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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3376 |
QCM
3376
Qsemble Capital Management
New York
| $399M | -$136M | -25% | 12% | 39.9% | 506 | 72.13% | 0.2 |
|
| 3377 |
3377
Cambridge Advisors
Omaha,
Nebraska
| $398M | +$25.6M | +7% | 9.16% | 58.6% | 172 | 8.72% | 5.7 |
|
| 3378 |
3378
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
| $398M | +$31.2M | +9% | 10.6% | 75.1% | 60 | 8.33% | 5.1 |
|
| 3379 |
3379
Marathon Capital Management
Hunt Valley,
Maryland
| $398M | +$456K | +0.1% | 6.01% | 74% | 164 | 10.37% | 2.7 |
|
| 3380 |
3380
Princeton Global Asset Management
Princeton,
New Jersey
| $398M | +$45.4M | +13% | 11.6% | 110% | 689 | 20.75% | 2.7 |
|
| 3381 |
NTCM
3381
Nine Ten Capital Management
Chicago,
Illinois
| $398M | +$70M | +21% | 13.8% | 166% | 13 | 23.08% | 2.8 |
|
| 3382 |
3382
Pier 88 Investment Partners
San Francisco,
California
| $398M | -$3.82M | -1% | 4.21% | 36.1% | 102 | 12.75% | 2 |
|
| 3383 |
3383
Huber Capital Management
El Segundo,
California
| $397M | -$27.6M | -6% | 6.75% | 70.4% | 107 | 11.21% | 4.3 |
|
| 3384 |
3384
Round Rock Advisors
Wilton,
Connecticut
| $397M | +$134M | +51% | 10.7% | 87.4% | 191 | 29.84% | 1.5 |
|
| 3385 |
3385
Seven Post Investment Office
San Francisco,
California
| $397M | +$35.4M | +10% | 15.2% | 44.4% | 54 | 3.7% | 3.2 |
|
| 3386 |
3386
Bender Robert & Associates
Pasadena,
California
| $397M | +$54.6M | +16% | 17.2% | 146% | 50 | 4% | 6.4 |
|
| 3387 |
3387
Kadensa Capital
Central,
Hong Kong
| $397M | -$110M | -22% | 10% | 191% | 28 | 60.71% | 0.7 |
|
| 3388 |
3388
Vinland Capital Management Gestora de Recursos
Sao Paulo,
Brazil
| $397M | – | – | 18.3% | – | 29 | – | 0 |
|
| 3389 |
3389
Schoolcraft Capital
Boulder,
Colorado
| $396M | +$41.4M | +12% | 9.61% | 58.7% | 78 | 20.51% | 3.2 |
|
| 3390 |
3390
Perkins Coie Trust Company
Seattle,
Washington
| $396M | +$41.7M | +12% | 13% | 83.2% | 609 | 52.05% | 5.3 |
|
| 3391 |
3391
Q3 Asset Management
Birmingham,
Michigan
| $396M | +$143M | +57% | 13.9% | 96.2% | 73 | 75.34% | 0.2 |
|
| 3392 |
VARA
3392
Value Aligned Research Advisors
Princeton,
New Jersey
| $396M | +$78.3M | +25% | 25.9% | 1,641% | 22 | 27.27% | 0.6 |
|
| 3393 |
3393
Requisite Capital Management
Dallas,
Texas
| $396M | +$1.85M | +0.5% | 3.47% | 41% | 95 | 33.68% | 1.5 |
|
| 3394 |
3394
Ipswich Investment Management
Beverly,
Massachusetts
| $396M | +$29.2M | +8% | 10.4% | 104% | 189 | 4.23% | 5.3 |
|
| 3395 |
3395
Correct Capital Wealth Management
Clayton,
Missouri
| $395M | – | – | 9.11% | 83.6% | 133 | – | 0 |
|
| 3396 |
3396
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
| $395M | +$43.3M | +12% | 10.2% | 70.3% | 70 | 10% | 3.1 |
|
| 3397 |
3397
Bank Pictet & Cie (Asia)
Singapore
| $395M | +$57.7M | +17% | 11.7% | 30.4% | 98 | 11.22% | 4 |
|
| 3398 |
3398
SMI Advisory Services
Columbus,
Indiana
| $395M | +$121M | +44% | 9.8% | 80.7% | 67 | 49.25% | 0.9 |
|
| 3399 |
3399
Hohimer Wealth Management
Seattle,
Washington
| $395M | +$44.5M | +13% | 12.6% | 111% | 201 | 7.96% | 2.4 |
|
| 3400 |
3400
Trustees of Dartmouth College
Hanover,
New Hampshire
| $394M | +$174M | +79% | 9.54% | 52.5% | 3 | 0% | 2.4 |
|