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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3626 |
DVC
3626
Deer VI & Co
Larchmont,
New York
| $133M | +$38.5M | +41% | 41.1% | 1,560% | 2 | 0% | 3.5 |
|
| 3627 |
3627
Aspen Investment Management
Grand Rapids,
Michigan
| $133M | +$6.63M | +5% | 2.13% | 84.9% | 133 | 9.02% | 2.6 |
|
| 3628 |
3628
William Marsh Rice University
Houston,
Texas
| $133M | – | – | 6.57% | 1.81% | 2 | – | 0 |
|
| 3629 |
3629
Kingfisher Capital
Charlotte,
North Carolina
| $133M | -$10.9M | -8% | 2.85% | 58.5% | 144 | 38.19% | 1.6 |
|
| 3630 |
3630
First United Bank & Trust
Oakland,
Maryland
| $133M | +$11.6M | +10% | 4.67% | 78% | 110 | 14.55% | 2.4 |
|
| 3631 |
MRFOFM
3631
M&R Follow-On Fund Management
Dallas,
Texas
| $132M | -$59.7M | -31% | 2.24% | 48.8% | 1 | 0% | 1 |
|
| 3632 |
GES
3632
GO ETF Solutions
London,
United Kingdom
| $132M | – | – | 3.15% | – | 56 | – | 0 |
|
| 3633 |
3633
Parkside Advisors
Berkeley,
California
| $132M | -$3.03M | -2% | 1.82% | 36.7% | 28 | 0% | 2.8 |
|
| 3634 |
3634
Citizens & Northern Corp
Wellsboro,
Pennsylvania
| $132M | +$4.74M | +4% | 4.43% | 73.3% | 103 | 4.85% | 2.6 |
|
| 3635 |
3635
IHT Wealth Management
Chicago,
Illinois
| $132M | – | – | 2.3% | 74.8% | 1,243 | – | 0 |
|
| 3636 |
KCP
3636
Kenmare Capital Partners
New York
| $132M | +$30M | +29% | 4.22% | 48.8% | 21 | 33.33% | 1.1 |
|
| 3637 |
3637
Harbour Investment Management
Edmonds,
Washington
| $132M | +$1.15M | +0.9% | 3.75% | 58.8% | 70 | 5.71% | 3.2 |
|
| 3638 |
3638
Pacific Center for Financial Services
San Ramon,
California
| $132M | – | – | 0.28% | 60.1% | 329 | – | 0 |
|
| 3639 |
3639
Permira Europe III
St. Peter Port,
Guernsey
| $132M | – | – | 19% | – | 1 | – | 0 |
|
| 3640 |
3640
Lenox Wealth Management
Cincinnati,
Ohio
| $131M | +$5.43M | +4% | 2.82% | 24.7% | 247 | 2.83% | 2 |
|
| 3641 |
3641
Northwestern University
Evanston,
Illinois
| $131M | -$3.06M | -2% | 11.7% | 28.2% | 3 | 33.33% | 1 |
|
| 3642 |
3642
Shayne & Jacobs LLC
Nashville,
Tennessee
| $131M | +$10.2M | +8% | 10% | 79.4% | 24 | 8.33% | 2.7 |
|
| 3643 |
3643
Avalon Capital Management
Port Of Redwood City,
California
| $131M | +$1.1M | +0.8% | 0.14% | 151% | 100 | 54% | 0.7 |
|
| 3644 |
CSA
3644
Cottage Street Advisors
Marion,
Massachusetts
| $131M | +$1.28M | +1% | 3.45% | 95.8% | 85 | 7.06% | 0.9 |
|
| 3645 |
3645
Benefit Street Partners
New York
| $131M | – | – | 3.03% | – | 23 | – | 0 |
|
| 3646 |
3646
Grove Bank & Trust
Miami,
Florida
| $131M | +$13.6M | +12% | 1.75% | 80.5% | 595 | 61.34% | 0.4 |
|
| 3647 |
3647
First PREMIER Bank
Sioux Falls,
South Dakota
| $131M | -$1.69M | -1% | 3.17% | 63% | 272 | 20.96% | 0.7 |
|
| 3648 |
3648
Boltwood Capital Management
Walnut Creek,
California
| $131M | +$6.2M | +5% | 3.48% | 63% | 109 | 8.26% | 2.4 |
|
| 3649 |
3649
Rho Capital Partners
New York
| $131M | -$17.5M | -12% | 20.3% | – | 6 | 16.67% | 2.1 |
|
| 3650 |
RCP
3650
RPM Capital Partners
New York
| $130M | -$24M | -16% | 7.21% | 8.37% | 1 | 0% | 3.5 |
|