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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
Charles-Lim Capital
Central,
Hong Kong
| $1.3B | +$378M | +41% | 21.1% | 4.44% | 10 | 50% | 1.7 |
|
| 1677 |
1677
Ethic Inc
New York
| $1.3B | +$320M | +33% | 11.9% | 145% | 701 | 18.54% | 1 |
|
| 1678 |
1678
GMT Capital
Atlanta,
Georgia
| $1.3B | +$163M | +14% | 8.32% | 200% | 69 | 47.83% | 2.4 |
|
| 1679 |
1679
Community Trust & Investment
Versailles,
Kentucky
| $1.3B | +$99.3M | +8% | 9.39% | 123% | 118 | 5.08% | 2.5 |
|
| 1680 |
1680
First Merchants Corp
Muncie,
Indiana
| $1.3B | -$275M | -18% | 10.5% | 55.6% | 246 | 7.72% | 4.8 |
|
| 1681 |
1681
Main Street Research
Lakeville,
Connecticut
| $1.3B | +$152M | +13% | 12.6% | 232% | 151 | 15.23% | 3.1 |
|
| 1682 |
1682
Laurel Wealth Advisors (California)
Solana Beach,
California
| $1.29B | +$749M | +138% | 9.89% | 33% | 792 | 47.85% | 1.7 |
|
| 1683 |
1683
Kimmeridge Energy Management
New York
| $1.29B | +$292M | +29% | 3.11% | 19.7% | 6 | 66.67% | 0.3 |
|
| 1684 |
1684
Alta Park Capital
San Francisco,
California
| $1.29B | -$74.3M | -5% | 5.62% | 1,071% | 38 | 42.11% | 1.6 |
|
| 1685 |
1685
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
| $1.29B | +$267M | +26% | 7.78% | 85.6% | 647 | 24.42% | 1.1 |
|
| 1686 |
1686
Norris Perne & French
Grand Rapids,
Michigan
| $1.29B | +$125M | +11% | 12% | 91.1% | 151 | 13.91% | 3.8 |
|
| 1687 |
1687
Rothschild Investment LLC
Chicago,
Illinois
| $1.29B | +$98.3M | +8% | 8.84% | 99.4% | 529 | 11.91% | 4 |
|
| 1688 |
1688
Connecticut Wealth Management
Farmington,
Connecticut
| $1.29B | +$141M | +12% | 7.99% | 70.2% | 208 | 11.06% | 1.8 |
|
| 1689 |
1689
Sageworth Trust
Lancaster,
Pennsylvania
| $1.29B | +$38.7M | +3% | 5.77% | 72% | 880 | 4.89% | 0.9 |
|
| 1690 |
1690
Sandhill Capital Partners
Buffalo,
New York
| $1.29B | +$40.6M | +3% | 5.43% | 64.9% | 102 | 15.69% | 3.5 |
|
| 1691 |
1691
Advisor Resource Council
Dallas,
Texas
| $1.29B | +$956M | +290% | 7.77% | 74.7% | 589 | 64.69% | 0.2 |
|
| 1692 |
1692
Foster & Motley
Cincinnati,
Ohio
| $1.29B | +$84M | +7% | 6.53% | 68.8% | 355 | 7.61% | 3.4 |
|
| 1693 |
1693
Index Venture Associates VI
St. Helier, Channel Islands,
Jersey
| $1.28B | -$1.76B | -58% | 57.8% | 312% | 1 | 0% | 0.3 |
|
| 1694 |
1694
SouthState Corp
Winter Haven,
Florida
| $1.28B | +$95.9M | +8% | 9.3% | 78.9% | 748 | 26.6% | 2.2 |
|
| 1695 |
1695
Hamilton Capital
Columbus,
Ohio
| $1.28B | +$126M | +11% | 5.66% | – | 155 | 45.81% | 0.8 |
|
| 1696 |
1696
Avity Investment Management
Greenwich,
Connecticut
| $1.28B | +$98.1M | +8% | 9.99% | 119% | 97 | 14.43% | 4.4 |
|
| 1697 |
1697
P2 Capital Partners
New York
| $1.28B | +$96.2M | +8% | 12.8% | 7.96% | 24 | 29.17% | 2.4 |
|
| 1698 |
1698
CBIZ Investment Advisory Services
Independence,
Ohio
| $1.28B | +$90.7M | +8% | 4.14% | 48.7% | 34 | 100% | 1.6 |
|
| 1699 |
1699
River Global Investors
London,
United Kingdom
| $1.28B | -$5.62M | -0.4% | 1.33% | 49.7% | 164 | 14.63% | 2.5 |
|
| 1700 |
1700
Context Capital Management
Lajolla,
California
| $1.28B | +$302M | +31% | 8.38% | 3.83% | 701 | 53.5% | 0.4 |
|