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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3576 |
3576
Kellner Capital
New York
| $149M | -$50.6M | -25% | 4.13% | 390% | 46 | 63.04% | 0.3 |
|
| 3577 |
3577
Timber Creek Capital Management
Boston,
Massachusetts
| $148M | +$3.14M | +2% | 4.02% | 139% | 145 | 16.55% | 2.8 |
|
| 3578 |
3578
Knights of Columbus Asset Advisors
New Haven,
Connecticut
| $148M | +$3.83M | +3% | 3.65% | 137% | 93 | 9.68% | 0.5 |
|
| 3579 |
3579
Simplicity Solutions
Minneapolis,
Minnesota
| $148M | -$698M | -82% | 3.82% | 37.1% | 423 | 55.32% | 1.4 |
|
| 3580 |
HA
3580
Havens Advisors
New York
| $148M | +$8.27M | +6% | 7.45% | 460% | 42 | 61.9% | 0.6 |
|
| 3581 |
3581
FC Advisory
West Chester,
Pennsylvania
| $148M | +$3.4M | +2% | 2.56% | 46.6% | 43 | 6.98% | 1.8 |
|
| 3582 |
MAS
3582
Managed Account Services
Coconut Grove,
Florida
| $148M | +$7.01M | +5% | 3.79% | 32.4% | 64 | 3.13% | 0.7 |
|
| 3583 |
3583
Landmark Financial Advisors
Bowling Green,
Kentucky
| $148M | +$8.79M | +6% | 4.08% | 11.8% | 54 | 3.7% | 2.3 |
|
| 3584 |
3584
Perennial Advisors
New York
| $148M | +$10M | +7% | 5.2% | – | 204 | 8.82% | 0.7 |
|
| 3585 |
3585
Jolley Asset Management
Rocky Mount,
North Carolina
| $147M | +$4.69M | +3% | 4.95% | 3.47% | 188 | 15.96% | 2.3 |
|
| 3586 |
3586
Covalent Partners
Concord,
Massachusetts
| $147M | -$63.9M | -30% | 0.57% | 36.6% | 33 | 45.45% | 1.1 |
|
| 3587 |
3587
Clear Investment Research
Alpharetta,
Georgia
| $147M | +$16.2M | +12% | 2.68% | 48.5% | 57 | 5.26% | 1.4 |
|
| 3588 |
3588
Penn Mutual Life Insurance
Horsham,
Pennsylvania
| $147M | +$32.8M | +29% | 0.39% | 1.64% | 25 | 24% | 1.7 |
|
| 3589 |
3589
Weatherstone Capital Management
Denver,
Colorado
| $147M | -$4.52M | -3% | 2.1% | 32% | 98 | 21.43% | 1.2 |
|
| 3590 |
3590
Security National Bank
Omaha,
Nebraska
| $146M | +$8.77M | +6% | 6.93% | 113% | 69 | 7.25% | 0.5 |
|
| 3591 |
3591
Raine Capital
New York
| $146M | +$19M | +15% | 9.49% | 119% | 14 | 0% | 1.3 |
|
| 3592 |
3592
Family Management
New York
| $146M | +$573K | +0.4% | 5.75% | 69% | 79 | 26.58% | 1.9 |
|
| 3593 |
3593
Hayek Kallen Investment Management
Fairhope,
Alabama
| $146M | -$1.99M | -1% | 3.72% | 71.9% | 68 | 5.88% | 3.1 |
|
| 3594 |
3594
Oxford Financial Group
Carmel,
Indiana
| $146M | +$15.8M | +12% | 2.27% | 77.2% | 33 | 24.24% | 0.5 |
|
| 3595 |
3595
Institutional Venture Management XIII
Menlo Park,
California
| $146M | -$3.33M | -2% | 1.94% | – | 4 | 0% | 2.9 |
|
| 3596 |
3596
Quotient Investors
New York
| $146M | +$5.36M | +4% | 4.59% | 24.9% | 174 | 29.89% | 1.6 |
|
| 3597 |
3597
First Capital Advisors Group
Little Silver,
New Jersey
| $146M | -$417K | -0.3% | 3.67% | – | 168 | 25% | 0.5 |
|
| 3598 |
3598
Yost Capital Management
Houston,
Texas
| $146M | +$7.58M | +5% | 8.44% | 125% | 10 | 20% | 1.1 |
|
| 3599 |
3599
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
| $146M | -$37.4M | -20% | 13.1% | 167% | 70 | 55.71% | 0.8 |
|
| 3600 |
3600
Marlowe Partners
New York
| $145M | -$15.5M | -10% | 4.95% | 16.3% | 13 | 46.15% | 0.6 |
|