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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3901 |
MHR
3901
Matthew Hamilton Rosenberg
| $339M | -$7.53M | -2% | 1.29% | 52% | 885 | 12.77% | 3 |
|
| 3902 |
3902
Scott Capital Advisors
Portland,
Oregon
| $338M | +$9.9M | +3% | 1.66% | 50.9% | 52 | 3.85% | 1.8 |
|
| 3903 |
3903
Punch Card Management
Winter Park,
Florida
| $338M | -$61.7M | -15% | 7.1% | 41% | 5 | 20% | 4.4 |
|
| 3904 |
PCP
3904
Perbak Capital Partners
London,
United Kingdom
| $338M | +$259M | +325% | 0.52% | – | 65 | 98.46% | 0 |
|
| 3905 |
3905
Hanlon Investment Management
Egg Harbor Township,
New Jersey
| $338M | +$8.8M | +3% | 1.38% | 80.6% | 177 | 27.12% | 1.6 |
|
| 3906 |
3906
Minot Capital
Broomfield,
Colorado
| $337M | -$229M | -40% | 0.59% | 19.6% | 12 | 0% | 3.4 |
|
| 3907 |
3907
Founders Financial Alliance
Raleigh,
North Carolina
| $337M | +$4.13M | +1% | 4.59% | 84.9% | 581 | 7.75% | 2.5 |
|
| 3908 |
VDBMI
3908
Van Den Berg Management I
Austin,
Texas
| $337M | -$4.01M | -1% | 1.9% | 187% | 113 | 6.19% | 2.8 |
|
| 3909 |
3909
Tenere Capital
New York
| $337M | +$1.05M | +0.3% | 6.03% | 131% | 35 | 42.86% | 0.7 |
|
| 3910 |
3910
Smith & Howard Wealth Management
Atlanta,
Georgia
| $337M | +$12.5M | +4% | 0.73% | 43.8% | 84 | 9.52% | 4.3 |
|
| 3911 |
3911
Hourglass Capital
Houston,
Texas
| $336M | +$4.5M | +1% | 2.64% | 94.4% | 107 | 8.41% | 5.4 |
|
| 3912 |
3912
KPS Global Asset Management (UK)
London,
United Kingdom
| $336M | +$67M | +25% | 29.6% | 373% | 4 | 0% | 4.1 |
|
| 3913 |
3913
Bleichroeder LP
New York
| $336M | -$64.6M | -16% | 3.68% | 202% | 82 | 10.98% | 2.8 |
|
| 3914 |
MCG
3914
McCollum Christoferson Group
Amherst,
New York
| $336M | -$9.6M | -3% | 1.28% | 59.4% | 72 | 13.89% | 3.9 |
|
| 3915 |
3915
Riggs Asset Management
Dallas,
Pennsylvania
| $336M | -$7.33M | -2% | 4.88% | 207% | 784 | 34.18% | 2 |
|
| 3916 |
3916
Medicxi Ventures Management
St. Helier,
Jersey
| $335M | -$114M | -25% | 14.8% | 505% | 5 | 20% | 2.9 |
|
| 3917 |
GFI
3917
Global Frontier Investments
Charleston,
South Carolina
| $335M | -$6.2M | -2% | 1.32% | – | 16 | 0% | 3.4 |
|
| 3918 |
3918
World Equity Group
Schaumburg,
Illinois
| $335M | -$152M | -31% | 4.09% | 117% | 332 | 26.51% | 1.5 |
|
| 3919 |
3919
Family Investment Center
Saint Joseph,
Missouri
| $335M | +$24.6M | +8% | 0.4% | 53.1% | 87 | 13.79% | 0.9 |
|
| 3920 |
3920
Old Port Advisors
Portland,
Maine
| $335M | +$8.2M | +3% | 2.03% | 114% | 233 | 8.15% | 3.9 |
|
| 3921 |
3921
Goodman Advisory Group
Needham,
Massachusetts
| $335M | +$19.4M | +6% | 5.4% | 88.8% | 212 | 35.85% | 1.3 |
|
| 3922 |
3922
EVR Research
Richmond,
Virginia
| $335M | -$113M | -25% | 6.83% | 165% | 41 | 43.9% | 0.9 |
|
| 3923 |
3923
Prosight Management
Dallas,
Texas
| $335M | -$24.9M | -7% | 19.3% | 39.5% | 55 | 36.36% | 0.9 |
|
| 3924 |
3924
SWS Partners
Columbus,
Ohio
| $335M | +$87.6K | +0% | 0.63% | 127% | 315 | 65.4% | 0.8 |
|
| 3925 |
GDS
3925
Gimbel Daniel Scott
| $334M | -$11.8M | -3% | 3.4% | 57.1% | 2 | 0% | 3.5 |
|