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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 |
2151
Strategic Financial Services
Utica,
New York
| $368M | +$9.6M | +3% | 3.56% | 58.7% | 99 | 8.08% | 1.3 |
|
| 2152 |
2152
Adell Harriman & Carpenter
Houston,
Texas
| $367M | +$3.33M | +0.9% | 1.73% | 176% | 143 | 16.78% | 1.3 |
|
| 2153 |
2153
Arrow Financial
Glens Falls,
New York
| $367M | +$6.26M | +2% | 4.92% | 66.5% | 425 | 19.29% | 1.3 |
|
| 2154 |
2154
BTR Capital Management
Oakland,
California
| $367M | +$4.38M | +1% | 4.35% | 35% | 143 | 12.59% | 1.3 |
|
| 2155 |
SIA
2155
Spruce Investment Advisors
Stamford,
Connecticut
| $367M | -$18.2M | -5% | 1.51% | 23.5% | 32 | 21.88% | 0.6 |
|
| 2156 |
2156
Margaret A Cargill Foundation
Eden Prairie,
Minnesota
| $364M | -$72.9M | -17% | 2.79% | 42.6% | 1 | 0% | 1 |
|
| 2157 |
RCM
2157
Rockshelter Capital Management
Canonsburg,
Pennsylvania
| $364M | -$9.49M | -3% | 4.39% | 31.2% | 35 | 20% | 0.6 |
|
| 2158 |
IAA
2158
Ironsides Asset Advisors
Rocky Mount,
North Carolina
| $364M | +$18.9M | +5% | 9.13% | 49.3% | 178 | 23.03% | 0.4 |
|
| 2159 |
2159
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
| $364M | – | – | 0.8% | 79.4% | 31 | – | 0 |
|
| 2160 |
2160
VHCP Management
New York
| $364M | +$141M | +63% | 34.7% | 234% | 22 | 27.27% | 0.7 |
|
| 2161 |
2161
GHP Investment Advisors
Denver,
Colorado
| $363M | +$24M | +7% | 5.82% | 81.4% | 285 | 12.98% | 1.3 |
|
| 2162 |
2162
Global Atlantic Investment Advisors
Indianapolis,
Indiana
| $363M | – | – | 3.38% | – | 9 | – | 0 |
|
| 2163 |
GMCM
2163
Gruber & McBaine Capital Management
San Francisco,
California
| $363M | +$7.68M | +2% | 7.49% | – | 226 | 26.55% | 0.9 |
|
| 2164 |
2164
Parthenon LLC
Louisville,
Kentucky
| $363M | +$16.5M | +5% | 5.18% | 93.3% | 105 | 10.48% | 1.2 |
|
| 2165 |
2165
Kelso & Company
New York
| $362M | -$1.5M | -0.4% | 0.41% | – | 1 | 0% | 1 |
|
| 2166 |
2166
MCF Advisors
Covington,
Kentucky
| $362M | +$22.8M | +7% | 2.11% | 50.2% | 470 | 14.04% | 1.2 |
|
| 2167 |
SCI
2167
Seneca Capital Investments
New York
| $362M | -$94.7M | -21% | 6.65% | – | 59 | 45.76% | 0.6 |
|
| 2168 |
2168
13D Management
New York
| $362M | +$41.3M | +13% | 8.98% | 157% | 39 | 30.77% | 0.7 |
|
| 2169 |
2169
USCA RIA
Houston,
Texas
| $362M | +$33.9M | +10% | 2.01% | 60.6% | 376 | 27.39% | 0.9 |
|
| 2170 |
BC
2170
Bruce & Co
Chicago,
Illinois
| $362M | +$2.68M | +0.7% | 3.69% | 94.5% | 54 | 3.7% | 1.3 |
|
| 2171 |
2171
1834 Investment Advisors
Milwaukee,
Wisconsin
| $362M | -$1.03M | -0.3% | 3.96% | 68.7% | 168 | 12.5% | 1.3 |
|
| 2172 |
2172
Mangrove Partners
Greenwich,
Connecticut
| $362M | +$16.1M | +5% | 3.26% | 185% | 48 | 37.5% | 0.6 |
|
| 2173 |
JEW
2173
Jamison Eaton & Wood
Bedminster,
New Jersey
| $361M | +$1.92M | +0.5% | 4.75% | – | 118 | 8.47% | 1.3 |
|
| 2174 |
2174
Kathryn A. Hall
| $360M | -$25.1M | -7% | 0.85% | 95.2% | 71 | 84.51% | 0.1 |
|
| 2175 |
2175
Coldstream Capital Management
Bellevue,
Washington
| $359M | +$7.36M | +2% | 4.01% | 71% | 220 | 19.55% | 1.1 |
|