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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3551 |
BCA
3551
Bray Capital Advisors
Naples,
Florida
| $399M | +$4.76M | +1% | 4.99% | 36.6% | 264 | 4.17% | 6 |
|
| 3552 |
3552
Cypress Capital
Franklin,
Tennessee
| $398M | +$32.8M | +9% | 1.5% | 43.6% | 395 | 80.76% | 0.5 |
|
| 3553 |
3553
Longfellow Investment Management
Boston,
Massachusetts
| $398M | -$43.9M | -10% | 0.63% | 45.9% | 289 | 14.53% | 2.1 |
|
| 3554 |
3554
Cherry Tree Wealth Management
Minnetonka,
Minnesota
| $398M | +$499K | +0.1% | 0.44% | 38.9% | 627 | 10.05% | 0.9 |
|
| 3555 |
3555
WESPAC Advisors SoCal
Pasadena,
California
| $398M | +$15.9M | +4% | 6.5% | 135% | 101 | 22.77% | 2.5 |
|
| 3556 |
3556
Brilliance Asset Management
Admiralty, Hong Kong,
Hong Kong
| $398M | -$55.1M | -12% | 6.12% | 39.2% | 15 | 33.33% | 0.7 |
|
| 3557 |
3557
Berkshire Bank
Pittsfield,
Massachusetts
| $398M | -$4.7M | -1% | 3.68% | 76.2% | 146 | 4.79% | 2.8 |
|
| 3558 |
3558
BWCP LP
Dallas,
Texas
| $398M | +$7.3M | +2% | 4.85% | 198% | 25 | 32% | 1.3 |
|
| 3559 |
OCM
3559
Ogborne Capital Management
San Francisco,
California
| $398M | -$447K | -0.1% | 8.93% | 251% | 17 | 35.29% | 0.8 |
|
| 3560 |
3560
Financial Strategies Group
Okemos,
Michigan
| $398M | +$25.6M | +7% | 0.85% | 44.9% | 97 | 18.56% | 2.3 |
|
| 3561 |
3561
New York Life Insurance Company
New York
| $398M | +$44.2M | +13% | 3.87% | 61.5% | 4 | 25% | 3.8 |
|
| 3562 |
3562
Martin & Co
Knoxville,
Tennessee
| $397M | -$11.9M | -3% | 0.7% | 67.8% | 108 | 4.63% | 8.6 |
|
| 3563 |
3563
Mission Creek Capital Partners
San Francisco,
California
| $397M | +$12.9M | +3% | 4.16% | 138% | 238 | 15.13% | 3.4 |
|
| 3564 |
3564
Eldridge Investment Advisors
Manchester,
New Hampshire
| $397M | +$7.42M | +2% | 1.22% | 50.9% | 150 | 9.33% | 3.6 |
|
| 3565 |
3565
Kettle Hill Capital Management
New York
| $397M | -$14.5M | -4% | 2.92% | 37.4% | 62 | 61.29% | 0.4 |
|
| 3566 |
3566
Elgethun Capital Management
Sioux Falls,
South Dakota
| $397M | +$173K | +0% | 0.05% | 61.5% | 156 | 1.28% | 4.1 |
|
| 3567 |
3567
Panview Asian Equity Master Fund
Central,
Hong Kong
| $396M | +$77.7M | +24% | 8.58% | 145% | 13 | 7.69% | 0.7 |
|
| 3568 |
3568
Crawford Fund Management
Boston,
Massachusetts
| $396M | -$21.2M | -5% | 2.16% | – | 218 | 25.69% | 0.4 |
|
| 3569 |
3569
Varenne Capital Partners
Paris,
France
| $396M | -$241M | -38% | 13.4% | 212% | 23 | 56.52% | 0.3 |
|
| 3570 |
3570
Overbrook Management Corp
New York
| $396M | +$24.2M | +7% | 5.92% | 157% | 65 | 20% | 4.1 |
|
| 3571 |
WCMN
3571
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
| $396M | -$2.29M | -0.6% | 0.99% | 121% | 41 | 0% | 7.8 |
|
| 3572 |
3572
Presilium Private Wealth
Radnor,
Pennsylvania
| $396M | +$19M | +5% | 0.52% | 45.9% | 73 | 6.85% | 1.1 |
|
| 3573 |
TLP
3573
Tri Locum Partners
New York
| $395M | +$107M | +37% | 11.9% | 357% | 37 | 59.46% | 0.7 |
|
| 3574 |
3574
Boston Research & Management
Manchester,
Massachusetts
| $395M | -$9.11M | -2% | 0.98% | 53.2% | 117 | 3.42% | 7.9 |
|
| 3575 |
3575
TCP Asset Management
Columbus,
Ohio
| $395M | +$17M | +4% | 2.55% | 65% | 84 | 15.48% | 1.1 |
|