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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
Sunbelt Securities
Houston,
Texas
| $200M | +$28.4M | +17% | 12.1% | 83.5% | 252 | 25% | 1.6 |
|
| 3477 |
3477
RP Management
New York
| $200M | +$53.8M | +37% | 37% | 208% | 4 | 0% | 0.3 |
|
| 3478 |
3478
Howard Capital Management
Roswell,
Georgia
| $200M | +$130M | +186% | 13.2% | 144% | 44 | 84.09% | 0.2 |
|
| 3479 |
3479
White Pine Investment Company
Livonia,
Michigan
| $200M | +$12.8M | +7% | 9.2% | 73.3% | 59 | 20.34% | 3.2 |
|
| 3480 |
3480
Strategy Capital
Los Altos,
California
| $199M | +$108M | +118% | 31.6% | 316% | 12 | 41.67% | 0.2 |
|
| 3481 |
3481
INVST
Indianapolis,
Indiana
| $199M | +$21.6M | +12% | 10.6% | 78.5% | 83 | 46.99% | 0.7 |
|
| 3482 |
3482
Thrive Capital Management (New York)
New York
| $199M | -$400M | -67% | 16.3% | 205% | 2 | 0% | 0.3 |
|
| 3483 |
3483
Deer VIII & Co
Larchmont,
New York
| $199M | -$75.2M | -27% | 44.7% | – | 2 | 100% | 0 |
|
| 3484 |
3484
Morningstar Investment Management
Chicago,
Illinois
| $199M | +$72.7M | +58% | 9.44% | 48.2% | 19 | 15.79% | 0.2 |
|
| 3485 |
3485
Aspire Private Capital
Cornelius,
North Carolina
| $199M | +$25.4M | +15% | 9.75% | 49.6% | 630 | 13.81% | 0.2 |
|
| 3486 |
3486
Portland Investment Counsel
Burlington,
Ontario, Canada
| $198M | +$68.3M | +52% | 14.1% | 108% | 45 | 31.11% | 2.8 |
|
| 3487 |
3487
Bard Associates
Chicago,
Illinois
| $198M | +$25.4M | +15% | 22.6% | 241% | 173 | 4.62% | 3.7 |
|
| 3488 |
3488
Liberty Capital Management
Birmingham,
Michigan
| $198M | +$35.7M | +22% | 14.7% | – | 113 | 15.04% | 3.7 |
|
| 3489 |
3489
Willow Creek Wealth Management
Sebastopol,
California
| $198M | +$10.2M | +5% | 5.28% | – | 72 | 8.33% | 1.5 |
|
| 3490 |
3490
MYDA Advisors
Woodmere,
New York
| $198M | +$140M | +241% | 31.9% | 232% | 150 | 82.67% | 0.1 |
|
| 3491 |
3491
Princeton Capital Management
Red Bank,
New Jersey
| $198M | +$26.9M | +16% | 17.7% | 206% | 265 | 7.55% | 1.5 |
|
| 3492 |
3492
O'Brien Greene & Co
Media,
Pennsylvania
| $198M | +$30.3M | +18% | 14.4% | 81.4% | 120 | 20% | 0.2 |
|
| 3493 |
3493
Atlas Venture Advisors
Boston,
Massachusetts
| $198M | +$8.6M | +5% | 8.82% | 34.6% | 5 | 0% | 0.3 |
|
| 3494 |
3494
Silver Heights Capital Management
Toronto,
Ontario, Canada
| $198M | +$48.3M | +32% | 35.8% | 39.8% | 6 | 0% | 2.3 |
|
| 3495 |
CIA
3495
CSat Investment Advisory
Detroit,
Michigan
| $198M | +$29.9M | +18% | 15.8% | 87.4% | 561 | 3.92% | 0.8 |
|
| 3496 |
3496
Retirement Capital Strategies
San Jose,
California
| $198M | +$19.5M | +11% | 8.78% | 59% | 52 | 17.31% | 1.5 |
|
| 3497 |
3497
Shaker Financial Services
Arlington,
Virginia
| $197M | +$20.3M | +11% | 12.1% | 12.9% | 149 | 38.93% | 0.8 |
|
| 3498 |
SHA
3498
Shelter Harbor Advisors
Weatogue,
Connecticut
| $197M | -$4.95M | -2% | 11.5% | – | 34 | 58.82% | 0.3 |
|
| 3499 |
3499
Patton Albertson Miller Group
Chattanooga,
Tennessee
| $197M | +$9.8M | +5% | 12% | 117% | 120 | 4.17% | 3.7 |
|
| 3500 |
SP
3500
StackLine Partners
New York
| $197M | +$50M | +34% | 24.5% | 12.7% | 19 | 31.58% | 0.2 |
|