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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4301 |
AP
4301
Agilis Partners
Waltham,
Massachusetts
| $215M | +$56.8M | +36% | 7.14% | 8.47% | 23 | 8.7% | 3.6 |
|
| 4302 |
4302
IA Venture Strategies Fund II
New York
| $215M | -$79.4M | -27% | 26% | 375% | 2 | 0% | 1 |
|
| 4303 |
4303
LCNB Corp
Lebanon,
Ohio
| $215M | +$31.3M | +17% | 11.1% | 75.2% | 177 | 10.73% | 3.7 |
|
| 4304 |
4304
Innealta Capital
Austin,
Texas
| $215M | +$29.1M | +16% | 8.62% | 69.8% | 71 | 26.76% | 1.4 |
|
| 4305 |
4305
Night Owl Capital Management
Greenwich,
Connecticut
| $215M | -$25.2M | -10% | 2.79% | 162% | 18 | 16.67% | 5.1 |
|
| 4306 |
4306
Golden Gate Private Equity
San Francisco,
California
| $215M | -$627K | -0.3% | 0.67% | 8.72% | 4 | 25% | 1.8 |
|
| 4307 |
4307
Tradewinds Capital Management
Bellingham,
Washington
| $215M | -$29.4M | -12% | 7.55% | 96.9% | 542 | 13.65% | 3.9 |
|
| 4308 |
FCP
4308
Fosse Capital Partners
London,
United Kingdom
| $214M | +$19.7M | +10% | 1.97% | 80% | 4 | 0% | 2 |
|
| 4309 |
4309
Weik Capital Management
Wyomissing,
Pennsylvania
| $214M | +$13.6M | +7% | 9.72% | 66.9% | 105 | 8.57% | 6.5 |
|
| 4310 |
4310
Bernardo Wealth Planning
Harleysville,
Pennsylvania
| $214M | +$37.2M | +21% | 6.18% | 56.9% | 95 | 16.84% | 2.5 |
|
| 4311 |
SCMS
4311
Serenity Capital Management (Singapore)
Singapore
| $214M | – | – | 14.1% | 21% | 3 | – | 0 |
|
| 4312 |
4312
L.M. Kohn & Company
Cincinnati,
Ohio
| $214M | +$9.6M | +5% | 5.33% | 97.9% | 232 | 10.34% | 0.7 |
|
| 4313 |
4313
Shaker Financial Services
Arlington,
Virginia
| $214M | +$11.2M | +6% | 4.21% | 12.9% | 178 | 30.9% | 1.6 |
|
| 4314 |
4314
Peoples Financial Services Corp
Moosic,
Pennsylvania
| $214M | +$19.8M | +10% | 12.6% | 104% | 281 | 3.2% | 6.7 |
|
| 4315 |
4315
Clare Market Investments
Dallas,
Texas
| $214M | -$18M | -8% | 2.7% | – | 144 | 28.47% | 2 |
|
| 4316 |
4316
RS Crum Inc
Newport Beach,
California
| $213M | +$22.9M | +12% | 6.31% | 54.2% | 74 | 9.46% | 0.8 |
|
| 4317 |
4317
NKCFO LLC
Geneva,
Illinois
| $213M | -$2.8M | -1% | 9.77% | 211% | 108 | 28.7% | 1.1 |
|
| 4318 |
4318
Astoria Portfolio Advisors
New York
| $213M | +$66.2M | +45% | 8.45% | 75.4% | 216 | 33.33% | 0.5 |
|
| 4319 |
4319
Centerpoint Advisors
Needham,
Massachusetts
| $213M | +$25.1M | +13% | 8.54% | 74.2% | 544 | 31.99% | 2 |
|
| 4320 |
4320
Neumann Capital Management
Foster City,
California
| $213M | +$18.7M | +10% | 8.96% | 89.9% | 92 | 9.78% | 5.8 |
|
| 4321 |
4321
OneAscent Wealth Management
Birmingham,
Alabama
| $213M | +$22M | +12% | 6.69% | 50.6% | 172 | 24.42% | 0.7 |
|
| 4322 |
SGH
4322
Sivik Global Healthcare
Greenwich,
Connecticut
| $213M | +$32.7M | +18% | 16.7% | 83.8% | 46 | 26.09% | 1.9 |
|
| 4323 |
BE
4323
Bonness Enterprises
Washington,
District of Columbia
| $213M | +$24.5M | +13% | 13.4% | 98.6% | 41 | 2.44% | 8.7 |
|
| 4324 |
4324
Jackson Square Capital
San Francisco,
California
| $212M | +$7.39M | +4% | 12.2% | 423% | 141 | 28.37% | 1.9 |
|
| 4325 |
4325
Ayalon Insurance Company
Ramat Gan,
Israel
| $212M | -$301K | -0.1% | 8.39% | 99.6% | 111 | 4.5% | 3.4 |
|