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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 |
4151
Collective Family Office
York,
Pennsylvania
| $243M | +$20M | +9% | 3.47% | 52.5% | 185 | 17.84% | 1.5 |
|
| 4152 |
VM
4152
Venator Management
Pittsburgh,
Pennsylvania
| $242M | +$22.6M | +10% | 17.5% | 101% | 33 | 24.24% | 1.4 |
|
| 4153 |
WA
4153
WP Advisors
San Francisco,
California
| $242M | +$18.8M | +8% | 12.3% | 113% | 105 | 8.57% | 3.2 |
|
| 4154 |
4154
Silverarc Capital Management
Boston,
Massachusetts
| $242M | -$107M | -31% | 2.41% | 2,765% | 111 | 54.05% | 0.7 |
|
| 4155 |
MP
4155
Mediatel Partners
Fort Worth,
Texas
| $242M | +$19.2M | +9% | 8.84% | 11.6% | 3 | 0% | 6.8 |
|
| 4156 |
GDS
4156
Gimbel Daniel Scott
| $242M | -$31.7M | -12% | 11.6% | 57.1% | 2 | 0% | 2.3 |
|
| 4157 |
4157
Bard Associates
Chicago,
Illinois
| $242M | +$9.8M | +4% | 7.03% | 241% | 200 | 8% | 4.6 |
|
| 4158 |
4158
Birinyi Associates
Westport,
Connecticut
| $242M | +$33.7M | +16% | 15.8% | 133% | 62 | 24.19% | 6.2 |
|
| 4159 |
4159
Capital Planning
Bellevue,
Washington
| $242M | +$16.9M | +8% | 8.62% | 81.2% | 77 | 10.39% | 1.7 |
|
| 4160 |
4160
272 Capital
Dallas,
Texas
| $242M | +$18.2M | +8% | 4.9% | 222% | 82 | 52.44% | 0.5 |
|
| 4161 |
4161
AH Equity Partners LSV III
Menlo Park,
California
| $241M | +$56.6M | +31% | 33.4% | – | 3 | 0% | 1.1 |
|
| 4162 |
4162
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
| $241M | -$3.03M | -1% | 1.11% | 83% | 118 | 3.39% | 5.5 |
|
| 4163 |
ACM
4163
Aquilo Capital Management
San Francisco,
California
| $241M | -$24.9M | -9% | 8.83% | 6.84% | 14 | 21.43% | 2.3 |
|
| 4164 |
4164
L.M. Kohn & Company
Cincinnati,
Ohio
| $241M | +$27.5M | +13% | 8.75% | 97.9% | 240 | 15% | 0.9 |
|
| 4165 |
4165
Trustees of Dartmouth College
Hanover,
New Hampshire
| $241M | -$3.93M | -2% | 1.6% | 52.5% | 2 | 0% | 2.8 |
|
| 4166 |
4166
Red Wave Investments
Dillsburg,
Pennsylvania
| $241M | +$3.89M | +2% | 6.41% | 58% | 99 | 11.11% | 1.9 |
|
| 4167 |
BDA
4167
Borer Denton & Associates
Blue Bell,
Pennsylvania
| $241M | +$15M | +7% | 4.03% | 44.2% | 63 | 4.76% | 0.9 |
|
| 4168 |
4168
Humankind Investments
New York
| $241M | +$10.2M | +4% | 6.01% | 62.5% | 124 | 4.84% | 1.6 |
|
| 4169 |
4169
Wakefield Asset Management
Englewood,
Colorado
| $241M | +$4.22M | +2% | 7.95% | 147% | 217 | 58.53% | 0.8 |
|
| 4170 |
4170
First Citizens Asset Management
Raleigh,
North Carolina
| $241M | +$62.4M | +35% | 4.91% | 48.4% | 49 | 36.73% | 0.4 |
|
| 4171 |
4171
Lantz Financial
Naperville,
Illinois
| $240M | +$20.6M | +9% | 5.06% | 74.3% | 203 | 16.75% | 2.3 |
|
| 4172 |
4172
Martin Capital Partners
Eugene,
Oregon
| $240M | -$1.87M | -0.8% | 0.66% | 42.3% | 74 | 9.46% | 3.3 |
|
| 4173 |
4173
Denali Advisors
San Diego,
California
| $240M | +$1.82M | +0.8% | 2.12% | 106% | 502 | 30.48% | 1.3 |
|
| 4174 |
OH
4174
Oikos Holdings
New York
| $240M | +$40.4M | +20% | 5.56% | 5.54% | 11 | 9.09% | 1.3 |
|
| 4175 |
4175
MPM Asset Management
Boston,
Massachusetts
| $240M | +$986K | +0.4% | 12.9% | 5.89% | 9 | 0% | 2.5 |
|