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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3101 |
3101
Knights of Columbus Asset Advisors
New Haven,
Connecticut
| $248M | +$42.3M | +21% | 4.11% | 137% | 138 | 36.96% | 0.8 |
|
| 3102 |
3102
Harbour Capital Advisors
Tysons Corner,
Virginia
| $248M | +$14.8M | +6% | 7.91% | 168% | 254 | 36.22% | 2 |
|
| 3103 |
3103
Oarsman Capital
Milwaukee,
Wisconsin
| $248M | +$28.2M | +13% | 5.56% | 70.6% | 188 | 6.91% | 3.6 |
|
| 3104 |
3104
AlphaMark Advisors
Ft. Wright,
Kentucky
| $248M | +$1.14M | +0.5% | 5.09% | 26.4% | 585 | 15.9% | 2.3 |
|
| 3105 |
3105
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
| $248M | +$15.3M | +7% | 6.37% | 82.9% | 206 | 21.36% | 1.8 |
|
| 3106 |
3106
Arax Advisory Partners
Denver,
Colorado
| $248M | +$20.3M | +9% | 3.87% | 64.7% | 778 | 58.23% | 0.9 |
|
| 3107 |
PLFAM
3107
Pineno Levin & Ford Asset Management
Richmond,
Virginia
| $248M | +$18.4M | +8% | 8.03% | 81.6% | 105 | 4.76% | 3.5 |
|
| 3108 |
3108
General Pension Society PZU Joint Stock
Warsaw,
Poland
| $248M | +$4.39M | +2% | 0.95% | 116% | 14 | 0% | 4.4 |
|
| 3109 |
3109
Simon Quick Advisors
Morristown,
New Jersey
| $248M | +$12M | +5% | 5.7% | 69.5% | 359 | 17.27% | 1 |
|
| 3110 |
3110
Stillwater Investment Management (Minnesota)
Stillwater,
Minnesota
| $248M | +$16M | +7% | 7.52% | 72.3% | 67 | 4.48% | 3.5 |
|
| 3111 |
3111
Fruth Investment Management
Houston,
Texas
| $248M | +$15.5M | +7% | 7.63% | 79.4% | 206 | 5.83% | 4.1 |
|
| 3112 |
3112
Cliffwater
Marina Del Rey,
California
| $247M | +$132M | +114% | 1.68% | 29.4% | 20 | 5% | 0.7 |
|
| 3113 |
3113
Nicolet Bankshares
Green Bay,
Wisconsin
| $247M | +$9.4M | +4% | 4.99% | 75.5% | 192 | 7.81% | 2.1 |
|
| 3114 |
3114
EAM Global Investors
Solana Beach,
California
| $247M | +$42.1M | +21% | 26.6% | 2,399% | 215 | 60% | 0.2 |
|
| 3115 |
3115
Oakwood Capital Management
Los Angeles,
California
| $247M | +$9.48M | +4% | 7.22% | 72.7% | 50 | 16% | 3 |
|
| 3116 |
3116
Kestrel Investment Management
San Mateo,
California
| $247M | -$27M | -10% | 0.08% | 89.2% | 49 | 20.41% | 1.1 |
|
| 3117 |
3117
Coliseum Capital Management
Rowayton,
Connecticut
| $246M | -$13.4M | -5% | 8.02% | 41.1% | 10 | 20% | 1.7 |
|
| 3118 |
3118
Cable Hill Partners
Portland,
Oregon
| $246M | +$5.76M | +2% | 4.32% | 20.3% | 948 | 21.52% | 2.2 |
|
| 3119 |
3119
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
| $246M | +$136M | +124% | 21.9% | 167% | 62 | 56.45% | 0.4 |
|
| 3120 |
3120
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| $245M | +$25.8M | +12% | 9.65% | 99.9% | 55 | 12.73% | 3.3 |
|
| 3121 |
3121
Finepoint Capital
Boston,
Massachusetts
| $245M | +$44.4M | +22% | 0.06% | 27.4% | 4 | 25% | 1.7 |
|
| 3122 |
3122
Versant Capital Management
Phoenix,
Arizona
| $245M | +$7.27M | +3% | 3.52% | 97.3% | 1,759 | 4.15% | 2.3 |
|
| 3123 |
3123
All Terrain Financial Advisors
Coon Rapids,
Minnesota
| $244M | +$21M | +9% | 8.95% | 71.1% | 267 | 23.97% | 0.6 |
|
| 3124 |
3124
Mosaic Family Wealth
St. Louis,
Missouri
| $244M | -$19.7M | -7% | 5.5% | 85.2% | 722 | 13.71% | 2.1 |
|
| 3125 |
3125
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
| $244M | +$65M | +36% | 5.89% | 116% | 191 | 13.09% | 0.5 |
|