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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
Ascent Group
Virginia Beach,
Virginia
| $785M | – | – | 7.33% | 91.7% | 427 | – | 0 |
|
| 2327 |
2327
Stairway Partners
Chicago,
Illinois
| $784M | +$42.9M | +6% | 4.15% | 48.1% | 10 | 0% | 7.7 |
|
| 2328 |
2328
Apella Capital
West Hartford,
Connecticut
| $784M | +$88.6M | +13% | 4.56% | 48.6% | 216 | 13.89% | 1.1 |
|
| 2329 |
2329
Woodmont Investment Counsel
Nashville,
Tennessee
| $783M | +$95.4M | +14% | 8.58% | 75.3% | 221 | 9.5% | 4.6 |
|
| 2330 |
2330
Harbourvest Partners
Boston,
Massachusetts
| $782M | -$282M | -27% | 18.8% | 8.96% | 79 | 44.3% | 1 |
|
| 2331 |
2331
Tygh Capital Management
Portland,
Oregon
| $782M | +$42.5M | +6% | 9.49% | 251% | 97 | 20.62% | 1.5 |
|
| 2332 |
2332
Wellington Shields Capital Management
New York
| $781M | +$48.2M | +7% | 10.6% | 157% | 303 | 20.46% | 4 |
|
| 2333 |
2333
Heritage Trust
Oklahoma City,
Oklahoma
| $780M | +$69.4M | +10% | 10.6% | – | 248 | 5.24% | 3.1 |
|
| 2334 |
2334
LaFleur & Godfrey
Grand Rapids,
Michigan
| $780M | +$55.8M | +8% | 10.2% | 98.2% | 130 | 5.38% | 3.3 |
|
| 2335 |
2335
Lavaca Capital
Houston,
Texas
| $779M | -$211M | -21% | 7.82% | 46.5% | 176 | 23.86% | 1.3 |
|
| 2336 |
2336
Kinnevik AB
Stockholm,
Sweden
| $779M | – | – | 33.3% | 51.4% | 2 | – | 0 |
|
| 2337 |
2337
NBT Bank
Norwich,
New York
| $778M | +$58M | +8% | 10% | 77% | 251 | 6.77% | 5.4 |
|
| 2338 |
2338
Mint Tower Capital Management
Amsterdam,
Netherlands
| $778M | -$10.4M | -1% | 2.46% | 40% | 488 | 60.86% | 0.4 |
|
| 2339 |
2339
Blue Pool Management
Causeway Bay,
Hong Kong
| $778M | -$613M | -44% | 3.82% | 72.8% | 18 | 83.33% | 1.3 |
|
| 2340 |
2340
Aperture Investors
New York
| $777M | +$32.7M | +4% | 7.16% | 211% | 102 | 49.02% | 0.8 |
|
| 2341 |
2341
First Midwest Bank Trust Division
Joliet,
Illinois
| $777M | +$74.8M | +11% | 11% | 107% | 392 | 10.97% | 4.8 |
|
| 2342 |
2342
FTV Management Company
San Francisco,
California
| $776M | +$655M | +543% | 3.26% | 15.1% | 2 | 50% | 0.1 |
|
| 2343 |
2343
Willis Johnson & Associates
Houston,
Texas
| $775M | +$55.4M | +8% | 5.8% | 55.9% | 109 | 21.1% | 0.8 |
|
| 2344 |
2344
EMG Holdings
Old Greenwich,
Connecticut
| $775M | -$122M | -14% | 2.48% | 4.17% | 409 | 84.6% | 0.1 |
|
| 2345 |
2345
Ribbit Capital GP III
Palo Alto,
California
| $774M | – | – | 14.4% | – | 3 | – | 0 |
|
| 2346 |
2346
Strategic Global Advisors
Newport Beach,
California
| $774M | +$91.3M | +13% | 10.6% | 137% | 154 | 21.43% | 1.7 |
|
| 2347 |
2347
Te Ahumairangi Investment Management
Wellington,
New Zealand
| $774M | +$48.6M | +7% | 10.6% | 55.5% | 109 | 8.26% | 1.2 |
|
| 2348 |
2348
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
| $774M | +$178M | +30% | 3.42% | 167% | 113 | 59.29% | 0.6 |
|
| 2349 |
2349
Bridger Management
New York
| $774M | -$81.1M | -9% | 7.93% | 103% | 53 | 28.3% | 1.9 |
|
| 2350 |
2350
Emery Howard Portfolio Management
Burlingame,
California
| $773M | +$90.5M | +13% | 6.64% | 66.5% | 49 | 6.12% | 4.8 |
|