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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
First Reserve GP XIII
Stamford,
Connecticut
| $457M | +$82.6M | +22% | 22.1% | 5.56% | 1 | 0% | 1 |
|
| 3477 |
3477
Silverarc Capital Management
Boston,
Massachusetts
| $457M | +$11.9M | +3% | 18.8% | 2,765% | 85 | 44.71% | 1.1 |
|
| 3478 |
3478
Catalio Capital Management
New York
| $457M | – | – | 10.3% | – | 33 | – | 0 |
|
| 3479 |
3479
Manchester Financial
Westlake Village,
California
| $457M | -$4.23M | -0.9% | 1.77% | 73% | 118 | 10.17% | 2.9 |
|
| 3480 |
3480
Almitas Capital
Santa Monica,
California
| $456M | +$173M | +61% | 15.5% | 86.1% | 112 | 57.14% | 0.7 |
|
| 3481 |
3481
Ignite Planners
San Clemente,
California
| $456M | +$19.4M | +4% | 2.9% | 83.8% | 322 | 11.18% | 1.7 |
|
| 3482 |
3482
Investors Research Corp
Atlanta,
Georgia
| $455M | -$2.44M | -0.5% | 0.53% | 62.1% | 997 | 7.82% | 4.3 |
|
| 3483 |
3483
Cedar Mountain Advisors
Lake Oswego,
Oregon
| $455M | +$11.5M | +3% | 0.84% | 57.7% | 389 | 18.51% | 3 |
|
| 3484 |
3484
Concord Asset Management (Virginia)
Abingdon,
Virginia
| $455M | +$12.5M | +3% | 0.11% | 69% | 134 | 10.45% | 1.5 |
|
| 3485 |
3485
Think Investments
San Francisco,
California
| $455M | -$57.2M | -11% | 15.5% | 285% | 20 | 25% | 2.7 |
|
| 3486 |
3486
Perkins Coie Trust Company
Seattle,
Washington
| $454M | +$3.54M | +0.8% | 1.09% | 83.2% | 292 | 7.88% | 6.1 |
|
| 3487 |
3487
Westover Capital Advisors
Wilmington,
Delaware
| $454M | -$65.9M | -13% | 5.92% | 144% | 255 | 11.76% | 2.6 |
|
| 3488 |
MAM
3488
Milestone Asset Management
Pittsburgh,
Pennsylvania
| $454M | +$8.37M | +2% | 1.49% | 64.4% | 247 | 29.96% | 0.8 |
|
| 3489 |
3489
Bison Wealth
Atlanta,
Georgia
| $454M | -$174M | -28% | 2.44% | 37.4% | 449 | 35.86% | 3.1 |
|
| 3490 |
3490
Marietta Investment Partners
Milwaukee,
Wisconsin
| $454M | -$17.3M | -4% | 3.38% | 160% | 174 | 16.09% | 5 |
|
| 3491 |
3491
TCP Asset Management
Columbus,
Ohio
| $453M | +$19.6M | +5% | 0.79% | 65% | 96 | 11.46% | 1.3 |
|
| 3492 |
3492
Holderness Investments Company
Greensboro,
North Carolina
| $453M | -$4.57M | -1% | 1.21% | 144% | 267 | 8.61% | 5 |
|
| 3493 |
3493
Ninety One
Cape Town,
South Africa
| $453M | -$4.48M | -1% | 8.62% | 232% | 81 | 16.05% | 3.6 |
|
| 3494 |
3494
Mattern Wealth Management
Lawrence,
Kansas
| $453M | -$1.66M | -0.4% | 0.31% | 62.2% | 181 | 10.5% | 3.2 |
|
| 3495 |
3495
Vertex Planning Partners
Downers Grove,
Illinois
| $453M | +$35M | +8% | 0.59% | 55.4% | 183 | 13.66% | 1.4 |
|
| 3496 |
VH
3496
V3 Holding
Rye,
New York
| $453M | – | – | 19.9% | – | 1 | – | 0 |
|
| 3497 |
3497
Rhino Investment Partners
West Conshohocken,
Pennsylvania
| $452M | +$18.5M | +4% | 6.55% | 110% | 55 | 50.91% | 0.6 |
|
| 3498 |
3498
Marino Stram & Associates
Braintree,
Massachusetts
| $452M | +$3.84M | +0.9% | 0.36% | 72.2% | 174 | 5.17% | 3.6 |
|
| 3499 |
3499
Patten Group
Chattanooga,
Tennessee
| $452M | +$1.62M | +0.4% | 0.32% | 99% | 257 | 8.56% | 5.8 |
|
| 3500 |
3500
Intellectus Partners
San Francisco,
California
| $452M | +$60.5M | +15% | 12.6% | 157% | 292 | 13.36% | 3.5 |
|