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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3226 |
3226
Polaris Venture Management Co V
Boston,
Massachusetts
| $130M | +$6.86M | +6% | 5.6% | 281% | 6 | 16.67% | 0.4 |
|
| 3227 |
SEP
3227
Sound Energy Partners
Greenwich,
Connecticut
| $129M | +$25.2M | +24% | 10.5% | – | 49 | 55.1% | 0.5 |
|
| 3228 |
3228
Osmium Partners
Greenbrae,
California
| $129M | -$8.45M | -6% | 4.39% | 28.4% | 28 | 39.29% | 0.7 |
|
| 3229 |
3229
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
| $129M | -$1.33M | -1% | 0.08% | 83% | 92 | 7.61% | 1.1 |
|
| 3230 |
CCM
3230
CWH Capital Management
Spokane,
Washington
| $129M | +$8.26M | +7% | 0.29% | 29.9% | 47 | 8.51% | 0.7 |
|
| 3231 |
3231
Blume Capital Management
Berkeley,
California
| $129M | +$1.12M | +0.9% | 0.97% | 96.9% | 217 | 11.06% | 0.7 |
|
| 3232 |
3232
Courage Miller Partners
Norfolk,
Virginia
| $128M | -$8.03M | -6% | 3.44% | 43.5% | 60 | 10% | 1.1 |
|
| 3233 |
OM
3233
Opaleye Management
Boston,
Massachusetts
| $128M | +$12.3M | +11% | 7.31% | 748% | 34 | 32.35% | 0.4 |
|
| 3234 |
3234
Forester Capital Management
Lake Forest,
Illinois
| $128M | +$601K | +0.5% | 0.14% | 33.2% | 70 | 24.29% | 1 |
|
| 3235 |
3235
Shayne & Jacobs LLC
Nashville,
Tennessee
| $128M | +$3.26M | +3% | 7.65% | 79.4% | 22 | 9.09% | 1.1 |
|
| 3236 |
3236
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| $128M | +$14.8M | +13% | 1.75% | 73.7% | 84 | 22.62% | 0.5 |
|
| 3237 |
3237
BSW Wealth Partners
Boulder,
Colorado
| $128M | +$916K | +0.7% | 3.66% | 75.4% | 55 | 12.73% | 1 |
|
| 3238 |
3238
Corbenic Partners
Bethlehem,
Pennsylvania
| $128M | -$2.73M | -2% | 0.29% | – | 144 | 24.31% | 0.8 |
|
| 3239 |
BGA
3239
Belmont Global Advisors
Dallas,
Texas
| $128M | -$11M | -8% | 0.68% | 81% | 154 | 37.01% | 0.5 |
|
| 3240 |
3240
Capital Z Partners Management
New York
| $127M | -$27.6M | -18% | 16.9% | 48.2% | 3 | 0% | 0.9 |
|
| 3241 |
3241
Alpha Capital Management
Austin,
Texas
| $127M | -$11.9M | -9% | 0.37% | 88% | 96 | 22.92% | 0.9 |
|
| 3242 |
3242
Raptor Capital Management
Boston,
Massachusetts
| $127M | -$65M | -34% | 0.9% | – | 35 | 48.57% | 0.6 |
|
| 3243 |
3243
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
| $127M | -$20M | -14% | 3.82% | 39.1% | 22 | 9.09% | 1.1 |
|
| 3244 |
CFMC
3244
Curbstone Financial Management Corp
Manchester,
New Hampshire
| $127M | -$3.57M | -3% | 1.31% | 69.6% | 141 | 7.8% | 0.5 |
|
| 3245 |
3245
Technology Crossover Management V
Menlo Park,
California
| $127M | -$2.19M | -2% | 1.69% | 2.5% | 2 | 0% | 1.3 |
|
| 3246 |
3246
Peloton Wealth Strategists
Indianapolis,
Indiana
| $127M | +$13.2M | +12% | 1.31% | 51.3% | 106 | 57.55% | 0.6 |
|
| 3247 |
RJA
3247
Robshaw & Julian Associates
Williamsville,
New York
| $127M | -$3.61M | -3% | 0.54% | 19.3% | 39 | 10.26% | 1.1 |
|
| 3248 |
PA
3248
Paracle Advisors
Mercer Island,
Washington
| $127M | – | – | 0.89% | 30.9% | 40 | – | 0 |
|
| 3249 |
3249
Blue Fin Capital
Warren,
Rhode Island
| $126M | +$1.34M | +1% | 0.5% | 125% | 133 | 9.77% | 0.7 |
|
| 3250 |
3250
D. Scott Neal
Lexington,
Kentucky
| $126M | -$840K | -0.7% | 1.18% | 105% | 35 | 11.43% | 0.7 |
|