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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2501 |
2501
Isthmus Partners
Madison,
Wisconsin
| $333M | -$63.8M | -16% | 12.6% | 73.7% | 295 | 59.66% | 2.9 |
|
| 2502 |
2502
Verde Servicos Internacionais
Sao Paulo,
Brazil
| $332M | -$100M | -23% | 6.68% | 130% | 104 | 67.31% | 0.7 |
|
| 2503 |
2503
Biondo Investment Advisors
Milford,
Pennsylvania
| $331M | -$89.8M | -21% | 17.1% | 83.4% | 87 | 17.24% | 2.7 |
|
| 2504 |
2504
Cardano Risk Management
Rotterdam,
Netherlands
| $331M | – | – | 18.3% | 200% | 4 | – | 0 |
|
| 2505 |
2505
Orgel Wealth Management
Altoona,
Wisconsin
| $331M | +$103M | +45% | 6.45% | 39.6% | 42 | 19.05% | 1.4 |
|
| 2506 |
2506
Tetrad Corporation
Omaha,
Nebraska
| $331M | -$24.4M | -7% | 7.68% | 45.6% | 4 | 0% | 5.5 |
|
| 2507 |
2507
Ellington Management Group
Old Greenwich,
Connecticut
| $330M | -$43.6M | -12% | 19.6% | 16.1% | 703 | 77.52% | 0.2 |
|
| 2508 |
2508
Baker Ellis Asset Management
Vancouver,
Washington
| $330M | -$58.8M | -15% | 11.3% | 91.9% | 255 | 20.39% | 4 |
|
| 2509 |
OH
2509
Overlook Holdings
Tortola,
British Virgin Islands
| $329M | +$3.16M | +1% | 8.32% | – | 2 | 0% | 3 |
|
| 2510 |
2510
Columbia Asset Management
Ann Arbor,
Michigan
| $329M | -$54.1M | -14% | 10.2% | 94.1% | 229 | 13.54% | 3.1 |
|
| 2511 |
2511
ClearBridge LLC (Maryland)
Baltimore,
Maryland
| $329M | -$79.6M | -19% | 15.3% | 24% | 101 | 22.77% | 1.9 |
|
| 2512 |
2512
PL Capital Advisors
Naples,
Florida
| $329M | -$57.1M | -15% | 20.4% | 100% | 43 | 23.26% | 2.4 |
|
| 2513 |
2513
Intel Corp
Santa Clara,
California
| $328M | -$177M | -35% | 34.3% | 9.79% | 10 | 60% | 0.6 |
|
| 2514 |
2514
Hartline Investment Corp
Winnetka,
Illinois
| $328M | -$98.9M | -23% | 13.1% | 201% | 117 | 11.97% | 3.5 |
|
| 2515 |
2515
Fiduciary Trust International
Lincoln,
Massachusetts
| $328M | -$20.6M | -6% | 9.93% | 36.8% | 704 | 85.94% | 0.4 |
|
| 2516 |
FCPV
2516
FS Capital Partners VI
Los Angeles,
California
| $328M | -$54M | -14% | 14.2% | – | 1 | 0% | 1.5 |
|
| 2517 |
2517
SP Asset Management
Cupertino,
California
| $328M | -$24.2M | -7% | 13.5% | 92.4% | 76 | 6.58% | 0.5 |
|
| 2518 |
CA
2518
Continental Advisors
Park City,
Utah
| $327M | -$130M | -28% | 16.3% | 73.6% | 111 | 20.72% | 2.7 |
|
| 2519 |
2519
Legion Partners Asset Management
Los Angeles,
California
| $327M | -$144M | -31% | 28.5% | 206% | 14 | 14.29% | 0.9 |
|
| 2520 |
2520
Bell Bank
Fargo,
North Dakota
| $327M | +$1.4M | +0.4% | 12.2% | 71% | 151 | 13.25% | 3.2 |
|
| 2521 |
2521
Essex Financial Services
Essex,
Connecticut
| $327M | -$128M | -28% | 11.9% | 87.7% | 310 | 24.52% | 4 |
|
| 2522 |
2522
Pensionfund Sabic
Sittard,
Netherlands
| $327M | -$40.4M | -11% | 10.5% | 63.6% | 236 | 21.19% | 1.9 |
|
| 2523 |
2523
Insight Wealth Strategies
San Ramon,
California
| $326M | – | – | 8.92% | 83.5% | 130 | – | 0 |
|
| 2524 |
2524
East Coast Asset Management
Essex,
Massachusetts
| $326M | -$59M | -15% | 15.6% | 153% | 72 | 5.56% | 4.6 |
|
| 2525 |
2525
American Assets Inc
San Diego,
California
| $326M | +$9.9M | +3% | 2.66% | 63.2% | 4 | 25% | 2.9 |
|