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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3426 |
3426
Panoramic Hills Capital
Road Town,
| $555M | – | – | 20.2% | – | 4 | – | 0 |
|
| 3427 |
3427
IDG-Accel China Capital II Associates
Palo Alto,
California
| $555M | – | – | 40.2% | – | 1 | – | 0 |
|
| 3428 |
3428
Harfst & Associates
Sheridan,
Wyoming
| $555M | +$12.4M | +2% | 0.4% | 88.1% | 118 | 11.02% | 3.8 |
|
| 3429 |
3429
Marino Stram & Associates
Braintree,
Massachusetts
| $553M | -$2.55M | -0.5% | 2.02% | 72.2% | 199 | 11.06% | 4 |
|
| 3430 |
3430
Leonard Rickey Investment Advisors
Yakima,
Washington
| $553M | +$22M | +4% | 2.43% | 60.4% | 121 | 8.26% | 3.7 |
|
| 3431 |
3431
RAM Investment Partners
Bellevue,
Washington
| $553M | +$19.9M | +4% | 0.87% | 61.9% | 121 | 18.18% | 1.6 |
|
| 3432 |
3432
Financial Strategies Group
Okemos,
Michigan
| $552M | +$27.8M | +5% | 2.33% | 44.9% | 95 | 3.16% | 3.2 |
|
| 3433 |
3433
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| $552M | +$39.2M | +8% | 4.12% | 130% | 158 | 25.32% | 2.1 |
|
| 3434 |
3434
Lincoln Capital
Lincoln,
Nebraska
| $552M | +$18M | +3% | 4.33% | 67.1% | 132 | 6.82% | 5.9 |
|
| 3435 |
3435
Spinnaker Investment Group
Newport Beach,
California
| $551M | +$19.3M | +4% | 1.46% | 56.9% | 180 | 18.33% | 1.5 |
|
| 3436 |
3436
Lathrop Investment Management
Little Rock,
Arkansas
| $551M | +$8.99M | +2% | 3.52% | 72.2% | 85 | 3.53% | 6.8 |
|
| 3437 |
3437
Truvestments Capital
Sarasota,
Florida
| $550M | -$3.13M | -0.6% | 1.3% | 131% | 1,111 | 11.79% | 1.6 |
|
| 3438 |
3438
Third Avenue Management
New York
| $550M | +$17.5M | +3% | 4.76% | 113% | 54 | 12.96% | 5.5 |
|
| 3439 |
MIC
3439
Maxi Investments CY
Limassol,
Cyprus
| $550M | +$69.1M | +14% | 2.51% | 83.2% | 152 | 64.47% | 0.6 |
|
| 3440 |
3440
CDAM (UK)
London,
United Kingdom
| $550M | -$4.46M | -0.8% | 7.18% | 7.89% | 11 | 0% | 4.3 |
|
| 3441 |
3441
VeraBank
Henderson,
Texas
| $550M | +$14.8M | +3% | 3.04% | 60.6% | 188 | 6.38% | 4.2 |
|
| 3442 |
3442
Blume Capital Management
Berkeley,
California
| $550M | +$23.4M | +4% | 7.3% | 102% | 364 | 11.54% | 5.6 |
|
| 3443 |
3443
USA Financial Formulas
Ada,
Michigan
| $550M | -$18M | -3% | 3.44% | 104% | 483 | 61.08% | 0.6 |
|
| 3444 |
3444
Advisors Management Group
La Crosse,
Wisconsin
| $550M | -$20.2M | -4% | 4.5% | 125% | 162 | 5.56% | 4.9 |
|
| 3445 |
3445
Westover Capital Advisors
Wilmington,
Delaware
| $549M | +$8.65M | +2% | 3.75% | 144% | 239 | 12.97% | 3.1 |
|
| 3446 |
3446
Paloma Partners
Greenwich,
Connecticut
| $549M | -$59.1M | -10% | 1.42% | 314% | 99 | 66.67% | 0.5 |
|
| 3447 |
3447
Pamplona Capital Management
New York
| $549M | -$208M | -27% | 8.49% | – | 7 | 42.86% | 0.8 |
|
| 3448 |
3448
America First Investment Advisors
Omaha,
Nebraska
| $549M | +$10.8M | +2% | 0.62% | 78.2% | 45 | 8.89% | 9.1 |
|
| 3449 |
KC
3449
Keenan Capital
Burlingame,
California
| $549M | +$36.7M | +7% | 3.16% | 110% | 10 | 30% | 3.7 |
|
| 3450 |
3450
Madison Wealth Partners
Madison,
Wisconsin
| $548M | +$42.3M | +8% | 2.22% | 66.9% | 212 | 15.57% | 2.2 |
|