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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3026 |
3026
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $148M | +$19.5M | +15% | 8.64% | 73.6% | 164 | 19.51% | 0.4 |
|
| 3027 |
3027
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
| $147M | – | – | 11.5% | 149% | 144 | – | 0 |
|
| 3028 |
RCM
3028
Royal Capital Management
New York
| $147M | -$26M | -15% | 13% | – | 23 | 30.43% | 0.4 |
|
| 3029 |
3029
Invictus RG (Singapore)
Singapore
| $147M | +$29.8M | +25% | 10.5% | – | 756 | 48.41% | 0.3 |
|
| 3030 |
SA
3030
Strategic Advisors
New York
| $147M | +$25.2M | +21% | 9.41% | 106% | 138 | 17.39% | 0.4 |
|
| 3031 |
3031
Robertson Opportunity Capital
Dallas,
Texas
| $147M | +$13.8M | +10% | 11.4% | 93.4% | 31 | 16.13% | 0.5 |
|
| 3032 |
GIM
3032
Greenwich Investment Management
Norwalk,
Connecticut
| $147M | – | – | 6.21% | – | 31 | – | 0 |
|
| 3033 |
LFG
3033
LifePlan Financial Group
Dayton,
Ohio
| $147M | +$23.7M | +19% | 5.71% | 20.2% | 266 | 13.53% | 0.4 |
|
| 3034 |
3034
Peachtree Investment Advisors
Atlanta,
Georgia
| $147M | – | – | 5.2% | 24.2% | 130 | – | 0 |
|
| 3035 |
3035
Norwest Venture Partners XI
Palo Alto,
California
| $147M | – | – | 19.1% | – | 1 | – | 0 |
|
| 3036 |
3036
Independence Trust
Franklin,
Tennessee
| $147M | +$11M | +8% | 9.75% | 28.9% | 118 | 15.25% | 0.4 |
|
| 3037 |
3037
Vantage Investment Advisors
State College,
Pennsylvania
| $146M | – | – | 9.2% | 56.3% | 646 | – | 0 |
|
| 3038 |
3038
Lipe & Dalton
Syracuse,
New York
| $146M | +$10M | +7% | 7.4% | 101% | 66 | 16.67% | 0.4 |
|
| 3039 |
3039
Lime Rock Management
Westport,
Connecticut
| $146M | +$3.08M | +2% | 16.8% | 40.2% | 2 | 0% | 0.5 |
|
| 3040 |
3040
Davis Rea
Toronto,
Ontario, Canada
| $146M | +$17.2M | +13% | 6% | 66.9% | 51 | 23.53% | 0.4 |
|
| 3041 |
3041
White Pine Investment Company
Livonia,
Michigan
| $146M | +$14.6M | +11% | 8.27% | 73.3% | 54 | 11.11% | 0.4 |
|
| 3042 |
SC
3042
Schulhoff & Co
Cincinnati,
Ohio
| $146M | +$7.92M | +6% | 8% | 51.8% | 108 | 4.63% | 0.5 |
|
| 3043 |
DTL
3043
Dynamic Technology Lab
Singapore
| $146M | +$21.7M | +17% | 6.66% | 30.8% | 844 | 85.55% | 0.1 |
|
| 3044 |
3044
Morgens Waterfall Vintiadis & Co
New York
| $146M | +$9.7M | +7% | 20.1% | 594% | 59 | 61.02% | 0.2 |
|
| 3045 |
3045
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| $146M | – | – | 6.63% | 48.8% | 263 | – | 0 |
|
| 3046 |
3046
Cipher Capital
New York
| $146M | +$74M | +103% | 7.67% | – | 389 | 77.38% | 0.1 |
|
| 3047 |
3047
Coupland Cardiff Asset Management
London,
United Kingdom
| $146M | +$110M | +305% | 34.5% | – | 7 | 57.14% | 0.1 |
|
| 3048 |
3048
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
| $146M | – | – | 14.7% | 119% | 47 | – | 0 |
|
| 3049 |
3049
United Asset Strategies
Garden City,
New York
| $146M | -$12.2M | -8% | 7.72% | 94.6% | 103 | 32.04% | 0.4 |
|
| 3050 |
SWK
3050
Stephen W. Kidder
| $145M | +$15.9M | +12% | 10.1% | 94.7% | 64 | 7.81% | 0.5 |
|