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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4076 |
4076
Townsend & Associates
Westminster,
Colorado
| $216M | +$101K | +0% | 5.3% | 58% | 101 | 32.67% | 1.7 |
|
| 4077 |
4077
RP Management
New York
| $216M | -$36.8M | -15% | 7.18% | 208% | 5 | 40% | 2.8 |
|
| 4078 |
TM
4078
Tikvah Management
Charlotte,
North Carolina
| $216M | -$15.8M | -7% | 5.58% | 169% | 24 | 0% | 2.8 |
|
| 4079 |
APW
4079
Aurora Private Wealth
Rockaway,
New Jersey
| $216M | -$5.58M | -3% | 4.2% | – | 190 | 13.16% | 1.7 |
|
| 4080 |
4080
NKCFO LLC
Geneva,
Illinois
| $216M | -$67.8M | -24% | 7.33% | 211% | 107 | 24.3% | 1.1 |
|
| 4081 |
4081
EnerVest
Houston,
Texas
| $216M | -$12.9M | -6% | 5.62% | 20.5% | 1 | 0% | 3.8 |
|
| 4082 |
4082
G2 Capital Management
Columbus,
Ohio
| $216M | +$4.29M | +2% | 4.47% | 55.1% | 55 | 14.55% | 0.6 |
|
| 4083 |
4083
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
| $216M | -$11.9M | -5% | 4.85% | 83% | 115 | 2.61% | 5.2 |
|
| 4084 |
4084
SWS Partners
Columbus,
Ohio
| $216M | +$97.1M | +82% | 3.16% | 127% | 105 | 35.24% | 1.8 |
|
| 4085 |
4085
Cutler Capital Management
Worcester,
Massachusetts
| $216M | -$43.4M | -17% | 6.1% | 39.7% | 112 | 11.61% | 2.5 |
|
| 4086 |
4086
Martin Capital Partners
Eugene,
Oregon
| $216M | +$4.92M | +2% | 7.13% | 42.3% | 78 | 10.26% | 2.8 |
|
| 4087 |
4087
Golden Gate Private Equity
San Francisco,
California
| $216M | +$81.3M | +61% | 76.8% | 8.72% | 4 | 0% | 1.6 |
|
| 4088 |
4088
Stone House Investment Management
Tunkhannock,
Pennsylvania
| $215M | -$5.73M | -3% | 6.78% | 57.9% | 48 | 29.17% | 1.3 |
|
| 4089 |
4089
Clean Yield Group
Norwich,
Vermont
| $215M | -$26.5M | -11% | 7.61% | 65% | 493 | 19.68% | 2.4 |
|
| 4090 |
FCPV
4090
FS Capital Partners VI
Los Angeles,
California
| $215M | +$77.8M | +57% | 56.7% | – | 1 | 0% | 0.8 |
|
| 4091 |
4091
Hill Island Financial
Grand Rapids,
Michigan
| $215M | -$10.2M | -5% | 4.91% | 78.3% | 51 | 7.84% | 0.7 |
|
| 4092 |
4092
Legacy Financial Strategies
Overland Park,
Kansas
| $215M | +$12.3M | +6% | 4.93% | 76.7% | 69 | 18.84% | 3 |
|
| 4093 |
4093
Private Wealth Advisors (California)
Fresno,
California
| $215M | -$55.8M | -21% | 5.95% | 63.6% | 86 | 16.28% | 2.2 |
|
| 4094 |
4094
Somerset Trust
Somerset,
Pennsylvania
| $215M | -$13.5M | -6% | 4.64% | 80.5% | 148 | 4.05% | 4.8 |
|
| 4095 |
4095
Twin Securities
New York
| $215M | +$114M | +113% | 28.2% | 506% | 30 | 60% | 0.2 |
|
| 4096 |
RA
4096
Rovida Advisors
Fort Lauderdale,
Florida
| $215M | -$174M | -45% | 11.1% | 24.8% | 26 | 26.92% | 1.9 |
|
| 4097 |
4097
Socorro Asset Management
Dallas,
Texas
| $215M | -$66.8M | -24% | 4.62% | 43.8% | 36 | 19.44% | 1.4 |
|
| 4098 |
4098
Birinyi Associates
Westport,
Connecticut
| $214M | -$6.68M | -3% | 3.03% | 113% | 62 | 11.29% | 5.8 |
|
| 4099 |
4099
Ribbit Capital GP III
Palo Alto,
California
| $214M | -$13.9M | -6% | 18.8% | – | 2 | 0% | 0.8 |
|
| 4100 |
4100
SG Capital Management
Chicago,
Illinois
| $214M | +$54.9M | +34% | 15% | 250% | 71 | 60.56% | 0.4 |
|