We are live on !
Find out more
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2426 |
2426
Freshford Capital Management
Rye Brook,
New York
| $728M | +$26M | +4% | 7.84% | 97.3% | 24 | 29.17% | 1.4 |
|
| 2427 |
2427
John G. Ullman & Associates
Corning,
New York
| $727M | -$8.17M | -1% | 8.32% | 162% | 170 | 10.59% | 3.1 |
|
| 2428 |
2428
Greenwood Gearhart
Fayetteville,
Arkansas
| $725M | +$80.2M | +12% | 9.13% | 79% | 101 | 15.84% | 3.3 |
|
| 2429 |
2429
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
| $725M | – | – | 5.83% | 58% | 1,023 | – | 0 |
|
| 2430 |
2430
Private Trust Company
Cleveland,
Ohio
| $724M | +$37.3M | +5% | 11.4% | 87.7% | 421 | 16.39% | 4.7 |
|
| 2431 |
2431
Kontiki Capital Management (HK)
Hong Kong
| $724M | -$126M | -15% | 12.1% | 90.6% | 5 | 0% | 3.4 |
|
| 2432 |
2432
Arch Capital Group
Pembroke,
Bermuda
| $723M | -$57M | -7% | 1.84% | 2.89% | 21 | 47.62% | 0.8 |
|
| 2433 |
JC
2433
Joho Capital
New York
| $723M | -$21M | -3% | 0.41% | 80.2% | 22 | 18.18% | 1.5 |
|
| 2434 |
KFS
2434
Kurt F. Somerville
| $722M | +$62.6M | +9% | 10.9% | 92.9% | 131 | 12.98% | 4.8 |
|
| 2435 |
2435
Smith, Moore & Co
Clayton,
Missouri
| $720M | +$64.6M | +10% | 8.28% | 67% | 442 | 10.18% | 3.3 |
|
| 2436 |
AO
2436
Allen Operations
New York
| $720M | +$73.7M | +11% | 0.28% | 248% | 40 | 7.5% | 2.7 |
|
| 2437 |
2437
Atlas Venture Advisors
Boston,
Massachusetts
| $720M | -$125M | -15% | 6.5% | 34.6% | 8 | 12.5% | 2 |
|
| 2438 |
2438
BFSG LLC
Irvine,
California
| $719M | +$64.3M | +10% | 10.4% | 90.7% | 234 | 18.8% | 1.6 |
|
| 2439 |
2439
Marcum Wealth
Cleveland,
Ohio
| $719M | +$82.7M | +13% | 7.43% | 20% | 408 | 12.75% | 0.9 |
|
| 2440 |
2440
Proficio Capital Partners
Newton,
Massachusetts
| $719M | -$41.3M | -5% | 7.29% | 97% | 333 | 19.52% | 1.8 |
|
| 2441 |
2441
Venrock Management V
Palo Alto,
California
| $719M | – | – | 49.8% | – | 2 | – | 0.8 |
|
| 2442 |
2442
PrairieView Partners
St. Paul,
Minnesota
| $718M | +$48M | +7% | 3.52% | 34% | 449 | 16.48% | 1.5 |
|
| 2443 |
2443
Iron Triangle Partners
Cos Cob,
Connecticut
| $718M | +$20.9M | +3% | 3.47% | 152% | 33 | 45.45% | 0.7 |
|
| 2444 |
2444
Moody Aldrich Partners
Marblehead,
Massachusetts
| $718M | -$70.6M | -9% | 10.1% | 312% | 177 | 15.82% | 1.3 |
|
| 2445 |
2445
Regents of the University of California
Oakland,
California
| $714M | -$136M | -16% | 4.13% | 76.6% | 43 | 20.93% | 3.2 |
|
| 2446 |
2446
German American Bancorp
Jasper,
Indiana
| $714M | +$63.5M | +10% | 8.4% | 92.3% | 103 | 9.71% | 2.2 |
|
| 2447 |
WCM
2447
Wallace Capital Management
Dallas,
Texas
| $714M | -$23.4M | -3% | 3.51% | 62.3% | 75 | 9.33% | 4.1 |
|
| 2448 |
2448
Metavasi Capital
Larchmont,
New York
| $713M | – | – | 1.97% | 840% | 23 | – | 0 |
|
| 2449 |
2449
Parthenon LLC
Louisville,
Kentucky
| $713M | +$47.4M | +7% | 11.2% | 93.3% | 121 | 3.31% | 6.1 |
|
| 2450 |
2450
Quantitative Investment Management
Charlottesville,
Virginia
| $712M | -$392M | -35% | 12.8% | 24.6% | 501 | 80.24% | 0.2 |
|