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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3151 |
3151
Hazelview Securities
Toronto,
Ontario, Canada
| $722M | +$185M | +34% | 10.6% | – | 88 | 54.55% | 0.8 |
|
| 3152 |
3152
GCQ Funds Management
Sydney,
Australia
| $721M | -$31.5M | -4% | 2.39% | – | 14 | 21.43% | 0.8 |
|
| 3153 |
3153
ASK Capital Management
San Francisco,
California
| $721M | +$153M | +27% | 21.9% | – | 4 | 0% | 1.4 |
|
| 3154 |
3154
Deeter Investments
Austin,
Texas
| $721M | -$170M | -19% | 20.4% | – | 154 | 70.78% | 0.2 |
|
| 3155 |
3155
Shenkman Capital Management
New York
| $721M | -$110M | -13% | 0.12% | 3.15% | 81 | 11.11% | 0.7 |
|
| 3156 |
SFS
3156
Security Financial Services
Fort Wayne,
Indiana
| $721M | +$88.5M | +14% | 13.9% | 67.7% | 222 | 17.12% | 2.5 |
|
| 3157 |
3157
Phocas Financial Corp
Alameda,
California
| $721M | +$83.9M | +13% | 29.3% | – | 170 | 18.82% | 2.9 |
|
| 3158 |
3158
Jackson Square Capital
San Francisco,
California
| $719M | +$242M | +51% | 69.5% | 423% | 156 | 28.85% | 2.7 |
|
| 3159 |
3159
Drexel Morgan & Co
Radnor,
Pennsylvania
| $719M | +$37M | +5% | 2.97% | 50.1% | 61 | 3.28% | 7.9 |
|
| 3160 |
3160
Elgethun Capital Management
Sioux Falls,
South Dakota
| $718M | +$113M | +19% | 9.68% | 61.5% | 175 | 5.71% | 4.7 |
|
| 3161 |
3161
Austin Asset Management
Austin,
Texas
| $718M | +$109M | +18% | 13.7% | 93.4% | 98 | 17.35% | 2.5 |
|
| 3162 |
3162
Towercrest Capital Management
Newtown,
Pennsylvania
| $717M | +$75.6M | +12% | 9.52% | 42.6% | 115 | 14.78% | 5.6 |
|
| 3163 |
3163
Canvas Wealth Advisors
Shawnee,
Kansas
| $717M | +$129M | +22% | 28.2% | 115% | 272 | 19.49% | 2.1 |
|
| 3164 |
3164
Rather & Kittrell
Knoxville,
Tennessee
| $716M | +$67.7M | +10% | 6.8% | 41.1% | 113 | 4.42% | 2.7 |
|
| 3165 |
3165
Abu Dhabi Investment Council
Abu Dhabi,
United Arab Emirates
| $715M | -$260M | -27% | 10.2% | – | 28 | 17.86% | 0.2 |
|
| 3166 |
3166
First Commonwealth Financial Corp
Indiana,
Pennsylvania
| $715M | +$86M | +14% | 13.7% | 72.9% | 283 | 11.66% | 4.1 |
|
| 3167 |
TC
3167
Teilinger Capital
Houston,
Texas
| $714M | -$553M | -44% | 0.03% | 30.2% | 15 | 26.67% | 0.8 |
|
| 3168 |
3168
Huntleigh Advisors
St. Louis,
Missouri
| $714M | +$129M | +22% | 30.2% | – | 333 | 24.32% | 1 |
|
| 3169 |
3169
LJI Wealth Management
Indianapolis,
Indiana
| $714M | +$87.9M | +14% | 13.5% | 68.8% | 214 | 15.42% | 2.2 |
|
| 3170 |
3170
MAK Capital One
New York
| $714M | +$35.1M | +5% | 38.8% | 200% | 23 | 30.43% | 2.2 |
|
| 3171 |
3171
Secure Asset Management
Troy,
Michigan
| $714M | +$81.9M | +13% | 17.6% | 97.2% | 370 | 21.62% | 2 |
|
| 3172 |
3172
Optas LLC
Austin,
Texas
| $714M | +$52.8M | +8% | 21.9% | 118% | 560 | 25.71% | 2 |
|
| 3173 |
3173
Zevin Asset Management
Boston,
Massachusetts
| $713M | -$10.3M | -1% | 14.3% | 71.7% | 100 | 10% | 4.9 |
|
| 3174 |
SSCM
3174
Summit Street Capital Management
New York
| $713M | +$5.27M | +0.7% | 35.2% | 217% | 32 | 6.25% | 5.9 |
|
| 3175 |
3175
Alight Capital Management
New York
| $712M | +$295M | +71% | 66% | 466% | 97 | 48.45% | 0.7 |
|