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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
Marathon Asset Management (New York)
New York
| $384M | -$66M | -15% | 14.8% | 490% | 18 | 66.67% | 1 |
|
| 2477 |
2477
JFS Wealth Advisors
Hermitage,
Pennsylvania
| $384M | +$10.2M | +3% | 9.81% | 54.8% | 489 | 7.77% | 3.3 |
|
| 2478 |
2478
CreativeOne Wealth
Overland Park,
Kansas
| $383M | +$85.7M | +29% | 8.67% | 67.6% | 133 | 24.06% | 0.5 |
|
| 2479 |
GTC
2479
Ghost Tree Capital
New York
| $383M | +$107M | +39% | 50.1% | 265% | 53 | 50.94% | 0.6 |
|
| 2480 |
2480
Hartline Investment Corp
Winnetka,
Illinois
| $383M | +$54.4M | +17% | 14.4% | 222% | 115 | 8.7% | 3.7 |
|
| 2481 |
2481
Bluescape Energy Partners
Dallas,
Texas
| $383M | +$25.9M | +7% | 7.27% | 57.9% | 1 | 0% | 1.3 |
|
| 2482 |
2482
Wallington Asset Management
Indianapolis,
Indiana
| $383M | +$48.5M | +15% | 12.7% | 108% | 55 | 9.09% | 4 |
|
| 2483 |
2483
Tortoise Investment Management
White Plains,
New York
| $382M | +$12.6M | +3% | 9.91% | 40.2% | 659 | 17.91% | 2.9 |
|
| 2484 |
2484
Front Street Capital Management
Missoula,
Montana
| $381M | +$70.5M | +23% | 27.8% | 316% | 65 | 4.62% | 2.1 |
|
| 2485 |
2485
Miller Investment Management
West Conshohocken,
Pennsylvania
| $381M | +$40.7M | +12% | 10.1% | 60.2% | 80 | 10% | 3.8 |
|
| 2486 |
2486
PKO Investment Management Joint-Stock
Warsaw,
Poland
| $381M | +$26.6M | +8% | 15.3% | 145% | 94 | 20.21% | 2.3 |
|
| 2487 |
2487
Nalanda India Equity Fund
Mauritius
| $381M | +$88.6M | +30% | 30.3% | 13.6% | 1 | 0% | 0.3 |
|
| 2488 |
WEC
2488
White Elm Capital
Greenwich,
Connecticut
| $380M | +$20.6M | +6% | 22% | 103% | 34 | 26.47% | 1.9 |
|
| 2489 |
2489
NorthRock Partners
Minneapolis,
Minnesota
| $379M | +$44.1M | +13% | 13.4% | 62.8% | 114 | 34.21% | 1.6 |
|
| 2490 |
NTCM
2490
Nine Ten Capital Management
Chicago,
Illinois
| $379M | +$75.1M | +25% | 24.7% | 166% | 8 | 12.5% | 2.9 |
|
| 2491 |
2491
Steigerwald Gordon & Koch
Leesburg,
Virginia
| $379M | +$43M | +13% | 13.6% | 59.5% | 85 | 8.24% | 3.3 |
|
| 2492 |
2492
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| $379M | +$70.5M | +23% | 10.9% | 71.4% | 140 | 15% | 2.1 |
|
| 2493 |
2493
Legion Partners Asset Management
Los Angeles,
California
| $378M | +$50.9M | +16% | 28.9% | 206% | 17 | 58.82% | 0.9 |
|
| 2494 |
2494
Battery Partners IX
Boston,
Massachusetts
| $378M | +$104M | +38% | 59.4% | 322% | 4 | 0% | 1.8 |
|
| 2495 |
2495
Ropes Wealth Advisors
Boston,
Massachusetts
| $378M | +$30.7M | +9% | 13.1% | 71% | 551 | 15.43% | 2.6 |
|
| 2496 |
2496
Apriem Advisors
Irvine,
California
| $378M | +$93.5M | +33% | 11.6% | 74.3% | 144 | 23.61% | 3.5 |
|
| 2497 |
2497
Valley Forge Capital Management
Miami,
Florida
| $378M | +$113M | +43% | 29.3% | 49% | 10 | 10% | 1.7 |
|
| 2498 |
2498
12th Street Asset Management Company
Nashville,
Tennessee
| $377M | +$73.3M | +24% | 22.4% | 106% | 29 | 13.79% | 1.5 |
|
| 2499 |
2499
Campbell Wealth Management
Alexandria,
Virginia
| $376M | +$52.1M | +16% | 10.5% | 11.2% | 60 | 21.67% | 0.2 |
|
| 2500 |
2500
Money Design
Tokyo,
Japan
| $376M | +$60.6M | +19% | 7.4% | 26.4% | 47 | 10.64% | 1 |
|