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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
SC US (TTGP)
Menlo Park,
California
| $470M | +$224M | +91% | 14.7% | 65.2% | 6 | 16.67% | 2 |
|
| 2202 |
2202
Savant Capital
Rockford,
Illinois
| $468M | -$5.89M | -1% | 0.25% | 61.2% | 298 | 7.05% | 3.3 |
|
| 2203 |
2203
Stephens Group Asset Management
Little Rock,
Arkansas
| $468M | +$25.9M | +6% | 2.62% | 51.4% | 15 | 0% | 0.5 |
|
| 2204 |
2204
Sunriver Management
Greenwich,
Connecticut
| $468M | +$20.5M | +5% | 7.37% | 9.27% | 21 | 14.29% | 0.9 |
|
| 2205 |
2205
JOYN Advisors
Atlanta,
Georgia
| $467M | +$454K | +0.1% | 3% | 0.77% | 1,957 | 31.12% | 0.2 |
|
| 2206 |
GWI
2206
Grace & White Inc
Ny,
New York
| $467M | -$20.1M | -4% | 2.42% | 59.6% | 138 | 8.7% | 4.1 |
|
| 2207 |
2207
First Nebraska Trust
Lincoln,
Nebraska
| $467M | -$35.8M | -7% | 4.9% | 67.9% | 143 | 4.2% | 3.3 |
|
| 2208 |
2208
Emery Howard Portfolio Management
Burlingame,
California
| $467M | +$2.57M | +0.6% | 0.69% | 66.5% | 35 | 5.71% | 4.2 |
|
| 2209 |
2209
Tufton Capital Management
Hunt Valley,
Maryland
| $466M | -$40.5M | -8% | 2.01% | 96.1% | 126 | 3.17% | 3.5 |
|
| 2210 |
2210
Oak Management Corp
Wilton,
Connecticut
| $466M | +$205M | +78% | 19.4% | 96.4% | 6 | 33.33% | 2 |
|
| 2211 |
2211
Sage Financial Group
W. Conshohocken,
Pennsylvania
| $466M | +$13M | +3% | 2.04% | 62% | 57 | 8.77% | 2.9 |
|
| 2212 |
2212
Klingman & Associates
New York
| $465M | +$18.8M | +4% | 3.78% | 64.9% | 112 | 13.39% | 2.5 |
|
| 2213 |
2213
Foresite Capital Management III
Larkspur,
California
| $464M | +$5.56M | +1% | 22.1% | 444% | 26 | 15.38% | 1.1 |
|
| 2214 |
2214
Skye Global Management
West Palm Beach,
Florida
| $464M | +$71M | +18% | 12.4% | 77.8% | 49 | 59.18% | 0.3 |
|
| 2215 |
2215
Tompkins Financial
Ithaca,
New York
| $464M | +$17.6M | +4% | 2.47% | 84.4% | 454 | 11.67% | 3.1 |
|
| 2216 |
2216
Glynn Capital Management
Menlo Park,
California
| $464M | +$16.6M | +4% | 15.7% | 252% | 43 | 13.95% | 3.8 |
|
| 2217 |
2217
Private Capital Group
West Hartford,
Connecticut
| $462M | +$13M | +3% | 2.78% | 30.1% | 2,502 | 15.31% | 0.4 |
|
| 2218 |
GIM
2218
Greylin Investment Management
Orange,
Virginia
| $462M | +$1.09M | +0.2% | 1.67% | 52.1% | 85 | 11.76% | 2.9 |
|
| 2219 |
2219
Rutabaga Capital Management
Boston,
Massachusetts
| $462M | +$36.7M | +9% | 13.8% | 57% | 53 | 16.98% | 2.1 |
|
| 2220 |
AP
2220
Archon Partners
Princeton Junction,
New Jersey
| $462M | +$3.62M | +0.8% | 4.97% | 86% | 62 | 20.97% | 2.7 |
|
| 2221 |
2221
Private Trust Company
Cleveland,
Ohio
| $461M | +$3.83M | +0.8% | 2.13% | 87.7% | 389 | 11.83% | 3 |
|
| 2222 |
2222
Waldron Private Wealth
Bridgeville,
Pennsylvania
| $461M | +$17.2M | +4% | 3.99% | 68.7% | 195 | 15.9% | 2.2 |
|
| 2223 |
2223
Kirr Marbach & Co
Columbus,
Indiana
| $461M | -$16.2M | -3% | 1.19% | 121% | 86 | 5.81% | 2.3 |
|
| 2224 |
2224
Vista Capital Partners
Portland,
Oregon
| $461M | +$21.8M | +5% | 3.9% | 61.2% | 55 | 10.91% | 3.5 |
|
| 2225 |
2225
Yorktown Energy Partners X
New York
| $460M | +$27.8M | +6% | 11.6% | 95.9% | 5 | 40% | 0.9 |
|