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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
Teton Advisors
Rye,
New York
| $376M | -$13.7M | -4% | 7.74% | 139% | 270 | 3.7% | 6.3 |
|
| 3227 |
3227
Marquette Asset Management
Minneapolis,
Minnesota
| $376M | +$38.1M | +11% | 6.78% | 69.6% | 230 | 12.61% | 2.7 |
|
| 3228 |
3228
Wealth Advisory Solutions
Indiianapolis,
Indiana
| $376M | +$3.85M | +1% | 4.52% | 60.5% | 140 | 16.43% | 1.9 |
|
| 3229 |
3229
Nan Fung Trinity
Central, Hong Kong,
Hong Kong
| $376M | +$28.1M | +8% | 21% | 82.3% | 18 | 27.78% | 2.2 |
|
| 3230 |
HCM
3230
Harspring Capital Management
New York
| $376M | -$11.8M | -3% | 14.4% | 70.6% | 20 | 25% | 1.5 |
|
| 3231 |
3231
Security National Bank
Omaha,
Nebraska
| $375M | +$3.92M | +1% | 11.6% | 125% | 104 | 7.69% | 3.3 |
|
| 3232 |
3232
Bracebridge Capital LLC
Boston,
Massachusetts
| $375M | -$696M | -65% | 11.8% | 156% | 113 | 61.06% | 0.8 |
|
| 3233 |
3233
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
| $374M | +$21.1M | +6% | 6.07% | 39.1% | 46 | 4.35% | 4.5 |
|
| 3234 |
3234
ML&R Wealth Management
Austin,
Texas
| $374M | +$39.3M | +12% | 4.35% | – | 74 | 24.32% | 0.8 |
|
| 3235 |
3235
Pinpoint Asset Management
Hong Kong
| $373M | -$42.7M | -10% | 7.33% | 185% | 80 | 62.5% | 0.4 |
|
| 3236 |
3236
New Hampshire Trust
Concord,
New Hampshire
| $373M | -$5.02M | -1% | 7.2% | 88.5% | 402 | 6.97% | 0.2 |
|
| 3237 |
AMCA
3237
Arthur M. Cohen & Associates
Northbrook,
Illinois
| $373M | +$6.18M | +2% | 10.7% | 129% | 141 | 17.02% | 4.2 |
|
| 3238 |
3238
Stillwater Investment Management (Minnesota)
Stillwater,
Minnesota
| $372M | +$18.7M | +5% | 6.49% | 72.3% | 84 | 3.57% | 6.3 |
|
| 3239 |
3239
GCM Grosvenor Holdings
Chicago,
Illinois
| $372M | -$20.1M | -5% | 13.6% | 78.7% | 18 | 5.56% | 0.6 |
|
| 3240 |
3240
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
| $372M | +$9.7M | +3% | 7.24% | 75.1% | 62 | 14.52% | 4.8 |
|
| 3241 |
3241
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $372M | +$24.5M | +7% | 7.06% | 85.4% | 2,141 | 12.1% | 3.9 |
|
| 3242 |
AAM
3242
AR Asset Management
West Hollywood,
California
| $372M | +$19.4M | +6% | 3.85% | 64.9% | 114 | 7.89% | 7 |
|
| 3243 |
3243
Fulcrum Capital
Seattle,
Washington
| $371M | +$25.4M | +7% | 11.8% | 102% | 127 | 27.56% | 2 |
|
| 3244 |
3244
Northside Capital Management
Hood River,
Oregon
| $371M | +$38.4M | +12% | 18.3% | 99.6% | 116 | 7.76% | 3.6 |
|
| 3245 |
MTC
3245
Matrix Trust Company
Denver,
Colorado
| $371M | -$23.8M | -6% | 3.4% | 51.4% | 67 | 28.36% | 1.3 |
|
| 3246 |
3246
Brandywine Trust
Hockessin,
Delaware
| $371M | +$43.5M | +13% | 0.86% | 32.7% | 26 | 11.54% | 7.9 |
|
| 3247 |
3247
Cooper Financial Group
Irvine,
California
| $371M | +$43.6M | +13% | 8.94% | 87.2% | 325 | 18.15% | 1.7 |
|
| 3248 |
3248
CFM Wealth Partners
Austin,
Texas
| $371M | +$36.9M | +11% | 16.2% | 175% | 168 | 16.67% | 2.4 |
|
| 3249 |
3249
Element Pointe Advisors
Miami,
Florida
| $370M | +$46.9M | +15% | 6.17% | 75.1% | 81 | 17.28% | 1.8 |
|
| 3250 |
3250
Trustees of General Electric Pension Trust
Norwalk,
Connecticut
| $370M | +$117M | +46% | 46.2% | 184% | 1 | 0% | 6.3 |
|