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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 |
MIS
3226
Man Investments (Switzerland)
Pfaffikon,
Switzerland
| $172M | -$22.3M | -11% | 0.07% | 0.23% | 59 | 5.08% | 1.7 |
|
| 3227 |
HM
3227
Harvest Management
New York
| $172M | +$45.8M | +36% | 13.6% | 610% | 110 | 77.27% | 0.3 |
|
| 3228 |
EDRIA
3228
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
| $172M | +$7.06M | +4% | 0.68% | 12.8% | 105 | 13.33% | 0.9 |
|
| 3229 |
DIV
3229
DCM International V
Menlo Park,
California
| $172M | – | – | 30.5% | – | 2 | – | 0.5 |
|
| 3230 |
BPV
3230
Battery Partners VIII
Boston,
Massachusetts
| $172M | – | – | 24.8% | – | 1 | – | 0 |
|
| 3231 |
CFG
3231
Cambridge Financial Group
Columbus,
Ohio
| $172M | +$8.98M | +6% | 7.22% | – | 38 | 34.21% | 1.4 |
|
| 3232 |
AHC
3232
Anderson Hoagland & Co
St Louis,
Missouri
| $172M | -$2.52M | -1% | 6.39% | 95.1% | 128 | 31.25% | 2 |
|
| 3233 |
LCM
3233
Lonestar Capital Management
San Francisco,
California
| $172M | -$215M | -56% | 46.5% | 260% | 15 | 53.33% | 0.8 |
|
| 3234 |
LCM
3234
Lionstone Capital Management
New York
| $172M | +$8.63M | +5% | 3.39% | 74.1% | 15 | 26.67% | 2.4 |
|
| 3235 |
K
3235
Kemper
Chicago,
Illinois
| $172M | +$3.86M | +2% | 2.29% | 28.6% | 19 | 10.53% | 2.2 |
|
| 3236 |
GLA
3236
Good Life Advisors
Reading,
Pennsylvania
| $171M | – | – | 2.39% | 60% | 165 | – | 0 |
|
| 3237 |
SCM
3237
Sio Capital Management
New York
| $171M | +$26.4M | +18% | 11.7% | 564% | 55 | 63.64% | 0.3 |
|
| 3238 |
DM
3238
Delphi Management
Brookline,
Massachusetts
| $171M | +$10.6M | +7% | 8.46% | 111% | 101 | 21.78% | 1.7 |
|
| 3239 |
MMEA
3239
MEAG MUNICH ERGO AssetManagement
Munich,
Germany
| $171M | +$9.57M | +6% | 1.98% | 18.2% | 15 | 13.33% | 0.9 |
|
| 3240 |
ACM
3240
Armbruster Capital Management
Pittsford,
New York
| $171M | +$9.16M | +6% | 3.14% | 64.3% | 309 | 14.24% | 0.8 |
|
| 3241 |
PCA
3241
Peddock Capital Advisors
Braintree,
Massachusetts
| $171M | +$7.94M | +5% | 5.35% | 104% | 258 | 15.5% | 1.1 |
|
| 3242 |
NC
3242
Nexthera Capital
New York
| $171M | +$7.86M | +5% | 10.3% | 161% | 54 | 66.67% | 0.3 |
|
| 3243 |
FFW
3243
Fusion Family Wealth
Woodbury,
New York
| $170M | – | – | 0.34% | 58.2% | 386 | – | 0 |
|
| 3244 |
RHI
3244
Richmond Hill Investments
New York
| $170M | -$6.88M | -4% | 9.96% | 55.2% | 11 | 36.36% | 1.6 |
|
| 3245 |
NOCM
3245
Night Owl Capital Management
Greenwich,
Connecticut
| $170M | +$121K | +0.1% | 2.98% | 162% | 20 | 5% | 2.1 |
|
| 3246 |
AI
3246
ArchPoint Investors
Coral Gables,
Florida
| $170M | -$5.04M | -3% | 4.46% | 111% | 99 | 18.18% | 2.3 |
|
| 3247 |
PC
3247
Premise Capital
Naperville,
Illinois
| $170M | +$30.7M | +22% | 0.64% | 43% | 17 | 17.65% | 0.9 |
|
| 3248 |
OM
3248
Opaleye Management
Boston,
Massachusetts
| $170M | -$21.4M | -11% | 2.21% | 748% | 56 | 50% | 0.9 |
|
| 3249 |
PTB
3249
Pioneer Trust Bank
Salem,
Oregon
| $170M | +$5.95M | +4% | 4.64% | 61.4% | 74 | 6.76% | 3 |
|
| 3250 |
RCA
3250
Rowland Carmichael Advisors
Scottsdale,
Arizona
| $170M | +$12.8M | +8% | 2.12% | 39% | 325 | 17.85% | 0.6 |
|