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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2601 |
2601
Pertento Partners
London,
United Kingdom
| $551M | +$69.4M | +14% | 0.38% | 196% | 22 | 22.73% | 1 |
|
| 2602 |
2602
Oslo Pensjonsforsikring
Oslo,
| $551M | -$10.6M | -2% | 1.43% | 79% | 17 | 5.88% | 4.4 |
|
| 2603 |
2603
RW Investment Management
Eagle,
Idaho
| $551M | +$67.9M | +14% | 2.27% | – | 88 | 6.82% | 0.7 |
|
| 2604 |
2604
RBO & Co
Saint Helena,
California
| $550M | -$37.8M | -6% | 4.42% | 27.9% | 56 | 3.57% | 6.2 |
|
| 2605 |
2605
Hazelview Securities
Toronto,
Ontario, Canada
| $550M | -$97.1M | -15% | 8.26% | – | 48 | 35.42% | 1.3 |
|
| 2606 |
2606
Passaic Partners
Newark,
New Jersey
| $550M | -$35M | -6% | 4.35% | 53.2% | 10 | 0% | 1 |
|
| 2607 |
2607
Wallington Asset Management
Indianapolis,
Indiana
| $550M | -$7.73M | -1% | 1.5% | 108% | 84 | 7.14% | 4.8 |
|
| 2608 |
CEI
2608
Clark Estates Inc
New York
| $550M | -$43.6M | -7% | 6.54% | 34.5% | 108 | 30.56% | 1.8 |
|
| 2609 |
2609
Cornercap Investment Counsel
Atlanta,
Georgia
| $550M | -$25.8M | -4% | 2.78% | 55.4% | 683 | 34.55% | 1.4 |
|
| 2610 |
2610
Stillwater Capital Advisors
Devon,
Pennsylvania
| $550M | -$15.9M | -3% | 3.51% | 121% | 74 | 9.46% | 5.2 |
|
| 2611 |
2611
Great Point Partners
Greenwich,
Connecticut
| $549M | +$38.2M | +7% | 5.11% | 710% | 55 | 50.91% | 0.6 |
|
| 2612 |
2612
Sphera Funds Management
Tel Aviv,
Israel
| $549M | -$91.5M | -14% | 7.45% | 245% | 105 | 39.05% | 0.8 |
|
| 2613 |
2613
Curated Wealth Partners
El Segundo,
California
| $549M | +$33.9M | +7% | 8.23% | 39.9% | 147 | 15.65% | 1.8 |
|
| 2614 |
2614
Engaged Capital
Newport Beach,
California
| $549M | -$143M | -21% | 7.91% | 26.2% | 10 | 50% | 2.5 |
|
| 2615 |
2615
TFG Asset Management
Grand Cayman,
Cayman Islands
| $548M | -$192M | -26% | 0.02% | 72.1% | 49 | 6.12% | 1.8 |
|
| 2616 |
2616
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
| $547M | -$19M | -3% | 3.44% | 55.5% | 164 | 5.49% | 1.7 |
|
| 2617 |
WWM
2617
Windsor Wealth Management
Indianapolis,
Indiana
| $546M | -$11M | -2% | 1.45% | 37.3% | 166 | 6.02% | 3.9 |
|
| 2618 |
2618
Parkman Healthcare Partners
Stamford,
Connecticut
| $546M | -$31.1M | -5% | 3.84% | 306% | 117 | 31.62% | 1 |
|
| 2619 |
2619
Slow Capital
Greenbrae,
California
| $545M | -$31.6M | -5% | 4.33% | 156% | 129 | 6.2% | 4.5 |
|
| 2620 |
2620
Parkside Investments
Deerfield,
Illinois
| $545M | +$8.83M | +2% | 1.36% | 70.4% | 94 | 17.02% | 3.3 |
|
| 2621 |
RIA
2621
RPG Investment Advisory
Pleasanton,
California
| $544M | -$34.6M | -6% | 2.07% | 186% | 85 | 8.24% | 4.2 |
|
| 2622 |
2622
Certified Advisory Corp
Altamonte Springs,
Florida
| $544M | -$3.67K | -0% | 2.57% | 58.2% | 296 | 16.89% | 2.8 |
|
| 2623 |
2623
Vision Capital Management
Portland,
Oregon
| $543M | -$42.5M | -7% | 3.83% | 78.4% | 106 | 32.08% | 5.8 |
|
| 2624 |
EEP
2624
Edgehill Endowment Partners
Hamden,
Connecticut
| $543M | -$22.9M | -4% | 3.69% | 11.6% | 7 | 0% | 2.9 |
|
| 2625 |
2625
Ascent Wealth Partners
New Hartford,
New York
| $543M | -$24.7M | -4% | 3.16% | 105% | 172 | 15.7% | 3.6 |
|