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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 |
NFG
3476
Noven Financial Group
Denver,
Colorado
| $202M | +$5.01M | +3% | 1.58% | 45.1% | 36 | 22.22% | 2.6 |
|
| 3477 |
3477
Harvey Capital Management
Palm Beach,
Florida
| $201M | -$6.57M | -3% | 0.42% | 147% | 82 | 14.63% | 3.4 |
|
| 3478 |
3478
Kestrel Investment Management
San Mateo,
California
| $201M | -$10.3M | -5% | 0.51% | 89.2% | 47 | 14.89% | 1.5 |
|
| 3479 |
3479
GYL Financial Synergies
West Hartford,
Connecticut
| $201M | +$12.1M | +6% | 0.82% | 36% | 177 | 15.25% | 0.6 |
|
| 3480 |
3480
First Washington Corp
Seattle,
Washington
| $201M | -$1.76M | -0.9% | 4.8% | 142% | 84 | 13.1% | 3.4 |
|
| 3481 |
LI
3481
Leap Investments
Chicago,
Illinois
| $201M | +$127M | +171% | 6.27% | – | 564 | 87.41% | 0 |
|
| 3482 |
3482
Capco Asset Management
Tampa,
Florida
| $201M | +$19.8M | +11% | 1.8% | 46.1% | 22 | 9.09% | 2.2 |
|
| 3483 |
3483
Stone House Investment Management
Tunkhannock,
Pennsylvania
| $201M | +$9.25M | +5% | 2.39% | 57.9% | 42 | 11.9% | 1.5 |
|
| 3484 |
3484
TSP Capital Management Group
Summit,
New Jersey
| $200M | -$14.7M | -7% | 2.15% | 186% | 53 | 0% | 0.3 |
|
| 3485 |
3485
Kemper Corp Master Retirement Trust
Chicago,
Illinois
| $200M | +$36.3M | +22% | 3.04% | 21.9% | 42 | 9.52% | 4.8 |
|
| 3486 |
3486
Blume Capital Management
Berkeley,
California
| $200M | +$2.72M | +1% | 1.28% | 96.9% | 245 | 17.14% | 3.3 |
|
| 3487 |
3487
Peninsula Wealth
San Francisco,
California
| $200M | +$5.28M | +3% | 0.22% | 30% | 39 | 23.08% | 1.1 |
|
| 3488 |
3488
Peoples Financial Services Corp
Moosic,
Pennsylvania
| $200M | +$2.86M | +1% | 1.77% | 104% | 373 | 5.63% | 4.3 |
|
| 3489 |
3489
Bender Robert & Associates
Pasadena,
California
| $200M | -$10.9M | -5% | 1.45% | 146% | 49 | 0% | 4.9 |
|
| 3490 |
3490
Sandbar Asset Management
London,
United Kingdom
| $200M | -$5.65M | -3% | 2.9% | 128% | 44 | 47.73% | 0.4 |
|
| 3491 |
3491
Ostrum Asset Management
Paris,
France
| $200M | -$161M | -45% | 1.54% | 107% | 162 | 63.58% | 0.5 |
|
| 3492 |
QCMA
3492
Quad Capital Management Advisors
New York
| $200M | -$11.5M | -5% | 5.29% | – | 117 | 76.92% | 0.2 |
|
| 3493 |
3493
CAMG Solamere Management
Charlotte,
North Carolina
| $200M | -$18.7M | -9% | 1.84% | 51.7% | 103 | 16.5% | 1.9 |
|
| 3494 |
3494
Goodman Financial
Houston,
Texas
| $199M | -$251K | -0.1% | 0.39% | 52.5% | 48 | 10.42% | 2.2 |
|
| 3495 |
3495
Harvest Investment Services
Oakbrook Terrace,
Illinois
| $199M | +$23.7M | +13% | 0.63% | 282% | 174 | 28.74% | 0.5 |
|
| 3496 |
3496
Covenant Asset Management
Chester,
New Jersey
| $199M | +$6.35M | +3% | 1.87% | 177% | 147 | 14.29% | 1.9 |
|
| 3497 |
3497
Bain Capital Credit
Boston,
Massachusetts
| $199M | +$55.6M | +39% | 7.29% | 14.4% | 18 | 22.22% | 1.2 |
|
| 3498 |
3498
Retirement Capital Strategies
San Jose,
California
| $199M | -$1.56M | -0.8% | 0.8% | 59% | 59 | 22.03% | 1.7 |
|
| 3499 |
3499
Norman Fields Gottscho Capital Management
New York
| $199M | -$421K | -0.2% | 3.05% | 96.9% | 77 | 12.99% | 3.2 |
|
| 3500 |
3500
Institutional Venture Management XIV
Menlo Park,
California
| $199M | +$20.8M | +12% | 12.5% | 18.1% | 5 | 20% | 1.8 |
|