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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 |
3476
INVST
Indianapolis,
Indiana
| $178M | -$18.4M | -9% | 8.95% | 78.5% | 59 | 30.51% | 0.9 |
|
| 3477 |
3477
Aquamarine Capital Management
New York
| $178M | -$30.1M | -15% | 14.2% | 23% | 15 | 6.67% | 3.3 |
|
| 3478 |
3478
GSI Capital Advisors
Newport Beach,
California
| $177M | -$15M | -8% | 7.16% | 39.7% | 36 | 44.44% | 0.8 |
|
| 3479 |
3479
Biltmore Family Office
Charlotte,
North Carolina
| $177M | -$32.9M | -16% | 10.2% | 78.1% | 156 | 16.67% | 0.9 |
|
| 3480 |
3480
Shaker Financial Services
Arlington,
Virginia
| $177M | -$31.3M | -15% | 18% | 12.9% | 172 | 58.14% | 0.7 |
|
| 3481 |
3481
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
| $177M | -$29.7M | -14% | 11.6% | 80.3% | 79 | 12.66% | 0.9 |
|
| 3482 |
3482
Context Capital Management
Lajolla,
California
| $177M | +$5.1M | +3% | 0.63% | 3.38% | 85 | 27.06% | 0.5 |
|
| 3483 |
3483
Occidental Asset Management
Burlingame,
California
| $177M | -$23.5M | -12% | 8.97% | 82.5% | 163 | 20.25% | 2.4 |
|
| 3484 |
3484
Summit Asset Management
Memphis,
Tennessee
| $177M | -$39.1M | -18% | 12.8% | 48.9% | 123 | 20.33% | 4 |
|
| 3485 |
3485
EnCap Energy Capital Fund VIII
Houston,
Texas
| $176M | -$201M | -53% | 43.4% | 6.16% | 3 | 0% | 1.3 |
|
| 3486 |
ECM
3486
EII Capital Management
New York
| $176M | -$6.71M | -4% | 7.12% | 46.9% | 247 | 8.91% | 1.4 |
|
| 3487 |
3487
Tikehau Investment Management
Paris,
France
| $176M | -$172M | -49% | 12.7% | 102% | 31 | 58.06% | 0.5 |
|
| 3488 |
3488
Crossvault Capital Management
San Antonio,
Texas
| $176M | -$17.9M | -9% | 14.2% | 56.4% | 81 | 27.16% | 2.6 |
|
| 3489 |
TLCM
3489
Tiger Legatus Capital Management
New York
| $176M | -$122M | -41% | 21.5% | 19.1% | 12 | 16.67% | 1 |
|
| 3490 |
3490
Fullerton Fund Management
Singapore
| $176M | -$20.6M | -10% | 16.6% | 412% | 36 | 30.56% | 0.4 |
|
| 3491 |
3491
Peoples Financial Services Corp
Moosic,
Pennsylvania
| $176M | -$22M | -11% | 8.34% | 104% | 383 | 6.79% | 3.7 |
|
| 3492 |
3492
Index Venture Growth Associates I
St Helier, Channel Islands,
Jersey
| $176M | – | – | 33.9% | 30.9% | 2 | – | 0 |
|
| 3493 |
3493
Blume Capital Management
Berkeley,
California
| $175M | -$16.3M | -9% | 14.4% | 96.9% | 233 | 17.17% | 3 |
|
| 3494 |
3494
Aull & Monroe Investment Management
Mobile,
Alabama
| $175M | -$32.2M | -16% | 8.75% | 98.3% | 133 | 9.77% | 4.5 |
|
| 3495 |
3495
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
| $175M | +$26.3M | +18% | 2.09% | 0.74% | 6 | 16.67% | 3.8 |
|
| 3496 |
3496
Barnett & Company
Chattanooga,
Tennessee
| $175M | -$44.9M | -20% | 13.9% | 65.9% | 362 | 12.15% | 2.3 |
|
| 3497 |
3497
Rainwater Charitable Foundation
Fort Worth,
Texas
| $175M | -$266K | -0.2% | 13.6% | 44% | 4 | 75% | 0.3 |
|
| 3498 |
3498
Bridgeworth
Birmingham,
Alabama
| $175M | -$6.24M | -3% | 9.48% | 19.3% | 147 | 17.69% | 1 |
|
| 3499 |
WAM
3499
WIM Asset Management
Hong Kong
| $175M | +$23.7M | +16% | 0% | – | 26 | 84.62% | 0.2 |
|
| 3500 |
3500
Bridge Creek Capital Management
West Barnstable,
Massachusetts
| $175M | -$24.8M | -12% | 10.8% | 76.5% | 84 | 11.9% | 2.6 |
|