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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3001 |
GPC
3001
Guardian Point Capital
Charlottesville,
Virginia
| $249M | +$26.3M | +12% | 9.08% | 142% | 18 | 27.78% | 0.9 |
|
| 3002 |
3002
Highland Private Wealth Management
Bellevue,
Washington
| $249M | +$16.1M | +7% | 6.51% | 19% | 102 | 16.67% | 1.3 |
|
| 3003 |
CCM
3003
Cerrano Capital Management
New York
| $249M | – | – | 11.8% | – | 43 | – | 0 |
|
| 3004 |
3004
Hendershot Investments
Centreville,
Virginia
| $249M | +$13.8M | +6% | 7.02% | 50.5% | 72 | 11.11% | 3.1 |
|
| 3005 |
TM
3005
Tikvah Management
Charlotte,
North Carolina
| $249M | +$12.6M | +5% | 8.97% | 169% | 19 | 5.26% | 2.7 |
|
| 3006 |
MPEM
3006
Marathon Partners Equity Management
New York
| $248M | +$21.2M | +9% | 11.7% | – | 35 | 37.14% | 2.3 |
|
| 3007 |
3007
Univest Financial
Souderton,
Pennsylvania
| $248M | +$11.4M | +5% | 6.48% | 82.6% | 98 | 10.2% | 3.1 |
|
| 3008 |
3008
Asset Dedication LLC
San Francisco,
California
| $248M | +$40.9M | +20% | 4.94% | 67.8% | 489 | 25.15% | 1.2 |
|
| 3009 |
3009
Monetary Management Group
St Louis,
Missouri
| $248M | +$11M | +5% | 6.56% | 138% | 318 | 8.81% | 3.1 |
|
| 3010 |
NIC
3010
Northwest Investment Counselors
Lake Oswego,
Oregon
| $248M | +$16.9M | +7% | 6.51% | 32.4% | 354 | 61.86% | 3.3 |
|
| 3011 |
3011
Riggs Asset Management
Dallas,
Pennsylvania
| $248M | +$26.3M | +12% | 6.04% | 207% | 296 | 16.22% | 2.1 |
|
| 3012 |
3012
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
| $248M | -$9.23M | -4% | 3.92% | 79.4% | 35 | 20% | 2 |
|
| 3013 |
3013
SFE Investment Counsel
Los Angeles,
California
| $248M | +$9.8M | +4% | 5.99% | 105% | 119 | 9.24% | 2.7 |
|
| 3014 |
3014
Fagan Associates
Troy,
New York
| $247M | +$44.9M | +22% | 7.82% | 127% | 113 | 14.16% | 2.3 |
|
| 3015 |
3015
Versant Capital Management
Phoenix,
Arizona
| $247M | +$63.8M | +35% | 3.51% | 97.3% | 1,746 | 7.22% | 1.7 |
|
| 3016 |
3016
Harfst & Associates
Sheridan,
Wyoming
| $247M | +$6.82M | +3% | 5.65% | 88.1% | 90 | 15.56% | 1.4 |
|
| 3017 |
3017
Lunia Capital
Dallas,
Texas
| $247M | – | – | 6.48% | 115% | 30 | – | 0 |
|
| 3018 |
AIP
3018
Ahrens Investment Partners
Lafayette,
Louisiana
| $247M | +$13.1M | +6% | 3.78% | 82.3% | 173 | 13.29% | 0.8 |
|
| 3019 |
3019
Beddow Capital Management
Jackson,
Wyoming
| $247M | +$1.35M | +0.5% | 3.91% | 50.7% | 48 | 10.42% | 3 |
|
| 3020 |
3020
Endeavour Capital Advisors
Greenwich,
Connecticut
| $247M | -$18.1M | -7% | 3.2% | 105% | 39 | 33.33% | 1.5 |
|
| 3021 |
3021
Dumont & Blake Investment Advisors
Princeton,
New Jersey
| $246M | +$12.8M | +5% | 5.96% | 78.3% | 215 | 14.88% | 2.9 |
|
| 3022 |
3022
Montgomery Investment Management
Rockville,
Maryland
| $246M | +$21.2M | +9% | 12% | 98.4% | 95 | 3.16% | 3.3 |
|
| 3023 |
3023
Cider Mill Investments
Greenwich,
Connecticut
| $246M | +$73.8M | +43% | 11.1% | – | 39 | 53.85% | 0.4 |
|
| 3024 |
3024
Sturgeon Ventures
London,
United Kingdom
| $246M | – | – | 9.34% | 85.9% | 57 | – | 0 |
|
| 3025 |
SCM
3025
Stonehill Capital Management
New York
| $245M | -$5.73M | -2% | 3.31% | 117% | 19 | 52.63% | 0.9 |
|