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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
Inlet Private Wealth
Jupiter,
Florida
| $302M | +$32M | +12% | 9.3% | 111% | 152 | 11.84% | 0.8 |
|
| 3027 |
3027
Shikiar Asset Management
New York
| $302M | +$49.2M | +19% | 10.5% | 117% | 103 | 18.45% | 2.6 |
|
| 3028 |
3028
Thames Capital Management
Roseland,
New Jersey
| $302M | -$34.2M | -10% | 13.6% | 1,177% | 56 | 64.29% | 0.4 |
|
| 3029 |
3029
Keywise Capital Management (HK)
Hong Kong
| $302M | – | – | 44.1% | 684% | 17 | – | 0 |
|
| 3030 |
3030
Hudock Inc
Williamsport,
Pennsylvania
| $301M | +$18.9M | +7% | 4.98% | 69.7% | 764 | 10.21% | 3.7 |
|
| 3031 |
CRB
3031
Chad R. Baker
| $301M | +$19.7M | +7% | 8.73% | 123% | 58 | 5.17% | 3.2 |
|
| 3032 |
3032
Gould Asset Management
Claremont,
California
| $301M | +$18.3M | +6% | 5.31% | 42.8% | 149 | 6.71% | 3.5 |
|
| 3033 |
3033
Matthew 25 Management Corp
Ambler,
Pennsylvania
| $301M | +$33.1M | +12% | 12.6% | 141% | 15 | 0% | 5.4 |
|
| 3034 |
3034
Arkansas Financial Group
Little Rock,
Arkansas
| $301M | +$18.7M | +7% | 4.08% | 41.4% | 33 | 6.06% | 3.5 |
|
| 3035 |
3035
Lake Point Wealth Management
Rockwall,
Texas
| $301M | – | – | 1.87% | – | 696 | – | 0.8 |
|
| 3036 |
FCPV
3036
FS Capital Partners VI
Los Angeles,
California
| $301M | -$2.01M | -0.7% | 0.66% | – | 1 | 0% | 2.5 |
|
| 3037 |
TFS
3037
Thoroughbred Financial Services
Brentwood,
Tennessee
| $300M | +$36.7M | +14% | 9.14% | 166% | 250 | 9.6% | 0.7 |
|
| 3038 |
3038
Sicart Associates
New York
| $300M | -$4.48M | -1% | 5.87% | 113% | 116 | 16.38% | 1.5 |
|
| 3039 |
3039
Oberweis Asset Management
Lisle,
Illinois
| $300M | -$142M | -32% | 16.6% | 485% | 238 | 33.61% | 1.3 |
|
| 3040 |
3040
Ellis Investment Partners
Berwyn,
Pennsylvania
| $299M | +$23.8M | +9% | 6.94% | 70.8% | 737 | 9.36% | 0.6 |
|
| 3041 |
3041
Intersect Capital
San Ramon,
California
| $299M | +$31.2M | +12% | 8.05% | 57.2% | 175 | 9.71% | 2.5 |
|
| 3042 |
WA
3042
WealthTrust Axiom
Wayne,
Pennsylvania
| $299M | +$15.9M | +6% | 10.4% | 125% | 246 | 8.13% | 4.3 |
|
| 3043 |
3043
Index Venture Associates V
St. Helier, Channel Islands,
Jersey
| $299M | +$47.4M | +19% | 19.3% | 61.2% | 3 | 33.33% | 1.6 |
|
| 3044 |
GPC
3044
Guardian Point Capital
Charlottesville,
Virginia
| $299M | -$8.18M | -3% | 13% | 142% | 19 | 31.58% | 1.1 |
|
| 3045 |
AAM
3045
AR Asset Management
West Hollywood,
California
| $299M | +$15.3M | +5% | 7.64% | 64.9% | 118 | 5.08% | 5.1 |
|
| 3046 |
3046
Natixis Investment Managers International
Paris,
France
| $299M | +$33.4M | +13% | 7.67% | 34.7% | 12 | 25% | 5.6 |
|
| 3047 |
3047
Means Investment Company
Bangor,
Maine
| $298M | +$33.5M | +13% | 11.5% | 87.9% | 151 | 11.26% | 0.8 |
|
| 3048 |
MP
3048
Mediatel Partners
Fort Worth,
Texas
| $298M | +$519K | +0.2% | 0.19% | 11.6% | 2 | 0% | 6.5 |
|
| 3049 |
LM
3049
Lasry Marc
| $298M | -$8.08M | -3% | 4.28% | 14.8% | 9 | 33.33% | 1.8 |
|
| 3050 |
3050
Carderock Capital Management
Chevy Chase,
Maryland
| $298M | +$26.3M | +10% | 9.42% | 97.6% | 76 | 2.63% | 4.4 |
|