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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
Vector Capital Management
San Francisco,
California
| $450M | -$66.7M | -13% | 10.6% | 42.7% | 6 | 16.67% | 0.9 |
|
| 3102 |
3102
Kesler Norman & Wride
Ogden,
Utah
| $449M | -$22.9M | -5% | 2.47% | 76% | 148 | 5.41% | 1.2 |
|
| 3103 |
III
3103
Independent Investors Inc
Nesconset,
New York
| $449M | -$18.8M | -4% | 2.28% | 94.5% | 78 | 3.85% | 6.3 |
|
| 3104 |
3104
Archford Capital Strategies
Swansea,
Illinois
| $449M | +$11.4M | +3% | 4.82% | 87.4% | 306 | 11.11% | 3.4 |
|
| 3105 |
3105
SlateStone Wealth
Jupiter,
Florida
| $448M | -$19.6M | -4% | 3.65% | 79.1% | 203 | 22.17% | 1.9 |
|
| 3106 |
3106
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
| $448M | -$123M | -22% | 3.66% | 98% | 95 | 14.74% | 2.9 |
|
| 3107 |
3107
Wedmont Private Capital
West Chester,
Pennsylvania
| $448M | +$124M | +38% | 4.88% | 87.5% | 336 | 33.63% | 0.2 |
|
| 3108 |
3108
Commodore Capital
New York
| $448M | +$15.9M | +4% | 7.2% | 2,121% | 29 | 20.69% | 0.9 |
|
| 3109 |
3109
Financial Planning & Information Services
De Pere,
Wisconsin
| $448M | +$41.4M | +10% | 3.58% | 13% | 84 | 10.71% | 4.1 |
|
| 3110 |
MPAM
3110
Monarch Partners Asset Management
Boston,
Massachusetts
| $448M | -$44.4M | -9% | 0.85% | 136% | 189 | 38.1% | 0.9 |
|
| 3111 |
3111
Qtron Investments
Boston,
Massachusetts
| $447M | +$4.62M | +1% | 0.79% | 140% | 385 | 28.31% | 1.2 |
|
| 3112 |
3112
Luminus Management
Houston,
Texas
| $447M | +$21M | +5% | 51.2% | 8.7% | 80 | 88.75% | 1.3 |
|
| 3113 |
3113
Mitchell Capital Management
Leawood,
Kansas
| $447M | -$46.8M | -9% | 4.02% | 234% | 157 | 26.75% | 2.8 |
|
| 3114 |
3114
Absolute Investment Advisers
Rosemary Beach,
Florida
| $447M | +$139M | +45% | 0% | 0.5% | 90 | 27.78% | 0.3 |
|
| 3115 |
3115
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
| $447M | -$327M | -42% | 22.9% | 167% | 99 | 35.35% | 0.8 |
|
| 3116 |
JCP
3116
JB Capital Partners
Armonk,
New York
| $447M | -$25.6M | -5% | 1.91% | 142% | 88 | 6.82% | 0.9 |
|
| 3117 |
3117
NFC Investments
Memphis,
Tennessee
| $446M | -$34.8M | -7% | 1.62% | – | 44 | 18.18% | 4.1 |
|
| 3118 |
3118
Kora Management
Brooklyn,
New York
| $446M | -$413M | -48% | 45.5% | 307% | 2 | 0% | 2.3 |
|
| 3119 |
3119
Steel Partners Holdings
New York
| $445M | -$22.8M | -5% | 6.58% | – | 3 | 0% | 7.2 |
|
| 3120 |
VDBMI
3120
Van Den Berg Management I
Austin,
Texas
| $445M | -$106M | -19% | 7.74% | 187% | 92 | 18.48% | 1.9 |
|
| 3121 |
3121
Legacy Financial Advisors
Covington,
Kentucky
| $445M | +$8.68M | +2% | 4.01% | 86.3% | 253 | 23.72% | 1.3 |
|
| 3122 |
3122
Index Venture Growth Associates I
St Helier, Channel Islands,
Jersey
| $444M | -$124M | -22% | 13.2% | 30.9% | 1 | 0% | 0.8 |
|
| 3123 |
LA
3123
Latitude Advisors
Vero Beach,
Florida
| $444M | +$86.1M | +24% | 3.14% | 79.6% | 366 | 27.87% | 0.7 |
|
| 3124 |
3124
Bulltick Wealth Management
Miami,
Florida
| $444M | -$61.6M | -12% | 6.84% | 58.2% | 171 | 35.67% | 0.8 |
|
| 3125 |
3125
Beck Bode LLC
Dedham,
Massachusetts
| $444M | +$44.1M | +11% | 1.15% | 155% | 178 | 67.98% | 0.3 |
|