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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1351 |
1351
Hillsdale Investment Management
Toronto,
Ontario, Canada
| $1.97B | -$10.7M | -0.5% | 2.11% | 271% | 728 | 39.42% | 1.6 |
|
| 1352 |
1352
BLB&B Advisors
Montgomeryville,
Pennsylvania
| $1.97B | +$4.84M | +0.2% | 1.1% | 82% | 285 | 8.42% | 6.7 |
|
| 1353 |
1353
Capital Asset Advisory Services
Williamston,
Michigan
| $1.96B | -$68.8M | -3% | 0.79% | 56.8% | 323 | 17.03% | 3.9 |
|
| 1354 |
1354
RNC Capital Management
Los Angeles,
California
| $1.96B | +$86.4M | +5% | 3.32% | 83% | 172 | 9.3% | 5.8 |
|
| 1355 |
1355
Peconic Partners
New York
| $1.96B | -$502M | -20% | 17.7% | 300% | 13 | 53.85% | 3.1 |
|
| 1356 |
1356
XTX Topco
George Town,
Cayman Islands
| $1.95B | +$738M | +61% | 4.22% | 87.3% | 3,318 | 62.84% | 0.3 |
|
| 1357 |
1357
Michael & Susan Dell Foundation
New York
| $1.95B | +$90M | +5% | 6.42% | 238% | 4 | 0% | 0.6 |
|
| 1358 |
1358
Distillate Capital Partners
Chicago,
Illinois
| $1.95B | -$82.7M | -4% | 0.2% | 9.94% | 140 | 30.71% | 0.6 |
|
| 1359 |
1359
Yaupon Capital Management
New York
| $1.95B | -$470M | -19% | 5.3% | 122% | 148 | 67.57% | 0.7 |
|
| 1360 |
1360
Wedmont Private Capital
West Chester,
Pennsylvania
| $1.95B | +$55.8M | +3% | 0.62% | 87.5% | 773 | 18.76% | 1.9 |
|
| 1361 |
1361
Patient Capital Management
Baltimore,
Maryland
| $1.94B | -$223M | -10% | 5.43% | 131% | 46 | 21.74% | 2 |
|
| 1362 |
1362
Westchester Capital Management (New York)
Valhalla,
New York
| $1.94B | +$101M | +6% | 10.3% | 100% | 223 | 48.43% | 0.8 |
|
| 1363 |
1363
Elm Partners Management
Philadelphia,
Pennsylvania
| $1.94B | +$476M | +33% | 1.63% | 46.9% | 78 | 23.08% | 2.8 |
|
| 1364 |
1364
RWC Asset Management
London,
United Kingdom
| $1.94B | -$56.1M | -3% | 4.67% | 75.4% | 164 | 18.9% | 1.4 |
|
| 1365 |
1365
JANA Partners Management
New York
| $1.94B | -$96.5M | -5% | 9.35% | 47.2% | 12 | 25% | 1 |
|
| 1366 |
1366
Fifth Third Wealth Advisors
Cincinnati,
Ohio
| $1.93B | +$87.4M | +5% | 3.35% | 114% | 776 | 15.98% | 0.9 |
|
| 1367 |
SHIM
1367
Spruce House Investment Management
New York
| $1.93B | -$795M | -29% | 9.04% | 863% | 12 | 33.33% | 4.6 |
|
| 1368 |
1368
Belpointe Asset Management
Reno,
Nevada
| $1.92B | +$262M | +16% | 1.46% | 80.1% | 1,068 | 34.93% | 2.7 |
|
| 1369 |
1369
Venturi Wealth Management
Austin,
Texas
| $1.92B | -$111M | -5% | 1.1% | 101% | 1,932 | 71.69% | 2.8 |
|
| 1370 |
1370
Steele Capital Management
Dubuque,
Iowa
| $1.92B | +$205K | +0% | 1.59% | 59.7% | 80 | 5% | 1.1 |
|
| 1371 |
1371
Connecticut Wealth Management
Farmington,
Connecticut
| $1.91B | -$125M | -6% | 2.06% | 70.2% | 324 | 23.77% | 2.6 |
|
| 1372 |
1372
Alpine Associates Management
Palm Beach,
Florida
| $1.91B | +$261M | +16% | 14.7% | 366% | 66 | 66.67% | 0.5 |
|
| 1373 |
1373
Trilogy Capital
Irvine,
California
| $1.91B | -$37.8M | -2% | 1.7% | 57.6% | 354 | 13.56% | 2.2 |
|
| 1374 |
1374
Flagship Harbor Advisors
Boston,
Massachusetts
| $1.9B | -$2.25M | -0.1% | 1.73% | 75.7% | 781 | 10.12% | 4.1 |
|
| 1375 |
1375
Ostrum Asset Management
Paris,
France
| $1.9B | +$745M | +65% | 1.05% | 107% | 665 | 9.17% | 1.9 |
|