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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 |
3526
HT Partners
Centerbrook,
Connecticut
| $304M | +$70.2M | +30% | 6.73% | 71.1% | 48 | 12.5% | 4.2 |
|
| 3527 |
3527
ThornTree Capital Partners
Boston,
Massachusetts
| $304M | +$10.8M | +4% | 0.38% | 217% | 22 | 45.45% | 0.9 |
|
| 3528 |
3528
Annandale Capital
Dallas,
Texas
| $304M | +$32.9M | +12% | 7.14% | 57.2% | 150 | 20% | 1 |
|
| 3529 |
3529
Abingworth
London,
United Kingdom
| $304M | +$11.4M | +4% | 59.2% | 187% | 19 | 0% | 3.3 |
|
| 3530 |
3530
BCWM LLC
Overland Park,
Kansas
| $304M | +$28.4M | +10% | 11.5% | – | 61 | 3.28% | 3.9 |
|
| 3531 |
3531
Lebenthal Global Advisors
Hauppauge,
New York
| $304M | +$85.2M | +39% | 7.59% | 57.2% | 139 | 25.18% | 1.1 |
|
| 3532 |
ACM
3532
AIGH Capital Management
Baltimore,
Maryland
| $304M | -$18.2M | -6% | 14.1% | 3,007% | 65 | 41.54% | 0.8 |
|
| 3533 |
FNBOMD
3533
First National Bank of Mount Dora
Mount Dora,
Florida
| $303M | +$21.1M | +7% | 12.4% | 96.2% | 127 | 6.3% | 4.7 |
|
| 3534 |
3534
Capital City Trust
Tallahassee,
Florida
| $303M | +$17.6M | +6% | 10.7% | 98.5% | 117 | 5.98% | 6.1 |
|
| 3535 |
3535
Compass Group
New York
| $303M | +$48.8M | +19% | 13.5% | 64.6% | 15 | 20% | 2 |
|
| 3536 |
3536
LMG Wealth Partners
Shreveport,
Louisiana
| $302M | – | – | 9.64% | 88.9% | 107 | – | 0 |
|
| 3537 |
ALAM
3537
Asahi Life Asset Management
Tokyo,
Japan
| $302M | -$21.3M | -7% | 12.6% | 122% | 278 | 46.4% | 1.6 |
|
| 3538 |
3538
Private Capital Management (Colorado)
Denver,
Colorado
| $302M | +$29.7M | +11% | 9.02% | 20% | 148 | 28.38% | 2.5 |
|
| 3539 |
HCM
3539
Horrell Capital Management
Little Rock,
Arkansas
| $302M | +$28M | +10% | 8.96% | 55.6% | 217 | 11.52% | 5.2 |
|
| 3540 |
3540
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| $302M | -$336M | -53% | 8.55% | 82.6% | 200 | 10.5% | 4.6 |
|
| 3541 |
3541
Accuvest Global Advisors
Provo,
Utah
| $302M | +$155M | +106% | 9.13% | 130% | 129 | 41.86% | 1.1 |
|
| 3542 |
3542
MayTech Global Investments
New York
| $302M | +$27.7M | +10% | 5.36% | 158% | 67 | 59.7% | 1.4 |
|
| 3543 |
CSNH
3543
Crow's Nest Holdings
Richmond,
Virginia
| $301M | +$25.4M | +9% | 4.38% | 103% | 9 | 11.11% | 0.8 |
|
| 3544 |
3544
Childress Capital Advisors
Houston,
Texas
| $301M | +$44.8M | +17% | 12.2% | 107% | 199 | 22.61% | 1.3 |
|
| 3545 |
SC
3545
Saybrook Capital
Winston Salem,
North Carolina
| $301M | +$17.3M | +6% | 8.14% | 72.5% | 46 | 6.52% | 7.7 |
|
| 3546 |
3546
Gries Financial
Cleveland,
Ohio
| $301M | +$64.9M | +27% | 9.8% | 71.3% | 164 | 20.73% | 1.1 |
|
| 3547 |
3547
Pacific Sage Partners
Edmonds,
Washington
| $301M | – | – | 5.83% | 58.9% | 87 | – | 0 |
|
| 3548 |
3548
Accel Growth Fund IV Associates
Palo Alto,
California
| $301M | -$9.32M | -3% | 2.7% | 61.4% | 3 | 0% | 1.1 |
|
| 3549 |
3549
Cederberg Capital
London,
United Kingdom
| $301M | +$44M | +17% | 17.3% | 273% | 7 | 14.29% | 2 |
|
| 3550 |
WPI
3550
Walter Public Investments
Westmount,
Canada
| $301M | +$15.9M | +6% | 8.05% | 72.7% | 32 | 3.13% | 0.6 |
|