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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 |
PLFAM
3276
Pineno Levin & Ford Asset Management
Richmond,
Virginia
| $263M | +$10.8M | +4% | 6.75% | 81.6% | 108 | 11.11% | 4.3 |
|
| 3277 |
3277
Susquehanna International Securities
Dublin,
Ireland
| $263M | -$194M | -42% | 11.2% | 2.8% | 115 | 56.52% | 0.4 |
|
| 3278 |
JPC
3278
Jabodon PT Co
Reno,
Nevada
| $263M | +$25.6M | +11% | 12% | 61.9% | 27 | 51.85% | 0.9 |
|
| 3279 |
3279
Great Diamond Partners
Portland,
Maine
| $263M | – | – | 6.97% | 86.1% | 685 | – | 0 |
|
| 3280 |
3280
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
| $263M | +$18M | +7% | 8.07% | 79.3% | 74 | 6.76% | 4.2 |
|
| 3281 |
3281
Technology Crossover Management IX
Menlo Park,
California
| $263M | +$37.5M | +17% | 26.5% | 13% | 4 | 0% | 1.1 |
|
| 3282 |
3282
Illinois Municipal Retirement Fund
Oak Brook,
Illinois
| $263M | – | – | 5.68% | 104% | 252 | – | 0 |
|
| 3283 |
3283
Zhang Financial
Portage,
Michigan
| $262M | +$25.7M | +11% | 6.77% | 67.9% | 107 | 23.36% | 3.4 |
|
| 3284 |
3284
Roberts, Glore & Co
Deerfield,
Illinois
| $262M | +$98.6M | +60% | 7.81% | 72.3% | 187 | 31.02% | 3.4 |
|
| 3285 |
3285
Starfire Investment Advisers
Southfield,
Michigan
| $262M | +$17.9M | +7% | 7.15% | 19.2% | 177 | 5.65% | 1.7 |
|
| 3286 |
NG
3286
Northstar Group
New York
| $262M | +$21.1M | +9% | 7.64% | 63.9% | 134 | 4.48% | 3.7 |
|
| 3287 |
3287
Armbruster Capital Management
Pittsford,
New York
| $261M | +$20.3M | +8% | 6.3% | 66.7% | 80 | 5% | 3.1 |
|
| 3288 |
GJCM
3288
Grand Jean Capital Management
San Francisco,
California
| $261M | +$23.4M | +10% | 12.1% | 61.4% | 38 | 10.53% | 3.5 |
|
| 3289 |
3289
Lake Street Private Wealth
Chicago,
Illinois
| $261M | +$41.3M | +19% | 7.83% | 105% | 170 | 14.71% | 0.5 |
|
| 3290 |
3290
Aisling Capital Management
New York
| $261M | +$69.2M | +36% | 48.4% | 793% | 13 | 0% | 0.9 |
|
| 3291 |
3291
Harbour Capital Advisors
Tysons Corner,
Virginia
| $261M | +$24.5M | +10% | 9.17% | 168% | 225 | 17.78% | 2.4 |
|
| 3292 |
3292
Arabesque Asset Management
London,
United Kingdom
| $260M | +$43.1M | +20% | 9.69% | 122% | 161 | 50.93% | 0.4 |
|
| 3293 |
3293
Rutabaga Capital Management
Boston,
Massachusetts
| $260M | -$22.3M | -8% | 9.51% | 57% | 50 | 10% | 2.6 |
|
| 3294 |
3294
Walter & Keenan Wealth Management
Souh Bend,
Indiana
| $260M | -$3.68M | -1% | 8.11% | 92% | 161 | 8.7% | 3.7 |
|
| 3295 |
3295
Glenview State Bank Trust Department
Glenview,
Illinois
| $260M | +$11.7M | +5% | 7.94% | 76.6% | 119 | 7.56% | 4.1 |
|
| 3296 |
3296
Harfst & Associates
Sheridan,
Wyoming
| $260M | +$16.9M | +7% | 8.79% | 88.1% | 100 | 5% | 2.4 |
|
| 3297 |
3297
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
| $260M | +$14.2M | +6% | 5.41% | 62.3% | 123 | 17.07% | 3.1 |
|
| 3298 |
3298
Greencape Capital
Melbourne,
Australia
| $260M | -$23.8M | -8% | 16.5% | 98.1% | 7 | 28.57% | 1.5 |
|
| 3299 |
3299
Cheviot Value Management
Beverly Hills,
California
| $260M | +$24.8M | +11% | 10.3% | 77.8% | 67 | 1.49% | 3.6 |
|
| 3300 |
3300
Chesapeake Wealth Management
Williamsburg,
Virginia
| $259M | +$14.1M | +6% | 5.62% | 65.9% | 195 | 11.79% | 1.3 |
|