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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2651 |
2651
Wallington Asset Management
Indianapolis,
Indiana
| $583M | +$30.7M | +6% | 6.08% | 108% | 69 | 2.9% | 4.3 |
|
| 2652 |
AO
2652
Allen Operations
New York
| $582M | +$90.3M | +18% | 5.92% | 218% | 35 | 22.86% | 2.8 |
|
| 2653 |
2653
Cambria Investment Management
Manhattan Beach,
California
| $582M | +$79.9M | +16% | 7.32% | 72% | 245 | 17.55% | 1.7 |
|
| 2654 |
2654
Biondo Investment Advisors
Milford,
Pennsylvania
| $582M | +$80M | +16% | 12.4% | 83.4% | 88 | 11.36% | 3.4 |
|
| 2655 |
2655
Raub Brock Capital Management
Larkspur,
California
| $581M | -$53.3M | -8% | 8.24% | 54.7% | 70 | 28.57% | 2.2 |
|
| 2656 |
2656
Requisite Capital Management
Dallas,
Texas
| $580M | +$151M | +35% | 11.1% | 41% | 96 | 34.38% | 1 |
|
| 2657 |
2657
Quantitative Advantage
Minnetonka,
Minnesota
| $580M | +$63.7M | +12% | 6.04% | 45.9% | 68 | 11.76% | 2.1 |
|
| 2658 |
2658
Sabadell Asset Management
Sant Cugat Del Valles,
Spain
| $580M | – | – | 8.87% | – | 164 | – | 0 |
|
| 2659 |
TIM
2659
Total Investment Management
Scottsdale,
Arizona
| $579M | +$225M | +63% | 6.36% | 44.4% | 79 | 58.23% | 1.6 |
|
| 2660 |
LPC
2660
Lion Point Capital
New York
| $579M | +$29M | +5% | 8.09% | 319% | 35 | 20% | 1 |
|
| 2661 |
2661
D.L. Carlson Investment Group
Concord,
New Hampshire
| $578M | +$29.4M | +5% | 9.28% | 113% | 162 | 20.99% | 3 |
|
| 2662 |
2662
Cota Capital Management
San Francisco,
California
| $577M | +$122M | +27% | 18.6% | 46% | 17 | 17.65% | 1 |
|
| 2663 |
2663
Creative Financial Designs
Kokomo,
Indiana
| $577M | +$65M | +13% | 5.48% | 56.2% | 1,465 | 13.45% | 1.4 |
|
| 2664 |
2664
HCR Wealth Advisors
Los Angeles,
California
| $576M | +$70.3M | +14% | 7.67% | 107% | 196 | 11.22% | 2.3 |
|
| 2665 |
2665
Brouwer & Janachowski
Mill Valley,
California
| $576M | +$20.9M | +4% | 6.71% | 41.8% | 61 | 18.03% | 3.5 |
|
| 2666 |
2666
Hudson Valley Investment Advisors
Goshen,
New York
| $575M | +$15.5M | +3% | 10.2% | 102% | 186 | 6.99% | 4.5 |
|
| 2667 |
2667
Callan Capital
La Jolla,
California
| $575M | +$25.5M | +5% | 6.4% | 20.1% | 91 | 7.69% | 3.3 |
|
| 2668 |
2668
Corsair Capital Management
New York
| $575M | +$94.8M | +20% | 9.09% | 435% | 140 | 42.14% | 1 |
|
| 2669 |
2669
Vantage Consulting Group
Virginia Beach,
Virginia
| $575M | +$76.7M | +15% | 3.04% | 261% | 215 | 55.81% | 0.2 |
|
| 2670 |
2670
Miller Investment Management
West Conshohocken,
Pennsylvania
| $574M | +$33.5M | +6% | 6.4% | 60.2% | 81 | 3.7% | 4.8 |
|
| 2671 |
2671
Boenning & Scattergood
West Conshohocken,
Pennsylvania
| $574M | +$48.9M | +9% | 6.19% | 34.5% | 387 | 10.08% | 1.9 |
|
| 2672 |
AIM
2672
Aigen Investment Management
New York
| $574M | -$181M | -24% | 5.9% | 55.5% | 820 | 75.24% | 0.3 |
|
| 2673 |
2673
TRV GP III
Boston,
Massachusetts
| $573M | -$218M | -28% | 23.6% | 170% | 7 | 0% | 1.7 |
|
| 2674 |
2674
RBO & Co
Saint Helena,
California
| $573M | +$25.1M | +5% | 5.58% | 27.9% | 62 | 3.23% | 3.9 |
|
| 2675 |
TM
2675
Tiger Management
New York
| $572M | +$63.5M | +12% | 11.9% | – | 45 | 33.33% | 2 |
|