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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4151 |
JHCM
4151
Juniper Hill Capital Management
Menlo Park,
California
| $281M | -$166M | -37% | 1.51% | 33.6% | 8 | 50% | 1.2 |
|
| 4152 |
MHR
4152
Matthew Hamilton Rosenberg
| $281M | +$27.8M | +11% | 5.12% | 52% | 747 | 11.65% | 1.2 |
|
| 4153 |
4153
Voce Capital Management
San Francisco,
California
| $281M | +$4.62M | +2% | 7.09% | 69.2% | 13 | 38.46% | 2.4 |
|
| 4154 |
4154
MVM Partners (UK)
London,
United Kingdom
| $281M | – | – | 8.81% | – | 3 | – | 0 |
|
| 4155 |
4155
Hayek Kallen Investment Management
Fairhope,
Alabama
| $280M | +$61.2M | +28% | 11.6% | 71.9% | 95 | 26.32% | 4.1 |
|
| 4156 |
4156
Athyrium Capital Management
New York
| $280M | +$123M | +78% | 0.07% | 25.1% | 6 | 16.67% | 0.5 |
|
| 4157 |
4157
Georgetown University
Washington,
District of Columbia
| $280M | – | – | 7.51% | 79.9% | 16 | – | 0.9 |
|
| 4158 |
4158
Pathway Financial Advisors
South Burlington,
Vermont
| $280M | – | – | 7.34% | 52.7% | 135 | – | 2.5 |
|
| 4159 |
4159
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
| $280M | +$28.6M | +11% | 9.99% | 81% | 100 | 8% | 4.5 |
|
| 4160 |
4160
Shakespeare Wealth Management
Pewaukee,
Wisconsin
| $280M | +$20.1M | +8% | 4.33% | 55.5% | 78 | 7.69% | 2.5 |
|
| 4161 |
4161
Hill Island Financial
Grand Rapids,
Michigan
| $280M | – | – | 6.81% | 78.3% | 55 | – | 0 |
|
| 4162 |
4162
Wynnefield Capital
New York
| $280M | +$94.8M | +51% | 36.3% | 52.1% | 22 | 22.73% | 3.8 |
|
| 4163 |
4163
Whitener Capital Management
Rocky Mount,
North Carolina
| $280M | +$62.4M | +29% | 9.65% | 113% | 150 | 18% | 2.9 |
|
| 4164 |
4164
Bandera Partners
New York
| $280M | +$31.7M | +13% | 2% | 55.4% | 20 | 0% | 3.5 |
|
| 4165 |
4165
Jackson Creek Investment Advisors
Castle Rock,
Colorado
| $280M | +$10.2M | +4% | 12% | 245% | 369 | 39.3% | 0.6 |
|
| 4166 |
4166
NFP Retirement Inc
Aliso Viejo,
California
| $279M | +$34M | +14% | 5.29% | 46.7% | 155 | 15.48% | 1.3 |
|
| 4167 |
SP
4167
StackLine Partners
New York
| $279M | +$19.1M | +7% | 3.28% | 12.7% | 12 | 16.67% | 2 |
|
| 4168 |
HA
4168
HYA Advisors
Springfield,
Missouri
| $279M | +$31.4M | +13% | 6.96% | – | 157 | 6.37% | 1.5 |
|
| 4169 |
4169
NovaPoint Capital
Atlanta,
Georgia
| $279M | +$29.8M | +12% | 8.71% | 94% | 148 | 15.54% | 1.3 |
|
| 4170 |
4170
BTS Asset Management
Lincoln,
Massachusetts
| $279M | -$188M | -40% | 1.88% | 8.8% | 27 | 7.41% | 1.4 |
|
| 4171 |
GTC
4171
Ghost Tree Capital
New York
| $279M | -$62.9M | -18% | 4.41% | 265% | 72 | 52.78% | 0.9 |
|
| 4172 |
4172
Citizens & Northern Corp
Wellsboro,
Pennsylvania
| $279M | +$18.4M | +7% | 10.6% | 84.6% | 109 | 10.09% | 4.6 |
|
| 4173 |
4173
HGI Capital Management
New York
| $279M | +$31M | +13% | 11.1% | 47% | 84 | 40.48% | 1 |
|
| 4174 |
HA
4174
Hamel Associates
Chatham,
New Jersey
| $279M | +$22.6M | +9% | 10.4% | 59.4% | 76 | 13.16% | 4.7 |
|
| 4175 |
4175
Silverleafe Capital Partners
Germantown,
Tennessee
| $279M | +$23.9M | +9% | 11.5% | 87.7% | 96 | 29.17% | 1.4 |
|