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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2251 |
2251
River Global Investors
London,
United Kingdom
| $354M | +$38.7M | +12% | 11% | 49.7% | 96 | 17.71% | 1.3 |
|
| 2252 |
PAI
2252
ProQuest Associates IV
Naples,
Florida
| $353M | -$9.8M | -3% | 9.51% | 113% | 4 | 25% | 2 |
|
| 2253 |
2253
Shepherd Financial Partners
Winchester,
Massachusetts
| $353M | – | – | 3.86% | 78% | 104 | – | 0 |
|
| 2254 |
2254
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| $352M | -$128M | -27% | 16.1% | 38.5% | 408 | 42.65% | 1.6 |
|
| 2255 |
2255
Yorktown Energy Partners X
New York
| $352M | – | – | 8.28% | 95.9% | 1 | – | 0 |
|
| 2256 |
2256
Plancorp LLC
Saint Louis,
Missouri
| $351M | +$194M | +123% | 0.41% | 67.3% | 165 | 58.79% | 0.4 |
|
| 2257 |
2257
Aveo Capital Partners
Englewood,
Colorado
| $351M | – | – | 0.61% | 19.1% | 232 | – | 0 |
|
| 2258 |
2258
Algert Global
San Francisco,
California
| $350M | +$3.84M | +1% | 10.5% | 194% | 451 | 48.12% | 0.7 |
|
| 2259 |
2259
First Wilshire Securities Management
Pasadena,
California
| $349M | +$15.8M | +5% | 12.6% | 135% | 133 | 16.54% | 2.4 |
|
| 2260 |
2260
Private Vista
Chicago,
Illinois
| $349M | -$45.5M | -12% | 1.11% | 10.1% | 79 | 26.58% | 0.8 |
|
| 2261 |
2261
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| $348M | +$51.3M | +17% | 11.6% | 52.1% | 170 | 12.35% | 2.5 |
|
| 2262 |
2262
NBW Capital
Boston,
Massachusetts
| $348M | +$201K | +0.1% | 5.72% | 86% | 78 | 14.1% | 2.1 |
|
| 2263 |
2263
Toth Financial Advisory
Leesburg,
Virginia
| $348M | +$7.39M | +2% | 2.11% | 90.4% | 128 | 12.5% | 2.6 |
|
| 2264 |
2264
Oak Management Corp
Wilton,
Connecticut
| $348M | -$10M | -3% | 0.37% | 96.4% | 9 | 0% | 1 |
|
| 2265 |
2265
First Reserve GP XII
Stamford,
Connecticut
| $348M | +$23.8M | +7% | 7.4% | – | 3 | 0% | 1.6 |
|
| 2266 |
2266
Everence Capital Management
Goshen,
Indiana
| $348M | +$11M | +3% | 4.43% | 108% | 358 | 27.93% | 2.3 |
|
| 2267 |
2267
Woodmont Investment Counsel
Nashville,
Tennessee
| $348M | -$836K | -0.2% | 2.42% | 66.8% | 765 | 76.86% | 2.5 |
|
| 2268 |
2268
Garde Capital
Seattle,
Washington
| $348M | +$34.5M | +11% | 0.35% | 57.6% | 166 | 45.18% | 1.6 |
|
| 2269 |
2269
William Harris Investors
Chicago,
Illinois
| $347M | -$22.3M | -6% | 3.77% | 3.28% | 115 | 36.52% | 1.8 |
|
| 2270 |
2270
Nitorum Capital
New York
| $347M | +$99M | +40% | 2.7% | 87.1% | 27 | 14.81% | 0.8 |
|
| 2271 |
DS
2271
Dalal Street
West Lake Hills,
Texas
| $347M | +$8.94M | +3% | 21.3% | 92.7% | 8 | 12.5% | 1.4 |
|
| 2272 |
2272
GCA Investment Management
New York
| $346M | +$21.8M | +7% | 1.13% | 27.3% | 30 | 16.67% | 0.8 |
|
| 2273 |
GII
2273
Gryphon International Investment
Toronto,
Ontario, Canada
| $346M | -$113M | -25% | 0.01% | 5.67% | 26 | 19.23% | 2.1 |
|
| 2274 |
2274
Capital Advantage
Walnut Creek,
California
| $345M | -$11.2M | -3% | 0.94% | 49.2% | 84 | 16.67% | 1.9 |
|
| 2275 |
2275
Girard Partners
King Of Prussia,
Pennsylvania
| $345M | +$44.4M | +15% | 2.24% | 25.7% | 226 | 13.72% | 1.8 |
|