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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3051 |
3051
Contravisory Investment Management
Norwell,
Massachusetts
| $263M | +$4.73M | +2% | 4.03% | 135% | 317 | 27.13% | 1.1 |
|
| 3052 |
3052
Think Investments
San Francisco,
California
| $263M | -$34.8M | -12% | 4.72% | 285% | 16 | 31.25% | 1.5 |
|
| 3053 |
3053
Knights of Columbus Asset Advisors
New Haven,
Connecticut
| $263M | +$9.21M | +4% | 3.4% | 137% | 152 | 19.08% | 1.5 |
|
| 3054 |
MCP
3054
Moab Capital Partners
Southampton,
New York
| $263M | -$45.1M | -15% | 1.87% | 89.3% | 37 | 43.24% | 1.5 |
|
| 3055 |
3055
Lawson Kroeker Investment Management
Omaha,
Nebraska
| $263M | -$35M | -12% | 0.07% | 69.7% | 62 | 1.61% | 5.2 |
|
| 3056 |
3056
Capital Impact Advisors
Boston,
Massachusetts
| $262M | -$10.5M | -4% | 3.32% | – | 132 | 15.15% | 2.9 |
|
| 3057 |
3057
Crestone Asset Management
Boulder,
Colorado
| $262M | -$23M | -8% | 2.53% | 6.65% | 55 | 14.55% | 2.1 |
|
| 3058 |
3058
VHCP Management II
New York
| $262M | -$54.8M | -17% | 16.3% | 2,334% | 24 | 25% | 1.3 |
|
| 3059 |
3059
Inspire Investing
Meridian,
Idaho
| $262M | +$24.5M | +10% | 0.46% | 107% | 387 | 18.35% | 1 |
|
| 3060 |
3060
Sensato Investors
San Francisco,
California
| $262M | -$61.2M | -19% | 0.64% | 75.8% | 82 | 41.46% | 1 |
|
| 3061 |
3061
AlphaSimPlex Group
Boston,
Massachusetts
| $262M | -$58.5M | -18% | 1.73% | 35.5% | 237 | 24.47% | 0.7 |
|
| 3062 |
3062
Bridgeworth
Birmingham,
Alabama
| $262M | -$1.45M | -0.5% | 0.31% | 19.3% | 143 | 14.69% | 1.5 |
|
| 3063 |
3063
Plancorp LLC
Saint Louis,
Missouri
| $262M | +$9.5M | +4% | 1.96% | 67.3% | 176 | 7.95% | 2.6 |
|
| 3064 |
3064
Foresite Capital Management III
Larkspur,
California
| $262M | -$43M | -14% | 2.59% | 444% | 18 | 22.22% | 2.5 |
|
| 3065 |
LDFR
3065
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
| $261M | +$16.2M | +7% | 3.99% | 37.5% | 208 | 17.31% | 0.6 |
|
| 3066 |
3066
Stratos Wealth Advisors
Beachwood,
Ohio
| $261M | +$10.7M | +4% | 1.11% | 65.7% | 260 | 16.15% | 0.6 |
|
| 3067 |
DS
3067
Dalal Street
West Lake Hills,
Texas
| $261M | -$32.9M | -11% | 3.59% | 92.7% | 3 | 0% | 1.9 |
|
| 3068 |
3068
Stockman Wealth Management
Billings,
Montana
| $261M | +$15.9M | +7% | 1.33% | 73.5% | 165 | 13.33% | 2.6 |
|
| 3069 |
3069
Beach Point Capital Management
Santa Monica,
California
| $261M | -$110M | -30% | 0.73% | 84.1% | 31 | 45.16% | 1.2 |
|
| 3070 |
3070
Banco BTG Pactual
Rio De Janeiro,
Brazil
| $261M | +$31.2M | +14% | 3.54% | 135% | 88 | 50% | 0.4 |
|
| 3071 |
3071
InterWest Venture Management
San Francisco,
California
| $261M | -$49.1M | -16% | 12.4% | 57.6% | 12 | 0% | 2.1 |
|
| 3072 |
3072
Ninepoint Partners
Toronto,
Ontario, Canada
| $261M | -$282M | -52% | 3.52% | 82.6% | 119 | 47.9% | 0.7 |
|
| 3073 |
3073
Krensavage Asset Management
New York
| $260M | -$47.7M | -15% | 7.91% | 124% | 11 | 18.18% | 3 |
|
| 3074 |
3074
Requisite Capital Management
Dallas,
Texas
| $260M | +$2.97M | +1% | 4.4% | 41% | 120 | 44.17% | 0.5 |
|
| 3075 |
3075
BSW Wealth Partners
Boulder,
Colorado
| $260M | -$4.54M | -2% | 0.29% | 75.4% | 155 | 17.42% | 2.2 |
|