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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
JCIC Asset Management
Toronto,
Ontario, Canada
| $252M | +$26.1M | +12% | 13.5% | – | 141 | 9.93% | 1.7 |
|
| 3102 |
3102
Northside Capital Management
Hood River,
Oregon
| $252M | +$25.8M | +11% | 9.87% | 99.6% | 60 | 5% | 3.4 |
|
| 3103 |
3103
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| $251M | +$23.3M | +10% | 11.6% | 52.1% | 166 | 8.43% | 3.7 |
|
| 3104 |
3104
Slow Capital
Greenbrae,
California
| $251M | +$43.7M | +21% | 13.9% | 156% | 163 | 15.34% | 1 |
|
| 3105 |
3105
Lindbrook Capital
Calabasas,
California
| $251M | +$48.1M | +24% | 12.4% | 35.8% | 1,586 | 12.04% | 0.2 |
|
| 3106 |
DMK
3106
David M. Knott
| $251M | +$38.1M | +18% | 17.4% | 81% | 115 | 16.52% | 2.4 |
|
| 3107 |
3107
Starr International Company
Zug,
Switzerland
| $251M | +$130M | +107% | 15.2% | 26.1% | 115 | 85.22% | 0.6 |
|
| 3108 |
GPC
3108
Guardian Point Capital
Charlottesville,
Virginia
| $251M | +$87.9M | +54% | 22.2% | 142% | 16 | 50% | 1 |
|
| 3109 |
3109
Tinicum
New York
| $250M | +$24.1M | +11% | 16.1% | 21.1% | 5 | 20% | 3.2 |
|
| 3110 |
3110
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
| $250M | +$5.52M | +2% | 6.76% | 119% | 32 | 15.63% | 2.1 |
|
| 3111 |
3111
Galileo PTC
Road Town, Tortola,
British Virgin Islands
| $250M | -$6.89M | -3% | 48.8% | 82.7% | 2 | 0% | 0.5 |
|
| 3112 |
3112
Bain Capital Life Sciences Investors
Boston,
Massachusetts
| $250M | -$42.5M | -15% | 25.1% | 507% | 6 | 0% | 1 |
|
| 3113 |
3113
Iron Gate Global Advisors
Nsl,
Utah
| $250M | +$115M | +85% | 10.6% | 106% | 84 | 28.57% | 1.1 |
|
| 3114 |
3114
Tokio Marine & Nichido Fire Insurance Company
Tokyo,
Japan
| $250M | +$1.58M | +0.6% | 7.33% | – | 6 | 100% | 0 |
|
| 3115 |
3115
Brandywine Managers
Hockessin,
Delaware
| $250M | +$37.5M | +18% | 18.2% | 96.3% | 50 | 12% | 1.2 |
|
| 3116 |
3116
Financial Management Professionals
Austin,
Texas
| $249M | +$88.4M | +55% | 12.6% | 67.3% | 318 | 14.47% | 2.7 |
|
| 3117 |
3117
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| $249M | -$931M | -79% | 12.3% | 82.6% | 156 | 11.54% | 3.9 |
|
| 3118 |
3118
Inlet Private Wealth
Jupiter,
Florida
| $249M | +$63M | +34% | 13% | 111% | 145 | 22.07% | 0.2 |
|
| 3119 |
3119
Flaharty Asset Management
Clearwater,
Florida
| $249M | +$14.4M | +6% | 11.4% | 33.4% | 93 | 24.73% | 1.2 |
|
| 3120 |
BA
3120
BKS Advisors
Southfield,
Michigan
| $249M | +$28.4M | +13% | 16.1% | 58% | 220 | 15% | 2.5 |
|
| 3121 |
RP
3121
RBS Partners
Bay Harbor Islands,
Florida
| $248M | +$18.1M | +8% | 8.83% | 210% | 4 | 0% | 4.9 |
|
| 3122 |
3122
Domani Wealth
Lancaster,
Pennsylvania
| $248M | +$33.7M | +16% | 13.1% | 48.6% | 116 | 15.52% | 2.5 |
|
| 3123 |
3123
Mosaic Family Wealth
St. Louis,
Missouri
| $248M | +$6.14M | +3% | 13.5% | 85.2% | 737 | 15.88% | 2.3 |
|
| 3124 |
3124
Knights of Columbus Asset Advisors
New Haven,
Connecticut
| $248M | +$29.4M | +13% | 12.5% | 137% | 147 | 17.69% | 1.2 |
|
| 3125 |
3125
Raffa Wealth Management
Washington,
District of Columbia
| $248M | -$14.5M | -6% | 6.06% | 35.8% | 750 | 5.47% | 2 |
|