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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3326 |
SAM
3326
Summit Asset Management
Memphis,
Tennessee
| $173M | +$12.9M | +8% | 4.18% | 48.9% | 105 | 8.57% | 2.8 |
|
| 3327 |
OPTFSNA
3327
Old Point Trust & Financial Services N A
Newport News,
Virginia
| $173M | +$5.94M | +4% | 3.67% | 72.6% | 77 | 9.09% | 3.1 |
|
| 3328 |
2L
3328
22NW LP
Seattle,
Washington
| $173M | +$6.12M | +4% | 2.86% | 138% | 113 | 25.66% | 0.2 |
|
| 3329 |
BCM
3329
Blume Capital Management
Berkeley,
California
| $173M | +$6.38M | +4% | 4.7% | 96.9% | 228 | 17.11% | 2.2 |
|
| 3330 |
FU
3330
Fairfield University
Fairfield,
Connecticut
| $172M | +$9.74M | +6% | 6.13% | 61.9% | 4 | 0% | 1.1 |
|
| 3331 |
DWM
3331
Darwin Wealth Management
Tampa,
Florida
| $172M | +$23.5M | +16% | 5.19% | 56.8% | 135 | 22.96% | 0.5 |
|
| 3332 |
MTB
3332
Mizuho Trust & Banking
Tokyo,
Japan
| $172M | +$36.9M | +27% | 6.56% | 36.1% | 11 | 27.27% | 0.3 |
|
| 3333 |
FVCM
3333
F&V Capital Management
Boca Raton,
Florida
| $172M | +$13.1M | +8% | 5.46% | 107% | 66 | 12.12% | 2.1 |
|
| 3334 |
DCM
3334
DeGreen Capital Management
Scottsdale,
Arizona
| $172M | +$11.8M | +7% | 3.31% | 28.5% | 21 | 23.81% | 0.7 |
|
| 3335 |
ACM
3335
ADI Capital Management
New York
| $172M | -$12.5M | -7% | 11.9% | 113% | 36 | 72.22% | 0.4 |
|
| 3336 |
EP
3336
Elkhorn Partners
Omaha,
Nebraska
| $172M | +$6.94M | +4% | 6.58% | 32.2% | 41 | 4.88% | 3.2 |
|
| 3337 |
AC
3337
Adelphi Capital
London,
United Kingdom
| $172M | +$26.2M | +18% | 13.5% | – | 2 | 0% | 2.3 |
|
| 3338 |
IAM
3338
Integre Asset Management
New York
| $171M | -$137M | -44% | 6.09% | 74.1% | 153 | 39.22% | 1.7 |
|
| 3339 |
3339
Dakota Wealth Management
Palm Beach Gardens,
Florida
| $171M | +$16.3M | +11% | 4.14% | 112% | 63 | 19.05% | 1.7 |
|
| 3340 |
CSM
3340
CAMG Solamere Management
Charlotte,
North Carolina
| $171M | +$29.3M | +21% | 3.73% | 51.7% | 136 | 13.97% | 0.2 |
|
| 3341 |
FNB
3341
Farmers National Bank
Danville,
Kentucky
| $171M | -$2.61M | -2% | 4.72% | – | 156 | 5.77% | 1.6 |
|
| 3342 |
BAM
3342
Brave Asset Management
Summit,
New Jersey
| $171M | +$14.7M | +9% | 5.21% | 76.3% | 189 | 25.4% | 2.3 |
|
| 3343 |
PC
3343
Pelham Capital
London,
United Kingdom
| $171M | -$45.9M | -21% | 12.6% | 135% | 1 | 0% | 1.3 |
|
| 3344 |
KDA
3344
KPCB DGF Associates
Menlo Park,
California
| $171M | +$56M | +49% | 16.6% | – | 4 | 25% | 1.7 |
|
| 3345 |
SR
3345
Sloane Robinson
London,
United Kingdom
| $171M | +$43.1M | +34% | 14.4% | 175% | 23 | 39.13% | 0.8 |
|
| 3346 |
MIG
3346
Mariner Investment Group
Harrison,
New York
| $170M | -$16.4M | -9% | 2.06% | – | 114 | 56.14% | 0.8 |
|
| 3347 |
PCTC
3347
Perkins Coie Trust Company
Seattle,
Washington
| $170M | +$5.29M | +3% | 5.49% | 83.2% | 304 | 6.91% | 2.3 |
|
| 3348 |
GAM
3348
Garrison Asset Management
Fayetteville,
Arkansas
| $170M | +$8.86M | +6% | 5.67% | 52.1% | 106 | 10.38% | 2.6 |
|
| 3349 |
PC
3349
Palo Capital
Newport Beach,
California
| $170M | +$10.9M | +7% | 6.47% | 34.6% | 137 | 25.55% | 1.1 |
|
| 3350 |
CC
3350
Casdin Capital
New York
| $170M | +$48.4M | +40% | 38.8% | 370% | 34 | 41.18% | 0.7 |
|