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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 |
3251
KPCB XIV Associates
Menlo Park,
California
| $267M | – | – | 46.7% | – | 2 | – | 0 |
|
| 3252 |
3252
Boston Research & Management
Manchester,
Massachusetts
| $267M | +$13.7M | +5% | 6.91% | 53.2% | 101 | 1.98% | 5.2 |
|
| 3253 |
3253
First Wilshire Securities Management
Pasadena,
California
| $266M | +$2.59M | +1% | 2.33% | 135% | 106 | 15.09% | 3.7 |
|
| 3254 |
3254
INVST
Indianapolis,
Indiana
| $266M | +$44.3M | +20% | 5.24% | 78.5% | 99 | 23.23% | 1.1 |
|
| 3255 |
3255
Silver Rock Financial
Los Angeles,
California
| $266M | -$85M | -24% | 9.66% | 2.58% | 20 | 20% | 1.5 |
|
| 3256 |
PH
3256
Pinnacle Holdings
Tulsa,
Oklahoma
| $266M | +$918K | +0.3% | 5.26% | 79.6% | 205 | 12.68% | 3.8 |
|
| 3257 |
ACM
3257
Aquilo Capital Management
San Francisco,
California
| $266M | +$124M | +87% | 37.8% | 6.84% | 14 | 35.71% | 1 |
|
| 3258 |
KS
3258
Karpas Strategies
Litchfield,
Connecticut
| $266M | +$18.3M | +7% | 5.29% | 16.1% | 124 | 4.03% | 5 |
|
| 3259 |
NAMP
3259
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
| $266M | +$8.52M | +3% | 9.91% | 90.2% | 122 | 4.92% | 4.3 |
|
| 3260 |
FCT
3260
Family Capital Trust
Peabody,
Massachusetts
| $266M | +$21.6M | +9% | 12.2% | 39.1% | 55 | 1.82% | 4.6 |
|
| 3261 |
3261
AlphaSimPlex Group
Boston,
Massachusetts
| $265M | +$3.26M | +1% | 4.57% | 35.5% | 280 | 39.29% | 0.7 |
|
| 3262 |
3262
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| $265M | +$8.36M | +3% | 4.54% | 41.6% | 45 | 2.22% | 5.4 |
|
| 3263 |
SM
3263
Scoggin Management
New York
| $265M | -$171M | -39% | 6.1% | 889% | 84 | 65.48% | 0.5 |
|
| 3264 |
3264
Growth Interface Management
Orlando,
Florida
| $265M | +$38.3M | +17% | 17.2% | 12% | 10 | 0% | 1 |
|
| 3265 |
3265
Pictet Bank & Trust
Nassau,
Bahamas
| $265M | +$37.3M | +16% | 9.17% | 82.7% | 66 | 10.61% | 3.3 |
|
| 3266 |
3266
Capital City Trust
Tallahassee,
Florida
| $265M | +$37.8M | +17% | 6.53% | 98.5% | 102 | 5.88% | 4.8 |
|
| 3267 |
3267
Center Lake Capital Management
West Palm Beach,
Florida
| $265M | +$62.6M | +31% | 11.6% | 98.3% | 15 | 86.67% | 0.2 |
|
| 3268 |
3268
Ally Invest Advisors
Charlotte,
North Carolina
| $264M | +$49.9M | +23% | 4.43% | 41.1% | 15 | 13.33% | 0.7 |
|
| 3269 |
3269
Palouse Capital Management
Spokane,
Washington
| $264M | -$5.48M | -2% | 8.34% | 67.8% | 104 | 21.15% | 2.7 |
|
| 3270 |
3270
Act Two Investors
Santa Cruz,
California
| $264M | +$37.3M | +16% | 9.51% | 53% | 42 | 16.67% | 0.8 |
|
| 3271 |
3271
Tuttle Capital Management
Riverside,
Connecticut
| $264M | -$113M | -30% | 3.86% | 115% | 279 | 83.87% | 0.3 |
|
| 3272 |
3272
Stillwater Investment Management (Minnesota)
Stillwater,
Minnesota
| $264M | +$23.3M | +10% | 8.99% | 72.3% | 67 | 1.49% | 4.5 |
|
| 3273 |
3273
Fruth Investment Management
Houston,
Texas
| $264M | +$14.7M | +6% | 6.74% | 79.4% | 207 | 7.25% | 4.8 |
|
| 3274 |
3274
Minot Capital
Broomfield,
Colorado
| $264M | +$54.1M | +26% | 6.67% | 19.6% | 11 | 0% | 0.8 |
|
| 3275 |
3275
Glassman Wealth Services
Vienna,
Virginia
| $264M | +$15.7M | +6% | 8.1% | 62.6% | 1,678 | 22.05% | 1.7 |
|