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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
Arrow Financial
Glens Falls,
New York
| $775M | -$13.3M | -2% | 0.01% | 71.1% | 340 | 7.06% | 5.7 |
|
| 2227 |
2227
Shay Capital
New York
| $775M | -$96.7M | -11% | 3.61% | 166% | 790 | 69.75% | 0.2 |
|
| 2228 |
2228
IDG China Venture Capital Fund IV Associates
Hong Kong
| $774M | -$368M | -32% | 28.6% | 59.2% | 5 | 20% | 1.4 |
|
| 2229 |
RCM
2229
Ratan Capital Management
Miami Beach,
Florida
| $774M | -$380M | -33% | 1.11% | 616% | 198 | 40.91% | 0.6 |
|
| 2230 |
2230
Sound Income Strategies
Ft Lauderdale,
Florida
| $774M | +$80.9M | +12% | 0.88% | 31.4% | 945 | 10.16% | 2.2 |
|
| 2231 |
2231
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| $774M | -$205M | -21% | 1.17% | 102% | 1,272 | 79.25% | 0.3 |
|
| 2232 |
2232
Ashmore Group
London,
United Kingdom
| $773M | +$229M | +42% | 8.46% | 103% | 32 | 18.75% | 1.9 |
|
| 2233 |
2233
Index Venture Growth Associates I
St Helier, Channel Islands,
Jersey
| $773M | -$419M | -35% | 34.2% | 30.9% | 2 | 0% | 0.5 |
|
| 2234 |
2234
Keel Point
Huntsville,
Alabama
| $773M | -$124M | -14% | 1.99% | 76.4% | 296 | 17.57% | 2.1 |
|
| 2235 |
2235
Barber Financial Group
Lenexa,
Kansas
| $773M | +$37.3M | +5% | 1.38% | 39% | 173 | 16.76% | 2.3 |
|
| 2236 |
2236
JB Capital
Wethersfield,
Connecticut
| $773M | – | – | 0.58% | 83.8% | 324 | – | 0 |
|
| 2237 |
2237
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| $773M | +$147M | +24% | 0.67% | 100% | 1,350 | 70.74% | 5 |
|
| 2238 |
2238
Wildcat Capital Management
New York
| $772M | -$109M | -12% | 21.8% | 77.7% | 27 | 29.63% | 1.5 |
|
| 2239 |
2239
Lutz Financial Services
Omaha,
Nebraska
| $770M | +$18.7M | +2% | 1.05% | 35.3% | 64 | 4.69% | 2.8 |
|
| 2240 |
2240
Brevan Howard Capital Management
St. Helier,
Jersey
| $770M | +$405M | +111% | 8.93% | 148% | 53 | 54.72% | 0.6 |
|
| 2241 |
2241
BFAM Partners
Northpoint, Hong Kong,
Hong Kong
| $770M | -$54.5M | -7% | 10.2% | 36.4% | 21 | 57.14% | 0.2 |
|
| 2242 |
2242
CCM Investment Advisers
Columbia,
South Carolina
| $769M | -$12.1M | -2% | 0.81% | 170% | 71 | 9.86% | 3.8 |
|
| 2243 |
2243
Cederberg Capital
London,
United Kingdom
| $769M | -$342M | -31% | 28.5% | 273% | 11 | 0% | 1.3 |
|
| 2244 |
2244
Harvey Investment Company
Louisville,
Kentucky
| $769M | +$10.5M | +1% | 0.9% | 56.4% | 94 | 1.06% | 5.8 |
|
| 2245 |
2245
Stanley-Laman Group
Berwyn,
Pennsylvania
| $769M | +$65.2M | +9% | 2.71% | 114% | 282 | 23.05% | 1.5 |
|
| 2246 |
2246
Red Cedar Investment Management
Grand Rapids,
Michigan
| $766M | +$13.1M | +2% | 0.56% | 81.4% | 96 | 19.79% | 0.9 |
|
| 2247 |
2247
J.V. Bruni & Co
Colorado Springs,
Colorado
| $765M | -$24.7M | -3% | 1.08% | 97.9% | 34 | 2.94% | 4 |
|
| 2248 |
2248
First Nebraska Trust
Lincoln,
Nebraska
| $764M | -$4.13M | -0.5% | 0.82% | 67.9% | 176 | 2.84% | 4.6 |
|
| 2249 |
2249
Bristlecone Advisors
Bellevue,
Washington
| $764M | +$25M | +3% | 0.07% | 103% | 222 | 7.21% | 2.8 |
|
| 2250 |
2250
F3Logic
Burnsville,
Minnesota
| $764M | -$56.6M | -7% | 1.61% | 11.8% | 252 | 16.67% | 1.5 |
|