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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3851 |
3851
Daniels + Tansey
Wilmington,
Delaware
| $241M | -$15.8M | -6% | 5.94% | 21.1% | 32 | 12.5% | 1.6 |
|
| 3852 |
3852
Kathryn A. Hall
| $241M | -$32.8M | -12% | 9.63% | 95.2% | 52 | 1.92% | 2.7 |
|
| 3853 |
3853
Varenne Capital Partners
Paris,
France
| $241M | -$119M | -33% | 5.05% | 212% | 18 | 66.67% | 0.3 |
|
| 3854 |
3854
Hillman Capital Management
Bethesda,
Maryland
| $241M | -$34.4M | -12% | 9.53% | 20.2% | 49 | 4.08% | 2.5 |
|
| 3855 |
3855
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
| $241M | -$3.68M | -2% | 5.67% | 81% | 100 | 9% | 4.7 |
|
| 3856 |
3856
Summit Financial Group
Moorefield,
West Virginia
| $241M | -$18.3M | -7% | 5.59% | 26.1% | 198 | 5.56% | 3.2 |
|
| 3857 |
3857
Third Security
Radford,
Virginia
| $241M | +$58.7M | +32% | 39.9% | 28.2% | 19 | 0% | 1.4 |
|
| 3858 |
3858
NewView Capital Partners I
Burlingame,
California
| $241M | -$155M | -39% | 13.9% | 20.8% | 4 | 0% | 0.5 |
|
| 3859 |
3859
Lead Edge Capital Management
New York
| $240M | -$120M | -33% | 4.17% | 20.2% | 9 | 11.11% | 0.7 |
|
| 3860 |
3860
Sendero Wealth Management
San Antonio,
Texas
| $240M | +$136M | +130% | 3.91% | 99.2% | 115 | 40% | 0.5 |
|
| 3861 |
3861
Broadleaf Partners
Hudson,
Ohio
| $240M | +$1.14M | +0.5% | 0.04% | 180% | 69 | 5.8% | 3.1 |
|
| 3862 |
3862
White Pine Capital
Bloomington,
Minnesota
| $240M | -$15M | -6% | 2.83% | 143% | 220 | 13.18% | 5.8 |
|
| 3863 |
3863
Medicxi Ventures Management
St. Helier,
Jersey
| $240M | -$595K | -0.2% | 4.55% | 505% | 6 | 16.67% | 2 |
|
| 3864 |
WFI
3864
West Family Investments
Carlsbad,
California
| $240M | -$13.3M | -5% | 6.28% | 116% | 274 | 37.23% | 1.1 |
|
| 3865 |
3865
Day & Ennis
Macon,
Georgia
| $240M | -$24M | -9% | 5.13% | 15.2% | 120 | 13.33% | 3.7 |
|
| 3866 |
3866
Night Owl Capital Management
Greenwich,
Connecticut
| $240M | -$20.4M | -8% | 2.1% | 162% | 20 | 25% | 5.2 |
|
| 3867 |
LCM
3867
Lionstone Capital Management
New York
| $240M | -$39.8M | -14% | 6.32% | 74.1% | 16 | 0% | 3 |
|
| 3868 |
3868
Ford Financial Group
Fresno,
California
| $240M | -$5.78M | -2% | 4.66% | 47.7% | 139 | 24.46% | 2 |
|
| 3869 |
3869
Benin Management Corp
Wilton,
Connecticut
| $240M | -$24.1M | -9% | 5.22% | 91.7% | 98 | 7.14% | 6.8 |
|
| 3870 |
3870
BHZ Capital Management
San Jose,
California
| $240M | -$7.16M | -3% | 2.15% | 3.24% | 129 | 13.18% | 2.9 |
|
| 3871 |
3871
Hengistbury Investment Partners
London,
United Kingdom
| $240M | -$75.2M | -24% | 15.2% | 108% | 6 | 0% | 3.3 |
|
| 3872 |
3872
Trustees of General Electric Pension Trust
Norwalk,
Connecticut
| $240M | -$6.82M | -3% | 2.77% | 184% | 1 | 0% | 5.8 |
|
| 3873 |
3873
Peak Financial Management
Wellesley,
Massachusetts
| $240M | -$20.2M | -8% | 6.6% | 58.2% | 71 | 14.08% | 3.8 |
|
| 3874 |
3874
Accurate Wealth Management
Wesley Chapel,
Florida
| $240M | +$55.9M | +30% | 3.9% | 101% | 216 | 43.06% | 0.6 |
|
| 3875 |
3875
Harrell Investment Partners
Austin,
Texas
| $239M | -$5.61M | -2% | 4.39% | 121% | 98 | 13.27% | 2 |
|