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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
Silicon Valley Capital Partners
San Jose,
California
| $256M | +$6.91M | +3% | 1.55% | 103% | 41 | 12.2% | 1.5 |
|
| 3102 |
3102
Tilden Park Management I
New York
| $255M | -$465M | -65% | 8.88% | 29.6% | 15 | 73.33% | 0.8 |
|
| 3103 |
3103
Cadence Bank NA
Houston,
Texas
| $255M | -$1.22M | -0.5% | 2.21% | 33.3% | 180 | 6.11% | 3.3 |
|
| 3104 |
WCMN
3104
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
| $255M | -$364K | -0.1% | 2.76% | 121% | 37 | 2.7% | 4.6 |
|
| 3105 |
3105
Wilsey Asset Management
San Diego,
California
| $255M | +$11M | +5% | 1.58% | 66.9% | 23 | 13.04% | 2.9 |
|
| 3106 |
3106
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
| $255M | +$15.3M | +6% | 0.42% | 42.8% | 125 | 20.8% | 1.8 |
|
| 3107 |
3107
Twin Focus Capital Partners
Boston,
Massachusetts
| $254M | +$16.2M | +7% | 0.01% | 92.5% | 170 | 20% | 2 |
|
| 3108 |
SWK
3108
Stephen W. Kidder
| $254M | +$4.2M | +2% | 1.54% | 94.7% | 75 | 6.67% | 5 |
|
| 3109 |
3109
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
| $254M | +$9.2M | +4% | 0.55% | 119% | 35 | 20% | 2 |
|
| 3110 |
3110
Arcus Capital Partners
Atlanta,
Georgia
| $253M | -$21.8M | -8% | 5.25% | 69.2% | 138 | 36.23% | 2.1 |
|
| 3111 |
3111
Blue Pool Management
Causeway Bay,
Hong Kong
| $253M | +$80.4M | +47% | 0.41% | 72.8% | 29 | 37.93% | 0.9 |
|
| 3112 |
3112
Boston Research & Management
Manchester,
Massachusetts
| $253M | +$5.65M | +2% | 2.22% | 53.2% | 102 | 5.88% | 5 |
|
| 3113 |
3113
Shikiar Asset Management
New York
| $253M | -$2.8M | -1% | 1.98% | 117% | 100 | 16% | 2.7 |
|
| 3114 |
3114
Winthrop Advisory Group
Boston,
Massachusetts
| $253M | +$13.8M | +6% | 1.33% | 78.3% | 97 | 11.34% | 1.3 |
|
| 3115 |
PLFAM
3115
Pineno Levin & Ford Asset Management
Richmond,
Virginia
| $253M | -$1.89M | -0.7% | 1.44% | 81.6% | 111 | 9.91% | 4.1 |
|
| 3116 |
3116
Tradewinds Capital Management
Bellingham,
Washington
| $252M | +$7.38M | +3% | 0.96% | 96.9% | 672 | 12.8% | 3.5 |
|
| 3117 |
GCMG
3117
Gyroscope Capital Management Group
Naples,
Florida
| $252M | -$13M | -5% | 3.52% | 24.8% | 138 | 22.46% | 1.6 |
|
| 3118 |
CCM
3118
CWH Capital Management
Spokane,
Washington
| $252M | +$5.72M | +2% | 2.04% | 29.9% | 50 | 8% | 3.3 |
|
| 3119 |
SVC
3119
Strycker View Capital
New York
| $252M | -$8.01M | -3% | 5.36% | 114% | 20 | 45% | 0.5 |
|
| 3120 |
3120
Cobalt Capital Management
Short Hills,
New Jersey
| $252M | -$32.6M | -11% | 0.58% | 235% | 53 | 69.81% | 0.4 |
|
| 3121 |
3121
Index Venture Associates V
St. Helier, Channel Islands,
Jersey
| $252M | -$343M | -58% | 56.1% | 61.2% | 3 | 0% | 1.4 |
|
| 3122 |
3122
Galibier Capital Management
Toronto,
Ontario, Canada
| $251M | +$31.7M | +14% | 0.88% | 66.8% | 32 | 6.25% | 0.7 |
|
| 3123 |
3123
Personal CFO Solutions
Chester,
New Jersey
| $251M | – | – | 2.16% | 91.4% | 287 | – | 0 |
|
| 3124 |
3124
Kalos Management
Alpharetta,
Georgia
| $251M | +$30.8M | +14% | 1.69% | 48.5% | 245 | 39.59% | 1 |
|
| 3125 |
UAM
3125
UAS Asset Management
New York
| $251M | +$26.1M | +12% | 0.01% | 98% | 35 | 34.29% | 1.1 |
|