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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2051 |
2051
One Day In July LLC
Burlington,
Vermont
| $1.25B | +$31.8M | +3% | 1.72% | 48.2% | 159 | 11.32% | 3.3 |
|
| 2052 |
2052
Fullerton Fund Management
Singapore
| $1.25B | -$1.04B | -45% | 0.64% | 412% | 165 | 50.3% | 0.8 |
|
| 2053 |
SPC
2053
Stony Point Capital
New York
| $1.24B | -$120M | -9% | 6.07% | 208% | 35 | 17.14% | 1.8 |
|
| 2054 |
2054
BlackBarn Capital Partners
New York
| $1.24B | -$278M | -18% | 4.69% | – | 24 | 45.83% | 0.8 |
|
| 2055 |
2055
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| $1.24B | -$64.2M | -5% | 2.62% | 87.2% | 140 | 12.86% | 6.5 |
|
| 2056 |
2056
Retirement Investment Advisors
Oklahoma City,
Oklahoma
| $1.24B | +$1.5M | +0.1% | 1.01% | – | 67 | 2.99% | 2.3 |
|
| 2057 |
2057
First Financial Bank - Trust Division
Hamilton,
Ohio
| $1.24B | +$24.3M | +2% | 0.16% | 68.6% | 208 | 6.73% | 7.6 |
|
| 2058 |
2058
XML Financial
Bethesda,
Maryland
| $1.24B | +$13.6M | +1% | 0.28% | 77.9% | 471 | 16.77% | 3.3 |
|
| 2059 |
2059
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| $1.24B | +$39.5M | +3% | 0.6% | 44.7% | 178 | 8.99% | 5.1 |
|
| 2060 |
2060
Washington Trust Advisors
Wellesley,
Massachusetts
| $1.24B | -$72M | -6% | 2.23% | 106% | 704 | 19.6% | 2.7 |
|
| 2061 |
2061
Weatherly Asset Management
Del Mar,
California
| $1.24B | -$62.9M | -5% | 2.61% | 116% | 194 | 6.19% | 7.9 |
|
| 2062 |
CA
2062
Cullinan Associates
Louisville,
Kentucky
| $1.24B | -$239M | -16% | 0.11% | 120% | 217 | 7.37% | 7.2 |
|
| 2063 |
2063
QV Investors
Calgary,
Alberta, Canada
| $1.24B | +$13.5M | +1% | 6.36% | 68.3% | 67 | 7.46% | 4.3 |
|
| 2064 |
2064
Mangrove Partners
Greenwich,
Connecticut
| $1.24B | +$8.47M | +0.7% | 0.51% | 185% | 631 | 73.53% | 0.2 |
|
| 2065 |
2065
Greylock XIV
Menlo Park,
California
| $1.24B | -$948M | -43% | 43.4% | – | 1 | 0% | 0.3 |
|
| 2066 |
2066
Harbor Capital Advisors
Chicago,
Illinois
| $1.23B | -$52.8M | -4% | 0.78% | 128% | 1,529 | 34.27% | 1.4 |
|
| 2067 |
2067
Novo Holdings A/S
Hellerup,
Denmark
| $1.23B | -$53.5M | -4% | 12.4% | 205% | 25 | 16% | 2.9 |
|
| 2068 |
2068
Traphagen Investment Advisors
Oradell,
New Jersey
| $1.23B | +$18.9M | +2% | 1.38% | 65.8% | 215 | 12.56% | 3.6 |
|
| 2069 |
2069
Campbell Newman Asset Management
Milwaukee,
Wisconsin
| $1.23B | -$134M | -10% | 0% | 116% | 114 | 13.16% | 5.8 |
|
| 2070 |
2070
First Long Island Investors
Jericho,
New York
| $1.23B | -$131M | -10% | 6.81% | 85.5% | 78 | 15.38% | 5.4 |
|
| 2071 |
2071
Magnus Financial Group
New York
| $1.23B | -$77.9M | -6% | 0.8% | 78.2% | 446 | 21.75% | 3.6 |
|
| 2072 |
2072
Ikarian Capital
Dallas,
Texas
| $1.23B | -$49.2M | -4% | 13.6% | 5,184% | 214 | 43.46% | 0.7 |
|
| 2073 |
2073
Windward Capital Management
Los Angeles,
California
| $1.23B | -$34.5M | -3% | 0.93% | 78.5% | 75 | 10.67% | 8.2 |
|
| 2074 |
2074
Inspire Advisors
Meridian,
Idaho
| $1.23B | +$140M | +13% | 2.33% | 60.2% | 742 | 35.98% | 1.2 |
|
| 2075 |
2075
Intrust Bank
Wichita,
Kansas
| $1.23B | +$19.9M | +2% | 0.19% | 102% | 424 | 12.03% | 6.3 |
|