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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1676 |
1676
Appleton Partners
Boston,
Massachusetts
| $1.2B | +$26.7M | +2% | 0.78% | 101% | 298 | 6.38% | 4.4 |
|
| 1677 |
1677
Goodnow Investment Group
Darien,
Connecticut
| $1.2B | +$7.79M | +0.7% | 3.13% | 131% | 24 | 25% | 2.9 |
|
| 1678 |
1678
Venturi Wealth Management
Austin,
Texas
| $1.2B | +$73.7M | +7% | 0.59% | 101% | 340 | 18.24% | 1.8 |
|
| 1679 |
1679
Redwood Investments
Boston,
Massachusetts
| $1.2B | -$43.8M | -4% | 3.58% | 74.1% | 140 | 17.14% | 1.9 |
|
| 1680 |
1680
Community Trust & Investment
Versailles,
Kentucky
| $1.2B | +$102M | +9% | 0.31% | 123% | 115 | 11.3% | 2.4 |
|
| 1681 |
1681
Cypress Funds
Los Angeles,
California
| $1.2B | -$8.06M | -0.7% | 1.45% | 100% | 19 | 10.53% | 1.6 |
|
| 1682 |
1682
Barton Investment Management
West Conshohocken,
Pennsylvania
| $1.19B | -$23.4M | -2% | 0.02% | 124% | 42 | 7.14% | 5.9 |
|
| 1683 |
1683
Tran Capital Management
San Rafael,
California
| $1.19B | -$17.2M | -1% | 3.44% | 173% | 46 | 2.17% | 2.5 |
|
| 1684 |
1684
Centaurus Financial
Anaheim,
California
| $1.19B | +$5.32M | +0.4% | 0.35% | 83.5% | 971 | 17.61% | 1.7 |
|
| 1685 |
1685
Rothschild Investment LLC
Chicago,
Illinois
| $1.19B | -$66M | -5% | 0.1% | 99.4% | 527 | 14.23% | 4 |
|
| 1686 |
1686
CBIZ Investment Advisory Services
Independence,
Ohio
| $1.19B | +$16.7M | +1% | 1.25% | 48.7% | 102 | 0% | 1.4 |
|
| 1687 |
1687
Sphera Funds Management
Tel Aviv,
Israel
| $1.19B | -$288M | -19% | 0.86% | 245% | 170 | 52.94% | 0.6 |
|
| 1688 |
1688
Avenir Corporation
Alexandria,
Virginia
| $1.19B | -$69.1M | -5% | 1.06% | 34.4% | 70 | 7.14% | 4.2 |
|
| 1689 |
1689
SouthState Corp
Winter Haven,
Florida
| $1.19B | +$28.8M | +2% | 0.36% | 78.9% | 575 | 40.35% | 2.5 |
|
| 1690 |
SBCM
1690
Schwerin Boyle Capital Management
Springfield,
Massachusetts
| $1.19B | -$23.9M | -2% | 0.57% | 72.3% | 49 | 6.12% | 4.8 |
|
| 1691 |
1691
Csenge Advisory Group
Clearwater,
Florida
| $1.19B | +$62.3M | +6% | 0.41% | 66.3% | 627 | 21.05% | 1.3 |
|
| 1692 |
1692
P2 Capital Partners
New York
| $1.19B | -$146M | -11% | 2.47% | 7.96% | 23 | 30.43% | 2.3 |
|
| 1693 |
1693
Avity Investment Management
Greenwich,
Connecticut
| $1.19B | +$1.11M | +0.1% | 0.74% | 119% | 86 | 2.33% | 4.7 |
|
| 1694 |
1694
King Street Capital Management
New York
| $1.18B | -$32.5M | -3% | 2.08% | 140% | 115 | 41.74% | 0.4 |
|
| 1695 |
1695
Boussard & Gavaudan Investment Management
London,
United Kingdom
| $1.18B | +$131M | +12% | 3.43% | 25.8% | 164 | 48.78% | 0.3 |
|
| 1696 |
1696
Telemus Capital
Southfield,
Michigan
| $1.18B | -$206M | -15% | 1.13% | 27.9% | 384 | 17.45% | 3.5 |
|
| 1697 |
1697
Chai Trust Company
Chicago,
Illinois
| $1.18B | +$38.2M | +3% | 3.46% | 12.7% | 38 | 23.68% | 2.9 |
|
| 1698 |
1698
General American Investors
New York
| $1.18B | -$15.4M | -1% | 0.39% | 129% | 80 | 21.25% | 4.1 |
|
| 1699 |
1699
Franklin Street Advisors
Chapel Hill,
North Carolina
| $1.18B | -$5.08M | -0.4% | 0.32% | 130% | 172 | 12.79% | 4.6 |
|
| 1700 |
1700
Value Partners Investments
Winnipeg,
Manitoba, Canada
| $1.18B | -$49.4M | -4% | 3.39% | 50.7% | 79 | 13.92% | 0.9 |
|