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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3951 |
3951
Pecaut & Co
Sioux City,
Iowa
| $136M | +$13.8M | +11% | 5.23% | 67.6% | 61 | 14.75% | 2.2 |
|
| 3952 |
3952
Prosight Management
Dallas,
Texas
| $136M | – | – | 0.56% | 39.5% | 29 | – | 0 |
|
| 3953 |
3953
INVST
Indianapolis,
Indiana
| $136M | +$21.7M | +19% | 3.04% | 78.5% | 40 | 25% | 0.3 |
|
| 3954 |
3954
Bison Wealth
Atlanta,
Georgia
| $136M | +$11M | +9% | 6.01% | 37.4% | 222 | 17.57% | 1.8 |
|
| 3955 |
3955
St. Johns Investment Management
Jacksonville,
Florida
| $136M | -$565K | -0.4% | 6.86% | 80.9% | 201 | 20.9% | 2.8 |
|
| 3956 |
FSA
3956
Financial Services Advisory
Rockville,
Maryland
| $136M | – | – | 6.55% | 75.8% | 26 | – | 0 |
|
| 3957 |
3957
Firsthand Capital Management
San Jose,
California
| $136M | +$23.2M | +21% | 25.5% | 265% | 51 | 13.73% | 2.5 |
|
| 3958 |
A
3958
Apoletto
Road Town, Tortola,
British Virgin Islands
| $136M | – | – | 29.8% | 192% | 2 | – | 0 |
|
| 3959 |
3959
Campbell & Co Investment Adviser
Baltimore,
Maryland
| $136M | +$11.7M | +9% | 4.99% | 31% | 584 | 78.08% | 0.1 |
|
| 3960 |
3960
Francisco Partners Management
San Francisco,
California
| $135M | -$92.2M | -41% | 4.31% | 14.3% | 5 | 20% | 1.6 |
|
| 3961 |
3961
Water Oak Advisors
Winter Park,
Florida
| $135M | -$1.81M | -1% | 4.37% | 12.9% | 17 | 0% | 2 |
|
| 3962 |
3962
West Paces Advisors
Atlanta,
Georgia
| $135M | +$2.47M | +2% | 4.78% | 57.7% | 489 | 8.79% | 0.9 |
|
| 3963 |
3963
Affiance Financial
St. Louis Park,
Minnesota
| $135M | +$10.9M | +9% | 3.69% | 57.8% | 81 | 8.64% | 2.4 |
|
| 3964 |
JIM
3964
JB Investments Management
Phoenixville,
Pennsylvania
| $135M | -$142M | -51% | 24.1% | – | 4 | 75% | 1 |
|
| 3965 |
IP
3965
Investment Partners
New Philadelphia,
Ohio
| $135M | +$18.1M | +15% | 5.45% | 74.1% | 155 | 23.23% | 1.7 |
|
| 3966 |
3966
Peninsula Asset Management
Bradenton,
Florida
| $135M | -$1.31M | -1% | 7.02% | 44.1% | 46 | 4.35% | 3.8 |
|
| 3967 |
3967
Peloton Wealth Strategists
Indianapolis,
Indiana
| $135M | +$4.92M | +4% | 5.99% | 51.3% | 66 | 7.58% | 2.4 |
|
| 3968 |
3968
ValueWorks
New York
| $135M | -$6.24M | -4% | 3.29% | 190% | 37 | 21.62% | 2.9 |
|
| 3969 |
3969
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
| $134M | – | – | 5.19% | 66.8% | 120 | – | 0 |
|
| 3970 |
BIMC
3970
Benson Investment Management Company
Roanoke,
Virginia
| $134M | +$13M | +11% | 4.54% | 99.8% | 97 | 51.55% | 0.7 |
|
| 3971 |
3971
Copernicus Capital Management
San Francisco,
California
| $134M | – | – | 4.36% | 126% | 23 | – | 0 |
|
| 3972 |
3972
HMS Capital Management
Nashville,
Tennessee
| $134M | +$17M | +15% | 7.62% | 140% | 163 | 19.02% | 0.9 |
|
| 3973 |
3973
Arlington Capital Management
Arlington Heights,
Illinois
| $134M | -$58M | -30% | 6.41% | 154% | 23 | 34.78% | 1.2 |
|
| 3974 |
3974
Elm Advisors
Burlingame,
California
| $134M | +$7.77M | +6% | 5.68% | 50.5% | 87 | 8.05% | 3.1 |
|
| 3975 |
3975
Parisi Gray Wealth Management
Mendham,
New Jersey
| $134M | – | – | 6.37% | 137% | 656 | – | 0 |
|