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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4926 |
4926
Technology Crossover Management VIII
Menlo Park,
California
| $298M | -$112M | -27% | 25.2% | 70% | 5 | 0% | 6.1 |
|
| 4927 |
4927
MKT Advisors
Escondido,
California
| $298M | +$5.22M | +2% | 1.71% | 55.5% | 165 | 6.06% | 3 |
|
| 4928 |
4928
JVL Associates
Wyoming,
Michigan
| $298M | -$8.97M | -3% | 3.29% | 81% | 66 | 9.09% | 4.1 |
|
| 4929 |
4929
Congruence Capital
Los Angeles,
California
| $298M | +$26.3M | +10% | 9.38% | – | 44 | 63.64% | 0.1 |
|
| 4930 |
4930
Lynch Asset Management
Yardley,
Pennsylvania
| $298M | -$19.9M | -6% | 6.14% | 214% | 53 | 5.66% | 3.1 |
|
| 4931 |
CAM
4931
CPA Asset Management
West Palm Beach,
Florida
| $298M | +$13.2M | +5% | 0.71% | 53.3% | 108 | 10.19% | 2.2 |
|
| 4932 |
4932
Berkeley Inc
Boise,
Idaho
| $298M | -$16.4M | -5% | 3.46% | 49.4% | 83 | 7.23% | 3.1 |
|
| 4933 |
4933
Hassell Wealth Management
Houma,
Louisiana
| $298M | -$1.01M | -0.3% | 0.33% | 49.7% | 29 | 13.79% | 2.5 |
|
| 4934 |
4934
Range Financial Group
Tigard,
Oregon
| $298M | +$8.97M | +3% | 6.81% | 195% | 216 | 21.76% | 1.8 |
|
| 4935 |
4935
Act Wealth Management
Plano,
Texas
| $298M | -$7.91M | -3% | 1.58% | 70% | 66 | 13.64% | 2.5 |
|
| 4936 |
4936
Armor Advisors
New York
| $298M | +$186M | +166% | 2.16% | 78.5% | 23 | 60.87% | 0.8 |
|
| 4937 |
4937
Sustainable Insight Capital Management
New York
| $298M | -$1.81M | -0.6% | 7.76% | 168% | 94 | 26.6% | 1.5 |
|
| 4938 |
4938
Towarzystwo Funduszy Inwestycyjnych PZU SA
Warsaw,
| $298M | -$100M | -25% | 0.47% | – | 705 | 5.82% | 3.3 |
|
| 4939 |
4939
Adirondack Trust Company
Saratoga Springs,
New York
| $298M | -$6.4M | -2% | 0.15% | 96.7% | 576 | 12.33% | 6.2 |
|
| 4940 |
4940
LCNB Corp
Lebanon,
Ohio
| $297M | -$979K | -0.3% | 0.11% | 75.2% | 192 | 4.69% | 5.7 |
|
| 4941 |
4941
SVF Sponsor III
Menlo Park,
California
| $297M | -$35.2M | -11% | 10.6% | 133% | 1 | 0% | 3.3 |
|
| 4942 |
4942
TMB Capital Partners
Little Rock,
Arkansas
| $297M | +$4.98M | +2% | 5.36% | – | 182 | 10.44% | 0.2 |
|
| 4943 |
4943
Fischer Financial Services
Harrisburg,
Pennsylvania
| $297M | -$80.6M | -21% | 4.93% | – | 65 | 16.92% | 1.1 |
|
| 4944 |
4944
Prudent Man Investment Management
Louisville,
Colorado
| $297M | -$118K | -0% | 0.11% | – | 169 | 0% | 1.1 |
|
| 4945 |
4945
Essential Partners
Rancho Santa Fe,
California
| $297M | -$27.6M | -9% | 6.13% | – | 3,015 | 13.6% | 0.6 |
|
| 4946 |
4946
Richard W. Paul & Associates
Novi,
Michigan
| $297M | -$4.07M | -1% | 1.25% | 65.2% | 306 | 5.88% | 2.6 |
|
| 4947 |
4947
Concord Investment Counsel
Irvine,
California
| $297M | -$11M | -4% | 2.12% | – | 43 | 11.63% | 1.6 |
|
| 4948 |
4948
Trustees of The University of Pennsylvania
Philaldelphia,
Pennsylvania
| $297M | +$93.2M | +46% | 14.2% | – | 4 | 25% | 1.8 |
|
| 4949 |
4949
X-Square Capital
Guaynabo,
Puerto Rico
| $297M | -$8.43M | -3% | 0.61% | 158% | 181 | 20.44% | 3.5 |
|
| 4950 |
4950
New Republic Capital
Charlotte,
North Carolina
| $297M | -$78.1M | -21% | 1.64% | 91.4% | 386 | 23.58% | 1.8 |
|