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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2326 |
2326
Oakworth Capital
Birmingham,
Alabama
| $419M | -$6.42M | -2% | 1.03% | 70% | 683 | 15.37% | 2.8 |
|
| 2327 |
2327
Trustees of General Electric Pension Trust
Norwalk,
Connecticut
| $418M | -$123M | -23% | 22.8% | 184% | 1 | 0% | 1.3 |
|
| 2328 |
2328
Bruderman Asset Management
Locust Valley,
New York
| $418M | +$24M | +6% | 0.32% | 31.7% | 353 | 66.01% | 0.8 |
|
| 2329 |
2329
Catawba Capital Management
Roanoke,
Virginia
| $417M | -$26.1M | -6% | 1.83% | 33.1% | 217 | 7.83% | 3.4 |
|
| 2330 |
2330
Penobscot Investment Management
Boston,
Massachusetts
| $417M | +$55.2M | +15% | 0.78% | 114% | 200 | 8.5% | 3.4 |
|
| 2331 |
2331
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| $416M | -$8.03M | -2% | 1.52% | 83.4% | 349 | 20.34% | 2.4 |
|
| 2332 |
2332
Teza Capital Management
Chicago,
Illinois
| $416M | +$250M | +151% | 1.13% | 133% | 526 | 67.11% | 0.2 |
|
| 2333 |
2333
Stillwater Capital Advisors
Devon,
Pennsylvania
| $416M | -$9.17M | -2% | 1.8% | 121% | 76 | 7.89% | 3 |
|
| 2334 |
2334
Fort LP
Chevy Chase,
Maryland
| $416M | -$9.33M | -2% | 1.98% | 56.8% | 56 | 19.64% | 1.2 |
|
| 2335 |
QCMC
2335
Quantum Capital Management (California)
San Francisco,
California
| $416M | -$2.42M | -0.6% | 0.5% | 53.7% | 222 | 20.72% | 2 |
|
| 2336 |
2336
Ironvine Capital Partners
Omaha,
Nebraska
| $416M | +$94.9M | +30% | 1.72% | 58.8% | 90 | 17.78% | 0.2 |
|
| 2337 |
2337
VCU Investment Management
Richmond,
Virginia
| $415M | +$7.31M | +2% | 0.53% | – | 12 | 41.67% | 0.6 |
|
| 2338 |
2338
Verdence Capital Advisors
Hunt Valley,
Maryland
| $415M | -$4.32M | -1% | 2.53% | 104% | 328 | 21.04% | 0.2 |
|
| 2339 |
2339
USA Financial Formulas
Ada,
Michigan
| $415M | -$5.87M | -1% | 6.78% | 104% | 447 | 74.72% | 0.2 |
|
| 2340 |
2340
VHCP Management II
New York
| $414M | -$2.79M | -0.7% | 28.4% | 2,334% | 21 | 33.33% | 0.8 |
|
| 2341 |
CC
2341
Carbonado Capital
New York
| $413M | -$37.8M | -8% | 3.14% | 62.2% | 12 | 16.67% | 1 |
|
| 2342 |
2342
Oracle Investment Management
Greenwich,
Connecticut
| $413M | -$90.6M | -18% | 0.61% | 865% | 26 | 26.92% | 2.9 |
|
| 2343 |
FRM
2343
Fox Run Management
Greenwich,
Connecticut
| $413M | +$71M | +21% | 1.81% | 64% | 1,069 | 76.33% | 0.2 |
|
| 2344 |
2344
Krensavage Asset Management
New York
| $412M | +$91.4M | +28% | 2.57% | 124% | 18 | 22.22% | 2.3 |
|
| 2345 |
2345
First American Trust
Santa Ana,
California
| $412M | +$5.64M | +1% | 0.9% | 84.6% | 136 | 19.12% | 2.4 |
|
| 2346 |
2346
Toth Financial Advisory
Leesburg,
Virginia
| $411M | -$10.8M | -3% | 0.65% | 90.4% | 482 | 20.33% | 1.1 |
|
| 2347 |
2347
GCM Grosvenor
Chicago,
Illinois
| $411M | +$149M | +57% | 4.17% | – | 13 | 23.08% | 0.4 |
|
| 2348 |
2348
Greenwood Capital Associates
Greenwood,
South Carolina
| $410M | -$19M | -4% | 0.2% | 81.3% | 246 | 36.18% | 1.4 |
|
| 2349 |
2349
Apriem Advisors
Irvine,
California
| $410M | +$6.37M | +2% | 1.12% | 74.3% | 155 | 18.71% | 3.1 |
|
| 2350 |
2350
Summit Securities Group
New York
| $409M | -$432M | -51% | 2.35% | 136% | 261 | 83.91% | 0.2 |
|