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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3401 |
3401
Susquehanna International Group (Ireland)
Dublin,
Ireland
| $423M | -$15M | -3% | 6.19% | 5.26% | 109 | 73.39% | 0.3 |
|
| 3402 |
3402
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
| $423M | +$35.5M | +9% | 10.8% | 96.4% | 73 | 0% | 5.7 |
|
| 3403 |
3403
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
| $423M | +$27.4M | +7% | 9.91% | 70.3% | 71 | 40.85% | 4.4 |
|
| 3404 |
3404
Gagnon Securities
New York
| $423M | +$5.96M | +1% | 5.75% | 210% | 108 | 14.81% | 3.8 |
|
| 3405 |
3405
Cubic Asset Management
Boston,
Massachusetts
| $422M | +$33.2M | +9% | 12% | 40.5% | 207 | 4.83% | 5.8 |
|
| 3406 |
3406
Marino Stram & Associates
Braintree,
Massachusetts
| $422M | +$35.7M | +9% | 8.85% | 72.2% | 174 | 5.75% | 3 |
|
| 3407 |
3407
Studio Investment Management
Chicago,
Illinois
| $421M | +$29.5M | +8% | 6.02% | 51.3% | 285 | 20.35% | 1.4 |
|
| 3408 |
3408
Fulcrum Capital
Seattle,
Washington
| $421M | +$34.7M | +9% | 10.2% | 102% | 122 | 7.38% | 2.6 |
|
| 3409 |
3409
Independent Solutions Wealth Management
Williamsville,
New York
| $421M | +$31.4M | +8% | 11.6% | 125% | 179 | 11.73% | 3.1 |
|
| 3410 |
3410
Harfst & Associates
Sheridan,
Wyoming
| $421M | +$42.4M | +11% | 12.1% | 88.1% | 105 | 16.19% | 4.5 |
|
| 3411 |
3411
Lineweaver Wealth Advisors
Valley View,
Ohio
| $421M | +$35.2M | +9% | 7.79% | 68.4% | 134 | 11.94% | 2.3 |
|
| 3412 |
3412
Khrom Capital Management
Miami Beach,
Florida
| $420M | +$102M | +32% | 1.97% | 35.6% | 16 | 25% | 1 |
|
| 3413 |
3413
Princeton Global Asset Management
Princeton,
New Jersey
| $420M | +$22.6M | +6% | 10.2% | 110% | 680 | 17.5% | 3.1 |
|
| 3414 |
3414
Eudaimonia Partners
Winchester,
Tennessee
| $420M | +$38M | +10% | 10.6% | – | 272 | 14.34% | 2.6 |
|
| 3415 |
3415
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
| $420M | +$15.9M | +4% | 4.02% | 4.78% | 16 | 0% | 1 |
|
| 3416 |
3416
Great Hill Partners
Boston,
Massachusetts
| $420M | -$274M | -39% | 0.86% | 24% | 2 | 0% | 2.3 |
|
| 3417 |
CAM
3417
Centre Asset Management
New York
| $419M | +$5.07M | +1% | 12.2% | 45.3% | 71 | 23.94% | 2.6 |
|
| 3418 |
3418
Marathon Capital Management
Hunt Valley,
Maryland
| $419M | +$21.2M | +5% | 9.43% | 74% | 166 | 15.06% | 2.8 |
|
| 3419 |
3419
Richard P. Slaughter Associates
Austin,
Texas
| $419M | +$14.4M | +4% | 5.26% | 55.7% | 164 | 23.17% | 2 |
|
| 3420 |
3420
Oarsman Capital
Milwaukee,
Wisconsin
| $419M | +$41.8M | +11% | 8.39% | 74.9% | 256 | 16.41% | 3.6 |
|
| 3421 |
III
3421
Independent Investors Inc
Nesconset,
New York
| $418M | -$16.3M | -4% | 1.43% | 94.5% | 68 | 2.94% | 8 |
|
| 3422 |
3422
SkyOak Wealth
Southfield,
Michigan
| $418M | +$33.7M | +9% | 8.38% | 80.7% | 272 | 19.85% | 2.7 |
|
| 3423 |
3423
Galibier Capital Management
Toronto,
Ontario, Canada
| $418M | +$32.1M | +8% | 5.66% | 66.8% | 42 | 19.05% | 2.5 |
|
| 3424 |
LHC
3424
Lodge Hill Capital
New York
| $417M | +$191M | +84% | 9.08% | 17.9% | 24 | 33.33% | 1.2 |
|
| 3425 |
3425
Round Rock Advisors
Wilton,
Connecticut
| $417M | +$20.2M | +5% | 8.09% | 87.4% | 194 | 7.22% | 1.7 |
|