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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3726 |
3726
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
| $304M | -$4.03M | -1% | 0.27% | 166% | 226 | 3.1% | 4 |
|
| 3727 |
3727
Yorktown Energy Partners X
New York
| $304M | +$271M | +819% | 16.8% | 95.9% | 5 | 60% | 1.7 |
|
| 3728 |
3728
Mill Road Capital Management
Greenwich,
Connecticut
| $304M | +$7.55M | +3% | 7.61% | 85.1% | 30 | 23.33% | 1.4 |
|
| 3729 |
FNBOMD
3729
First National Bank of Mount Dora
Mount Dora,
Florida
| $304M | -$119K | -0% | 0.75% | 96.2% | 126 | 9.52% | 3.9 |
|
| 3730 |
3730
JCIC Asset Management
Toronto,
Ontario, Canada
| $304M | -$84.4M | -22% | 0.35% | – | 126 | 3.97% | 2.9 |
|
| 3731 |
3731
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| $304M | -$15.2M | -5% | 1.97% | 52.1% | 104 | 34.62% | 2.9 |
|
| 3732 |
3732
Conrad N. Hilton Foundation
Agoura Hills,
California
| $303M | +$210M | +226% | 1.12% | – | 8 | 25% | 0.3 |
|
| 3733 |
PCA
3733
Prospect Capital Advisors
Sausalito,
California
| $303M | +$34.3M | +13% | 1.81% | 202% | 39 | 28.21% | 1.7 |
|
| 3734 |
KS
3734
Karpas Strategies
Litchfield,
Connecticut
| $303M | +$21.3M | +8% | 0.32% | 16.1% | 120 | 5% | 5.7 |
|
| 3735 |
3735
Holderness Investments Company
Greensboro,
North Carolina
| $303M | +$153K | +0.1% | 0.28% | 144% | 233 | 14.16% | 3.7 |
|
| 3736 |
3736
Columbus Macro
New Castle,
Pennsylvania
| $303M | -$18.7M | -6% | 1.12% | 48.7% | 175 | 18.29% | 2.1 |
|
| 3737 |
3737
Peterson Wealth Advisors
Orem,
Utah
| $303M | +$20.6M | +7% | 0.6% | 50.9% | 54 | 3.7% | 2.4 |
|
| 3738 |
3738
Moller Wealth Partners
| $303M | -$1.91M | -0.6% | 1.96% | 44.1% | 48 | 2.08% | 5.6 |
|
| 3739 |
3739
Jones Road Capital Management
New York
| $302M | +$5.04M | +2% | 3.86% | 88.5% | 80 | 28.75% | 0.4 |
|
| 3740 |
3740
Broadleaf Partners
Hudson,
Ohio
| $302M | +$14.5M | +5% | 2.8% | 180% | 75 | 6.67% | 2.4 |
|
| 3741 |
3741
Firestone Capital Management
Coral Gables,
Florida
| $302M | +$25.1M | +9% | 1.7% | 51.6% | 488 | 2.46% | 1.4 |
|
| 3742 |
3742
Alight Capital Management
New York
| $302M | -$45.6M | -13% | 2.75% | 466% | 75 | 56% | 0.6 |
|
| 3743 |
3743
Argyle Capital Management
Center Valley,
Pennsylvania
| $302M | -$7.49M | -2% | 1.67% | 106% | 130 | 2.31% | 6.6 |
|
| 3744 |
3744
First Wilshire Securities Management
Pasadena,
California
| $302M | +$16M | +6% | 2.77% | 135% | 88 | 7.95% | 3.4 |
|
| 3745 |
3745
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
| $302M | -$5.47M | -2% | 0.54% | – | 116 | 9.48% | 3.7 |
|
| 3746 |
3746
Lawson Kroeker Investment Management
Omaha,
Nebraska
| $301M | -$14.5M | -5% | 3.51% | 69.7% | 61 | 3.28% | 6.2 |
|
| 3747 |
3747
TFC Financial Management
Boston,
Massachusetts
| $301M | +$8.73M | +3% | 0.49% | 66.9% | 606 | 6.44% | 0.9 |
|
| 3748 |
DCM
3748
DeGreen Capital Management
Scottsdale,
Arizona
| $301M | +$3.46M | +1% | 1.17% | 28.5% | 22 | 4.55% | 3.1 |
|
| 3749 |
AFS
3749
Annapolis Financial Services
Annapolis,
Maryland
| $301M | +$3.11M | +1% | 1.17% | 15% | 483 | 11.18% | 0.6 |
|
| 3750 |
3750
Atlas Venture Associates IX
Boston,
Massachusetts
| $301M | -$268M | -47% | 38.4% | 89.8% | 7 | 0% | 3.5 |
|