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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
Styrax Capital
New York
| $351M | -$226M | -39% | 26.9% | 310% | 11 | 27.27% | 0.3 |
|
| 3252 |
3252
Martin & Co
Knoxville,
Tennessee
| $350M | -$41.6M | -11% | 12.7% | 67.8% | 108 | 0.93% | 7.3 |
|
| 3253 |
3253
Inlet Private Wealth
Jupiter,
Florida
| $350M | -$50M | -12% | 11.1% | 111% | 136 | 2.94% | 2.8 |
|
| 3254 |
3254
Incline Global Management
New York
| $350M | -$170M | -33% | 24.8% | 40.1% | 24 | 25% | 1.5 |
|
| 3255 |
3255
Voleon Capital Management
Berkeley,
California
| $350M | -$107M | -23% | 20.4% | – | 7 | 42.86% | 0.4 |
|
| 3256 |
3256
Wright Investors Service
Shelton,
Connecticut
| $350M | -$52.3M | -13% | 12.2% | 146% | 175 | 29.71% | 3.4 |
|
| 3257 |
3257
Institutional Venture Management XV
Menlo Park,
California
| $350M | -$195M | -36% | 23.2% | 116% | 7 | 0% | 1 |
|
| 3258 |
3258
Kingfisher Capital
Charlotte,
North Carolina
| $350M | -$38M | -10% | 11.6% | 58.5% | 196 | 22.45% | 3.2 |
|
| 3259 |
3259
White Lighthouse Investment Management
Bedford,
Massachusetts
| $349M | -$43.7M | -11% | 12.8% | 62% | 119 | 12.61% | 3.6 |
|
| 3260 |
3260
Monarch Alternative Capital
New York
| $349M | -$215M | -38% | 14.3% | 497% | 11 | 18.18% | 0.8 |
|
| 3261 |
3261
Sage Advisory Services
Austin,
Texas
| $349M | -$47M | -12% | 12.3% | 33.9% | 60 | 30% | 2 |
|
| 3262 |
3262
Cornerstone Retirement Group
Reno,
Nevada
| $349M | -$183M | -34% | 10% | – | 3 | 0% | 0.9 |
|
| 3263 |
3263
59 North Capital Management
Houston,
Texas
| $349M | -$45.6M | -12% | 17.9% | 81.4% | 14 | 28.57% | 0.9 |
|
| 3264 |
3264
Strategies Wealth Advisors
Grand Rapids,
Michigan
| $349M | -$25.4M | -7% | 14.9% | 64.6% | 90 | 14.44% | 0.4 |
|
| 3265 |
CNBTD
3265
Citizens National Bank Trust Department
Meridian,
Mississippi
| $348M | +$100M | +40% | 11.9% | 114% | 332 | 9.64% | 1.1 |
|
| 3266 |
3266
Souders Financial Advisors
Cincinnati,
Ohio
| $348M | +$1.91M | +0.6% | 11.3% | 54.9% | 153 | 18.3% | 1.5 |
|
| 3267 |
3267
PL Capital Advisors
Naples,
Florida
| $348M | -$40.2M | -10% | 9.84% | 100% | 42 | 7.14% | 3.8 |
|
| 3268 |
3268
Ipswich Investment Management
Beverly,
Massachusetts
| $348M | -$55.2M | -14% | 11.6% | 104% | 191 | 8.9% | 4.4 |
|
| 3269 |
3269
Cyrus J. Lawrence
New York
| $347M | -$90M | -21% | 14% | – | 282 | 13.48% | 0.2 |
|
| 3270 |
UAM
3270
UAS Asset Management
New York
| $347M | -$104M | -23% | 22% | 98% | 26 | 69.23% | 1.9 |
|
| 3271 |
3271
Lafayette Investments
Ashton,
Maryland
| $346M | -$56.4M | -14% | 13.1% | 77.9% | 132 | 11.36% | 3.9 |
|
| 3272 |
3272
Overbrook Management Corp
New York
| $346M | -$105M | -23% | 16.5% | 157% | 98 | 15.31% | 3.7 |
|
| 3273 |
3273
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
| $346M | -$62.4M | -15% | 11.3% | 57.2% | 66 | 12.12% | 4.3 |
|
| 3274 |
3274
Crosslink Capital
Menlo Park,
California
| $346M | -$185M | -35% | 32.5% | 135% | 22 | 18.18% | 3.5 |
|
| 3275 |
NG
3275
Northstar Group
New York
| $346M | -$70.3M | -17% | 15.5% | 63.9% | 152 | 8.55% | 5.1 |
|