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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4476 |
4476
Pettee Investors
Rowayton,
Connecticut
| $209M | +$4.9M | +2% | 3.11% | 96.1% | 121 | 4.96% | 5.6 |
|
| 4477 |
BOC
4477
Barbara Oil Co
Chicago,
Illinois
| $209M | -$636K | -0.3% | 1.17% | 76.9% | 84 | 4.76% | 6.9 |
|
| 4478 |
GIS
4478
Grayhawk Investment Strategies
Calgary,
Alberta, Canada
| $209M | +$74.4M | +55% | 4.64% | 20.3% | 155 | 20.65% | 0.6 |
|
| 4479 |
4479
Western Asset Management Company
Pasadena,
California
| $209M | -$21.1M | -9% | 1.97% | 2.29% | 20 | 5% | 1.7 |
|
| 4480 |
4480
Front Row Advisors
Tiburon,
California
| $208M | +$14.8M | +8% | 13.3% | 142% | 989 | 9.91% | 3.6 |
|
| 4481 |
4481
Selway Asset Management
| $208M | +$19.2M | +10% | 9.08% | 36.5% | 80 | 13.75% | 4.7 |
|
| 4482 |
HCA
4482
Hyperion Capital Advisors
New York
| $208M | +$5.77M | +3% | 15.1% | 86.1% | 59 | 8.47% | 2.3 |
|
| 4483 |
4483
Kendall Capital Management
Rockville,
Maryland
| $208M | +$10.2M | +5% | 4.23% | 130% | 190 | 6.84% | 2.7 |
|
| 4484 |
4484
Trellis Advisors
Ellensburg,
Washington
| $208M | +$17.3M | +9% | 7.3% | 23.3% | 92 | 13.04% | 3 |
|
| 4485 |
4485
Stonebridge Capital Management
Los Angeles,
California
| $208M | -$1.15M | -0.6% | 8.3% | – | 93 | 8.6% | 7.2 |
|
| 4486 |
4486
LPWM LLC
Minneapolis,
Minnesota
| $208M | +$22.1M | +12% | 5.95% | 59.4% | 72 | 23.61% | 2.1 |
|
| 4487 |
4487
Diametric Capital
Boston,
Massachusetts
| $208M | +$267K | +0.1% | 14.7% | 175% | 469 | 63.54% | 0.4 |
|
| 4488 |
4488
&Partners
Nashville,
Tennessee
| $208M | +$6.6M | +3% | 5.5% | 78.4% | 194 | 9.79% | 2.3 |
|
| 4489 |
4489
Safeguard Investment Advisory Group
Corona,
California
| $208M | +$45.7M | +28% | 9.17% | 84.3% | 107 | 14.95% | 1.6 |
|
| 4490 |
4490
Aisling Capital Management
New York
| $208M | +$56.3M | +37% | 91% | 793% | 16 | 0% | 3 |
|
| 4491 |
4491
Long Road Investment Counsel
Kalamazoo,
Michigan
| $208M | +$6.41M | +3% | 6.26% | 64.4% | 71 | 7.04% | 7 |
|
| 4492 |
4492
Beach Point Capital Management
Santa Monica,
California
| $208M | -$38.4M | -16% | 1.09% | 84.1% | 22 | 22.73% | 1.2 |
|
| 4493 |
4493
SVF Sponsor III
Menlo Park,
California
| $208M | +$99.1M | +91% | 91.3% | 133% | 1 | 0% | 0.3 |
|
| 4494 |
4494
Scott Capital Advisors
Portland,
Oregon
| $208M | +$31M | +18% | 5.32% | 50.9% | 50 | 14% | 0.9 |
|
| 4495 |
4495
Delta Financial Advisors
New Orleans,
Louisiana
| $207M | +$1.29M | +0.6% | 5.96% | 107% | 113 | 2.65% | 3.3 |
|
| 4496 |
4496
NKCFO LLC
Geneva,
Illinois
| $207M | -$5.95M | -3% | 4.86% | 237% | 116 | 38.79% | 1.2 |
|
| 4497 |
CHA
4497
Carmichael Hill & Associates
Gaithersburg,
Maryland
| $207M | +$12.2M | +6% | 7.4% | 39.7% | 817 | 5.02% | 2.5 |
|
| 4498 |
4498
Next Capital Management
New York
| $207M | +$21.7M | +12% | 8.24% | 61.3% | 133 | 11.28% | 2.2 |
|
| 4499 |
4499
Arch Venture Management
Chicago,
Illinois
| $207M | -$183M | -47% | 21.2% | 228% | 9 | 22.22% | 0.9 |
|
| 4500 |
4500
American Assets Inc
San Diego,
California
| $207M | -$65M | -24% | 22.7% | 49.9% | 10 | 0% | 4 |
|