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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2576 |
2576
Tufton Capital Management
Hunt Valley,
Maryland
| $651M | +$60.5M | +10% | 11.2% | 96.1% | 133 | 6.77% | 5.1 |
|
| 2577 |
2577
Alpha Omega Wealth Management
Richmond,
Virginia
| $651M | +$39.2M | +6% | 10.6% | 65.9% | 232 | 6.47% | 3.7 |
|
| 2578 |
ASM
2578
ATW SPAC Management
New York
| $650M | +$114M | +21% | 0.43% | 68.7% | 223 | 51.57% | 0.3 |
|
| 2579 |
CVV
2579
Curative Ventures V
Dallas,
Texas
| $650M | – | – | 4.31% | 15.4% | 1 | – | 0 |
|
| 2580 |
2580
Tairen Capital
Hong Kong
| $650M | +$250M | +63% | 11.3% | 462% | 63 | 61.9% | 0.2 |
|
| 2581 |
2581
Koss-Olinger Consulting
Gainesville,
Florida
| $649M | +$35M | +6% | 5.28% | 57.9% | 266 | 33.08% | 0.5 |
|
| 2582 |
2582
Sycomore Asset Management
Paris,
France
| $649M | -$33.7M | -5% | 3.37% | 163% | 138 | 39.13% | 0.8 |
|
| 2583 |
2583
Columbus Hill Capital Management
Short Hills,
New Jersey
| $649M | -$527M | -45% | 1.72% | 151% | 36 | 36.11% | 1.5 |
|
| 2584 |
2584
Planning Alternatives
Birmingham,
Michigan
| $648M | +$41.8M | +7% | 7.97% | 69.6% | 49 | 12.24% | 4.8 |
|
| 2585 |
CBT
2585
Central Bank & Trust
Lexington,
Kentucky
| $648M | +$39.5M | +6% | 11.1% | 118% | 320 | 6.56% | 4.8 |
|
| 2586 |
2586
Veritas Investment Management (UK)
London,
United Kingdom
| $648M | +$38.6M | +6% | 15.2% | 151% | 41 | 12.2% | 4.4 |
|
| 2587 |
2587
Siemens
Munich,
Germany
| $648M | – | – | 6.62% | 16.8% | 1 | – | 0 |
|
| 2588 |
2588
Focused Wealth Management
Newburgh,
New York
| $647M | +$34.7M | +6% | 6% | 80.9% | 1,159 | 17.26% | 3.4 |
|
| 2589 |
2589
Quantitative Advantage
Minnetonka,
Minnesota
| $647M | +$57.7M | +10% | 5.8% | 45.9% | 86 | 22.09% | 2 |
|
| 2590 |
2590
BFAM Partners
Northpoint, Hong Kong,
Hong Kong
| $647M | -$123M | -16% | 10.8% | 36.4% | 14 | 28.57% | 0.4 |
|
| 2591 |
2591
KMG Fiduciary Partners
Toledo,
Ohio
| $646M | +$58.6M | +10% | 9.83% | 114% | 212 | 12.74% | 1.7 |
|
| 2592 |
2592
Atlas Infrastructure Partners
London,
United Kingdom
| $646M | – | – | 12.6% | 20.7% | 5 | – | 0 |
|
| 2593 |
2593
Buckingham Capital Management (Ohio)
Dayton,
Ohio
| $645M | +$34.3M | +6% | 6.8% | 26.3% | 125 | 4.8% | 5.1 |
|
| 2594 |
2594
HCR Wealth Advisors
Los Angeles,
California
| $645M | +$45.9M | +8% | 10.6% | 107% | 211 | 10.9% | 2.6 |
|
| 2595 |
2595
Catterton Management Company
Greenwich,
Connecticut
| $645M | -$334M | -34% | 2.62% | 13.2% | 3 | 0% | 0.8 |
|
| 2596 |
2596
Zuckerman Investment Group
Chicago,
Illinois
| $645M | +$41.5M | +7% | 7.71% | 111% | 122 | 12.3% | 2.4 |
|
| 2597 |
2597
River Wealth Advisors
Camp Hill,
Pennsylvania
| $645M | +$61.2M | +10% | 9.3% | 80.3% | 227 | 7.05% | 4 |
|
| 2598 |
RIA
2598
RPG Investment Advisory
Pleasanton,
California
| $644M | +$37.6M | +6% | 6.67% | 186% | 356 | 74.72% | 3.2 |
|
| 2599 |
2599
Auxier Asset Management
Aurora,
Oregon
| $644M | +$53M | +9% | 10.6% | 71.7% | 174 | 6.32% | 5.9 |
|
| 2600 |
1SP
2600
140 Summer Partners
New York
| $644M | -$142M | -18% | 4.91% | 202% | 22 | 45.45% | 0.6 |
|