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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3476 |
MC
3476
MRJ Capital
New York
| $182M | -$4.11M | -2% | 0.67% | 127% | 56 | 5.36% | 3.2 |
|
| 3477 |
3477
Westside Investment Management
Santa Monica,
California
| $182M | -$2.57M | -1% | 0.3% | 114% | 874 | 11.21% | 1 |
|
| 3478 |
3478
Brandywine Managers
Hockessin,
Delaware
| $182M | -$174M | -49% | 6.14% | 96.3% | 38 | 18.42% | 0.8 |
|
| 3479 |
3479
Bar Harbor Trust Services
Ellsworth,
Maine
| $182M | -$8.18M | -4% | 0% | 86.4% | 81 | 9.88% | 2.6 |
|
| 3480 |
3480
Fortis Advisors
Wayne,
Pennsylvania
| $181M | +$18.4M | +11% | 2.38% | 72.8% | 335 | 22.09% | 0.5 |
|
| 3481 |
MC
3481
Miles Capital
West Des Moines,
Iowa
| $181M | +$8.69M | +5% | 0.94% | 15.4% | 236 | 29.66% | 1.2 |
|
| 3482 |
3482
North Run Capital
Boston,
Massachusetts
| $181M | +$17.1M | +10% | 5.04% | 19.4% | 21 | 42.86% | 1.2 |
|
| 3483 |
3483
KPCB DGF Associates
Menlo Park,
California
| $181M | +$43.1M | +31% | 33.8% | – | 3 | 0% | 2.2 |
|
| 3484 |
3484
Cowen Prime Advisors
New York
| $180M | -$24.9M | -12% | 6.09% | 116% | 213 | 14.55% | 2.8 |
|
| 3485 |
3485
Bender Robert & Associates
Pasadena,
California
| $180M | -$424K | -0.2% | 5.87% | 146% | 53 | 15.09% | 3.9 |
|
| 3486 |
3486
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
| $180M | +$19.1M | +12% | 0.84% | 116% | 178 | 35.96% | 0.2 |
|
| 3487 |
3487
Permit Capital
West Conshohocken,
Pennsylvania
| $180M | -$5.87M | -3% | 0.35% | 121% | 28 | 10.71% | 3.7 |
|
| 3488 |
BM
3488
Bislett Management
Palo Alto,
California
| $180M | +$7.66M | +4% | 4.49% | 19.8% | 25 | 20% | 3.1 |
|
| 3489 |
3489
Social Capital PEP Management
Palo Alto,
California
| $180M | +$19.4M | +12% | 14.8% | – | 16 | 25% | 0.2 |
|
| 3490 |
3490
Blume Capital Management
Berkeley,
California
| $180M | -$15.6M | -8% | 4.23% | 102% | 241 | 10.37% | 2.8 |
|
| 3491 |
3491
Keystone Financial Planning
Cleveland,
Ohio
| $179M | -$8.06M | -4% | 5.88% | 46% | 48 | 8.33% | 3 |
|
| 3492 |
3492
Juncture Wealth Strategies
Scottsdale,
Arizona
| $179M | +$1.42M | +0.8% | 2.31% | 76.5% | 92 | 9.78% | 1.9 |
|
| 3493 |
3493
Fernwood Investment Management
Quincy,
Massachusetts
| $179M | -$7.75M | -4% | 1.45% | 83.4% | 157 | 12.74% | 2.5 |
|
| 3494 |
3494
Capital Investment Advisory Services
Raleigh,
North Carolina
| $179M | +$8.79M | +5% | 1.54% | 69.3% | 217 | 26.73% | 0.9 |
|
| 3495 |
NFG
3495
Noven Financial Group
Denver,
Colorado
| $179M | +$5.82M | +3% | 0.24% | 45.1% | 37 | 24.32% | 2.3 |
|
| 3496 |
3496
SimplyRich
Carlsbad,
California
| $179M | +$201K | +0.1% | 0.3% | 98.3% | 182 | 16.48% | 0.2 |
|
| 3497 |
3497
Pathstone Family Office
Englewood,
New Jersey
| $179M | -$1.68M | -0.9% | 0.12% | 38.9% | 394 | 62.69% | 0.5 |
|
| 3498 |
3498
PVG Asset Management
Golden,
Colorado
| $179M | -$39.9M | -18% | 5.99% | – | 114 | 50% | 0.9 |
|
| 3499 |
3499
Dimension Capital Management
Coral Gables,
Florida
| $179M | +$19.8M | +12% | 1.4% | 65.5% | 92 | 20.65% | 0.8 |
|
| 3500 |
3500
Firsthand Capital Management
San Jose,
California
| $179M | +$43M | +32% | 13.1% | 265% | 54 | 16.67% | 2.3 |
|