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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3251 |
GC
3251
Gratia Capital
Los Angeles,
California
| $217M | -$114M | -34% | 5.14% | 42.4% | 55 | 60% | 0.5 |
|
| 3252 |
3252
Chesapeake Wealth Management
Williamsburg,
Virginia
| $217M | +$258K | +0.1% | 1.55% | 65.9% | 198 | 18.18% | 0.2 |
|
| 3253 |
3253
Glenview State Bank Trust Department
Glenview,
Illinois
| $217M | +$4.28M | +2% | 2.03% | 76.6% | 101 | 7.92% | 3.4 |
|
| 3254 |
PCA
3254
Prospect Capital Advisors
Sausalito,
California
| $217M | +$40M | +23% | 12.6% | 202% | 29 | 17.24% | 1.2 |
|
| 3255 |
3255
Cahill Financial Advisors
Edina,
Minnesota
| $217M | +$7.35M | +4% | 1.28% | 55.9% | 159 | 8.81% | 2.5 |
|
| 3256 |
3256
Taiyo Life Insurance Company
Chuo-Ku, Tokyo,
Japan
| $217M | +$10M | +5% | 4.97% | 90.5% | 6 | 0% | 0.4 |
|
| 3257 |
3257
Private Ocean
San Rafael,
California
| $217M | +$6.93M | +3% | 0.43% | 2.82% | 418 | 12.92% | 1.7 |
|
| 3258 |
KSA
3258
Ken Stern & Associates
San Diego,
California
| $217M | -$10.4M | -5% | 1.73% | 39.4% | 134 | 16.42% | 1.7 |
|
| 3259 |
3259
Peak Financial Management
Wellesley,
Massachusetts
| $217M | +$6.26M | +3% | 0.78% | 58.2% | 54 | 18.52% | 1.4 |
|
| 3260 |
PAS
3260
Partnervest Advisory Services
Santa Barbara,
California
| $216M | +$7.05M | +3% | 4.7% | 45.1% | 233 | 28.76% | 2.3 |
|
| 3261 |
DLG
3261
Daniel L. Goodwin
| $216M | +$11M | +5% | 7.37% | 72.6% | 100 | 13% | 2.8 |
|
| 3262 |
MM
3262
Meridian Management
Little Rock,
Arkansas
| $216M | -$685K | -0.3% | 0.94% | 57.8% | 83 | 19.28% | 2.8 |
|
| 3263 |
TAM
3263
Taylor Asset Management
Toronto,
Ontario, Canada
| $216M | -$17M | -7% | 1.04% | 12.9% | 31 | 9.68% | 1.5 |
|
| 3264 |
3264
Sanders Morris Harris
Houston,
Texas
| $216M | -$22.7M | -10% | 3.67% | 85.8% | 157 | 19.11% | 1.5 |
|
| 3265 |
3265
Yorktown Energy Partners IX
New York
| $216M | +$18.4M | +9% | 13.2% | 67.3% | 3 | 33.33% | 1.4 |
|
| 3266 |
TL
3266
TowerView LLC
New York
| $216M | +$3.37M | +2% | 5.02% | 17.9% | 29 | 17.24% | 2.9 |
|
| 3267 |
3267
Bard Associates
Chicago,
Illinois
| $215M | +$14.9M | +7% | 11.6% | 241% | 183 | 6.56% | 3.4 |
|
| 3268 |
YRHAM
3268
Yong Rong (HK) Asset Management
Sheung Wan,
Hong Kong
| $215M | +$79.8M | +59% | 11.6% | 2,310% | 32 | 56.25% | 0.2 |
|
| 3269 |
3269
Point View Wealth Management
Summit,
New Jersey
| $215M | +$7.04M | +3% | 2.25% | 27% | 270 | 8.89% | 3.1 |
|
| 3270 |
3270
EnTrust Global Partners Offshore
New York
| $215M | -$105M | -33% | 2.29% | – | 114 | 50% | 0.2 |
|
| 3271 |
3271
TIFF Advisory Services
Radnor,
Pennsylvania
| $215M | +$41.2M | +24% | 4.03% | 86.3% | 10 | 60% | 0.7 |
|
| 3272 |
WAM
3272
WIM Asset Management
Hong Kong
| $215M | +$23.4M | +12% | 7.79% | – | 18 | 44.44% | 0.3 |
|
| 3273 |
3273
Forefront Analytics
West Conshohocken,
Pennsylvania
| $215M | +$36.4M | +20% | 0.1% | 50.9% | 53 | 20.75% | 0.5 |
|
| 3274 |
EMR
3274
Errol M. Rudman
| $215M | +$6.41M | +3% | 4.32% | 60.5% | 45 | 11.11% | 1.9 |
|
| 3275 |
3275
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
| $215M | +$5.02M | +2% | 3.68% | 83.3% | 84 | 5.95% | 1.9 |
|