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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 |
CM
3476
Conifer Management
New York
| $607M | +$82.8M | +16% | 1.59% | 22.7% | 7 | 28.57% | 2.7 |
|
| 3477 |
SCM
3477
SKBA Capital Management
San Francisco,
California
| $606M | -$122M | -17% | 4.29% | 53.9% | 80 | 2.5% | 5.2 |
|
| 3478 |
NPPM
3478
North Point Portfolio Managers
Orange Village,
Ohio
| $606M | +$44.6M | +8% | 12.9% | 72.8% | 82 | 10.98% | 4.6 |
|
| 3479 |
SFCM
3479
Seven Fleet Capital Management
Mountain View,
California
| $606M | +$288M | +90% | 32.7% | – | 138 | 47.1% | 0.3 |
|
| 3480 |
BFC
3480
Banc Funds Company
Chicago,
Illinois
| $605M | +$68.3M | +13% | 11.6% | 69% | 102 | 14.71% | 6.8 |
|
| 3481 |
VV
3481
Verbena Value
Westport,
Connecticut
| $605M | -$5.69M | -0.9% | 1.54% | – | 33 | 27.27% | 0.3 |
|
| 3482 |
RCM
3482
Requisite Capital Management
Dallas,
Texas
| $605M | +$68.3M | +13% | 10.4% | 41% | 139 | 25.18% | 1.5 |
|
| 3483 |
V
3483
VeraBank
Henderson,
Texas
| $604M | +$58.1M | +11% | 11.9% | 60.6% | 180 | 11.11% | 4.6 |
|
| 3484 |
EFL
3484
ERn Financial LLC
Middleton,
Wisconsin
| $604M | +$72.5M | +14% | 12.2% | 55.9% | 166 | 12.65% | 4 |
|
| 3485 |
SCM
3485
Sio Capital Management
New York
| $604M | -$93M | -13% | 10.6% | 564% | 92 | 53.26% | 0.7 |
|
| 3486 |
MAM
3486
Morse Asset Management
Darien,
Connecticut
| $604M | +$123M | +26% | 44.6% | 222% | 457 | 21.01% | 2.2 |
|
| 3487 |
AMG
3487
Advisors Management Group
La Crosse,
Wisconsin
| $604M | +$55.1M | +10% | 36.2% | 125% | 165 | 7.88% | 4.9 |
|
| 3488 |
VCP
3488
Varenne Capital Partners
Paris,
France
| $603M | +$190M | +46% | 20.4% | 212% | 46 | 69.57% | 0.4 |
|
| 3489 |
EHI
3489
Eagle Health Investments
Greenwich,
Connecticut
| $603M | +$31.5M | +6% | 37.1% | 241% | 33 | 33.33% | 1.4 |
|
| 3490 |
PCTC
3490
Perkins Coie Trust Company
Seattle,
Washington
| $603M | +$83.2M | +16% | 14.9% | 83.2% | 250 | 6.8% | 7.1 |
|
| 3491 |
FRM
3491
Fox Run Management
Greenwich,
Connecticut
| $603M | +$31.7M | +6% | 17.9% | 64% | 1,374 | 72.85% | 0.2 |
|
| 3492 |
OPWM
3492
Oakwell Private Wealth Management
Austin,
Texas
| $603M | +$43M | +8% | 14% | 63% | 91 | 21.98% | 2.9 |
|
| 3493 |
F1I
3493
Fund 1 Investments
Rincon,
Puerto Rico
| $603M | -$269M | -31% | 22.6% | 128% | 92 | 77.17% | 0.7 |
|
| 3494 |
GP
3494
GSK plc
London,
| $602M | +$3.07M | +0.5% | 4.24% | – | 13 | 0% | 0.5 |
|
| 3495 |
FIC
3495
Family Investment Center
Saint Joseph,
Missouri
| $602M | +$82.6M | +16% | 12.6% | 49.8% | 124 | 29.84% | 1.7 |
|
| 3496 |
WCA
3496
Westover Capital Advisors
Wilmington,
Delaware
| $602M | +$58.5M | +11% | 16.9% | 133% | 256 | 14.45% | 3.2 |
|
| 3497 |
PWP
3497
Precedent Wealth Partners
Houston,
Texas
| $601M | +$102M | +20% | 12.1% | – | 217 | 28.11% | 1.5 |
|
| 3498 |
MAM
3498
Marotta Asset Management
Charlottesville,
Virginia
| $601M | +$57.8M | +11% | 12.5% | 51% | 104 | 1.92% | 4.7 |
|
| 3499 |
KCM
3499
Kendall Capital Management
Rockville,
Maryland
| $600M | +$112M | +23% | 28.3% | 120% | 253 | 15.42% | 3.7 |
|
| 3500 |
HIC
3500
Holderness Investments Company
Greensboro,
North Carolina
| $600M | +$102M | +20% | 33.2% | 144% | 270 | 10% | 5.8 |
|