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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4451 |
TL
4451
TowerView LLC
New York
| $130M | +$10.9M | +9% | 8.32% | 17.9% | 28 | 35.71% | 2.9 |
|
| 4452 |
4452
Caprin Asset Management
Henrico,
Virginia
| $130M | +$1.94M | +2% | 2.77% | 7.87% | 20 | 0% | 3.2 |
|
| 4453 |
4453
New England Professional Planning Group
Westerly,
Rhode Island
| $129M | +$21.6M | +20% | 18.2% | 59% | 45 | 11.11% | 3.3 |
|
| 4454 |
FFG
4454
Fortem Financial Group
Palm Desert,
California
| $129M | +$19.7M | +18% | 21.3% | 183% | 160 | 37.5% | 0.9 |
|
| 4455 |
4455
Legacy Financial Strategies
Overland Park,
Kansas
| $129M | +$24.2M | +23% | 20.1% | 76.7% | 63 | 20.63% | 1.7 |
|
| 4456 |
CCM
4456
Castine Capital Management
Boston,
Massachusetts
| $129M | -$53.5M | -29% | 16.4% | 13.9% | 37 | 51.35% | 2.5 |
|
| 4457 |
4457
Detalus Advisors
St. Louis,
Missouri
| $129M | +$20.6M | +19% | 16.6% | 75.7% | 96 | 13.54% | 0.4 |
|
| 4458 |
4458
Cowbird Capital
New York
| $129M | +$30.1M | +30% | 54.4% | 21.3% | 12 | 50% | 0.6 |
|
| 4459 |
4459
Sterling Investment Management
Tucson,
Arizona
| $129M | +$14.7M | +13% | 11.2% | 45.3% | 66 | 16.67% | 3.1 |
|
| 4460 |
4460
Wealth CMT
Cherry Hill,
New Jersey
| $129M | +$21.5M | +20% | 17.6% | 25% | 19 | 0% | 0.4 |
|
| 4461 |
4461
Diametric Capital
Boston,
Massachusetts
| $129M | +$46.8M | +57% | 43.7% | 175% | 203 | 64.04% | 0.3 |
|
| 4462 |
4462
IMS Capital Management
Portland,
Oregon
| $129M | +$30.7M | +31% | 29.4% | 119% | 133 | 30.83% | 2.9 |
|
| 4463 |
4463
Karani Asset Management
New York
| $129M | +$35.4M | +38% | 43.3% | – | 64 | 26.56% | 0.4 |
|
| 4464 |
4464
Van Leeuwen & Company
Princeton,
New Jersey
| $129M | +$24.7M | +24% | 21.8% | 75.4% | 90 | 48.89% | 1 |
|
| 4465 |
4465
Oldfather Financial Services
Kearney,
Nebraska
| $129M | +$23.6M | +22% | 19.4% | 60.8% | 58 | 3.45% | 0.5 |
|
| 4466 |
4466
Kelly Financial Services
Braintree,
Massachusetts
| $129M | +$47.8M | +59% | 15.3% | 64.3% | 624 | 9.78% | 1 |
|
| 4467 |
EP
4467
Elkhorn Partners
Omaha,
Nebraska
| $129M | +$8.15M | +7% | 8.54% | 32.2% | 41 | 7.32% | 4.8 |
|
| 4468 |
4468
Pathway Capital Management
Irvine,
California
| $129M | +$13.8M | +12% | 70.3% | 629% | 4 | 75% | 0.5 |
|
| 4469 |
4469
Palmer Knight Company
Jacksonville,
Florida
| $129M | +$24.6M | +24% | 24.3% | 78.9% | 26 | 0% | 1.3 |
|
| 4470 |
WA1
4470
Wimmer Associates 1
Pasadena,
California
| $129M | +$21.1M | +20% | 20.4% | 78.9% | 104 | 9.62% | 3.6 |
|
| 4471 |
DI
4471
Disciplined Investments
Tulsa,
Oklahoma
| $129M | +$23.4M | +22% | 16% | 51.4% | 462 | 12.99% | 0.5 |
|
| 4472 |
4472
Polaris Venture Management Co V
Boston,
Massachusetts
| $128M | +$18M | +16% | 14.6% | 281% | 11 | 18.18% | 3.8 |
|
| 4473 |
4473
Lexington Partners
New York
| $128M | -$43.9M | -25% | 27.8% | 1.27% | 5 | 60% | 0.7 |
|
| 4474 |
4474
Ironwood Investment Management
Boston,
Massachusetts
| $128M | +$28.5M | +28% | 31% | 164% | 164 | 10.98% | 4.4 |
|
| 4475 |
4475
Harrington Investments
Napa,
California
| $128M | +$21.6M | +20% | 24.5% | 109% | 77 | 5.19% | 2.5 |
|