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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 |
VM
2926
VPR Management
Houston,
Texas
| $494M | -$25.5M | -5% | 4.67% | 54.5% | 28 | 0% | 3.5 |
|
| 2927 |
2927
Globeflex Capital
San Diego,
California
| $493M | +$4.82M | +1% | 0.32% | 186% | 494 | 12.75% | 1.9 |
|
| 2928 |
2928
Affinity Wealth Management
Wilmington,
Delaware
| $493M | +$8.35M | +2% | 9.04% | 116% | 125 | 32% | 1.6 |
|
| 2929 |
2929
Varenne Capital Partners
Paris,
France
| $493M | -$181M | -27% | 10.1% | 212% | 20 | 55% | 0.2 |
|
| 2930 |
PS
2930
Presima Securities
Montreal,
Quebec, Canada
| $493M | -$92.8M | -16% | 3.65% | 10.3% | 51 | 3.92% | 2.8 |
|
| 2931 |
2931
Tarbox Family Office
Newport Beach,
California
| $493M | -$88.1M | -15% | 5.02% | 66.4% | 1,180 | 11.53% | 4.3 |
|
| 2932 |
2932
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
| $492M | +$9.6M | +2% | 3.9% | 80.3% | 150 | 10.67% | 1.9 |
|
| 2933 |
2933
Silver Oak Securities
Jackson,
Tennessee
| $492M | – | – | 2.66% | 73.4% | 301 | – | 0 |
|
| 2934 |
2934
Institutional Venture Management XIV
Menlo Park,
California
| $492M | -$76.6M | -13% | 12.7% | 18.1% | 6 | 16.67% | 1.1 |
|
| 2935 |
2935
J.P. Marvel Investment Advisors
Boston,
Massachusetts
| $491M | -$20.3M | -4% | 2.54% | 183% | 72 | 6.94% | 4.7 |
|
| 2936 |
2936
Rempart Asset Management
Montreal,
Canada
| $491M | -$36.4M | -7% | 2.13% | 70.5% | 42 | 7.14% | 1.1 |
|
| 2937 |
2937
Gryphon Financial Partners
Columbus,
Ohio
| $491M | -$36.6M | -7% | 2.08% | 93.7% | 217 | 17.05% | 2.3 |
|
| 2938 |
2938
Accel Growth Fund IV Associates
Palo Alto,
California
| $491M | -$340M | -41% | 36.6% | 61.4% | 4 | 50% | 0.3 |
|
| 2939 |
2939
Legato Capital Management
San Francisco,
California
| $490M | -$50.5M | -9% | 3.14% | 243% | 236 | 25.42% | 1.6 |
|
| 2940 |
2940
Capital Insight Partners
Scottsdale,
Arizona
| $490M | -$1.1M | -0.2% | 4.97% | 51.7% | 170 | 14.12% | 2.5 |
|
| 2941 |
2941
Disciplina Capital Management
Nashville,
Tennessee
| $490M | -$28.2M | -5% | 4.18% | 30% | 54 | 11.11% | 1.5 |
|
| 2942 |
2942
Terril Brothers
St. Louis,
Missouri
| $490M | +$35.1M | +8% | 6.53% | 94.4% | 68 | 14.71% | 3.5 |
|
| 2943 |
2943
Harbourvest Partners
Boston,
Massachusetts
| $490M | -$293M | -37% | 31.8% | 8.96% | 77 | 27.27% | 0.9 |
|
| 2944 |
BCH
2944
Berkshire Capital Holdings
San Jose,
California
| $490M | -$258M | -35% | 10.3% | 2,748% | 94 | 10.64% | 1.6 |
|
| 2945 |
2945
Wealth Alliance
Mellville,
New York
| $489M | -$8.16M | -2% | 2.33% | 75.7% | 490 | 18.37% | 1.4 |
|
| 2946 |
BC
2946
Bruce & Co
Chicago,
Illinois
| $489M | -$11.1M | -2% | 0.42% | 94.5% | 33 | 6.06% | 5.2 |
|
| 2947 |
2947
Strid Group
Newtown Square,
Pennsylvania
| $489M | +$863K | +0.2% | 3.13% | 55.2% | 48 | 22.92% | 2.5 |
|
| 2948 |
2948
Omega Fund Management
Boston,
Massachusetts
| $489M | -$219M | -31% | 27.8% | 106% | 23 | 8.7% | 2.1 |
|
| 2949 |
2949
Inspirion Wealth Advisors
Libertyville,
Illinois
| $489M | +$14.1M | +3% | 3.19% | 52.5% | 112 | 14.29% | 3.6 |
|
| 2950 |
2950
State of New Jersey Common Pension Fund E
Trenton,
New Jersey
| $488M | -$66.7M | -12% | 1.72% | 26.4% | 2 | 0% | 1.4 |
|