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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3326 |
QC
3326
Qalhat Capital
Tortola,
British Virgin Islands
| $476M | +$97.7M | +26% | 3.34% | 90.3% | 4 | 0% | 1.8 |
|
| 3327 |
3327
Brass Tax Wealth Management
Cincinnati,
Ohio
| $476M | +$884K | +0.2% | 2.28% | – | 221 | 9.95% | 0.7 |
|
| 3328 |
3328
Atmos Capital Gestao de Recursos
Leblon - Rio De Janeiro,
Brazil
| $476M | +$14.9M | +3% | 13% | 101% | 12 | 0% | 2.8 |
|
| 3329 |
3329
Heron Bay Capital Management
Bloomfield Hills,
Michigan
| $476M | -$2.9M | -0.6% | 2.7% | 58.9% | 133 | 28.57% | 1.6 |
|
| 3330 |
3330
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
| $476M | -$3.45M | -0.7% | 0.85% | 55.7% | 139 | 7.91% | 8.9 |
|
| 3331 |
SXL
3331
Summit X LLC
Chesterfield,
Missouri
| $476M | +$24.7M | +5% | 2.08% | 62.9% | 248 | 15.32% | 3.4 |
|
| 3332 |
3332
Rowlandmiller & Partners
Atlanta,
Georgia
| $475M | -$3.34M | -0.7% | 1.26% | 84% | 194 | 9.28% | 6.1 |
|
| 3333 |
3333
Gibson Capital
Wexford,
Pennsylvania
| $475M | -$13.9M | -3% | 2.3% | 67.2% | 83 | 18.07% | 4 |
|
| 3334 |
3334
Aire Advisors
Beverly Hills,
California
| $475M | -$10.8M | -2% | 2.25% | 77.4% | 171 | 12.28% | 2.3 |
|
| 3335 |
3335
Burling Wealth Partners
Chicago,
Illinois
| $475M | -$15.1M | -3% | 1.83% | – | 169 | 5.33% | 0.2 |
|
| 3336 |
3336
Contravisory Investment Management
Norwell,
Massachusetts
| $475M | +$7.07M | +2% | 0.62% | 135% | 466 | 35.62% | 1.6 |
|
| 3337 |
3337
Bright Rock Capital Management
Hanover,
Massachusetts
| $475M | +$5.79M | +1% | 1.02% | 53.1% | 76 | 6.58% | 5.3 |
|
| 3338 |
CFMC
3338
Curbstone Financial Management Corp
Manchester,
New Hampshire
| $474M | +$2.26M | +0.5% | 0.53% | 69.6% | 204 | 12.75% | 6.8 |
|
| 3339 |
3339
McRae Capital Management
Morristown,
New Jersey
| $474M | -$35.7M | -7% | 2.41% | 78.2% | 95 | 5.26% | 6.5 |
|
| 3340 |
3340
Columbus Hill Capital Management
Short Hills,
New Jersey
| $474M | -$49.1M | -9% | 8.42% | 151% | 30 | 40% | 2.2 |
|
| 3341 |
3341
America First Investment Advisors
Omaha,
Nebraska
| $474M | +$16.5M | +4% | 6.71% | 78.2% | 43 | 4.65% | 8.7 |
|
| 3342 |
3342
North Growth Management
Vancouver,
British Columbia, Canada
| $474M | -$53.4M | -10% | 8.93% | 243% | 47 | 2.13% | 4 |
|
| 3343 |
3343
Lafayette Investments
Ashton,
Maryland
| $473M | +$6.2M | +1% | 3.48% | 77.9% | 154 | 8.44% | 4.9 |
|
| 3344 |
3344
Land & Buildings Investment Management
Stamford,
Connecticut
| $473M | -$21M | -4% | 1.43% | 53.9% | 22 | 18.18% | 1.3 |
|
| 3345 |
3345
Te Ahumairangi Investment Management
Wellington,
New Zealand
| $473M | -$5.94M | -1% | 3.97% | 55.5% | 86 | 8.14% | 3.6 |
|
| 3346 |
CEI
3346
Clark Estates Inc
New York
| $472M | -$45.1M | -9% | 0.43% | 34.5% | 104 | 21.15% | 2.3 |
|
| 3347 |
3347
Oak Hill Advisors
New York
| $472M | -$70M | -13% | 12% | 42.4% | 14 | 0% | 4.5 |
|
| 3348 |
3348
Act Two Investors
Santa Cruz,
California
| $472M | -$41.6M | -8% | 1.5% | 53% | 47 | 14.89% | 2.9 |
|
| 3349 |
AT
3349
Arlington Trust
Birmingham,
Alabama
| $472M | -$4.76M | -1% | 0.07% | 65% | 638 | 17.24% | 1 |
|
| 3350 |
3350
East Coast Asset Management
Essex,
Massachusetts
| $472M | -$25.4M | -5% | 5.07% | 167% | 79 | 5.06% | 8.3 |
|