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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3401 |
IC
3401
Immersion Capital
London,
United Kingdom
| $323M | +$56.9M | +21% | 3.61% | 63.4% | 11 | 54.55% | 1 |
|
| 3402 |
3402
Shay Capital
New York
| $323M | -$140M | -30% | 9.18% | 166% | 474 | 67.51% | 0.4 |
|
| 3403 |
3403
EJF Capital
Arlington,
Virginia
| $323M | -$322M | -50% | 4.55% | 127% | 125 | 29.6% | 1.8 |
|
| 3404 |
3404
Boston Research & Management
Manchester,
Massachusetts
| $323M | +$29.7M | +10% | 12.2% | 53.2% | 107 | 5.61% | 7.1 |
|
| 3405 |
WM
3405
Wishbone Management
Chicago,
Illinois
| $323M | -$24.2M | -7% | 8.88% | 58.7% | 13 | 53.85% | 0.7 |
|
| 3406 |
3406
NFC Investments
Memphis,
Tennessee
| $323M | -$48.5M | -13% | 16% | – | 38 | 15.79% | 5.1 |
|
| 3407 |
3407
venBio Partners
San Francisco,
California
| $323M | -$110M | -25% | 10.2% | 564% | 8 | 12.5% | 1.6 |
|
| 3408 |
SFS
3408
Security Financial Services
Fort Wayne,
Indiana
| $322M | +$29.1M | +10% | 7.3% | 67.7% | 143 | 16.08% | 0.8 |
|
| 3409 |
BCA
3409
Bray Capital Advisors
Naples,
Florida
| $322M | +$2.87M | +0.9% | 6.94% | 36.6% | 300 | 13.33% | 4.7 |
|
| 3410 |
3410
Sargent Investment Group
Bethesda,
Maryland
| $322M | +$786K | +0.2% | 5.89% | 113% | 210 | 18.1% | 2.5 |
|
| 3411 |
3411
SFE Investment Counsel
Los Angeles,
California
| $321M | +$4.06M | +1% | 8.34% | 114% | 119 | 10.92% | 5 |
|
| 3412 |
3412
Steadview Capital Management
London,
United Kingdom
| $321M | -$32.3M | -9% | 3.76% | 839% | 12 | 8.33% | 1.5 |
|
| 3413 |
FCA
3413
FLC Capital Advisors
Palm Desert,
California
| $321M | +$33.6M | +12% | 7.05% | 59.3% | 176 | 22.16% | 2.4 |
|
| 3414 |
AW
3414
Avion Wealth
The Woodlands,
Texas
| $321M | -$291K | -0.1% | 6.02% | 45.4% | 557 | 0.54% | 1.7 |
|
| 3415 |
3415
High Falls Advisors
Rochester,
New York
| $321M | +$16M | +5% | 6.41% | 56.9% | 120 | 15% | 2.6 |
|
| 3416 |
3416
Frank Rimerman Advisors
Palo Alto,
California
| $321M | +$43.9M | +16% | 4.22% | 149% | 102 | 14.71% | 1.4 |
|
| 3417 |
3417
Ironwood Financial
Tucson,
Arizona
| $321M | +$19.4M | +6% | 5.76% | 54.1% | 140 | 20% | 4.4 |
|
| 3418 |
3418
Sage Rock Capital Management
New York
| $321M | -$130M | -29% | 2.64% | 13% | 285 | 36.14% | 0.7 |
|
| 3419 |
3419
Kirr Marbach & Co
Columbus,
Indiana
| $321M | +$25.6M | +9% | 13% | 121% | 50 | 14% | 4.1 |
|
| 3420 |
3420
Lavaca Capital
Houston,
Texas
| $320M | +$42M | +15% | 9.47% | 46.5% | 182 | 32.42% | 1.4 |
|
| 3421 |
3421
Monetary Management Group
St Louis,
Missouri
| $320M | +$16.8M | +6% | 9.31% | 138% | 353 | 8.78% | 5.5 |
|
| 3422 |
3422
Allied Investment Advisors
Billings,
Montana
| $320M | +$51.7M | +19% | 16.5% | 68.4% | 58 | 6.9% | 3.7 |
|
| 3423 |
3423
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
| $320M | +$25.1M | +9% | 9.72% | 83.3% | 78 | 0% | 4.7 |
|
| 3424 |
3424
Vise Technologies
New York
| $320M | +$54.1M | +20% | 8.84% | – | 345 | 19.13% | 0.6 |
|
| 3425 |
3425
Delta Air Lines
Atlanta,
Georgia
| $319M | +$64.4M | +25% | 9.47% | 5.3% | 5 | 20% | 0.8 |
|