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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2976 |
2976
Trustees of General Electric Pension Trust
Norwalk,
Connecticut
| $277M | -$48.3M | -15% | 14.8% | 184% | 1 | 0% | 2.8 |
|
| 2977 |
2977
Silphium Asset Management
London,
United Kingdom
| $277M | -$76M | -22% | 3.49% | 128% | 118 | 47.46% | 0.5 |
|
| 2978 |
2978
Barry Investment Advisors
New Bedford,
Massachusetts
| $277M | -$15.1M | -5% | 0.34% | 66.7% | 71 | 16.9% | 2.7 |
|
| 2979 |
2979
Gibson Capital
Wexford,
Pennsylvania
| $277M | +$10.5M | +4% | 2.54% | 67.2% | 40 | 17.5% | 3.9 |
|
| 2980 |
2980
Lafayette Investments
Ashton,
Maryland
| $277M | -$5.57M | -2% | 0.66% | 77.9% | 89 | 7.87% | 3.7 |
|
| 2981 |
OM
2981
Opaleye Management
Boston,
Massachusetts
| $277M | -$51.6M | -16% | 12.8% | 748% | 60 | 46.67% | 1.1 |
|
| 2982 |
2982
Geller Advisors
New York
| $276M | +$20.6M | +8% | 1.42% | 20.4% | 71 | 69.01% | 1.2 |
|
| 2983 |
2983
Fieldpoint Private Securities
Greenwich,
Connecticut
| $276M | -$43.3M | -14% | 1.31% | 47.2% | 743 | 10.9% | 1.1 |
|
| 2984 |
2984
Domani Wealth
Lancaster,
Pennsylvania
| $276M | +$7M | +3% | 1.02% | 48.6% | 113 | 5.31% | 2.9 |
|
| 2985 |
2985
Ellis Investment Partners
Berwyn,
Pennsylvania
| $276M | +$8.02M | +3% | 2.24% | 70.8% | 726 | 10.06% | 0.3 |
|
| 2986 |
KC
2986
Keenan Capital
Burlingame,
California
| $276M | +$25.7M | +10% | 1.9% | 110% | 16 | 31.25% | 1.1 |
|
| 2987 |
2987
American Financial Group Inc 401(K) Retirement & Savings Plan
Cincinnati,
Ohio
| $276M | +$1.82M | +0.7% | 5.25% | 17.8% | 1 | 0% | 6.3 |
|
| 2988 |
2988
Marietta Wealth Management
Marietta,
Georgia
| $274M | +$17.5M | +7% | 1.86% | 93% | 122 | 13.11% | 2.1 |
|
| 2989 |
2989
RK Capital Management (Colorado)
Denver,
Colorado
| $273M | -$49.8M | -15% | 1.45% | 89% | 60 | 25% | 1.3 |
|
| 2990 |
IFS
2990
Ifrah Financial Services
Little Rock,
Arkansas
| $273M | +$2.83M | +1% | 1.1% | 64.1% | 191 | 6.81% | 3.2 |
|
| 2991 |
2991
Moon Capital Management
New York
| $273M | -$20.2M | -7% | 4.56% | 76.3% | 23 | 43.48% | 1.7 |
|
| 2992 |
2992
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| $272M | +$6.58M | +2% | 1.81% | 52.1% | 158 | 7.59% | 4 |
|
| 2993 |
2993
Stoneridge Investment Partners
Radnor,
Pennsylvania
| $272M | -$9.4M | -3% | 0.55% | 44.2% | 143 | 32.87% | 1.3 |
|
| 2994 |
2994
Carderock Capital Management
Chevy Chase,
Maryland
| $272M | +$6.79M | +3% | 3.33% | 97.6% | 75 | 6.67% | 4.3 |
|
| 2995 |
CC
2995
Cognios Capital
Leawood,
Kansas
| $272M | +$10.9M | +4% | 3.04% | 28.5% | 162 | 32.72% | 1.8 |
|
| 2996 |
2996
Ironwood Investment Counsel
Scottsdale,
Arizona
| $271M | +$8.93M | +3% | 3.1% | 64% | 168 | 5.36% | 3.6 |
|
| 2997 |
2997
Financial Management Professionals
Austin,
Texas
| $271M | +$1.42M | +0.5% | 0.77% | 67.3% | 373 | 31.37% | 2.9 |
|
| 2998 |
2998
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $271M | +$8.57M | +3% | 0.25% | 17.7% | 286 | 17.13% | 2.8 |
|
| 2999 |
2999
Alpha Capital Management
Austin,
Texas
| $270M | +$5.44M | +2% | 0.08% | 88% | 101 | 8.91% | 2.2 |
|
| 3000 |
3000
B. Riley Financial
Los Angeles,
California
| $270M | +$62.4M | +30% | 9.5% | 682% | 64 | 53.13% | 0.6 |
|