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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3151 |
GECH
3151
Garnet Equity Capital Holdings
New York
| $281M | +$125M | +80% | 7.49% | 302% | 28 | 46.43% | 0.7 |
|
| 3152 |
3152
Iowa State Bank
Urbandale,
Iowa
| $281M | +$17.9M | +7% | 7.56% | 85.7% | 135 | 4.44% | 3.4 |
|
| 3153 |
3153
American Financial Group Inc 401(K) Retirement & Savings Plan
Cincinnati,
Ohio
| $281M | +$5.47M | +2% | 1.67% | 17.8% | 1 | 0% | 6.5 |
|
| 3154 |
BCA
3154
Bray Capital Advisors
Naples,
Florida
| $281M | +$25.2M | +10% | 8.4% | 36.6% | 348 | 24.71% | 2.4 |
|
| 3155 |
3155
IDG-Accel China Growth Fund III Associates
Hong Kong
| $281M | – | – | 14.4% | – | 8 | – | 0 |
|
| 3156 |
3156
Renaissance Investment Group
Lenox,
Massachusetts
| $281M | +$21.4M | +8% | 8.58% | 110% | 81 | 3.7% | 4.4 |
|
| 3157 |
3157
Kathmere Capital Management
Wayne,
Pennsylvania
| $281M | – | – | 5.56% | 68.3% | 118 | – | 0 |
|
| 3158 |
3158
Canal Insurance Company
Greenville,
South Carolina
| $280M | -$2.1M | -0.7% | 6.77% | 114% | 71 | 26.76% | 4.2 |
|
| 3159 |
3159
Viridian RIA
Bothell,
Washington
| $280M | +$40.1M | +17% | 7.77% | 63.1% | 61 | 9.84% | 1.2 |
|
| 3160 |
3160
V Wealth Advisors
Overland Park,
Kansas
| $280M | -$157K | -0.1% | 7.13% | 36.9% | 301 | 1.99% | 1.8 |
|
| 3161 |
3161
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $280M | +$8.64M | +3% | 2.51% | 17.7% | 272 | 18.38% | 3 |
|
| 3162 |
PI
3162
Pennant Investors
Summit,
New Jersey
| $280M | -$4.24M | -1% | 7.84% | 372% | 23 | 30.43% | 0.7 |
|
| 3163 |
3163
Cobalt Capital Management
Short Hills,
New Jersey
| $280M | +$27.9M | +11% | 16% | 235% | 39 | 53.85% | 0.7 |
|
| 3164 |
3164
BCWM LLC
Overland Park,
Kansas
| $279M | +$32.2M | +13% | 7.64% | – | 71 | 11.27% | 2.9 |
|
| 3165 |
MJP
3165
Michael J. Puzo
| $279M | +$14M | +5% | 7.62% | 90.3% | 82 | 7.32% | 4.6 |
|
| 3166 |
RCM
3166
Rockshelter Capital Management
Canonsburg,
Pennsylvania
| $279M | +$29M | +12% | 12% | 31.2% | 41 | 17.07% | 3.1 |
|
| 3167 |
3167
Howard Hughes Medical Institute
Chevy Chase,
Maryland
| $279M | -$78M | -22% | 13.9% | 70.9% | 25 | 0% | 3.8 |
|
| 3168 |
3168
Inspire Investing
Meridian,
Idaho
| $279M | +$16.6M | +6% | 7.95% | 107% | 382 | 9.95% | 1.3 |
|
| 3169 |
3169
Fort Point Capital Partners
San Francisco,
California
| $278M | +$12.6M | +5% | 9.62% | 62.2% | 132 | 16.67% | 2.4 |
|
| 3170 |
3170
Patriot Financial Partners
Radnor,
Pennsylvania
| $278M | -$6.37M | -2% | 10.7% | 16.6% | 23 | 34.78% | 1.4 |
|
| 3171 |
LDFR
3171
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
| $278M | +$17M | +7% | 6.18% | 37.5% | 214 | 14.95% | 0.8 |
|
| 3172 |
CCP
3172
Caymus Capital Partners
The Woodlands,
Texas
| $278M | -$38.8M | -12% | 8.41% | 57.3% | 39 | 56.41% | 0.5 |
|
| 3173 |
3173
Global Strategic Investment Solutions
Scottsdale,
Arizona
| $278M | +$21.8M | +9% | 6.8% | 56.8% | 86 | 22.09% | 0.7 |
|
| 3174 |
IBT
3174
International Biotechnology Trust
London,
United Kingdom
| $278M | +$61.2M | +28% | 24.5% | 11.1% | 67 | 19.4% | 1.5 |
|
| 3175 |
3175
Winthrop Advisory Group
Boston,
Massachusetts
| $278M | +$24.9M | +10% | 6.94% | 78.3% | 106 | 14.15% | 1.5 |
|