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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2376 |
2376
FAS Wealth Partners
Leawood,
Kansas
| $305M | +$34.6M | +13% | 1.72% | 72.3% | 155 | 8.39% | 1.6 |
|
| 2377 |
2377
Madison International Realty Holdings
New York
| $305M | -$15.6M | -5% | 2.44% | – | 5 | 0% | 0.9 |
|
| 2378 |
2378
MPM Asset Management
Boston,
Massachusetts
| $305M | -$3.01M | -1% | 39.1% | 5.89% | 14 | 42.86% | 1.9 |
|
| 2379 |
2379
LVW Advisors
Pittsford,
New York
| $305M | +$38.8M | +15% | 3.88% | 79.1% | 144 | 11.81% | 1.3 |
|
| 2380 |
GECH
2380
Garnet Equity Capital Holdings
New York
| $305M | +$196M | +180% | 5.72% | 302% | 26 | 26.92% | 1.3 |
|
| 2381 |
AIS
2381
AlphaOne Investment Services
West Chester,
Pennsylvania
| $305M | +$33.3M | +12% | 11.3% | 77.1% | 104 | 26.92% | 1.7 |
|
| 2382 |
2382
Wallington Asset Management
Indianapolis,
Indiana
| $304M | -$16M | -5% | 1.14% | 108% | 63 | 12.7% | 2.4 |
|
| 2383 |
2383
Yorktown Energy Partners VIII
New York
| $304M | +$19.7M | +7% | 8.84% | 15.2% | 2 | 0% | 0.8 |
|
| 2384 |
SCMC
2384
Serenity Capital Management (Cayman)
George Town,
Cayman Islands
| $304M | +$73.4M | +32% | 18.6% | – | 7 | 28.57% | 0.6 |
|
| 2385 |
GC
2385
Gratia Capital
Los Angeles,
California
| $304M | +$2.57M | +0.9% | 6.61% | 42.4% | 51 | 52.94% | 0.5 |
|
| 2386 |
2386
BRR OpCo
Columbus,
Ohio
| $304M | +$5.22M | +2% | 1.11% | 23.6% | 112 | 7.14% | 2.5 |
|
| 2387 |
2387
Martin & Co
Knoxville,
Tennessee
| $304M | -$5.33M | -2% | 3.99% | 67.8% | 113 | 6.19% | 2.7 |
|
| 2388 |
MTIP
2388
Magee Thomson Investment Partners
San Diego,
California
| $303M | +$16.6M | +6% | 10.6% | 94.3% | 113 | 26.55% | 0.8 |
|
| 2389 |
2389
Turner Investments
Berwyn,
Pennsylvania
| $302M | -$16.8M | -5% | 14.7% | 6.36% | 259 | 54.44% | 0.8 |
|
| 2390 |
CII
2390
Chapter IV Investors
Charlotte,
North Carolina
| $302M | +$1.57M | +0.5% | 3.52% | 4.15% | 9 | 0% | 2.6 |
|
| 2391 |
2391
Goldentree Asset Management
New York
| $302M | +$14.8M | +5% | 5.36% | 27.7% | 23 | 60.87% | 0.8 |
|
| 2392 |
2392
Pictet Bank & Trust
Nassau,
Bahamas
| $302M | +$41.8M | +16% | 4.95% | 82.7% | 93 | 20.43% | 1.6 |
|
| 2393 |
2393
Weatherly Asset Management
Del Mar,
California
| $302M | -$1.49M | -0.5% | 4.37% | 116% | 178 | 12.36% | 2.4 |
|
| 2394 |
2394
Van Cleef Asset Management
Beachwood,
Ohio
| $301M | +$11.2M | +4% | 3.98% | 104% | 103 | 4.85% | 2.7 |
|
| 2395 |
2395
Venturi Wealth Management
Austin,
Texas
| $301M | +$6.63M | +2% | 2.03% | 101% | 154 | 20.78% | 0.6 |
|
| 2396 |
2396
Arcadia Investment Management
Kalamazoo,
Michigan
| $301M | -$5.98M | -2% | 3.91% | 83.5% | 495 | 33.33% | 1.4 |
|
| 2397 |
2397
Institutional & Family Asset Management
Fort Collins,
Colorado
| $301M | +$13.2M | +5% | 1.2% | 19% | 119 | 4.2% | 0.7 |
|
| 2398 |
2398
Girard Partners
King Of Prussia,
Pennsylvania
| $300M | +$37.5M | +14% | 2.59% | 25.7% | 209 | 12.92% | 1.7 |
|
| 2399 |
2399
Kelso & Company
New York
| $300M | -$899M | -75% | 2.39% | – | 2 | 50% | 2.8 |
|
| 2400 |
2400
Advisor Partners
Walnut Creek,
California
| $300M | +$14.1M | +5% | 4.18% | 63.8% | 440 | 18.64% | 1.7 |
|