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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3526 |
BC
3526
Blackstart Capital
New York
| $229M | +$39.1M | +21% | 0.09% | 9% | 41 | 63.41% | 0.3 |
|
| 3527 |
3527
Keating Investment Counselors
Delray Beach,
Florida
| $229M | +$6.77M | +3% | 6.05% | 50% | 70 | 2.86% | 4.6 |
|
| 3528 |
3528
Muhlenkamp & Co
Wexford,
Pennsylvania
| $229M | +$23.7M | +12% | 10.5% | 107% | 39 | 17.95% | 2.7 |
|
| 3529 |
3529
Epstein & White Financial
San Diego,
California
| $229M | +$23.4M | +11% | 6.19% | 51% | 84 | 29.76% | 1.2 |
|
| 3530 |
EEP
3530
Edgehill Endowment Partners
Hamden,
Connecticut
| $229M | -$35.9M | -14% | 2.27% | 11.6% | 7 | 0% | 1 |
|
| 3531 |
3531
Stonebridge Capital Management
Los Angeles,
California
| $229M | +$12.8M | +6% | 7.32% | – | 118 | 7.63% | 4.7 |
|
| 3532 |
3532
Covenant Asset Management
Chester,
New Jersey
| $228M | +$29.3M | +15% | 11.6% | 177% | 154 | 18.18% | 2 |
|
| 3533 |
3533
Crewe Advisors
Salt Lake City,
Utah
| $228M | +$10.9M | +5% | 5.61% | 96.1% | 293 | 33.79% | 1.2 |
|
| 3534 |
3534
Goodman Financial
Houston,
Texas
| $228M | +$29.1M | +15% | 7.58% | 52.5% | 53 | 26.42% | 2.1 |
|
| 3535 |
3535
Broadmark Asset Management
San Francisco,
California
| $228M | +$106M | +87% | 9.51% | 39.6% | 3 | 33.33% | 2.4 |
|
| 3536 |
3536
Crossvault Capital Management
San Antonio,
Texas
| $228M | +$18.5M | +9% | 9.33% | 56.4% | 81 | 8.64% | 3.2 |
|
| 3537 |
3537
Pasadena Private Wealth
Pasadena,
California
| $228M | +$11.2M | +5% | 4.65% | 53% | 68 | 16.18% | 0.6 |
|
| 3538 |
3538
Prosight Management
Dallas,
Texas
| $228M | +$47.5M | +26% | 38.6% | 39.5% | 49 | 53.06% | 0.7 |
|
| 3539 |
3539
Tekne Capital Management
New York
| $228M | -$108M | -32% | 8.1% | 516% | 11 | 45.45% | 0.9 |
|
| 3540 |
3540
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
| $228M | -$11.3M | -5% | 0.85% | 167% | 67 | 53.73% | 0.7 |
|
| 3541 |
3541
Pacific Center for Financial Services
San Ramon,
California
| $227M | +$23.1M | +11% | 4.91% | 60.1% | 346 | 7.23% | 2.6 |
|
| 3542 |
3542
Edenbrook Capital
Mt. Kisco,
New York
| $227M | – | – | 17.5% | 267% | 12 | – | 0 |
|
| 3543 |
3543
SunTx Capital Management
Dallas,
Texas
| $227M | – | – | 8.28% | – | 1 | – | 0 |
|
| 3544 |
3544
Hendley & Co
Zanesville,
Ohio
| $227M | +$20.1M | +10% | 8.4% | 54.8% | 62 | 11.29% | 4.2 |
|
| 3545 |
3545
MPM Asset Management
Boston,
Massachusetts
| $227M | -$6.46M | -3% | 4.2% | 5.89% | 5 | 0% | 2.3 |
|
| 3546 |
3546
D.B. Root & Company
Pittsburgh,
Pennsylvania
| $227M | +$12.4M | +6% | 7.17% | 57.3% | 204 | 11.27% | 1.5 |
|
| 3547 |
3547
Clearfield Capital Management
New York
| $227M | +$64.9M | +40% | 5.42% | 421% | 15 | 66.67% | 0.3 |
|
| 3548 |
3548
TRV GP III
Boston,
Massachusetts
| $226M | +$50M | +28% | 76% | 170% | 4 | 0% | 1.4 |
|
| 3549 |
3549
Financial Consulate
Hunt Valley,
Maryland
| $226M | -$3.19M | -1% | 7.54% | 61.4% | 111 | 17.12% | 2.6 |
|
| 3550 |
3550
GYL Financial Synergies
West Hartford,
Connecticut
| $226M | +$25M | +12% | 9.15% | 36% | 181 | 11.6% | 0.8 |
|