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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3026 |
CPIH
3026
Consolidated Press International Holdings
Sydney,
Australia
| $548M | -$116M | -17% | 15.9% | – | 17 | 29.41% | 1.2 |
|
| 3027 |
3027
Blueprint Investment Partners
Greensboro,
North Carolina
| $548M | -$82.6M | -13% | 1.94% | 91.9% | 212 | 61.32% | 1.8 |
|
| 3028 |
3028
Riposte Capital
New York
| $547M | +$26.7M | +5% | 6.15% | 370% | 39 | 61.54% | 0.5 |
|
| 3029 |
3029
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
| $546M | -$30.5M | -5% | 2.94% | 75.9% | 190 | 6.32% | 5.4 |
|
| 3030 |
3030
Morningstar Investment Services
Chicago,
Illinois
| $546M | -$554M | -50% | 1.32% | 22.4% | 150 | 14% | 6.3 |
|
| 3031 |
3031
GC Wealth Management RIA
Cambridge,
Massachusetts
| $545M | -$24.1M | -4% | 4.41% | 91.5% | 330 | 20% | 0.9 |
|
| 3032 |
3032
Northwest Bancshares
Warren,
Pennsylvania
| $544M | +$4.01M | +0.7% | 0.26% | 84.8% | 183 | 4.37% | 4.5 |
|
| 3033 |
3033
Intrinsic Edge Capital Management
Chicago,
Illinois
| $544M | -$279M | -34% | 0.93% | 283% | 121 | 62.81% | 0.8 |
|
| 3034 |
3034
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| $544M | -$26.6M | -5% | 2.94% | 99.9% | 76 | 3.95% | 6.1 |
|
| 3035 |
3035
Bell Asset Management
Melbourne,
Australia
| $544M | -$5.57M | -1% | 5.64% | 45.3% | 69 | 11.59% | 3.7 |
|
| 3036 |
3036
Sentinel Pension Advisors
Wakefield,
Massachusetts
| $543M | +$4.38M | +0.8% | 0.25% | 52.1% | 113 | 4.42% | 2.8 |
|
| 3037 |
3037
Catalyst Financial Partners
Boston,
Massachusetts
| $543M | +$11.4M | +2% | 2.07% | 110% | 297 | 11.78% | 1.6 |
|
| 3038 |
3038
Olstein Capital Management
Purchase,
New York
| $543M | -$25.2M | -4% | 2.94% | 16.6% | 101 | 5.94% | 5.8 |
|
| 3039 |
3039
Standpoint Asset Management
Scottsdale,
Arizona
| $543M | +$23.8M | +5% | 1.08% | 71.9% | 8 | 0% | 2.3 |
|
| 3040 |
3040
Matthew Goff Investment Advisor
Houston,
Texas
| $542M | +$4.15M | +0.8% | 1.78% | 89.6% | 106 | 5.66% | 4.4 |
|
| 3041 |
3041
Lawson Kroeker Investment Management
Omaha,
Nebraska
| $542M | +$10.8M | +2% | 4.28% | 69.7% | 92 | 4.35% | 4.5 |
|
| 3042 |
3042
Sky Investment Group
Hartford,
Connecticut
| $542M | -$4.65M | -0.9% | 0.12% | 81.4% | 140 | 5% | 6.3 |
|
| 3043 |
3043
Bell Investment Advisors
Oakland,
California
| $541M | +$5.97M | +1% | 0.76% | 45% | 1,969 | 6.81% | 2.8 |
|
| 3044 |
AMG
3044
Asset Management Group
Stamford,
Connecticut
| $541M | -$21.3M | -4% | 3.5% | 57% | 133 | 1.5% | 8.1 |
|
| 3045 |
3045
Bordeaux Wealth Advisors
Menlo Park,
California
| $540M | -$82M | -13% | 8.25% | 141% | 169 | 11.83% | 2 |
|
| 3046 |
3046
Aster Capital Management
Dubai,
United Arab Emirates
| $540M | +$278M | +106% | 2.84% | – | 1,752 | 70.03% | 0.2 |
|
| 3047 |
SP
3047
Solel Partners
Boston,
Massachusetts
| $540M | +$29.3M | +6% | 0.14% | 25.9% | 23 | 17.39% | 1.9 |
|
| 3048 |
3048
Endurance Services Ltd
Purchase,
New York
| $540M | -$57.2M | -10% | 2.13% | – | 18 | 27.78% | 0.8 |
|
| 3049 |
3049
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
| $540M | – | – | 3.85% | – | 126 | – | 5.2 |
|
| 3050 |
3050
Ninety One
Cape Town,
South Africa
| $540M | +$86.2M | +19% | 2% | 232% | 89 | 33.71% | 3.4 |
|