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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
Index Venture Growth Associates III
St. Helier, Channel Islands,
Jersey
| $418M | -$226M | -35% | 23.1% | 740% | 3 | 0% | 1 |
|
| 2927 |
2927
Allen Mooney & Barnes Investment Advisors
Thomasville,
Georgia
| $416M | +$42M | +11% | 11.8% | 78.9% | 138 | 6.52% | 0.7 |
|
| 2928 |
2928
Pinpoint Asset Management
Hong Kong
| $416M | +$114M | +38% | 11.8% | 185% | 47 | 48.94% | 0.7 |
|
| 2929 |
2929
Single Point Partners
Boston,
Massachusetts
| $416M | +$51.9M | +14% | 7.54% | 56.4% | 167 | 31.14% | 0.7 |
|
| 2930 |
2930
Front Street Capital Management
Missoula,
Montana
| $416M | +$21.1M | +5% | 10.7% | 316% | 67 | 2.99% | 4.3 |
|
| 2931 |
2931
Marotta Asset Management
Charlottesville,
Virginia
| $416M | +$32.5M | +8% | 8.39% | 51% | 113 | 8.85% | 2.2 |
|
| 2932 |
2932
Strategic Point Investment Advisors
Providence,
Rhode Island
| $416M | +$58.2M | +16% | 7.87% | 58.2% | 32 | 15.63% | 3.3 |
|
| 2933 |
2933
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
| $415M | +$28.9M | +7% | 9.35% | 81.7% | 244 | 10.66% | 3.5 |
|
| 2934 |
2934
Ulysses Management
New York
| $415M | -$284M | -41% | 1.79% | 51.8% | 51 | 27.45% | 2 |
|
| 2935 |
2935
Crosslink Capital
Menlo Park,
California
| $415M | +$23.6M | +6% | 1.99% | 135% | 21 | 23.81% | 3.5 |
|
| 2936 |
2936
Blue Grotto Capital
Atlanta,
Georgia
| $415M | +$27.7M | +7% | 4.78% | 300% | 23 | 39.13% | 0.9 |
|
| 2937 |
2937
MA Private Wealth
San Carlos,
California
| $415M | +$12.3M | +3% | 6.15% | 57.5% | 81 | 14.81% | 2.1 |
|
| 2938 |
2938
SlateStone Wealth
Jupiter,
Florida
| $415M | +$38.7M | +10% | 7.23% | 79.1% | 207 | 14.49% | 2.1 |
|
| 2939 |
2939
Ikarian Capital
Dallas,
Texas
| $415M | -$87.3M | -17% | 64.8% | 5,184% | 125 | 48% | 0.8 |
|
| 2940 |
TP
2940
Thunderbird Partners
London,
United Kingdom
| $414M | +$53.9M | +15% | 17.9% | 38% | 14 | 42.86% | 1.3 |
|
| 2941 |
2941
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| $414M | +$66.1M | +19% | 9.57% | 71.4% | 137 | 16.79% | 3.9 |
|
| 2942 |
2942
Duncker Streett & Co
St. Louis,
Missouri
| $414M | +$28.6M | +7% | 10.8% | 102% | 520 | 9.42% | 5.1 |
|
| 2943 |
2943
Buckhead Capital Management
Atlanta,
Georgia
| $414M | +$28.1M | +7% | 11.4% | 67.6% | 124 | 4.84% | 4.8 |
|
| 2944 |
2944
FinTrust Capital Advisors
Greenville,
South Carolina
| $414M | +$25.9M | +7% | 7.53% | 23.6% | 1,318 | 15.1% | 2.6 |
|
| 2945 |
ECM
2945
EagleClaw Capital Management
Boston,
Massachusetts
| $414M | +$56M | +16% | 18% | 104% | 130 | 6.92% | 5.5 |
|
| 2946 |
2946
Bridgewater Advisors
New York
| $413M | +$51.9M | +14% | 9.04% | 61% | 132 | 20.45% | 2.8 |
|
| 2947 |
2947
Hill Investment Group Partners
St. Louis,
Missouri
| $413M | +$66.2M | +19% | 9.64% | 50.6% | 56 | 30.36% | 0.8 |
|
| 2948 |
2948
Goldstein Advisors
Madison,
Wisconsin
| $413M | – | – | 5.83% | 62.6% | 159 | – | 0 |
|
| 2949 |
2949
Elk River Wealth Management
Denver,
Colorado
| $413M | +$34.3M | +9% | 8.3% | 81.8% | 109 | 11.01% | 1.7 |
|
| 2950 |
2950
Glynn Capital Management
Menlo Park,
California
| $413M | -$55.6M | -12% | 5.84% | 252% | 49 | 4.08% | 5 |
|