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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
Verus Financial Partners
Richmond,
Virginia
| $705M | -$51.5M | -7% | 4.25% | 45.7% | 109 | 22.02% | 2.6 |
|
| 2377 |
TP
2377
Thunderbird Partners
London,
United Kingdom
| $705M | -$163M | -19% | 7.02% | 38% | 17 | 70.59% | 1 |
|
| 2378 |
2378
PrairieView Partners
St. Paul,
Minnesota
| $704M | -$14.1M | -2% | 4.18% | 34% | 503 | 18.69% | 1.6 |
|
| 2379 |
2379
Standard General
New York
| $704M | -$85.7M | -11% | 4.46% | 259% | 7 | 0% | 2.8 |
|
| 2380 |
2380
Distillate Capital Partners
Chicago,
Illinois
| $703M | +$107M | +18% | 1.48% | 9.94% | 126 | 28.57% | 0.7 |
|
| 2381 |
2381
Hills Bank & Trust
North Liberty,
Iowa
| $702M | -$26.1M | -4% | 4.01% | 52.8% | 269 | 8.18% | 3.9 |
|
| 2382 |
2382
Yakira Capital Management
Westport,
Connecticut
| $701M | -$97.1M | -12% | 1.01% | 74.1% | 539 | 37.11% | 0.6 |
|
| 2383 |
2383
CastleKnight Management
New York
| $701M | +$216M | +45% | 14.5% | 259% | 290 | 44.48% | 0.2 |
|
| 2384 |
JC
2384
Joho Capital
New York
| $701M | -$22.1M | -3% | 4.08% | 80.2% | 20 | 5% | 1.9 |
|
| 2385 |
OCMI
2385
Oaktop Capital Management II
Chatham,
New Jersey
| $700M | -$129M | -16% | 13.6% | 451% | 17 | 5.88% | 5.2 |
|
| 2386 |
2386
Boundary Creek Advisors
New York
| $700M | +$157M | +29% | 4.57% | 15% | 27 | 51.85% | 0.5 |
|
| 2387 |
2387
Mizuho Securities USA
New York
| $700M | -$413M | -37% | 0.09% | 99% | 276 | 61.96% | 0.5 |
|
| 2388 |
2388
Arch Venture Management
Chicago,
Illinois
| $700M | -$246M | -26% | 21.1% | 228% | 10 | 30% | 0.6 |
|
| 2389 |
2389
Financial Architects (New Jersey)
Marlton,
New Jersey
| $698M | -$41.8M | -6% | 4.17% | 31.3% | 367 | 19.62% | 4.5 |
|
| 2390 |
2390
Professional Advisory Services
Vero Beach,
Florida
| $696M | -$38.8M | -5% | 5.32% | 69.3% | 83 | 7.23% | 4.8 |
|
| 2391 |
2391
Berkshire Money Management
Dalton,
Massachusetts
| $696M | +$12.7M | +2% | 5% | 61.8% | 32 | 18.75% | 2.9 |
|
| 2392 |
2392
Manchester Capital Management
Manchester,
Vermont
| $695M | -$68.9M | -9% | 4.59% | 86.7% | 1,124 | 14.68% | 2.9 |
|
| 2393 |
2393
Van Cleef Asset Management
Beachwood,
Ohio
| $694M | -$17.6M | -2% | 1.19% | 104% | 121 | 7.44% | 5.9 |
|
| 2394 |
2394
Cadinha & Co
Honolulu,
Hawaii
| $694M | -$48.9M | -7% | 2.6% | 132% | 121 | 16.53% | 4.7 |
|
| 2395 |
PWMAG
2395
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
| $694M | +$82.4M | +13% | 3.35% | 90.7% | 293 | 13.31% | 2.9 |
|
| 2396 |
2396
Azzad Asset Management
Falls Church,
Virginia
| $694M | -$51.5M | -7% | 6.81% | 101% | 350 | 14.29% | 3.4 |
|
| 2397 |
2397
True Link Financial Advisors
San Francisco,
California
| $692M | -$57.5M | -8% | 4.51% | 27.3% | 441 | 74.38% | 1 |
|
| 2398 |
2398
Needham Investment Management
New York
| $691M | -$106M | -13% | 11.6% | 424% | 131 | 14.5% | 3.7 |
|
| 2399 |
2399
Royal Fund Management
Lady Lake,
Florida
| $690M | -$7.36M | -1% | 4.25% | 103% | 219 | 19.18% | 2.8 |
|
| 2400 |
2400
Parthenon LLC
Louisville,
Kentucky
| $690M | -$23.1M | -3% | 2.37% | 93.3% | 119 | 4.2% | 6.4 |
|