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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3501 |
JHCM
3501
Juniper Hill Capital Management
Menlo Park,
California
| $451M | +$15.9M | +4% | 0.5% | 33.6% | 6 | 0% | 1.8 |
|
| 3502 |
SXL
3502
Summit X LLC
Chesterfield,
Missouri
| $451M | +$39.8M | +10% | 2.29% | 62.9% | 239 | 20.08% | 3.5 |
|
| 3503 |
3503
Owls Nest Partners IA
Chadds Ford,
Pennsylvania
| $451M | +$58.9M | +15% | 16.9% | 105% | 20 | 40% | 1.9 |
|
| 3504 |
3504
Liberty Capital Management
Birmingham,
Michigan
| $451M | -$1.22M | -0.3% | 0.54% | – | 167 | 8.98% | 6 |
|
| 3505 |
3505
The Family Firm
Bethesda,
Maryland
| $450M | -$7.15M | -2% | 1.79% | 40.2% | 221 | 8.6% | 5.4 |
|
| 3506 |
3506
Bain Capital Credit
Boston,
Massachusetts
| $449M | -$34.6M | -7% | 1.09% | 14.4% | 8 | 12.5% | 1.9 |
|
| 3507 |
3507
ESL Trust Services
Rochester,
New York
| $449M | +$7.17M | +2% | 2.65% | 53.9% | 349 | 38.11% | 0.6 |
|
| 3508 |
3508
Harbour Capital Advisors
Tysons Corner,
Virginia
| $449M | +$15.1M | +3% | 5.64% | 168% | 316 | 27.22% | 2.7 |
|
| 3509 |
3509
InceptionR
Lafayette,
California
| $448M | +$38.7M | +9% | 1.27% | 62.9% | 911 | 68.39% | 0.2 |
|
| 3510 |
3510
Cambridge Advisors
Omaha,
Nebraska
| $448M | -$9.7M | -2% | 1.06% | 58.6% | 173 | 4.62% | 6.4 |
|
| 3511 |
3511
BCM Advisors
Lafayette,
Louisiana
| $448M | +$12.1M | +3% | 1.84% | 66.3% | 70 | 4.29% | 4.2 |
|
| 3512 |
3512
Convergence Investment Partners
Palm Beach Gardens,
Florida
| $447M | +$76.7M | +21% | 10.7% | 304% | 292 | 33.22% | 2.9 |
|
| 3513 |
3513
Richard P. Slaughter Associates
Austin,
Texas
| $447M | +$15.6M | +4% | 0.57% | 55.7% | 156 | 12.82% | 2.4 |
|
| 3514 |
3514
Blume Capital Management
Berkeley,
California
| $446M | -$768K | -0.2% | 1.16% | 102% | 364 | 13.74% | 5.4 |
|
| 3515 |
3515
WestHill Financial Advisors
San Rafael,
California
| $446M | +$571K | +0.1% | 0.54% | 62.9% | 80 | 8.75% | 2.7 |
|
| 3516 |
3516
Regent Peak Wealth Advisors
Atlanta,
Georgia
| $446M | +$10M | +2% | 3.09% | – | 197 | 17.77% | 3 |
|
| 3517 |
3517
Harbor Group
Bedford,
New Hampshire
| $445M | +$12.6M | +3% | 1.91% | 43% | 98 | 13.27% | 2.2 |
|
| 3518 |
3518
Capco Asset Management
Tampa,
Florida
| $445M | +$12.3M | +3% | 4.93% | 46.1% | 18 | 0% | 5.8 |
|
| 3519 |
3519
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
| $445M | -$18.5M | -4% | 2.12% | 83.3% | 73 | 6.85% | 6.4 |
|
| 3520 |
3520
P/E Global LLC
Boston,
Massachusetts
| $444M | +$83M | +23% | 1.95% | 49% | 5 | 40% | 0.9 |
|
| 3521 |
3521
Grace & Mercy Foundation
New York
| $444M | +$4.86M | +1% | 9.48% | 67.6% | 19 | 10.53% | 1.7 |
|
| 3522 |
3522
Icon Advisers
Greenwood Village,
Colorado
| $444M | -$33.4M | -7% | 2.45% | 114% | 206 | 38.83% | 2.2 |
|
| 3523 |
3523
Brilliance Asset Management
Admiralty, Hong Kong,
Hong Kong
| $444M | +$53.3M | +14% | 10.2% | 39.2% | 10 | 40% | 1.3 |
|
| 3524 |
3524
O'Dell Group
Cincinnati,
Ohio
| $444M | -$7M | -2% | 0.94% | 72.2% | 111 | 14.41% | 2.8 |
|
| 3525 |
3525
Beryl Capital Management
Redondo Beach,
California
| $443M | -$20.3M | -4% | 20.5% | 3,932% | 48 | 75% | 0.1 |
|