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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 |
SGH
3001
Sivik Global Healthcare
Greenwich,
Connecticut
| $271M | +$85.9M | +46% | 18% | 83.8% | 68 | 42.65% | 1.3 |
|
| 3002 |
TC
3002
Tavio Capital
New York
| $271M | +$30.6M | +13% | 14.5% | 81.4% | 16 | 25% | 0.8 |
|
| 3003 |
MCG
3003
McCollum Christoferson Group
Amherst,
New York
| $271M | +$34.3M | +14% | 14.2% | 59.4% | 72 | 12.5% | 1.1 |
|
| 3004 |
3004
Searchlight Capital Partners
New York
| $271M | -$93.8M | -26% | 14.3% | 38.5% | 7 | 28.57% | 0.8 |
|
| 3005 |
IBT
3005
International Biotechnology Trust
London,
United Kingdom
| $271M | +$110M | +68% | 27% | 11.1% | 66 | 37.88% | 1 |
|
| 3006 |
3006
JGP Global Gestao de Recursos
Rio De Janeiro,
Brazil
| $271M | +$188M | +229% | 21.6% | 261% | 70 | 27.14% | 0.3 |
|
| 3007 |
3007
Income Research & Management
Boston,
Massachusetts
| $270M | -$31.1M | -10% | 0.09% | 1.19% | 28 | 14.29% | 2.8 |
|
| 3008 |
3008
United Fire Group
Cedar Rapids,
Iowa
| $269M | +$22.7M | +9% | 10.7% | 27.4% | 119 | 5.04% | 4.8 |
|
| 3009 |
3009
Rikoon Group
Santa Fe,
New Mexico
| $269M | +$27.3M | +11% | 11.7% | 63.3% | 208 | 10.58% | 1.9 |
|
| 3010 |
3010
Capital Investment Advisory Services
Raleigh,
North Carolina
| $268M | +$34.4M | +15% | 9.13% | 75.7% | 1,337 | 12.64% | 0.5 |
|
| 3011 |
3011
Asia Research & Capital Management
Hong Kong
| $268M | +$34.8M | +15% | 7.44% | – | 6 | 33.33% | 0.6 |
|
| 3012 |
3012
Firsthand Capital Management
San Jose,
California
| $268M | +$110M | +69% | 30.7% | 265% | 54 | 22.22% | 2.6 |
|
| 3013 |
3013
Matthew 25 Management Corp
Ambler,
Pennsylvania
| $268M | +$22.6M | +9% | 15.3% | 141% | 18 | 0% | 4 |
|
| 3014 |
3014
Human Investing
Lake Oswego,
Oregon
| $268M | +$27.8M | +12% | 12.5% | 56.9% | 447 | 29.75% | 0.2 |
|
| 3015 |
PWAP
3015
Private Wealth Advisors (Pennsylvania)
Greensburg,
Pennsylvania
| $268M | +$36.9M | +16% | 13.4% | 58.5% | 133 | 6.77% | 4.2 |
|
| 3016 |
3016
Icon Wealth Partners
Houston,
Texas
| $268M | +$60.4M | +29% | 14.6% | – | 917 | 76.34% | 0.3 |
|
| 3017 |
3017
Gould Asset Management
Claremont,
California
| $267M | +$26.9M | +11% | 9.86% | 42.8% | 140 | 12.14% | 3.1 |
|
| 3018 |
PH
3018
Pinnacle Holdings
Tulsa,
Oklahoma
| $267M | +$25M | +10% | 12.7% | 79.6% | 209 | 10.05% | 3.5 |
|
| 3019 |
AAM
3019
AR Asset Management
West Hollywood,
California
| $267M | +$34.2M | +15% | 12% | 64.9% | 117 | 5.98% | 4.5 |
|
| 3020 |
3020
BFSG LLC
Irvine,
California
| $267M | +$46.9M | +21% | 10.9% | 90.7% | 134 | 33.58% | 1.2 |
|
| 3021 |
PL
3021
Polianta Ltd
St Helier,
Jersey
| $267M | +$66M | +33% | 12.7% | 31.6% | 94 | 68.09% | 0.4 |
|
| 3022 |
PCM
3022
Perritt Capital Management
Chicago,
Illinois
| $267M | +$4.95M | +2% | 14.8% | 80.9% | 249 | 20.08% | 3.3 |
|
| 3023 |
3023
Beacon Pointe Advisors
Newport Beach,
California
| $267M | +$102M | +62% | 12.6% | 76.7% | 184 | 16.85% | 0.2 |
|
| 3024 |
3024
Bronte Capital Management
Bondi Junction,
Australia
| $266M | +$15.8M | +6% | 6.3% | 123% | 12 | 25% | 0.2 |
|
| 3025 |
3025
SevenBridge Financial Group
Harrisburg,
Pennsylvania
| $266M | +$103M | +63% | 12.8% | 93.2% | 639 | 7.51% | 2.2 |
|