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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2951 |
2951
Corbyn Investment Management
Lutherville,
Maryland
| $284M | +$40.3M | +17% | 4.44% | 71.9% | 52 | 3.85% | 3 |
|
| 2952 |
2952
Xponance
Philadelphia,
Pennsylvania
| $284M | -$3.45M | -1% | 0.89% | 144% | 75 | 34.67% | 0.9 |
|
| 2953 |
MCG
2953
McCollum Christoferson Group
Amherst,
New York
| $283M | +$12.3M | +5% | 7.15% | 59.4% | 71 | 4.23% | 1.3 |
|
| 2954 |
2954
Bodenholm Capital
Stockholm,
Sweden
| $283M | +$10.3M | +4% | 5.05% | 86% | 12 | 50% | 0.5 |
|
| 2955 |
2955
Stratford Consulting
Addison,
Texas
| $283M | +$3.46M | +1% | 1.49% | 8.23% | 59 | 8.47% | 4.3 |
|
| 2956 |
2956
Rossmore Private Capital
Glastonbury,
Connecticut
| $283M | +$11.5M | +4% | 1.42% | 75.4% | 133 | 6.02% | 1.2 |
|
| 2957 |
2957
The Family Firm
Bethesda,
Maryland
| $283M | +$8.05M | +3% | 2.06% | 40.2% | 142 | 3.52% | 3.1 |
|
| 2958 |
CIA
2958
CSat Investment Advisory
Detroit,
Michigan
| $283M | +$85.2M | +43% | 3.82% | 87.4% | 1,078 | 48.98% | 0.5 |
|
| 2959 |
2959
Legacy Financial Advisors
Covington,
Kentucky
| $283M | -$12.4M | -4% | 3.81% | 86.3% | 1,081 | 89.64% | 1.4 |
|
| 2960 |
2960
Icon Wealth Partners
Houston,
Texas
| $283M | +$15M | +6% | 2.62% | – | 916 | 82.1% | 1.3 |
|
| 2961 |
2961
Old Second National Bank of Aurora
Aurora,
Illinois
| $283M | +$3.37M | +1% | 4.26% | 93.7% | 401 | 9.48% | 3.7 |
|
| 2962 |
2962
Greencape Capital
Melbourne,
Australia
| $282M | +$53.4M | +23% | 4% | 98.1% | 8 | 50% | 1.2 |
|
| 2963 |
2963
Lafayette Investments
Ashton,
Maryland
| $282M | +$10.8M | +4% | 5.6% | 77.9% | 92 | 14.13% | 3.6 |
|
| 2964 |
2964
JGP Wealth Management
Bend,
Oregon
| $282M | +$18.2M | +7% | 4.94% | 87.8% | 130 | 9.23% | 0.8 |
|
| 2965 |
2965
United Fire Group
Cedar Rapids,
Iowa
| $282M | +$13.3M | +5% | 5.03% | 27.4% | 120 | 6.67% | 4.8 |
|
| 2966 |
PWAP
2966
Private Wealth Advisors (Pennsylvania)
Greensburg,
Pennsylvania
| $282M | +$14.5M | +5% | 3.15% | 58.5% | 137 | 5.11% | 4.4 |
|
| 2967 |
2967
Rational Advisors
Huntington,
New York
| $282M | -$87.8M | -24% | 6.46% | 37.7% | 601 | 18.8% | 1.2 |
|
| 2968 |
2968
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| $282M | +$9.12M | +3% | 4.47% | 99.9% | 59 | 6.78% | 3 |
|
| 2969 |
2969
Stoneridge Investment Partners
Radnor,
Pennsylvania
| $282M | -$58.2M | -17% | 1.04% | 44.2% | 151 | 51.66% | 1.3 |
|
| 2970 |
AMG
2970
Asset Management Group
Stamford,
Connecticut
| $282M | +$5.89M | +2% | 3.12% | 57% | 108 | 2.78% | 4.9 |
|
| 2971 |
2971
Acuta Capital Partners
Redwood City,
California
| $281M | +$70.9M | +34% | 56.4% | 7,269% | 43 | 53.49% | 1.1 |
|
| 2972 |
2972
BlueSky Wealth Advisors
New Bern,
North Carolina
| $281M | +$4.3M | +2% | 1.82% | 42.9% | 62 | 9.68% | 2 |
|
| 2973 |
2973
Bronte Capital Management
Bondi Junction,
Australia
| $281M | +$14.1M | +5% | 2.07% | 123% | 14 | 42.86% | 0.3 |
|
| 2974 |
2974
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
| $280M | +$5.86M | +2% | 3.46% | 81.8% | 57 | 0% | 5.1 |
|
| 2975 |
2975
PenderFund Capital Management
Vancouver,
British Columbia, Canada
| $280M | -$63.8M | -19% | 4.82% | 129% | 79 | 41.77% | 0.7 |
|