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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3276 |
AMAL
3276
Asset Management Advisors LLC
Oklahoma City,
Oklahoma
| $147M | -$6.43M | -4% | 0.87% | 124% | 34 | 32.35% | 0.7 |
|
| 3277 |
FVCM
3277
F&V Capital Management
Boca Raton,
Florida
| $147M | +$12.1M | +9% | 7.34% | 123% | 71 | 15.49% | 1.1 |
|
| 3278 |
3278
Formidable Asset Management
Cincinnati,
Ohio
| $146M | -$4.89M | -3% | 2.82% | 52.2% | 520 | 10% | 1.1 |
|
| 3279 |
3279
Sequoia Financial Advisors
Akron,
Ohio
| $146M | +$2.22M | +2% | 2% | 78.3% | 182 | 23.63% | 0.7 |
|
| 3280 |
3280
Kellner Capital
New York
| $146M | – | – | 13.3% | 390% | 36 | – | 0 |
|
| 3281 |
NME
3281
Notis-McConarty Edward
| $146M | +$4.19M | +3% | 5.3% | 91.2% | 120 | 7.5% | 0.9 |
|
| 3282 |
3282
Athena Global Investors
Reston,
Virginia
| $146M | -$73.1M | -33% | 2.43% | 13.4% | 35 | 8.57% | 0.7 |
|
| 3283 |
3283
Blue Edge Capital
Richmond,
Virginia
| $146M | +$3.55M | +2% | 3.24% | 67.4% | 72 | 12.5% | 0.9 |
|
| 3284 |
3284
Foresite Capital Management II
Larkspur,
California
| $146M | – | – | 38.6% | 66.2% | 23 | – | 0 |
|
| 3285 |
3285
DST Global Advisors
Road Town, Tortola,
British Virgin Islands
| $146M | – | – | 10.4% | – | 1 | – | 0 |
|
| 3286 |
TCM
3286
TAM Capital Management
Stamford,
Connecticut
| $146M | – | – | 8.69% | 4.15% | 17 | – | 0 |
|
| 3287 |
WAM
3287
Westport Asset Management
Southport,
Connecticut
| $146M | +$8.58M | +6% | 8.58% | 64.2% | 45 | 2.22% | 1.4 |
|
| 3288 |
3288
Matrix VIII US Management
Cambridge,
Massachusetts
| $146M | – | – | 11.7% | – | 1 | – | 0 |
|
| 3289 |
CC
3289
Cognios Capital
Leawood,
Kansas
| $146M | +$3.41M | +2% | 1.03% | 28.5% | 88 | 19.32% | 0.8 |
|
| 3290 |
3290
Stone Run Capital
New York
| $146M | +$4.13M | +3% | 5.27% | 77.8% | 87 | 8.05% | 1.3 |
|
| 3291 |
3291
Bell Bank
Fargo,
North Dakota
| $145M | +$5.83M | +4% | 4.68% | 71% | 166 | 9.04% | 1.4 |
|
| 3292 |
3292
Black Diamond Capital Management
Stamford,
Connecticut
| $145M | +$14.4M | +11% | 4.9% | 28.3% | 4 | 0% | 1 |
|
| 3293 |
3293
Sterling Investment Management
Tucson,
Arizona
| $145M | +$2.16M | +2% | 1.92% | 45.3% | 75 | 18.67% | 1.1 |
|
| 3294 |
3294
Technology Crossover Management V
Menlo Park,
California
| $145M | +$18.2M | +14% | 32.2% | 2.5% | 2 | 0% | 1.5 |
|
| 3295 |
3295
NewFocus Financial Group
Vancouver,
Washington
| $145M | +$21M | +17% | 5.12% | 55.4% | 61 | 37.7% | 0.6 |
|
| 3296 |
3296
First City Capital Management
Savannah,
Georgia
| $145M | +$5.41M | +4% | 4.5% | 76.5% | 670 | 16.72% | 0.8 |
|
| 3297 |
3297
Technology Crossover Management VI
Menlo Park,
California
| $145M | -$10.3M | -7% | 17.5% | 25.5% | 2 | 0% | 1.5 |
|
| 3298 |
3298
Van Hulzen Asset Management
El Dorado Hills,
California
| $144M | +$45.8M | +47% | 4.33% | 86.3% | 131 | 62.6% | 0.3 |
|
| 3299 |
PIM
3299
Parasol Investment Management
Westmont,
Illinois
| $144M | +$226K | +0.2% | 3.09% | 20.9% | 332 | 19.28% | 0.8 |
|
| 3300 |
ICM
3300
Invicta Capital Management
New York
| $144M | -$20.9M | -13% | 14.7% | – | 28 | 39.29% | 0.8 |
|