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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
IDG Technology Venture Investment III
Central,
Hong Kong
| $152M | -$4.84M | -3% | 2.87% | – | 2 | 0% | 0.3 |
|
| 3027 |
3027
Vantage Investment Advisors
State College,
Pennsylvania
| $152M | +$5.07M | +3% | 0.71% | 56.3% | 735 | 17.69% | 0.2 |
|
| 3028 |
3028
Bankers Trust Company of South Dakota
Des Moines,
Iowa
| $151M | -$1.26M | -0.8% | 0.22% | – | 39 | 15.38% | 0.6 |
|
| 3029 |
3029
Manifold Partners
San Francisco,
California
| $151M | -$3.24M | -2% | 0.59% | 24.9% | 119 | 63.87% | 0.3 |
|
| 3030 |
3030
Princeton Portfolio Strategies Group
Princeton,
New Jersey
| $151M | +$2.3M | +2% | 2.49% | 83.8% | 116 | 10.34% | 0.7 |
|
| 3031 |
3031
Advance Emerging Capital
London,
United Kingdom
| $151M | -$638K | -0.4% | 0% | – | 15 | 13.33% | 0.7 |
|
| 3032 |
3032
Anderson Hoagland & Co
St Louis,
Missouri
| $151M | +$5.61M | +4% | 2.58% | 95.1% | 104 | 14.42% | 0.5 |
|
| 3033 |
3033
Greenwood Investments
Boston,
Massachusetts
| $150M | -$922K | -0.6% | 4.41% | 1.64% | 20 | 15% | 0.6 |
|
| 3034 |
3034
Geller Advisors
New York
| $150M | +$2.43M | +2% | 4.27% | 20.4% | 23 | 4.35% | 0.7 |
|
| 3035 |
3035
Weybosset Research & Management
Province,
Rhode Island
| $150M | +$1.16M | +0.8% | 0.31% | 74.8% | 49 | 6.12% | 0.7 |
|
| 3036 |
3036
Avalon Global Asset Management
San Francisco,
California
| $150M | +$44.2M | +42% | 2.37% | 278% | 59 | 54.24% | 0.1 |
|
| 3037 |
3037
Nadler Financial Group
Deerfield,
Illinois
| $150M | -$4.4M | -3% | 1.61% | 72.4% | 87 | 27.59% | 0.7 |
|
| 3038 |
3038
Bell Bank
Fargo,
North Dakota
| $150M | -$42.9M | -22% | 2.84% | 71% | 169 | 7.1% | 0.7 |
|
| 3039 |
3039
IDG-Accel China Growth Fund Associates
Central,
Hong Kong
| $150M | -$735K | -0.5% | 0.21% | – | 3 | 0% | 0.3 |
|
| 3040 |
3040
First Dallas Securities
Dallas,
Texas
| $150M | +$540K | +0.4% | 5.05% | 163% | 104 | 17.31% | 0.6 |
|
| 3041 |
3041
Lipe & Dalton
Syracuse,
New York
| $149M | +$3.02M | +2% | 1.62% | 101% | 64 | 15.63% | 0.6 |
|
| 3042 |
3042
Founders Financial Securities
Towson,
Maryland
| $149M | +$30.1M | +25% | 1.84% | 64.3% | 86 | 46.51% | 0.2 |
|
| 3043 |
3043
Bender Robert & Associates
Pasadena,
California
| $149M | +$16M | +12% | 4.51% | 146% | 63 | 17.46% | 0.6 |
|
| 3044 |
SA
3044
Strategic Advisors
New York
| $149M | +$2.06M | +1% | 0.54% | 106% | 141 | 13.48% | 0.6 |
|
| 3045 |
SWK
3045
Stephen W. Kidder
| $149M | +$3.18M | +2% | 1.96% | 94.7% | 64 | 6.25% | 0.7 |
|
| 3046 |
3046
Camelot Portfolios
Maumee,
Ohio
| $148M | -$6.73M | -4% | 2.95% | 41.3% | 156 | 12.18% | 0.7 |
|
| 3047 |
SC
3047
Schulhoff & Co
Cincinnati,
Ohio
| $148M | +$1.74M | +1% | 1.13% | 51.8% | 108 | 3.7% | 0.7 |
|
| 3048 |
CM
3048
Cascabel Management
New York
| $148M | -$77M | -34% | 4% | – | 39 | 61.54% | 0.3 |
|
| 3049 |
3049
Chesapeake Asset Management
New York
| $148M | -$21.2M | -13% | 0.6% | 153% | 87 | 22.99% | 0.6 |
|
| 3050 |
3050
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $148M | +$17.3M | +13% | 0.56% | 62.5% | 408 | 6.13% | 0.3 |
|