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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3001 |
3001
Glynn Capital Management
Menlo Park,
California
| $451M | +$30.8M | +7% | 22.1% | 252% | 46 | 10.87% | 5.8 |
|
| 3002 |
3002
Strategy Asset Managers
Pasadena,
California
| $450M | +$40.2M | +10% | 5.76% | 115% | 259 | 12.74% | 2.4 |
|
| 3003 |
1SP
3003
140 Summer Partners
New York
| $450M | -$108M | -19% | 3.86% | 202% | 11 | 18.18% | 0.7 |
|
| 3004 |
3004
Linden Thomas Advisory Services
Charlotte,
North Carolina
| $450M | +$47.1M | +12% | 6.92% | 149% | 405 | 29.38% | 0.4 |
|
| 3005 |
3005
Bulltick Wealth Management
Miami,
Florida
| $450M | +$64.6M | +17% | 5.55% | 58.2% | 145 | 26.9% | 1.3 |
|
| 3006 |
GA
3006
GFS Advisors
Houston,
Texas
| $450M | +$15M | +3% | 6.28% | 97.9% | 141 | 7.09% | 5 |
|
| 3007 |
3007
Fractal Investments
Glastonbury,
Connecticut
| $449M | +$18.6M | +4% | 3.19% | 86.4% | 108 | 15.74% | 0.9 |
|
| 3008 |
WPI
3008
Walter Public Investments
Westmount,
Canada
| $449M | +$118M | +36% | 6.35% | 72.7% | 48 | 37.5% | 0.7 |
|
| 3009 |
3009
Falcon Wealth Planning
Ontario,
California
| $449M | +$48.2M | +12% | 5.16% | 52.7% | 110 | 14.55% | 1.6 |
|
| 3010 |
3010
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| $449M | +$47.4M | +12% | 11.4% | 99.9% | 78 | 8.97% | 4.9 |
|
| 3011 |
3011
Klaas Financial Asset Advisors
Loves Park,
Illinois
| $449M | +$16.4M | +4% | 2.23% | 39.5% | 47 | 4.26% | 1.8 |
|
| 3012 |
3012
Marotta Asset Management
Charlottesville,
Virginia
| $448M | – | – | 2.8% | 51% | 112 | – | 2.5 |
|
| 3013 |
3013
Citizens Business Bank
Ontario,
California
| $448M | +$14.1M | +3% | 6.19% | 108% | 121 | 22.31% | 5.7 |
|
| 3014 |
VHMC
3014
Value Holdings Management Company
Hampton Bays,
New York
| $448M | +$27.4M | +7% | 9.08% | 125% | 32 | 15.63% | 6.4 |
|
| 3015 |
TA
3015
TCM Advisors
Martinsburg,
West Virginia
| $448M | -$91.5M | -17% | 4.12% | 56.1% | 68 | 0% | 0.9 |
|
| 3016 |
3016
Insight Advisors
Newtown,
Pennsylvania
| $448M | +$21.9M | +5% | 6.66% | 74% | 318 | 16.04% | 1.8 |
|
| 3017 |
3017
Duncker Streett & Co
St. Louis,
Missouri
| $447M | +$27.3M | +6% | 6.67% | 90.9% | 509 | 5.7% | 5.6 |
|
| 3018 |
3018
Capital Insight Partners
Scottsdale,
Arizona
| $447M | +$21.6M | +5% | 5.2% | 51.7% | 185 | 19.46% | 2.8 |
|
| 3019 |
3019
Albar Capital
London,
United Kingdom
| $447M | -$85.2M | -16% | 15.1% | 163% | 60 | 65% | 0.2 |
|
| 3020 |
3020
Sector Gamma AS
Oslo,
Norway
| $447M | +$34.4M | +8% | 4.28% | 35.3% | 36 | 33.33% | 2.4 |
|
| 3021 |
3021
Oak Harvest Investment Services
Houston,
Texas
| $446M | +$12.2M | +3% | 4.41% | 120% | 124 | 28.23% | 1.5 |
|
| 3022 |
3022
Relyea Zuckerberg Hanson
Stamford,
Connecticut
| $445M | +$35.5M | +9% | 7.34% | 95.9% | 203 | 12.81% | 2.1 |
|
| 3023 |
3023
Ironwood Investment Counsel
Scottsdale,
Arizona
| $445M | +$24.6M | +6% | 7.07% | 64% | 229 | 13.97% | 4.6 |
|
| 3024 |
3024
Eudaimonia Partners
Winchester,
Tennessee
| $444M | +$28.8M | +7% | 6.94% | – | 380 | 15.53% | 2.1 |
|
| 3025 |
3025
Sapience Investments
Newport Beach,
California
| $444M | +$11.9M | +3% | 3.78% | 54.9% | 83 | 16.87% | 3.2 |
|