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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2551 |
2551
Oak Root LLC
Santa Barbara,
California
| $768M | -$24.3M | -3% | 0.83% | 75.4% | 16 | 12.5% | 0.9 |
|
| 2552 |
2552
Baldwin Investment Management
West Conshohocken,
Pennsylvania
| $768M | -$30M | -4% | 0.91% | 74.8% | 223 | 15.25% | 5.4 |
|
| 2553 |
2553
Mattern Capital Management
Lakewood,
Colorado
| $767M | -$27.2M | -3% | 3.02% | 39.8% | 161 | 3.73% | 3.1 |
|
| 2554 |
2554
Cascade Financial Partners
San Diego,
California
| $767M | -$30.5M | -4% | 3.14% | – | 251 | 6.77% | 0.7 |
|
| 2555 |
2555
Ethos Financial Group
King Of Prussia,
Pennsylvania
| $767M | +$161M | +26% | 0.87% | 63% | 431 | 36.66% | 0.9 |
|
| 2556 |
2556
Rodgers Brothers
Harmony,
Pennsylvania
| $767M | -$20.8M | -3% | 2.21% | 108% | 243 | 8.64% | 6 |
|
| 2557 |
2557
Greenwood Capital Associates
Greenwood,
South Carolina
| $766M | -$1.79M | -0.2% | 1.12% | 87.7% | 260 | 17.69% | 2.8 |
|
| 2558 |
2558
Running Oak Capital
Edina,
Minnesota
| $766M | +$28M | +4% | 1.17% | 32.7% | 58 | 1.72% | 2.8 |
|
| 2559 |
2559
Nellore Capital Management
Redwood City,
California
| $766M | +$31.7M | +4% | 4.63% | 73.8% | 18 | 16.67% | 2.1 |
|
| 2560 |
2560
Legato Capital Management
San Francisco,
California
| $765M | -$43.9M | -5% | 7.74% | 243% | 628 | 20.86% | 1.3 |
|
| 2561 |
2561
Discerene Group
Stamford,
Connecticut
| $765M | -$124M | -14% | 12.8% | 48.6% | 12 | 0% | 3.3 |
|
| 2562 |
2562
Cat Rock Capital Management
Greenwich,
Connecticut
| $765M | -$118M | -13% | 0.93% | 66.7% | 14 | 14.29% | 2.1 |
|
| 2563 |
2563
Baxter Bros Inc
Riverside,
Connecticut
| $765M | -$4.67M | -0.6% | 1.75% | 73.8% | 160 | 5% | 5.8 |
|
| 2564 |
2564
Alta Park Capital
San Francisco,
California
| $764M | -$22.3M | -3% | 24.2% | 1,071% | 43 | 41.86% | 1 |
|
| 2565 |
2565
Absher Wealth Management
Chapel Hill,
North Carolina
| $764M | -$11.1M | -1% | 1.76% | 65.3% | 70 | 7.14% | 3.4 |
|
| 2566 |
2566
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
| $764M | -$29.3M | -4% | 2.03% | – | 927 | 11.87% | 0.7 |
|
| 2567 |
TCOT
2567
Trust Company of Toledo
Holland,
Ohio
| $763M | +$23.7M | +3% | 0.26% | 109% | 246 | 6.5% | 6.5 |
|
| 2568 |
2568
BlueStem Wealth Partners
Minnetonka,
Minnesota
| $762M | – | – | 0.46% | – | 101 | – | 0 |
|
| 2569 |
2569
Summit Creek Advisors
Minneapolis,
Minnesota
| $761M | +$24.4M | +3% | 9.2% | 68.8% | 73 | 10.96% | 3.9 |
|
| 2570 |
2570
Abacus FCF Advisors
Orlando,
Florida
| $760M | +$328M | +76% | 6.06% | 197% | 304 | 65.13% | 0.6 |
|
| 2571 |
2571
AIP LLC
New York
| $759M | -$271M | -26% | 14.6% | 54.9% | 3 | 33.33% | 1.5 |
|
| 2572 |
2572
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
| $759M | -$13.3M | -2% | 0.72% | 140% | 31 | 12.9% | 4.4 |
|
| 2573 |
2573
Manchester Global Management
London,
United Kingdom
| $758M | +$139M | +22% | 5.81% | 156% | 26 | 23.08% | 1.1 |
|
| 2574 |
2574
Crédit Industriel et Commercial
Paris France,
France
| $758M | – | – | 1.16% | – | 299 | – | 0 |
|
| 2575 |
2575
NTV Asset Management
Charleston,
West Virginia
| $758M | +$10.5M | +1% | 3.4% | 110% | 279 | 7.89% | 6.2 |
|