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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 |
SG
2501
Swarthmore Group
Philadelphia,
Pennsylvania
| $431M | +$26.1M | +6% | 8.27% | 44.2% | 36 | 13.89% | 1.9 |
|
| 2502 |
OH
2502
Overlook Holdings
Tortola,
British Virgin Islands
| $431M | +$93.3M | +28% | 20% | – | 3 | 33.33% | 2.3 |
|
| 2503 |
2503
Vestar Capital Partners
New York
| $430M | – | – | 18.8% | – | 1 | – | 3.3 |
|
| 2504 |
2504
Shepherd Financial Partners
Winchester,
Massachusetts
| $430M | +$31.2M | +8% | 8.93% | 78% | 132 | 10.61% | 2.1 |
|
| 2505 |
2505
Glendon Capital Management
Santa Monica,
California
| $430M | -$3.37M | -0.8% | 0.21% | 142% | 30 | 13.33% | 2.8 |
|
| 2506 |
2506
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
| $430M | -$217M | -34% | 11.1% | 79.4% | 69 | 4.35% | 1.5 |
|
| 2507 |
PA
2507
Paracle Advisors
Mercer Island,
Washington
| $430M | +$16.8M | +4% | 5.57% | 30.9% | 69 | 36.23% | 3.4 |
|
| 2508 |
2508
Compass Group
New York
| $429M | +$121M | +39% | 5.7% | 64.6% | 21 | 33.33% | 0.8 |
|
| 2509 |
TCOT
2509
Trust Company of Toledo
Holland,
Ohio
| $429M | +$18.5M | +5% | 5.89% | 109% | 188 | 7.98% | 4.9 |
|
| 2510 |
2510
McKinley Carter Wealth Services
Wheeling,
West Virginia
| $428M | +$36.7M | +9% | 8.06% | 63.2% | 192 | 19.27% | 3.1 |
|
| 2511 |
2511
Vision Capital Management
Portland,
Oregon
| $427M | +$42.1M | +11% | 7.93% | 78.4% | 95 | 13.68% | 3.1 |
|
| 2512 |
CAM
2512
Centre Asset Management
New York
| $426M | -$6.86M | -2% | 9.96% | 45.3% | 77 | 32.47% | 1.1 |
|
| 2513 |
2513
Brilliance Asset Management
Admiralty, Hong Kong,
Hong Kong
| $426M | +$18.8M | +5% | 21.5% | 39.2% | 7 | 57.14% | 0.7 |
|
| 2514 |
2514
BHZ Capital Management
San Jose,
California
| $426M | +$13.4M | +3% | 8.78% | 3.24% | 154 | 13.64% | 2 |
|
| 2515 |
2515
Sompo Asset Management
Tokyo,
Japan
| $426M | +$24.5M | +6% | 7.04% | 84.7% | 124 | 12.9% | 1.5 |
|
| 2516 |
2516
Landsberg Bennett & Dubbaneh
Punta Gorda,
Florida
| $426M | +$54.2M | +15% | 6.45% | 72.3% | 261 | 28.35% | 0.7 |
|
| 2517 |
2517
Steigerwald Gordon & Koch
Leesburg,
Virginia
| $426M | +$33.5M | +9% | 7.94% | 59.5% | 92 | 16.3% | 3.6 |
|
| 2518 |
2518
Capital Asset Advisory Services
Williamston,
Michigan
| $425M | +$275M | +183% | 5.83% | 51% | 600 | 81.83% | 0.3 |
|
| 2519 |
2519
Faithward Advisors
Lancaster,
Pennsylvania
| $425M | -$26.5M | -6% | 5.62% | 119% | 246 | 60.16% | 0.1 |
|
| 2520 |
2520
Harber Asset Management
Asheville,
North Carolina
| $425M | +$70.2M | +20% | 9.1% | 63.6% | 46 | 30.43% | 1.6 |
|
| 2521 |
2521
Princeton Portfolio Strategies Group
Princeton,
New Jersey
| $425M | +$24.9M | +6% | 6.43% | 83.8% | 150 | 10% | 4.1 |
|
| 2522 |
2522
Tortoise Investment Management
White Plains,
New York
| $424M | +$36.7M | +9% | 5.81% | 40.2% | 641 | 7.96% | 3.6 |
|
| 2523 |
PL
2523
PWMCO LLC
Chicago,
Illinois
| $424M | +$29.2M | +7% | 7.05% | – | 65 | 9.23% | 1.3 |
|
| 2524 |
2524
Hills Bank & Trust
North Liberty,
Iowa
| $424M | +$27.5M | +7% | 7.98% | 52.8% | 166 | 5.42% | 3.8 |
|
| 2525 |
2525
Stanley-Laman Group
Berwyn,
Pennsylvania
| $424M | +$18.8M | +5% | 6.76% | 114% | 311 | 29.26% | 1.7 |
|