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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3301 |
3301
Vesey Street Capital Partners
New York
| $401M | -$103M | -20% | 20.4% | 47.8% | 1 | 0% | 0.3 |
|
| 3302 |
3302
Wilson Asset Management
Sydney,
Australia
| $401M | – | – | 7.07% | 58% | 31 | – | 0 |
|
| 3303 |
RC
3303
Reik & Co
New York
| $401M | -$18M | -4% | 1.83% | 47.2% | 55 | 3.64% | 5.9 |
|
| 3304 |
3304
Inlet Private Wealth
Jupiter,
Florida
| $400M | -$12.2M | -3% | 0.04% | 111% | 139 | 5.76% | 2.5 |
|
| 3305 |
3305
Eclipse Ventures
Palo Alto,
California
| $400M | -$199M | -33% | 12% | – | 3 | 0% | 0.3 |
|
| 3306 |
3306
Cederberg Capital
London,
United Kingdom
| $400M | -$105M | -21% | 26.5% | 273% | 13 | 30.77% | 1.4 |
|
| 3307 |
3307
Gibson Capital
Wexford,
Pennsylvania
| $399M | -$31M | -7% | 4.95% | 67.2% | 42 | 19.05% | 5.1 |
|
| 3308 |
3308
Pettinga Financial Advisors
Evansville,
Indiana
| $399M | -$12.1M | -3% | 0.1% | 78.1% | 121 | 22.31% | 1.9 |
|
| 3309 |
3309
Stephens Group
Little Rock,
Arkansas
| $399M | -$71.8M | -15% | 3.42% | 45% | 3 | 0% | 0.3 |
|
| 3310 |
3310
Radnor Capital Management
Wayne,
Pennsylvania
| $399M | -$6.42M | -2% | 3.01% | 96.9% | 259 | 11.2% | 1.2 |
|
| 3311 |
3311
Fund Management at Engine No 1
San Francisco,
California
| $398M | – | – | 0.12% | – | 352 | – | 0 |
|
| 3312 |
3312
Old Second National Bank of Aurora
Aurora,
Illinois
| $398M | +$61M | +18% | 2.8% | 93.7% | 387 | 28.17% | 4.7 |
|
| 3313 |
3313
Goldstream Capital Management
Central,
Hong Kong
| $398M | -$8.95M | -2% | 0.07% | 686% | 66 | 87.88% | 0.1 |
|
| 3314 |
3314
MJP Associates
Farmington,
Connecticut
| $398M | +$60.8M | +18% | 2.09% | 60.9% | 178 | 23.03% | 0.9 |
|
| 3315 |
3315
American Financial Group Inc 401(K) Retirement & Savings Plan
Cincinnati,
Ohio
| $397M | +$14M | +4% | 6.04% | 17.8% | 1 | 0% | 8.8 |
|
| 3316 |
3316
Samsara BioCapital
Palo Alto,
California
| $397M | -$118M | -23% | 21.9% | 1,580% | 58 | 13.79% | 1.3 |
|
| 3317 |
3317
Stillwater Investment Management (Minnesota)
Stillwater,
Minnesota
| $397M | -$10.1M | -2% | 3.32% | 72.3% | 90 | 12.22% | 5.1 |
|
| 3318 |
GA
3318
GRS Advisors
Chicago,
Illinois
| $397M | -$16.9M | -4% | 5.25% | 54.3% | 45 | 48.89% | 0.7 |
|
| 3319 |
3319
Sargent Investment Group
Bethesda,
Maryland
| $397M | -$41.7M | -10% | 5.37% | 113% | 205 | 16.1% | 2.1 |
|
| 3320 |
3320
Sage Advisory Services
Austin,
Texas
| $396M | -$6.29M | -2% | 4.82% | 37.8% | 58 | 18.97% | 2 |
|
| 3321 |
CSNH
3321
Crow's Nest Holdings
Richmond,
Virginia
| $396M | +$267M | +206% | 15.8% | 103% | 10 | 10% | 0.3 |
|
| 3322 |
3322
Encompass Wealth Advisors
Portland,
Oregon
| $396M | -$14.8M | -4% | 3.2% | 68.7% | 380 | 5.26% | 1 |
|
| 3323 |
CSC
3323
Cook Street Consulting
Greenwood Village,
Colorado
| $396M | +$44.2M | +13% | 18.4% | – | 2 | 0% | 0.3 |
|
| 3324 |
3324
Monograph Wealth Advisors
Manhattan Beach,
California
| $396M | -$1.58M | -0.4% | 4.75% | 68% | 92 | 10.87% | 0.2 |
|
| 3325 |
AAM
3325
AR Asset Management
West Hollywood,
California
| $396M | +$1.76M | +0.4% | 0.73% | 64.9% | 121 | 6.61% | 6.2 |
|