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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2301 |
2301
VCU Investment Management
Richmond,
Virginia
| $389M | -$46.2M | -11% | 8.27% | – | 8 | 0% | 1.2 |
|
| 2302 |
2302
EnCap Energy Capital Fund IX
Houston,
Texas
| $389M | -$311M | -44% | 39.1% | 69.2% | 3 | 0% | 1.3 |
|
| 2303 |
2303
Maple Capital Management
Montpelier,
Vermont
| $389M | -$54.7M | -12% | 10.7% | 100% | 140 | 20.71% | 3.7 |
|
| 2304 |
2304
Glendon Capital Management
Santa Monica,
California
| $388M | -$23.8M | -6% | 18.1% | 142% | 29 | 6.9% | 2.5 |
|
| 2305 |
3AM
2305
3D Asset Management
Hartford,
Connecticut
| $388M | -$53.8M | -12% | 10.7% | 0.82% | 64 | 9.38% | 3.5 |
|
| 2306 |
2306
Bruderman Asset Management
Locust Valley,
New York
| $388M | -$47.7M | -11% | 9.05% | 31.7% | 721 | 54.92% | 0.7 |
|
| 2307 |
2307
Frazier Management
Seattle,
Washington
| $388M | -$159M | -29% | 25.8% | 408% | 17 | 5.88% | 1.1 |
|
| 2308 |
2308
Global Alpha Capital Management
Montreal,
Quebec, Canada
| $387M | -$28.9M | -7% | 17.8% | 80.4% | 38 | 26.32% | 2.3 |
|
| 2309 |
WFI
2309
West Family Investments
Carlsbad,
California
| $387M | -$35.8M | -8% | 12.7% | 116% | 99 | 19.19% | 3.3 |
|
| 2310 |
2310
Cassaday & Co
Mclean,
Virginia
| $387M | +$109M | +39% | 2.19% | 62.7% | 43 | 20.93% | 2.3 |
|
| 2311 |
SM
2311
SG3 Management
Dorado,
Puerto Rico
| $386M | -$266M | -41% | 18.7% | 38.7% | 288 | 85.42% | 0.1 |
|
| 2312 |
2312
Tandem Investment Advisors
Charleston,
South Carolina
| $385M | +$20.5M | +6% | 7.36% | 10.4% | 70 | 17.14% | 1.5 |
|
| 2313 |
IMOV
2313
Investment Management of Virginia
Richmond,
Virginia
| $385M | -$88.2M | -19% | 17.7% | 93.4% | 158 | 10.13% | 3.7 |
|
| 2314 |
2314
First Bankers Trust
Louisville,
Kentucky
| $384M | +$174M | +83% | 8.39% | 78.9% | 165 | 21.21% | 3.5 |
|
| 2315 |
SG
2315
Swarthmore Group
Philadelphia,
Pennsylvania
| $384M | -$62.2M | -14% | 12% | 44.2% | 36 | 27.78% | 1.8 |
|
| 2316 |
MRCM
2316
M&R Capital Management
Summit,
New Jersey
| $383M | -$74.7M | -16% | 11.5% | 52.6% | 573 | 9.77% | 2.9 |
|
| 2317 |
2317
LVM Capital Management
Portage,
Michigan
| $382M | -$56.2M | -13% | 10.1% | 121% | 115 | 10.43% | 3.9 |
|
| 2318 |
2318
Greenwood Capital Associates
Greenwood,
South Carolina
| $381M | -$77.6M | -17% | 11.4% | 81.3% | 226 | 46.02% | 1.5 |
|
| 2319 |
2319
Cornerstone Advisory
Hunt Valley,
Maryland
| $381M | +$43.9M | +13% | 13.5% | 53.5% | 156 | 15.38% | 2.1 |
|
| 2320 |
2320
Atlantic Investment Management
New York
| $381M | -$215M | -36% | 24% | 28.8% | 28 | 50% | 1.2 |
|
| 2321 |
2321
RBO & Co
Saint Helena,
California
| $380M | -$38.2M | -9% | 7.86% | 27.9% | 62 | 17.74% | 4.1 |
|
| 2322 |
2322
Bach Option
Wanchai,
Hong Kong
| $380M | +$68.6M | +22% | 12.4% | 30.6% | 177 | 50.28% | 0.5 |
|
| 2323 |
2323
Golden Gate Private Equity
San Francisco,
California
| $380M | +$74.5M | +24% | 32.8% | 8.72% | 25 | 12% | 1.6 |
|
| 2324 |
2324
Suncoast Equity Management
Tampa,
Florida
| $380M | -$49.4M | -12% | 12.9% | 82.9% | 43 | 11.63% | 2.2 |
|
| 2325 |
2325
BHZ Capital Management
San Jose,
California
| $379M | -$20.5M | -5% | 18.3% | 3.24% | 142 | 14.08% | 1.7 |
|