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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3526 |
LHC
3526
Lodge Hill Capital
New York
| $345M | +$90.5M | +36% | 6.17% | 17.9% | 29 | 48.28% | 0.4 |
|
| 3527 |
3527
Mount Lucas Management
Newtown,
Pennsylvania
| $345M | +$5.45M | +2% | 6.42% | 109% | 133 | 33.08% | 0.7 |
|
| 3528 |
3528
Perennial Advisors
New York
| $344M | +$26.6M | +8% | 6.39% | – | 307 | 6.19% | 1.3 |
|
| 3529 |
3529
WESCAP Management Group
Glendale,
California
| $344M | -$17.5M | -5% | 4.19% | 45.7% | 88 | 6.82% | 3 |
|
| 3530 |
3530
Aubrey Capital Management
Edinburgh,
United Kingdom
| $344M | -$11M | -3% | 19.9% | 319% | 61 | 45.9% | 0.9 |
|
| 3531 |
3531
Court Place Advisors
Ellicott City,
Maryland
| $343M | +$20.9M | +6% | 6.06% | 92% | 182 | 2.75% | 5.1 |
|
| 3532 |
3532
Toronado Partners
San Francisco,
California
| $343M | +$35M | +11% | 6.04% | 158% | 11 | 18.18% | 1.8 |
|
| 3533 |
3533
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $343M | +$14.3M | +4% | 7.17% | 62.5% | 199 | 21.11% | 3.8 |
|
| 3534 |
3534
Integrated Investment Consultants
Bloomfield Hills,
Michigan
| $342M | +$52.4M | +18% | 6.26% | 70.2% | 298 | 18.46% | 2.1 |
|
| 3535 |
CH
3535
Canton Hathaway
Providence,
Rhode Island
| $342M | +$28.5M | +9% | 7.82% | 87.8% | 353 | 37.68% | 1.3 |
|
| 3536 |
IIA
3536
IPG Investment Advisors
San Diego,
California
| $342M | -$170M | -33% | 16.3% | 106% | 230 | 53.91% | 1.4 |
|
| 3537 |
3537
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
| $342M | +$32M | +10% | 10.5% | 97.5% | 596 | 16.28% | 2.3 |
|
| 3538 |
3538
American Assets Inc
San Diego,
California
| $342M | +$45.2M | +15% | 15% | 63.2% | 10 | 0% | 2.3 |
|
| 3539 |
3539
Northern Right Capital Management
Darien,
Connecticut
| $342M | -$12.5M | -4% | 5.75% | 187% | 125 | 67.2% | 0.4 |
|
| 3540 |
3540
Stevens Capital Management
Radnor,
Pennsylvania
| $341M | +$160M | +88% | 5.37% | 108% | 235 | 67.66% | 0.2 |
|
| 3541 |
3541
America First Investment Advisors
Omaha,
Nebraska
| $341M | +$11.8M | +4% | 7.86% | 78.2% | 80 | 7.5% | 5.7 |
|
| 3542 |
3542
Capco Asset Management
Tampa,
Florida
| $341M | +$45.5M | +15% | 7.95% | 46.1% | 28 | 10.71% | 3 |
|
| 3543 |
3543
Half Sky Capital (UK)
London,
United Kingdom
| $341M | +$41.9M | +14% | 0.1% | 13% | 11 | 36.36% | 0.8 |
|
| 3544 |
3544
Financial Planning & Information Services
De Pere,
Wisconsin
| $341M | +$14.6M | +4% | 5.01% | 13% | 72 | 6.94% | 4 |
|
| 3545 |
3545
Redmond Asset Management
Henrico,
Virginia
| $341M | +$19.3M | +6% | 8.76% | 61.5% | 197 | 8.12% | 3 |
|
| 3546 |
3546
PRW Wealth Management
Quincy,
Massachusetts
| $340M | +$136M | +67% | 7.2% | 42.3% | 306 | 85.95% | 0.3 |
|
| 3547 |
3547
Patten Group
Chattanooga,
Tennessee
| $340M | +$28.1M | +9% | 7.2% | 99% | 258 | 8.14% | 3.6 |
|
| 3548 |
3548
Aegon USA Investment Management
Cedar Rapids,
Iowa
| $340M | +$28.2M | +9% | 10.3% | 39.9% | 45 | 22.22% | 1.4 |
|
| 3549 |
3549
Littlejohn & Co
Greenwich,
Connecticut
| $340M | -$37.8M | -10% | 7.35% | 56.2% | 301 | 79.07% | 0.1 |
|
| 3550 |
3550
Brave Asset Management
Summit,
New Jersey
| $340M | +$43.7M | +15% | 6.79% | 76.3% | 168 | 19.64% | 3 |
|