
Derby & Company
Newton,
Massachusetts
| $480M | +$36.9M | +8% | 5.64% | 33.7% | 79 | 5.06% | 1.5 |
|
| 2948 |
2948
Speece Thorson Capital Group
Minnetonka,
Minnesota
| $479M | +$3.82M | +0.8% | 3.9% | 34.2% | 48 | 4.17% | 5.4 |
|
| 2949 |
2949
Overbrook Management Corp
New York
| $478M | +$28.7M | +6% | 7.82% | 157% | 90 | 10% | 3.3 |
|
| 2950 |
2950
DAFNA Capital Management
Los Angeles,
California
| $478M | +$56.7M | +13% | 12.8% | 313% | 96 | 19.79% | 1.9 |
|