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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3651 |
SC
3651
Stralem & Co
New York
| $184M | -$34.5M | -16% | 2.35% | 25.5% | 34 | 5.88% | 3.6 |
|
| 3652 |
3652
Ally Invest Advisors
Charlotte,
North Carolina
| $184M | +$29.4M | +19% | 2.53% | 41.1% | 10 | 0% | 0.5 |
|
| 3653 |
3653
Vanderbilt University
Nashville,
Tennessee
| $184M | +$65.6M | +56% | 1.48% | 61.8% | 15 | 73.33% | 0.1 |
|
| 3654 |
3654
Moisand Fitzgerald Tamayo
Orlando,
Florida
| $184M | +$3.6M | +2% | 2.52% | 51.1% | 289 | 3.81% | 2 |
|
| 3655 |
3655
Cribstone Capital Management
Augusta,
Maine
| $184M | -$5.92M | -3% | 3.08% | 22.4% | 713 | 18.23% | 2.3 |
|
| 3656 |
NTCM
3656
Nut Tree Capital Management
New York
| $184M | +$53.3M | +41% | 13.8% | 101% | 12 | 25% | 0.4 |
|
| 3657 |
3657
Weaver Consulting Group
Huntington Beach,
California
| $183M | -$171M | -48% | 2.68% | 56.4% | 1,643 | 54.6% | 0.2 |
|
| 3658 |
GCM
3658
Grisanti Capital Management
New York
| $183M | +$19.2M | +12% | 8.7% | 17.9% | 70 | 24.29% | 2.6 |
|
| 3659 |
3659
Elgethun Capital Management
Sioux Falls,
South Dakota
| $183M | +$11.6M | +7% | 5.01% | 61.5% | 94 | 3.19% | 1.9 |
|
| 3660 |
SIA
3660
Strategic Investment Advisors
Farmington Hills,
Michigan
| $183M | +$37.3M | +26% | 2.33% | 66.1% | 173 | 36.42% | 0.3 |
|
| 3661 |
3661
First PREMIER Bank
Sioux Falls,
South Dakota
| $183M | +$9.23M | +5% | 3.76% | 63% | 302 | 9.6% | 2.2 |
|
| 3662 |
3662
Fernwood Investment Management
Quincy,
Massachusetts
| $183M | -$4.7M | -3% | 0.37% | 83.4% | 160 | 8.13% | 2.9 |
|
| 3663 |
OCM
3663
Ogborne Capital Management
San Francisco,
California
| $183M | +$49.3M | +37% | 12.6% | 251% | 15 | 33.33% | 0.4 |
|
| 3664 |
QCMC
3664
Quantum Capital Management (California)
San Francisco,
California
| $183M | -$2.99M | -2% | 0.2% | 53.7% | 175 | 23.43% | 2.4 |
|
| 3665 |
3665
Flowering Tree Investment Management
Singapore
| $183M | +$1.54M | +0.8% | 3.89% | 47.4% | 4 | 25% | 2.7 |
|
| 3666 |
ITIM
3666
Indiana Trust & Investment Management
Mishawaka,
Indiana
| $183M | -$10.6M | -5% | 2.67% | 114% | 124 | 7.26% | 4.4 |
|
| 3667 |
ARG
3667
Advisory Resource Group
Tulsa,
Oklahoma
| $182M | +$3.09M | +2% | 0.13% | 66.5% | 79 | 18.99% | 0.4 |
|
| 3668 |
3668
Courage Miller Partners
Norfolk,
Virginia
| $182M | +$5.07M | +3% | 2.25% | 43.5% | 70 | 7.14% | 4.8 |
|
| 3669 |
3669
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
| $182M | +$2.07M | +1% | 3.09% | 38.2% | 57 | 12.28% | 3.1 |
|
| 3670 |
3670
Greenlea Lane Capital Management
Weston,
Connecticut
| $182M | +$13.6M | +8% | 8.09% | 99.7% | 10 | 20% | 0.4 |
|
| 3671 |
BC
3671
Breakline Capital
New York
| $182M | +$27.4M | +18% | 8.18% | – | 48 | 60.42% | 0.4 |
|
| 3672 |
3672
Bridge City Capital
Lake Oswego,
Oregon
| $182M | +$9.8M | +6% | 6.32% | 120% | 97 | 12.37% | 1.7 |
|
| 3673 |
3673
Tidal Investments
Milwaukee,
Wisconsin
| $181M | +$32.8M | +22% | 3.29% | 208% | 134 | 26.12% | 0.4 |
|
| 3674 |
3674
TIFF Advisory Services
Radnor,
Pennsylvania
| $181M | -$72.5M | -29% | 3.87% | 86.3% | 15 | 40% | 0.8 |
|
| 3675 |
3675
Principal Street Partners
Memphis,
Tennessee
| $181M | -$48.7M | -21% | 2.31% | 91% | 138 | 47.83% | 0.1 |
|