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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4951 |
4951
Bouvel Investment Partners
Phoenixville,
Pennsylvania
| $171M | +$16.3M | +10% | 13.1% | 199% | 69 | 2.9% | 1.8 |
|
| 4952 |
4952
University of Massachusetts Foundation
Newton,
Massachusetts
| $171M | +$29.7M | +21% | 6.6% | 53.6% | 4 | 0% | 2.9 |
|
| 4953 |
KCM
4953
Kempner Capital Management
Galveston,
Texas
| $171M | +$6.32M | +4% | 1.88% | 60.9% | 62 | 12.9% | 4 |
|
| 4954 |
4954
Kinloch Capital
Glen Allen,
Virginia
| $171M | -$712K | -0.4% | 0.4% | 63.4% | 74 | 18.92% | 1.7 |
|
| 4955 |
4955
First City Capital Management
Savannah,
Georgia
| $171M | +$4.97M | +3% | 2.56% | 86.4% | 173 | 8.67% | 5.3 |
|
| 4956 |
SAM
4956
Security Asset Management
New York
| $171M | -$9.27M | -5% | 10% | 67.4% | 82 | 15.85% | 4.7 |
|
| 4957 |
4957
Red Spruce Capital
Berwyn,
Pennsylvania
| $171M | +$13.8M | +9% | 6.87% | 98.4% | 92 | 9.78% | 2.6 |
|
| 4958 |
4958
Cabot-Wellington
Boston,
Massachusetts
| $171M | +$13.6M | +9% | 7.24% | 73.1% | 4 | 0% | 4.5 |
|
| 4959 |
4959
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
| $171M | +$12M | +8% | 2.89% | 62% | 290 | 19.66% | 2 |
|
| 4960 |
4960
Iyo Bank
Matsuyama,
Japan
| $171M | +$993K | +0.6% | 18.7% | 125% | 31 | 9.68% | 1.1 |
|
| 4961 |
4961
Platinum Equity
Beverly Hills,
California
| $171M | +$24.3M | +17% | 21.1% | 52.7% | 8 | 0% | 0.9 |
|
| 4962 |
4962
United Bank (Georgia)
Zebulon,
Georgia
| $171M | +$7.75M | +5% | 6.36% | 93.7% | 88 | 5.68% | 4.3 |
|
| 4963 |
4963
GoalVest Advisory
New York
| $171M | +$15.7M | +10% | 4.74% | 94.8% | 300 | 33% | 1.3 |
|
| 4964 |
4964
Strategic Value Bank Partners
Cleveland,
Ohio
| $171M | +$4.99M | +3% | 18.6% | 98.1% | 27 | 22.22% | 0.8 |
|
| 4965 |
4965
Alaethes Wealth
Glenbrook,
Nevada
| $171M | +$25.1M | +17% | 8.74% | 96.4% | 113 | 13.27% | 1.4 |
|
| 4966 |
SL
4966
SOF Ltd
George Town,
Cayman Islands
| $170M | -$9.9M | -5% | 5.48% | 42.3% | 1 | 0% | 6.3 |
|
| 4967 |
4967
Institutional Venture Management XIV
Menlo Park,
California
| $170M | -$82M | -32% | 10.1% | 18.1% | 5 | 40% | 2.2 |
|
| 4968 |
NERM
4968
New England Research & Management
Chicago,
Illinois
| $170M | -$3.54M | -2% | 0.01% | 65% | 180 | 36.11% | 3.4 |
|
| 4969 |
4969
Capasso Planning Partners
Charleston,
South Carolina
| $170M | +$13.5M | +9% | 6.85% | 51.6% | 110 | 19.09% | 0.9 |
|
| 4970 |
4970
Colonial River Investments
Midlothian,
Virginia
| $170M | +$13.7M | +9% | 5.45% | 156% | 213 | 24.41% | 1 |
|
| 4971 |
4971
Vienna Insurance Group
Warsaw,
Poland
| $170M | +$41.1M | +32% | 14.7% | 230% | 98 | 75.51% | 0.4 |
|
| 4972 |
4972
Grandview Asset Management
Harrisburg,
Pennsylvania
| $170M | +$9.6M | +6% | 17.5% | 200% | 121 | 7.44% | 1.7 |
|
| 4973 |
4973
Luken Investment Analytics
Brentwood,
Tennessee
| $170M | +$13.6M | +9% | 6.66% | 51% | 147 | 11.56% | 1.5 |
|
| 4974 |
SM
4974
Scoggin Management
New York
| $170M | +$46.3M | +37% | 13.3% | 889% | 72 | 77.78% | 0.7 |
|
| 4975 |
VU
4975
Valence8 US
Cambridge,
Massachusetts
| $170M | +$38.2M | +29% | 4.67% | 76.6% | 15 | 26.67% | 0.2 |
|