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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2226 |
2226
Spirepoint Private Client
Vero Beach,
Florida
| $1.23B | +$183M | +17% | 18.1% | – | 347 | 11.53% | 1.4 |
|
| 2227 |
2227
Silicon Valley Capital Partners
San Jose,
California
| $1.23B | +$214M | +21% | 27.8% | 103% | 493 | 15.42% | 1.8 |
|
| 2228 |
2228
Kintegral Advisory
New York
| $1.23B | +$178M | +17% | 27.3% | 143% | 234 | 0.43% | 5.7 |
|
| 2229 |
2229
Rockbridge Investment Management
Syracuse,
New York
| $1.23B | +$119M | +11% | 8.32% | 38.6% | 148 | 8.78% | 4 |
|
| 2230 |
2230
Oxbow Advisors
Austin,
Texas
| $1.23B | +$54.2M | +5% | 0.02% | 66.3% | 280 | 17.86% | 4.1 |
|
| 2231 |
2231
Sandhill Capital Partners
Buffalo,
New York
| $1.23B | +$67.4M | +6% | 18.5% | 64.9% | 107 | 19.63% | 4.5 |
|
| 2232 |
2232
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
| $1.23B | – | – | 9.76% | – | 203 | – | 7.1 |
|
| 2233 |
2233
Matrix Asset Advisors
White Plains,
New York
| $1.23B | +$140M | +13% | 13.9% | 84.9% | 110 | 8.18% | 5.2 |
|
| 2234 |
2234
Allen Capital Group
Grand Island,
Nebraska
| $1.23B | +$110M | +10% | 11% | 62.8% | 328 | 16.16% | 2.1 |
|
| 2235 |
2235
Clough Capital Partners
Boston,
Massachusetts
| $1.23B | +$189M | +18% | 20.1% | 175% | 136 | 54.41% | 1.2 |
|
| 2236 |
2236
Zazove Associates
Incline Village,
Nevada
| $1.22B | +$268M | +28% | 0.95% | 11% | 175 | 21.71% | 1 |
|
| 2237 |
2237
West Virginia University Foundation
Morgantown,
West Virginia
| $1.22B | +$206M | +20% | 13.8% | – | 6 | 0% | 0.7 |
|
| 2238 |
2238
TD Capital Management
Memphis,
Tennessee
| $1.22B | +$112M | +10% | 9.3% | 40.5% | 869 | 10.13% | 2.6 |
|
| 2239 |
2239
Kirkoswald Asset Management
New York
| $1.22B | +$1.22B | +23,296% | 8.23% | – | 9 | 88.89% | 0.1 |
|
| 2240 |
2240
Numerai
San Francisco,
California
| $1.22B | +$226M | +23% | 14.3% | 52.7% | 955 | 47.54% | 0.4 |
|
| 2241 |
2241
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
| $1.22B | +$103M | +9% | 14.3% | 77.5% | 184 | 7.07% | 8.3 |
|
| 2242 |
2242
Spartan Wealth Advisory Services LLC
Bingham Farms,
Michigan
| $1.22B | +$76.9M | +7% | 26.6% | – | 339 | 13.86% | 0.2 |
|
| 2243 |
2243
Northside Capital Management
Hood River,
Oregon
| $1.22B | +$82.8M | +7% | 9.39% | 99.6% | 204 | 13.73% | 3.8 |
|
| 2244 |
2244
Norden Group
Provo,
Utah
| $1.22B | +$179M | +17% | 22.7% | 104% | 745 | 23.36% | 1.4 |
|
| 2245 |
2245
Godsey & Gibb Inc
Richmond,
Virginia
| $1.22B | +$70.9M | +6% | 11.7% | 87.5% | 408 | 10.78% | 2.5 |
|
| 2246 |
2246
Once Capital Management
New York
| $1.22B | +$845M | +226% | 58.4% | 570% | 25 | 16% | 2.3 |
|
| 2247 |
2247
Monograph Wealth Advisors
Manhattan Beach,
California
| $1.22B | +$163M | +15% | 11.3% | 68% | 154 | 13.64% | 2.6 |
|
| 2248 |
2248
Samsara BioCapital
Palo Alto,
California
| $1.22B | +$188M | +18% | 15% | 1,580% | 26 | 23.08% | 1.9 |
|
| 2249 |
2249
Shepherd Financial Partners
Winchester,
Massachusetts
| $1.22B | +$163M | +15% | 16.5% | 78% | 264 | 12.12% | 4 |
|
| 2250 |
2250
Tributary Capital Management
Omaha,
Nebraska
| $1.22B | +$186M | +18% | 27.2% | 82.6% | 177 | 31.07% | 5.3 |
|