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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2201 |
2201
Strategy Asset Managers
Pasadena,
California
| $461M | -$50.2M | -10% | 0.95% | 115% | 147 | 48.98% | 2.4 |
|
| 2202 |
GIM
2202
Greylin Investment Management
Orange,
Virginia
| $461M | -$1.16M | -0.3% | 1.1% | 52.1% | 83 | 13.25% | 2.8 |
|
| 2203 |
2203
Horan Capital Management
Hunt Valley,
Maryland
| $461M | -$42.6M | -8% | 2.13% | 69.2% | 73 | 24.66% | 2.1 |
|
| 2204 |
2204
RK Capital Management (Colorado)
Denver,
Colorado
| $460M | -$14.8M | -3% | 2.69% | 89% | 62 | 33.87% | 1.8 |
|
| 2205 |
PGCM
2205
Prescott Group Capital Management
Tulsa,
Oklahoma
| $460M | -$22.8M | -5% | 3.52% | 148% | 217 | 28.11% | 1.8 |
|
| 2206 |
2206
Pegasus Partners
Mequon,
Wisconsin
| $460M | -$27.8M | -6% | 0.86% | 32.6% | 166 | 20.48% | 1.5 |
|
| 2207 |
2207
NewSquare Capital
Newtown Square,
Pennsylvania
| $460M | +$22.1M | +5% | 0.02% | 76.5% | 356 | 15.45% | 2.4 |
|
| 2208 |
2208
De Burlo Group
Boston,
Massachusetts
| $459M | -$34.3M | -7% | 12.7% | 147% | 121 | 26.45% | 2.2 |
|
| 2209 |
2209
Conservest Capital Advisors
Wynnewood,
Pennsylvania
| $459M | -$43.9M | -9% | 1.88% | 58.6% | 83 | 9.64% | 1 |
|
| 2210 |
2210
HITE Hedge Asset Management
Braintree,
Massachusetts
| $459M | -$107M | -19% | 7.28% | 54.4% | 72 | 36.11% | 1.1 |
|
| 2211 |
2211
Foresite Capital Management III
Larkspur,
California
| $459M | +$102M | +29% | 7.22% | 444% | 25 | 36% | 0.9 |
|
| 2212 |
2212
Silver Rock Financial
Los Angeles,
California
| $459M | +$71.7M | +19% | 2.26% | 2.58% | 37 | 40.54% | 0.7 |
|
| 2213 |
AP
2213
Archon Partners
Princeton Junction,
New Jersey
| $458M | -$1.1M | -0.2% | 1.01% | 99.5% | 63 | 17.46% | 2.7 |
|
| 2214 |
2214
Crescent Park Management
East Palo Alto,
California
| $458M | -$58.7M | -11% | 5.04% | 87% | 22 | 36.36% | 1.3 |
|
| 2215 |
2215
Think Investments
San Francisco,
California
| $458M | +$25.3M | +6% | 16.4% | 285% | 24 | 58.33% | 0.7 |
|
| 2216 |
NAP
2216
New Amsterdam Partners
New York
| $458M | -$42.3M | -8% | 0.89% | 73.9% | 140 | 38.57% | 1.1 |
|
| 2217 |
2217
Baltimore-Washington Financial Advisors
Columbia,
Maryland
| $458M | -$17.9M | -4% | 0.37% | 80.6% | 94 | 25.53% | 2.4 |
|
| 2218 |
2218
Zions Bancorporation
Salt Lake City,
Utah
| $458M | -$125M | -21% | 1.4% | 22.9% | 782 | 55.5% | 1.1 |
|
| 2219 |
2219
Private Trust Company
Cleveland,
Ohio
| $457M | -$15.1M | -3% | 0.93% | 87.7% | 381 | 10.24% | 2.8 |
|
| 2220 |
2220
YCG LLC
Austin,
Texas
| $457M | +$47.9M | +12% | 2.21% | 27% | 41 | 21.95% | 3.4 |
|
| 2221 |
2221
Essex Woodlands Management
The Woodlands,
Texas
| $457M | -$96.3M | -17% | 18.3% | 55% | 10 | 20% | 3.5 |
|
| 2222 |
2222
Beese Fulmer Investment Management
Canton,
Ohio
| $457M | -$10M | -2% | 1.98% | 124% | 193 | 6.22% | 3.2 |
|
| 2223 |
2223
Lapides Asset Management
Greenwich,
Connecticut
| $456M | -$5.18M | -1% | 3.33% | 63% | 91 | 13.19% | 2.5 |
|
| 2224 |
WEC
2224
White Elm Capital
Greenwich,
Connecticut
| $456M | -$17.8M | -4% | 6.37% | 103% | 32 | 15.63% | 2.1 |
|
| 2225 |
2225
WealthPLAN Partners
Omaha,
Nebraska
| $456M | +$82.2M | +22% | 1.02% | 71.6% | 290 | 32.41% | 1.3 |
|