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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2951 |
BM
2951
Bislett Management
Palo Alto,
California
| $155M | +$1.91M | +1% | 7.88% | 19.8% | 28 | 10.71% | 0.5 |
|
| 2952 |
VW
2952
Vantage Wealth
Pasadena,
California
| $155M | +$27.8M | +22% | 10% | 56.1% | 27 | 11.11% | 0.4 |
|
| 2953 |
EP
2953
Elkhorn Partners
Omaha,
Nebraska
| $155M | +$17.3M | +13% | 13.9% | 32.2% | 48 | 8.33% | 0.5 |
|
| 2954 |
2954
Livforsakringsbolaget Skandia
Stockholm,
Sweden
| $155M | +$10M | +7% | 11.8% | 165% | 178 | 14.04% | 0.5 |
|
| 2955 |
NFG
2955
Nadler Financial Group
Deerfield,
Illinois
| $155M | +$16.9M | +12% | 8.89% | 72.4% | 85 | 17.65% | 0.4 |
|
| 2956 |
NFM
2956
North Forty Management
Seattle,
Washington
| $154M | +$6.92M | +5% | 5.59% | 9.62% | 7 | 0% | 0.5 |
|
| 2957 |
SI
2957
Shaker Investments
Cleveland,
Ohio
| $154M | – | – | 12.9% | 205% | 45 | – | 0 |
|
| 2958 |
MP
2958
Manifold Partners
San Francisco,
California
| $154M | -$1.45M | -0.9% | 5.95% | 24.9% | 166 | 75.9% | 0.2 |
|
| 2959 |
HFM
2959
Hartford Financial Management
Hartford,
Connecticut
| $154M | +$9.17M | +6% | 8.77% | 79.6% | 279 | 12.9% | 0.5 |
|
| 2960 |
HI
2960
Hendershot Investments
Centreville,
Virginia
| $154M | +$11.8M | +8% | 10.8% | 50.5% | 59 | 6.78% | 0.5 |
|
| 2961 |
VE
2961
Vega Energy
New York
| $154M | +$8.61M | +6% | 1.73% | 12.1% | 18 | 55.56% | 0.3 |
|
| 2962 |
FNBOMD
2962
First National Bank of Mount Dora
Mount Dora,
Florida
| $154M | +$16.8M | +12% | 11.2% | 84.5% | 104 | 11.54% | 0.4 |
|
| 2963 |
PG
2963
Proffitt & Goodson
Knoxville,
Tennessee
| $153M | +$14.6M | +11% | 8.65% | 48.5% | 38 | 0% | 0.5 |
|
| 2964 |
2964
Smith Salley Wealth Management
Greensboro,
North Carolina
| $153M | +$29.1M | +23% | 9.99% | 106% | 105 | 19.05% | 0.4 |
|
| 2965 |
LCM
2965
Lafitte Capital Management
Austin,
Texas
| $153M | +$19.6M | +15% | 14.2% | 55.2% | 31 | 45.16% | 0.3 |
|
| 2966 |
I
2966
IberiaBank
Lafayette,
Louisiana
| $153M | +$756K | +0.5% | 8.47% | 39.6% | 159 | 16.35% | 0.4 |
|
| 2967 |
OPTFSNA
2967
Old Point Trust & Financial Services N A
Newport News,
Virginia
| $153M | +$8.62M | +6% | 7.77% | 72.6% | 79 | 7.59% | 0.5 |
|
| 2968 |
PA
2968
Para Advisors
New York
| $153M | +$13.2M | +9% | 12.6% | 19.4% | 45 | 86.67% | 0.1 |
|
| 2969 |
BTCOSD
2969
Bankers Trust Company of South Dakota
Des Moines,
Iowa
| $153M | +$2.47M | +2% | 0.53% | – | 37 | 21.62% | 0.4 |
|
| 2970 |
NCMG
2970
NCM Capital Management Group
Durham,
North Carolina
| $152M | +$13.6M | +10% | 13.8% | 38.5% | 123 | 17.07% | 0.4 |
|
| 2971 |
GHAM
2971
Gilman Hill Asset Management
New Canaan,
Connecticut
| $152M | +$13.4M | +10% | 8.43% | 54.2% | 139 | 24.46% | 0.4 |
|
| 2972 |
PFSC
2972
Peoples Financial Services Corp
Moosic,
Pennsylvania
| $152M | – | – | 9.76% | 93% | 355 | – | 0 |
|
| 2973 |
EP
2973
Emrys Partners
New York
| $152M | – | – | 16.5% | – | 33 | – | 0 |
|
| 2974 |
GI
2974
Greenwood Investments
Boston,
Massachusetts
| $151M | +$6.77M | +5% | 7.54% | 1.64% | 19 | 10.53% | 0.5 |
|
| 2975 |
AEC
2975
Advance Emerging Capital
London,
United Kingdom
| $151M | -$10.6M | -7% | 0% | – | 17 | 17.65% | 0.4 |
|