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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
Managed Asset Portfolios
Rochester,
Michigan
| $461M | +$85.7M | +23% | 18.9% | 99.2% | 33 | 9.09% | 3.2 |
|
| 2327 |
BC
2327
Bruce & Co
Chicago,
Illinois
| $460M | +$25.9M | +6% | 10.7% | 94.5% | 43 | 6.98% | 4.2 |
|
| 2328 |
2328
Stairway Partners
Chicago,
Illinois
| $459M | +$74.4M | +19% | 17.9% | 48.1% | 10 | 0% | 6.2 |
|
| 2329 |
2329
Michael & Susan Dell Foundation
New York
| $459M | +$73.4M | +19% | 19.1% | 238% | 4 | 0% | 0.4 |
|
| 2330 |
KC
2330
KCL Capital
New York
| $459M | +$85.5M | +23% | 26.1% | 106% | 54 | 66.67% | 0.2 |
|
| 2331 |
2331
Calton & Associates
Tampa,
Florida
| $459M | +$55M | +14% | 18% | 73.9% | 364 | 25% | 1.3 |
|
| 2332 |
2332
Nelson Capital Management
Menlo Park,
California
| $459M | +$86.4M | +23% | 21.3% | 121% | 94 | 10.64% | 4.1 |
|
| 2333 |
2333
Taiyo Life Insurance Company
Chuo-Ku, Tokyo,
Japan
| $459M | +$108M | +31% | 19.4% | 90.5% | 5 | 0% | 1.8 |
|
| 2334 |
2334
Arrow Financial
Glens Falls,
New York
| $459M | +$36.7M | +9% | 18.7% | 71.1% | 334 | 7.49% | 5 |
|
| 2335 |
2335
Burleson & Co
Petaluma,
California
| $458M | +$74.3M | +19% | 29.3% | 49.1% | 126 | 12.7% | 1.6 |
|
| 2336 |
2336
Buckingham Capital Management (Ohio)
Dayton,
Ohio
| $458M | +$60.6M | +15% | 18.7% | 26.3% | 127 | 13.39% | 4.5 |
|
| 2337 |
2337
Dundas Partners
Edinburgh,
United Kingdom
| $457M | +$75.7M | +20% | 23.8% | 87.6% | 34 | 2.94% | 1.9 |
|
| 2338 |
VCM
2338
Violich Capital Management
San Francisco,
California
| $457M | +$83.2M | +22% | 18.9% | 111% | 111 | 16.22% | 4.6 |
|
| 2339 |
2339
5AM Venture Management
San Francisco,
California
| $457M | +$134M | +41% | 33.9% | 546% | 9 | 11.11% | 0.4 |
|
| 2340 |
2340
Texas Treasury Safekeeping Trust Company
Austin,
Texas
| $456M | +$72.8M | +19% | 6.62% | 43.7% | 5 | 20% | 1.3 |
|
| 2341 |
2341
TwinBeech Capital
Purchase,
New York
| $456M | +$206M | +82% | 26.2% | 5.7% | 538 | 87.55% | 0.1 |
|
| 2342 |
2342
Perella Weinberg Partners Capital Management
New York
| $456M | +$203M | +80% | 9.61% | 1.52% | 31 | 25.81% | 0.8 |
|
| 2343 |
2343
Transamerica Financial Advisors
St. Petersburg,
Florida
| $456M | +$450M | +8,028% | 17.7% | 77.1% | 537 | 79.89% | 0.8 |
|
| 2344 |
2344
Adelphi Capital
London,
United Kingdom
| $456M | +$39.2M | +9% | 15.4% | – | 3 | 0% | 2.5 |
|
| 2345 |
2345
Lyell Wealth Management
Menlo Park,
California
| $456M | +$121M | +36% | 36.6% | 128% | 130 | 15.38% | 2.2 |
|
| 2346 |
2346
Cevian Capital II
St. Helier,
Jersey
| $455M | +$133M | +41% | 41.3% | 105% | 2 | 0% | 2 |
|
| 2347 |
2347
Proffitt & Goodson
Knoxville,
Tennessee
| $455M | +$71.1M | +19% | 13.4% | 48.5% | 299 | 29.1% | 1.6 |
|
| 2348 |
2348
Independent Financial Group
San Diego,
California
| $455M | +$114M | +34% | 26.1% | 149% | 516 | 28.1% | 0.2 |
|
| 2349 |
2349
Berkshire Money Management
Dalton,
Massachusetts
| $454M | +$47.4M | +12% | 15.6% | 61.8% | 88 | 57.95% | 2 |
|
| 2350 |
2350
Tufton Capital Management
Hunt Valley,
Maryland
| $454M | +$64M | +16% | 15.7% | 96.1% | 114 | 6.14% | 4.9 |
|