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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2276 |
2276
Foresite Capital Management III
Larkspur,
California
| $453M | -$11.2M | -2% | 1.61% | 444% | 26 | 15.38% | 1.3 |
|
| 2277 |
2277
Summit Trail Advisors
New York
| $453M | +$167M | +58% | 5.58% | 74.8% | 534 | 58.05% | 0.5 |
|
| 2278 |
2278
Lutz Financial Services
Omaha,
Nebraska
| $453M | +$102M | +29% | 2.77% | 35.3% | 54 | 25.93% | 0.6 |
|
| 2279 |
2279
Berkshire Money Management
Dalton,
Massachusetts
| $453M | +$24M | +6% | 6.92% | 61.8% | 27 | 22.22% | 2.4 |
|
| 2280 |
2280
Equitec Specialists
Chicago,
Illinois
| $453M | -$481M | -52% | 11.1% | 65.4% | 103 | 47.57% | 0.7 |
|
| 2281 |
2281
Raub Brock Capital Management
Larkspur,
California
| $453M | +$29.2M | +7% | 8.12% | 54.7% | 46 | 10.87% | 2.6 |
|
| 2282 |
TIM
2282
Total Investment Management
Scottsdale,
Arizona
| $453M | +$19.2M | +4% | 4.51% | 44.4% | 49 | 12.24% | 1.3 |
|
| 2283 |
2283
CWA Asset Management Group
Naples,
Florida
| $452M | +$24.2M | +6% | 7.09% | – | 228 | 17.11% | 1.5 |
|
| 2284 |
2284
Kirr Marbach & Co
Columbus,
Indiana
| $452M | -$9.32M | -2% | 5.11% | 121% | 86 | 33.72% | 2.8 |
|
| 2285 |
2285
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
| $452M | +$32.9M | +8% | 8.36% | 115% | 426 | 6.81% | 4.2 |
|
| 2286 |
2286
Beach Point Capital Management
Santa Monica,
California
| $452M | -$39.4M | -8% | 1.47% | 84.1% | 39 | 28.21% | 1.2 |
|
| 2287 |
2287
Chemung Canal Trust
Elmira,
New York
| $451M | +$35.9M | +9% | 8.28% | 80.9% | 122 | 13.11% | 3.7 |
|
| 2288 |
2288
Basso Capital Management
Stamford,
Connecticut
| $451M | -$73.9M | -14% | 0.86% | 85.5% | 208 | 33.65% | 0.5 |
|
| 2289 |
2289
Arete Wealth Advisors
Chicago,
Illinois
| $451M | +$31.2M | +7% | 5.27% | 85.3% | 410 | 23.17% | 1.4 |
|
| 2290 |
2290
Toth Financial Advisory
Leesburg,
Virginia
| $451M | +$24.1M | +6% | 8.4% | 90.4% | 475 | 18.74% | 1.5 |
|
| 2291 |
2291
Brightworth
Atlanta,
Georgia
| $450M | +$34.2M | +8% | 8.03% | 21.7% | 98 | 12.24% | 1.2 |
|
| 2292 |
OCMI
2292
Oaktop Capital Management II
Chatham,
New Jersey
| $449M | -$7.43M | -2% | 0.44% | 451% | 18 | 0% | 3.8 |
|
| 2293 |
2293
First American Trust
Santa Ana,
California
| $448M | +$22.9M | +5% | 7.73% | 84.6% | 142 | 21.83% | 2.7 |
|
| 2294 |
2294
Van Cleef Asset Management
Beachwood,
Ohio
| $448M | +$30.1M | +7% | 9.13% | 104% | 118 | 3.39% | 3.8 |
|
| 2295 |
2295
Fort LP
Chevy Chase,
Maryland
| $448M | +$24.7M | +6% | 8.5% | 56.8% | 435 | 45.75% | 0.3 |
|
| 2296 |
PAM
2296
Premier Asset Management
Chicago,
Illinois
| $447M | +$22.2M | +5% | 7.77% | 104% | 123 | 13.01% | 2.8 |
|
| 2297 |
KM
2297
Kylin Management
New York
| $447M | -$201M | -31% | 8.87% | 126% | 12 | 25% | 1.4 |
|
| 2298 |
2298
10-15 Associates
Goshen,
New York
| $446M | +$1.2M | +0.3% | 5.23% | 33% | 113 | 14.16% | 3 |
|
| 2299 |
SG
2299
Swarthmore Group
Philadelphia,
Pennsylvania
| $446M | +$31.6M | +8% | 7.37% | 44.2% | 34 | 11.76% | 1.7 |
|
| 2300 |
2300
Dakota Wealth Management
Palm Beach Gardens,
Florida
| $445M | +$85.3M | +24% | 5.27% | 112% | 302 | 40.4% | 0.8 |
|