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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4751 |
4751
LCNB Corp
Lebanon,
Ohio
| $219M | +$20.7M | +10% | 10.1% | 75.2% | 161 | 5.59% | 3.4 |
|
| 4752 |
4752
Chapman Investment Management
San Anselmo,
California
| $219M | +$26M | +13% | 8.28% | 57.3% | 53 | 20.75% | 1.2 |
|
| 4753 |
4753
Point72 Europe
London,
United Kingdom
| $219M | +$20.9M | +11% | 4.38% | 95.4% | 49 | 59.18% | 0.3 |
|
| 4754 |
OH
4754
Oikos Holdings
New York
| $219M | +$84.1M | +63% | 6.46% | 5.54% | 6 | 33.33% | 0.6 |
|
| 4755 |
4755
Kellner Capital
New York
| $219M | -$38.6M | -15% | 11.3% | 390% | 41 | 65.85% | 0.3 |
|
| 4756 |
4756
Technology Crossover Management VII
Menlo Park,
California
| $219M | -$403M | -65% | 1.29% | 35.2% | 2 | 50% | 7.3 |
|
| 4757 |
4757
Robertson Opportunity Capital
Dallas,
Texas
| $219M | +$3.16M | +1% | 5.24% | 93.4% | 32 | 18.75% | 5 |
|
| 4758 |
HIS
4758
Horizon Investment Services
Hammond,
Indiana
| $218M | +$15.4M | +8% | 12.6% | 250% | 125 | 14.4% | 2.6 |
|
| 4759 |
4759
Nixon Capital
Austin,
Texas
| $218M | +$22.8M | +12% | 4.08% | 118% | 26 | 11.54% | 0.8 |
|
| 4760 |
4760
Kelly Financial Services
Braintree,
Massachusetts
| $218M | +$40.5M | +23% | 6.13% | 64.3% | 712 | 13.34% | 2 |
|
| 4761 |
4761
Aristides Capital
Louisville,
Kentucky
| $218M | -$55.4M | -20% | 4.39% | 126% | 314 | 62.42% | 0.4 |
|
| 4762 |
4762
Shoker Investment Counsel
Oxford,
Ohio
| $218M | +$17.4M | +9% | 8.36% | 88.9% | 101 | 4.95% | 4.3 |
|
| 4763 |
4763
Financial Management Network
Mission Viejo,
California
| $218M | +$20.7M | +10% | 8.93% | 62.5% | 139 | 14.39% | 0.9 |
|
| 4764 |
4764
Stonepine Capital Management
Bend,
Oregon
| $218M | -$1.85M | -0.8% | 9.94% | 231% | 39 | 61.54% | 0.8 |
|
| 4765 |
4765
Bordeaux Wealth Advisors
Menlo Park,
California
| $218M | +$41.4M | +23% | 4.14% | 141% | 102 | 36.27% | 0.6 |
|
| 4766 |
4766
Cabot-Wellington
Boston,
Massachusetts
| $218M | -$85.9K | -0% | 5.79% | 73.1% | 17 | 29.41% | 5.5 |
|
| 4767 |
4767
Maso Capital Partners
Hong Kong
| $218M | -$4.33M | -2% | 5.24% | 8.67% | 49 | 20.41% | 0.7 |
|
| 4768 |
4768
Baker Boyer National Bank
Walla Walla,
Washington
| $218M | – | – | 7.67% | 49.3% | 85 | – | 3.6 |
|
| 4769 |
4769
Aquamarine Capital Management
New York
| $218M | +$13.6M | +7% | 7.91% | 23% | 13 | 0% | 4.5 |
|
| 4770 |
4770
Soapstone Management
Bethesda,
Maryland
| $217M | -$20.5M | -9% | 17% | 30.3% | 20 | 25% | 1.6 |
|
| 4771 |
4771
Qiming U.S. Ventures Management
Bellevue,
Washington
| $217M | – | – | 6.7% | 1,484% | 6 | – | 0 |
|
| 4772 |
4772
New World Advisors
Hingham,
Massachusetts
| $217M | +$759K | +0.4% | 12% | 84.1% | 75 | 9.33% | 0.7 |
|
| 4773 |
4773
Leisure Capital Management
Costa Mesa,
California
| $217M | +$31.4M | +17% | 11% | 111% | 163 | 15.95% | 3.2 |
|
| 4774 |
4774
Lantz Financial
Naperville,
Illinois
| $217M | +$22.1M | +11% | 10.3% | 74.3% | 153 | 7.84% | 2 |
|
| 4775 |
4775
Sagefield Capital
Dallas,
Texas
| $217M | – | – | 6.37% | 115% | 158 | – | 0 |
|