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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2151 |
RCM
2151
Radcliffe Capital Management
Bala Cynwyd,
Pennsylvania
| $270M | -$22.1M | -8% | 0% | 4.8% | 13 | 0% | 0.3 |
|
| 2152 |
PIM
2152
Progressive Investment Management
Lake Oswego,
Oregon
| $270M | +$11.8M | +5% | 7.03% | 126% | 53 | 13.21% | 0.2 |
|
| 2153 |
JHWCP
2153
J.H. Whitney Capital Partners
New Canaan,
Connecticut
| $269M | -$58.2M | -18% | 17.8% | 95.7% | 1 | 0% | 0.3 |
|
| 2154 |
LPP
2154
LS Power Partners
New York
| $269M | -$37.3M | -12% | 8.48% | – | 1 | 0% | 0.3 |
|
| 2155 |
HTHT
2155
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| $268M | +$33.7M | +14% | 6.53% | 87.2% | 167 | 17.37% | 0.2 |
|
| 2156 |
FNBTCON
2156
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
| $268M | +$7.2M | +3% | 1.68% | 55.7% | 103 | 5.83% | 0.2 |
|
| 2157 |
FAM
2157
Forty4 Asset Management
Chicago,
Illinois
| $267M | -$19.1M | -7% | 4.84% | – | 551 | 79.31% | 0.1 |
|
| 2158 |
FG
2158
FSI Group
Cincinnati,
Ohio
| $267M | +$14M | +6% | 6.35% | 44.1% | 75 | 30.67% | 0.2 |
|
| 2159 |
TA
2159
Tiptree Advisors
New York
| $267M | -$5.05M | -2% | 9.74% | – | 37 | 45.95% | 0.2 |
|
| 2160 |
SCG
2160
Strategic Capital Group
Gig Harbor,
Washington
| $266M | +$65.3M | +32% | 6.55% | – | 265 | 11.32% | 0.2 |
|
| 2161 |
TBA
2161
Train Babcock Advisors
New York
| $266M | +$1.71M | +0.6% | 5.55% | 41.9% | 123 | 7.32% | 0.2 |
|
| 2162 |
LCM
2162
LVM Capital Management
Portage,
Michigan
| $266M | +$14.8M | +6% | 3.62% | 107% | 122 | 10.66% | 0.2 |
|
| 2163 |
CFA
2163
Carroll Financial Associates
Charlotte,
North Carolina
| $265M | +$61.2M | +30% | 2.16% | 79.9% | 975 | 21.23% | 0.2 |
|
| 2164 |
BEAM
2164
Baker Ellis Asset Management
Vancouver,
Washington
| $265M | +$13.4M | +5% | 5.2% | 91.9% | 253 | 8.3% | 0.2 |
|
| 2165 |
SFSIG
2165
San Francisco Sentry Investment Group
San Francisco,
California
| $265M | -$12.7M | -5% | 5.86% | 436% | 760 | 19.34% | 0.2 |
|
| 2166 |
WC
2166
Wynnefield Capital
New York
| $265M | -$1.07M | -0.4% | 12.2% | 52.1% | 38 | 26.32% | 0.2 |
|
| 2167 |
PC
2167
Pomelo Capital
New York
| $265M | +$5.53M | +2% | 0.32% | 4.35% | 104 | 20.19% | 0.2 |
|
| 2168 |
MVP
2168
Missouri Valley Partners
St. Louis,
Missouri
| $265M | +$5.67M | +2% | 8.15% | – | 186 | 23.12% | 0.2 |
|
| 2169 |
HLA
2169
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
| $265M | +$90.8M | +52% | 17.7% | 187% | 76 | 43.42% | 0.2 |
|
| 2170 |
SH
2170
SeaTown Holdings
Singapore
| $264M | – | – | 9.46% | 220% | 14 | – | 0 |
|
| 2171 |
2171
Prospera Financial Services
Dallas,
Texas
| $264M | +$47.6M | +22% | 5.01% | 97.4% | 274 | 27.01% | 0.2 |
|
| 2172 |
BIA
2172
Biondo Investment Advisors
Milford,
Pennsylvania
| $264M | +$32.9M | +14% | 16.6% | 83.4% | 101 | 20.79% | 0.2 |
|
| 2173 |
HCM
2173
Horan Capital Management
Hunt Valley,
Maryland
| $263M | +$8.86M | +3% | 3.25% | 69.2% | 33 | 6.06% | 0.2 |
|
| 2174 |
CNBT
2174
Canandaigua National Bank & Trust
Canandaigua,
New York
| $263M | +$7.16M | +3% | 4.13% | – | 179 | 7.26% | 0.2 |
|
| 2175 |
FTC
2175
Farmers Trust Company
Youngstown,
Ohio
| $263M | +$4.96M | +2% | 2.84% | 73.5% | 122 | 10.66% | 0.2 |
|