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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2351 |
RAM
2351
Roanoke Asset Management
Jersey City,
New Jersey
| $311M | +$5.89M | +2% | 1.14% | 50.3% | 125 | 8% | 1.5 |
|
| 2352 |
BFIM
2352
Beese Fulmer Investment Management
Canton,
Ohio
| $311M | +$11.2M | +4% | 0.52% | 113% | 149 | 13.42% | 1.6 |
|
| 2353 |
TI
2353
Trigran Investments
Northbrook,
Illinois
| $311M | -$16.9M | -5% | 0.9% | 30.2% | 25 | 24% | 1.3 |
|
| 2354 |
2354
Sageworth Trust
Lancaster,
Pennsylvania
| $310M | +$5.29M | +2% | 0.08% | 64.5% | 37 | 2.7% | 1.3 |
|
| 2355 |
TC
2355
Tetrad Corporation
Omaha,
Nebraska
| $310M | -$18.3M | -6% | 5.47% | 45.6% | 10 | 0% | 1.9 |
|
| 2356 |
TA
2356
TA Associates
Boston,
Massachusetts
| $310M | +$53.8M | +21% | 21.9% | – | 2 | 0% | 2 |
|
| 2357 |
KCM
2357
Knoll Capital Management
Miami,
Florida
| $310M | -$33.3M | -10% | 8.08% | 258% | 19 | 10.53% | 1 |
|
| 2358 |
1SAMC
2358
12th Street Asset Management Company
Nashville,
Tennessee
| $310M | +$37.5M | +14% | 0.47% | 106% | 16 | 12.5% | 0.5 |
|
| 2359 |
PWPCM
2359
Perella Weinberg Partners Capital Management
New York
| $310M | +$205M | +195% | 0.5% | 1.52% | 83 | 65.06% | 0.3 |
|
| 2360 |
CIPU
2360
Caledonia Investments plc (UK)
London England,
United Kingdom
| $309M | +$87.8M | +40% | 2.54% | 61.9% | 15 | 13.33% | 1.5 |
|
| 2361 |
RC
2361
Reik & Co
New York
| $309M | +$419K | +0.1% | 0.13% | 38.6% | 55 | 7.27% | 1.7 |
|
| 2362 |
CCMU
2362
Cheyne Capital Management (UK)
London,
United Kingdom
| $309M | -$106M | -25% | 1.85% | 35.6% | 103 | 57.28% | 0.3 |
|
| 2363 |
BP
2363
Berkshire Partners
Boston,
Massachusetts
| $309M | +$8.19M | +3% | 2.72% | 79% | 1 | 0% | 2 |
|
| 2364 |
ECM
2364
Everence Capital Management
Goshen,
Indiana
| $309M | +$10.8M | +4% | 0.46% | 108% | 305 | 6.56% | 1.6 |
|
| 2365 |
PAM
2365
PVG Asset Management
Golden,
Colorado
| $309M | -$23.3M | -7% | 4.8% | – | 99 | 39.39% | 0.3 |
|
| 2366 |
BPI
2366
Battery Partners IX
Boston,
Massachusetts
| $309M | +$53.2M | +21% | 21.5% | 322% | 3 | 0% | 1 |
|
| 2367 |
LPVHS
2367
Lexington Partners VI Holdings Sub
New York
| $309M | -$45.1M | -13% | 0.18% | – | 1 | 0% | 2 |
|
| 2368 |
GTC
2368
Ghost Tree Capital
New York
| $309M | +$30.5M | +11% | 10.9% | 265% | 101 | 67.33% | 0.3 |
|
| 2369 |
2369
Squarepoint
New York
| $308M | +$21.6M | +8% | 4.74% | 77.6% | 726 | 82.78% | 0.1 |
|
| 2370 |
AAI
2370
American Assets Inc
San Diego,
California
| $308M | -$18.4M | -6% | 5.28% | 63.2% | 4 | 0% | 1.3 |
|
| 2371 |
RBCM
2371
Raub Brock Capital Management
Larkspur,
California
| $308M | +$13.1M | +4% | 0.34% | 56.3% | 40 | 15% | 1.5 |
|
| 2372 |
FNBTCON
2372
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
| $307M | -$12M | -4% | 1.21% | 55.7% | 111 | 0.9% | 1.8 |
|
| 2373 |
TCM
2373
Tradition Capital Management
Summit,
New Jersey
| $307M | -$2M | -0.6% | 0.73% | 43.5% | 139 | 6.47% | 1.7 |
|
| 2374 |
PCA
2374
Private Capital Advisors
Darien,
Connecticut
| $307M | +$31.9M | +12% | 0.76% | 132% | 140 | 23.57% | 1.3 |
|
| 2375 |
RC
2375
RBO & Co
Saint Helena,
California
| $306M | +$2.46M | +0.8% | 0.91% | 27.9% | 60 | 6.67% | 1.5 |
|