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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3751 |
3751
AllSquare Wealth Management
Albany,
New York
| $100M | -$581K | -0.6% | 2.49% | 62.4% | 322 | 7.45% | 1.3 |
|
| 3752 |
IP
3752
Investment Partners
New Philadelphia,
Ohio
| $100M | -$53M | -35% | 4.19% | 74.1% | 182 | 46.15% | 1.1 |
|
| 3753 |
BC
3753
BHR Capital
New York
| $100M | -$83.4M | -45% | 6.13% | 5.89% | 25 | 48% | 1.1 |
|
| 3754 |
3754
Ospraie Management
New York
| $100M | -$5.3M | -5% | 5.02% | 37.6% | 1 | 0% | 3 |
|
| 3755 |
3755
Harvey Partners
Tarrytown,
New York
| $100M | -$10.3M | -9% | 8.18% | 174% | 50 | 50% | 0.9 |
|
| 3756 |
3756
Threshold Group
Seattle,
Washington
| $100M | +$27.9M | +39% | 1.55% | – | 39 | 38.46% | 0.3 |
|
| 3757 |
3757
KG Funds Management
New York
| $100M | -$19M | -16% | 6.08% | 45.8% | 7 | 28.57% | 0.4 |
|
| 3758 |
3758
Mirador Capital Partners
Pleasanton,
California
| $100M | +$9.5M | +11% | 0.94% | 120% | 104 | 20.19% | 0.2 |
|
| 3759 |
ABP
3759
Arthur B. Page
| $100M | +$1.64M | +2% | 1.86% | 40.4% | 67 | 4.48% | 2.1 |
|
| 3760 |
DIS
3760
Diversified Investment Strategies
Baton Rouge,
Louisiana
| $99.4M | +$4.04M | +4% | 4.22% | 86% | 59 | 5.08% | 2.2 |
|
| 3761 |
3761
Holderness Investments Company
Greensboro,
North Carolina
| $99.3M | -$5.52M | -5% | 4% | 144% | 121 | 6.61% | 1.4 |
|
| 3762 |
3762
Stanley Capital Management
Houston,
Texas
| $99.3M | -$6.18M | -6% | 4.44% | 158% | 37 | 24.32% | 1.1 |
|
| 3763 |
3763
Lingohr Asset Management
Duesseldorf,
Germany
| $99.2M | -$6.77M | -6% | 1.48% | 141% | 105 | 34.29% | 1.5 |
|
| 3764 |
3764
Trustco Bank (New York)
Albany,
New York
| $99.1M | +$2.27M | +2% | 3.94% | 131% | 65 | 3.08% | 2.8 |
|
| 3765 |
3765
SV Health Investors
Boston,
Massachusetts
| $99M | -$34.8M | -26% | 13% | 97.4% | 6 | 0% | 1.2 |
|
| 3766 |
ACM
3766
Ariose Capital Management
Central, Hong Kong,
Hong Kong
| $98.9M | -$7.14M | -7% | 19.9% | 1,745% | 12 | 75% | 0.2 |
|
| 3767 |
3767
Versant Venture Management
San Francisco,
California
| $98.7M | -$39.8M | -29% | 51.1% | 409% | 7 | 28.57% | 1.2 |
|
| 3768 |
3768
Raffles Associates
New York
| $98.4M | +$12.8M | +15% | 5.75% | 50% | 50 | 14% | 1.8 |
|
| 3769 |
3769
Barington Capital Group
New York
| $98.4M | -$21.5M | -18% | 5.6% | 71.1% | 21 | 23.81% | 0.4 |
|
| 3770 |
3770
Peachtree Investment Advisors
Atlanta,
Georgia
| $98.3M | -$1.36M | -1% | 2.33% | 24.2% | 89 | 4.49% | 2.1 |
|
| 3771 |
TI
3771
Tyrian Investments
New York
| $98.3M | -$132M | -57% | 4.12% | 33.7% | 33 | 60.61% | 0.3 |
|
| 3772 |
3772
Cornerstone Advisors (Washington)
Bellevue,
Washington
| $98.2M | +$3.21M | +3% | 0.61% | 24.3% | 907 | 9.48% | 1.7 |
|
| 3773 |
3773
Cincinnati Casualty Company
Fairfield,
Ohio
| $98M | +$10.6M | +12% | 6.7% | 56% | 25 | 16% | 2.4 |
|
| 3774 |
3774
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
| $97.6M | +$2.85M | +3% | 1.98% | 37.8% | 33 | 12.12% | 1.3 |
|
| 3775 |
3775
Crosspoint Capital Strategies
Orinda,
California
| $97.6M | -$7.82M | -7% | 21.4% | – | 171 | 51.46% | 0.6 |
|