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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4576 |
PAPAIJV
4576
Paragon Associates & Paragon Associates II Joint Venture
Dallas,
Texas
| $106M | +$30.7M | +41% | 22.8% | 168% | 34 | 50% | 1.3 |
|
| 4577 |
4577
Field & Main Bank
Henderson,
Kentucky
| $106M | – | – | 13.2% | 107% | 207 | – | 3.6 |
|
| 4578 |
4578
CVI Holdings
Wilmington,
Delaware
| $106M | +$60.7M | +135% | 29.7% | 25.8% | 68 | 50% | 0.4 |
|
| 4579 |
4579
Kendall Capital Management
Rockville,
Maryland
| $105M | +$8.92M | +9% | 12.7% | 130% | 120 | 15% | 1 |
|
| 4580 |
4580
Angeles Investment Advisors
Santa Monica,
California
| $105M | -$10.1M | -9% | 10.7% | 78.3% | 48 | 39.58% | 0.2 |
|
| 4581 |
DIS
4581
Diversified Investment Strategies
Baton Rouge,
Louisiana
| $105M | +$7.79M | +8% | 6.49% | 93.8% | 38 | 15.79% | 3.3 |
|
| 4582 |
4582
Fairhaven Wealth Management
Oak Brook,
Illinois
| $105M | +$3.4M | +3% | 11.1% | – | 88 | 19.32% | 0.2 |
|
| 4583 |
4583
Schooner Capital
Vero Beach,
Florida
| $105M | -$2.12M | -2% | 9.41% | 31.1% | 1 | 0% | 5.8 |
|
| 4584 |
4584
Axis Capital Holdings
Pembroke,
| $105M | +$25.6M | +32% | 13% | 76% | 2 | 0% | 4.4 |
|
| 4585 |
4585
Crestview Partners II
New York
| $105M | +$32.1M | +44% | 51.3% | 157% | 2 | 0% | 2 |
|
| 4586 |
4586
VeraBank
Henderson,
Texas
| $105M | +$11.9M | +13% | 11.7% | 60.6% | 88 | 7.95% | 0.2 |
|
| 4587 |
4587
Hoover Financial Advisors
Malvern,
Pennsylvania
| $105M | +$14M | +15% | 13.5% | – | 65 | 7.69% | 0.2 |
|
| 4588 |
4588
First National Bank of South Miami
South Miami,
Florida
| $105M | +$2.21M | +2% | 11.6% | 35.2% | 279 | 4.3% | 0.2 |
|
| 4589 |
4589
MACRO Consulting Group
Parsippany,
New Jersey
| $104M | +$1.98M | +2% | 9.62% | – | 60 | 20% | 0.2 |
|
| 4590 |
SSCM
4590
Summit Street Capital Management
New York
| $104M | +$16.3M | +19% | 9.37% | 217% | 34 | 20.59% | 1.6 |
|
| 4591 |
ASA
4591
Armstrong Shaw Associates
New Canaan,
Connecticut
| $104M | +$8.56M | +9% | 10.9% | 51.2% | 41 | 9.76% | 3.7 |
|
| 4592 |
4592
RK Asset Management
Grosse Pointe Farms,
Michigan
| $104M | +$249K | +0.2% | 0.56% | 47.6% | 19 | 10.53% | 2.7 |
|
| 4593 |
4593
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
| $104M | +$14.7M | +16% | 13.4% | 61.1% | 106 | 7.55% | 3.5 |
|
| 4594 |
4594
Gargoyle Investment Advisor
Englewood,
New Jersey
| $104M | -$5.49M | -5% | 15.6% | 34.5% | 143 | 47.55% | 0.7 |
|
| 4595 |
4595
Appleton Group
Appleton,
Wisconsin
| $104M | – | – | 12% | 58.3% | 32 | – | 2.1 |
|
| 4596 |
4596
Independent Order of Foresters
Toronto,
Ontario, Canada
| $104M | +$11.4M | +12% | 13.1% | 66.3% | 25 | 8% | 3.2 |
|
| 4597 |
4597
Michael & Susan Dell Foundation
New York
| $104M | – | – | 11.2% | 238% | 13 | – | 0.6 |
|
| 4598 |
4598
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
| $104M | +$10.7M | +11% | 12.3% | 136% | 102 | 34.31% | 0.9 |
|
| 4599 |
4599
Arch Venture Management
Chicago,
Illinois
| $104M | +$3.52M | +4% | 22.2% | 228% | 6 | 0% | 0.3 |
|
| 4600 |
4600
TPG Financial Advisors
Portland,
Oregon
| $103M | +$11.3M | +12% | 8.79% | – | 40 | 15% | 0.2 |
|