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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2476 |
2476
Whitney & Co
Rochester,
New York
| $374M | +$24.9M | +7% | 4.73% | 93.2% | 350 | 18.86% | 1.3 |
|
| 2477 |
TCOT
2477
Trust Company of Toledo
Holland,
Ohio
| $374M | -$4.71M | -1% | 2.22% | 109% | 190 | 5.26% | 4 |
|
| 2478 |
2478
IQ EQ Fund Management
Dublin 2,
Ireland
| $373M | – | – | 1.48% | 109% | 99 | – | 2.3 |
|
| 2479 |
2479
Chicago Capital Management
Chicago,
Illinois
| $373M | +$118M | +46% | 22.1% | 270% | 50 | 86% | 0.1 |
|
| 2480 |
1C
2480
1060 Capital
Denver,
Colorado
| $373M | +$40.9M | +12% | 7.24% | 301% | 55 | 85.45% | 0.1 |
|
| 2481 |
2481
FAS Wealth Partners
Leawood,
Kansas
| $372M | +$25.2M | +7% | 2.48% | 72.3% | 173 | 3.47% | 2.8 |
|
| 2482 |
2482
Baxter Bros Inc
Riverside,
Connecticut
| $372M | +$5.35M | +1% | 3.56% | 73.8% | 117 | 7.69% | 3.6 |
|
| 2483 |
CM
2483
Capital Management
Glen Allen,
Virginia
| $372M | +$340K | +0.1% | 1.92% | 52.5% | 92 | 19.57% | 2.8 |
|
| 2484 |
2484
Hussman Strategic Advisors
Ellicott City,
Maryland
| $372M | +$10.5M | +3% | 4.35% | 41.6% | 264 | 35.61% | 1.3 |
|
| 2485 |
2485
Hartline Investment Corp
Winnetka,
Illinois
| $371M | +$6.87M | +2% | 2.95% | 201% | 105 | 7.62% | 3.6 |
|
| 2486 |
RPGK
2486
Retirement Planning Group (Kansas)
Leawood,
Kansas
| $371M | +$2.68M | +0.7% | 0.27% | 54.7% | 59 | 16.95% | 3.6 |
|
| 2487 |
2487
HighPoint Advisor Group
Downers Grove,
Illinois
| $370M | +$6.22M | +2% | 2.96% | – | 351 | 18.52% | 1.6 |
|
| 2488 |
2488
Ropes Wealth Advisors
Boston,
Massachusetts
| $370M | +$4.63M | +1% | 2.22% | 71% | 620 | 13.55% | 2 |
|
| 2489 |
2489
Bouchey Financial Group
Troy,
New York
| $369M | +$20.7M | +6% | 2.27% | 66.7% | 70 | 7.14% | 2.6 |
|
| 2490 |
2490
Carlson Capital Management
Northfield,
Minnesota
| $369M | +$7.45M | +2% | 2.28% | 9.85% | 90 | 14.44% | 3 |
|
| 2491 |
2491
Lathrop Investment Management
Little Rock,
Arkansas
| $368M | +$19M | +5% | 3.99% | 72.2% | 65 | 4.62% | 3.7 |
|
| 2492 |
LA
2492
Leonetti & Associates
Buffalo Grove,
Illinois
| $368M | +$23.6M | +7% | 5.58% | 49.5% | 44 | 25% | 2.4 |
|
| 2493 |
2493
Northcape Capital
Sydney,
Australia
| $368M | -$34.6M | -9% | 2.09% | – | 12 | 0% | 1.4 |
|
| 2494 |
2494
Spinnaker Capital
Boston,
Massachusetts
| $368M | -$160M | -30% | 9.64% | 12.4% | 3 | 0% | 0.5 |
|
| 2495 |
2495
Caledonia Investments plc (UK)
London England,
United Kingdom
| $368M | +$10.8M | +3% | 1.86% | 61.9% | 13 | 0% | 3.1 |
|
| 2496 |
2496
Ritholtz Wealth Management
New York
| $368M | +$18.1M | +5% | 1.09% | 93% | 122 | 12.3% | 0.9 |
|
| 2497 |
2497
Cynosure Advisors
Salt Lake City,
Utah
| $368M | -$28.6M | -7% | 3.71% | – | 241 | 14.11% | 0.4 |
|
| 2498 |
2498
Hill Path Capital
New York
| $368M | +$103M | +39% | 41.5% | 5.23% | 3 | 33.33% | 0.9 |
|
| 2499 |
2499
AIA International
Hong Kong
| $368M | -$11.5M | -3% | 2.45% | 47.9% | 11 | 45.45% | 0.5 |
|
| 2500 |
2500
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
| $367M | +$17.3M | +5% | 4.81% | 119% | 39 | 10.26% | 2.2 |
|