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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1701 |
1701
L & S Advisors
Los Angeles,
California
| $757M | +$13.9M | +2% | 4.99% | 231% | 362 | 17.68% | 1.4 |
|
| 1702 |
1702
Strategic Financial Services
Utica,
New York
| $757M | +$33.7M | +5% | 2.97% | 58.7% | 140 | 7.14% | 3.2 |
|
| 1703 |
1703
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
| $757M | +$8.36M | +1% | 3.32% | 26.1% | 170 | 11.18% | 4 |
|
| 1704 |
WC
1704
Walthausen & Co
Malta,
New York
| $757M | -$12.8M | -2% | 3.71% | 63.3% | 153 | 20.92% | 1.9 |
|
| 1705 |
1705
Raffa Wealth Management
Washington,
District of Columbia
| $756M | +$509M | +205% | 0.01% | 35.8% | 1,446 | 99.93% | 0 |
|
| 1706 |
1706
Swiss Re
Zurich,
Switzerland
| $755M | -$203M | -21% | 3.51% | – | 6 | 33.33% | 2.8 |
|
| 1707 |
1707
Connors Investor Services
Wyomissing,
Pennsylvania
| $754M | +$20M | +3% | 3.75% | 125% | 155 | 12.26% | 3.6 |
|
| 1708 |
1708
Goodnow Investment Group
Darien,
Connecticut
| $753M | +$28.8M | +4% | 5.13% | 131% | 28 | 21.43% | 2.6 |
|
| 1709 |
IFLIT
1709
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Bonn,
Germany
| $752M | +$21.7M | +3% | 2.3% | 45.7% | 18 | 16.67% | 3.4 |
|
| 1710 |
MRCP
1710
Manor Road Capital Partners
New York
| $751M | +$178M | +31% | 8.81% | 78.3% | 15 | 33.33% | 1.1 |
|
| 1711 |
1711
Clearstead Advisors
Cleveland,
Ohio
| $751M | +$25.8M | +4% | 3.18% | 71.4% | 282 | 13.12% | 1.8 |
|
| 1712 |
1712
Vigilant Capital Management
Portland,
Maine
| $749M | +$32.2M | +4% | 4.76% | 48.8% | 501 | 33.73% | 2.3 |
|
| 1713 |
1713
Ledyard National Bank
| $747M | -$9.18M | -1% | 3.47% | 80.7% | 276 | 12.68% | 4.7 |
|
| 1714 |
1714
Rheos Capital Works
Tokyo,
Japan
| $747M | -$75.2M | -9% | 4.57% | 220% | 14 | 14.29% | 0.9 |
|
| 1715 |
1715
ProVise Management Group
Clearwater,
Florida
| $747M | +$34.4M | +5% | 3.67% | 66.8% | 326 | 11.66% | 3.6 |
|
| 1716 |
1716
Kanawha Capital Management
Richmond,
Virginia
| $747M | +$34.2M | +5% | 3.06% | 74.5% | 185 | 13.51% | 4.5 |
|
| 1717 |
1717
Ashford Capital Management
Wilmington,
Delaware
| $747M | +$61.5M | +9% | 11.2% | 150% | 103 | 11.65% | 3.2 |
|
| 1718 |
1718
Biglari Capital Corp
San Antonio,
Texas
| $746M | -$129M | -15% | 3.31% | 72.7% | 11 | 9.09% | 2.8 |
|
| 1719 |
1719
ACG Wealth
Atlanta,
Georgia
| $745M | -$1.21M | -0.2% | 2.18% | 45.5% | 363 | 12.4% | 2.7 |
|
| 1720 |
1720
Atlantic Union Bankshares
Glen Allen,
Virginia
| $744M | +$383M | +106% | 5.12% | 78.9% | 277 | 59.21% | 1.8 |
|
| 1721 |
1721
Crestline Management
Fort Worth,
Texas
| $743M | +$281M | +61% | 5.86% | 80.2% | 84 | 98.81% | 0 |
|
| 1722 |
1722
Alerus Financial
Grand Forks,
North Dakota
| $741M | +$23.7M | +3% | 4.1% | 97.1% | 155 | 7.1% | 2 |
|
| 1723 |
1723
Calamos Wealth Management
Naperville,
Illinois
| $741M | +$41.1M | +6% | 4.72% | 102% | 245 | 8.57% | 2.3 |
|
| 1724 |
1724
Sepio Capital
Salt Lake City,
Utah
| $741M | -$469K | -0.1% | 4.07% | 92% | 227 | 9.69% | 0.4 |
|
| 1725 |
1725
Atwood & Palmer
Kansas City,
Missouri
| $740M | +$34.1M | +5% | 5.82% | 90% | 350 | 17.71% | 3.5 |
|