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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3126 |
3126
Wittenberg Investment Management
Carlisle,
Massachusetts
| $244M | +$7.29M | +3% | 9.24% | 89.9% | 83 | 9.64% | 1.5 |
|
| 3127 |
3127
Institutional Venture Management XIV
Menlo Park,
California
| $244M | -$58.1M | -19% | 11.4% | 18.1% | 3 | 0% | 2.4 |
|
| 3128 |
3128
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
| $244M | +$14.5M | +6% | 3.22% | 12.8% | 118 | 5.93% | 2.1 |
|
| 3129 |
LCM
3129
Lionstone Capital Management
New York
| $244M | +$9M | +4% | 12.3% | 74.1% | 16 | 0% | 2.6 |
|
| 3130 |
GCMG
3130
Gyroscope Capital Management Group
Naples,
Florida
| $244M | +$18.2M | +8% | 6.54% | 24.8% | 137 | 34.31% | 1.1 |
|
| 3131 |
3131
Schnieders Capital Management
Pasadena,
California
| $244M | +$7.12M | +3% | 6.8% | 103% | 158 | 10.13% | 3.3 |
|
| 3132 |
3132
Grove Bank & Trust
Miami,
Florida
| $244M | +$8.95M | +4% | 4.5% | 80.5% | 157 | 5.1% | 2.2 |
|
| 3133 |
3133
DAFNA Capital Management
Los Angeles,
California
| $244M | +$29.9M | +14% | 11.3% | 313% | 78 | 8.97% | 1.6 |
|
| 3134 |
CC
3134
Cognios Capital
Leawood,
Kansas
| $243M | -$42.5M | -15% | 7.45% | 28.5% | 169 | 30.77% | 1.8 |
|
| 3135 |
3135
Montgomery Investment Management
Rockville,
Maryland
| $243M | +$451K | +0.2% | 0.9% | 98.4% | 97 | 7.22% | 3.8 |
|
| 3136 |
3136
Doliver Advisors
Houston,
Texas
| $243M | +$3.98M | +2% | 2.83% | 92.3% | 359 | 55.99% | 0.9 |
|
| 3137 |
3137
Wind River Trust Company
Jackson,
Wyoming
| $243M | +$46.9M | +24% | 3.59% | 62.1% | 8 | 12.5% | 4.9 |
|
| 3138 |
3138
Fagan Associates
Troy,
New York
| $242M | +$19.5M | +9% | 8.71% | 127% | 120 | 12.5% | 2.5 |
|
| 3139 |
3139
Old West Investment Management
Los Angeles,
California
| $242M | +$43.2M | +22% | 4.66% | 242% | 97 | 32.99% | 1.4 |
|
| 3140 |
3140
Brightline Capital Management
Miami,
Florida
| $242M | -$71.7M | -23% | 9.06% | 810% | 17 | 58.82% | 0.5 |
|
| 3141 |
KS
3141
Karpas Strategies
Litchfield,
Connecticut
| $242M | +$11.1M | +5% | 4.76% | 16.1% | 123 | 4.88% | 4.1 |
|
| 3142 |
3142
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
| $242M | +$10.1M | +4% | 6.99% | 147% | 209 | 16.75% | 2.4 |
|
| 3143 |
BCM
3143
Birmingham Capital Management
Birmingham,
Alabama
| $242M | +$9.14M | +4% | 6.06% | 103% | 104 | 3.85% | 4.3 |
|
| 3144 |
3144
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| $242M | +$16.3M | +7% | 7.3% | 52% | 599 | 9.02% | 3.5 |
|
| 3145 |
3145
Watermark Asset Management
San Ramon,
California
| $242M | +$6.18M | +3% | 3.24% | – | 261 | 10.73% | 1.3 |
|
| 3146 |
3146
Marathon Asset Management (New York)
New York
| $242M | -$114M | -32% | 13.1% | 490% | 13 | 53.85% | 0.9 |
|
| 3147 |
OFG
3147
OTA Financial Group
Purchase,
New York
| $242M | -$19.7M | -8% | 4.28% | 320% | 65 | 13.85% | 0.6 |
|
| 3148 |
KAM
3148
Kavi Asset Management
New York
| $241M | -$86.6M | -26% | 5.85% | 144% | 38 | 78.95% | 0.2 |
|
| 3149 |
3149
Raab & Moskowitz Asset Management
Chatham,
New Jersey
| $241M | +$31.7M | +15% | 7.51% | 75% | 577 | 71.4% | 0.9 |
|
| 3150 |
3150
Princeton Capital Management
Red Bank,
New Jersey
| $241M | +$11M | +5% | 10.2% | 180% | 303 | 15.84% | 1 |
|