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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2051 |
SC
2051
Shellback Capital
Boston,
Massachusetts
| $1.03B | -$420M | -29% | 6.18% | 198% | 143 | 55.94% | 1.2 |
|
| 2052 |
2052
Harbor Investment Advisory
Lutherville,
Maryland
| $1.03B | -$41.7M | -4% | 3.76% | 97.5% | 1,208 | 7.86% | 3.8 |
|
| 2053 |
2053
Uniplan Investment Counsel
Milwaukee,
Wisconsin
| $1.03B | -$48.2M | -4% | 2.09% | 70.5% | 188 | 36.7% | 2.1 |
|
| 2054 |
ET
2054
Entropy Technologies
New York
| $1.03B | +$56.2M | +6% | 3.14% | – | 1,041 | 68.11% | 0.2 |
|
| 2055 |
2055
Greenvale Capital
London,
United Kingdom
| $1.03B | -$324M | -24% | 9.6% | 101% | 19 | 36.84% | 1.1 |
|
| 2056 |
2056
Willow Creek Wealth Management
Sebastopol,
California
| $1.03B | +$46M | +5% | 0.27% | – | 161 | 8.7% | 4.1 |
|
| 2057 |
2057
Penn Capital Management
Philadelphia,
Pennsylvania
| $1.03B | +$6.84M | +0.7% | 7.39% | 170% | 194 | 43.3% | 1.4 |
|
| 2058 |
2058
Nicola Wealth Management
Vancouver,
British Columbia, Canada
| $1.03B | -$30.7M | -3% | 3.65% | 56.1% | 124 | 24.19% | 2.3 |
|
| 2059 |
2059
Cable Hill Partners
Portland,
Oregon
| $1.02B | +$32.3M | +3% | 2.35% | 20.3% | 253 | 25.69% | 1.4 |
|
| 2060 |
2060
Signal Advisors Wealth
Detroit,
Michigan
| $1.02B | +$139M | +16% | 1.16% | 70.5% | 470 | 18.3% | 0.5 |
|
| 2061 |
2061
CGN Advisors
Manhattan,
Kansas
| $1.02B | -$7.23M | -0.7% | 0.17% | 48.9% | 298 | 7.38% | 2.6 |
|
| 2062 |
2062
Rivulet Capital
Summit,
New Jersey
| $1.02B | +$55.2M | +6% | 3.8% | 27.4% | 15 | 33.33% | 1.6 |
|
| 2063 |
2063
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
| $1.02B | -$3.07M | -0.3% | 0.26% | 62.2% | 235 | 6.38% | 4.7 |
|
| 2064 |
2064
Godsey & Gibb Inc
Richmond,
Virginia
| $1.02B | +$16M | +2% | 2.03% | 87.5% | 409 | 14.67% | 1.6 |
|
| 2065 |
2065
Fiduciary Alliance
Greenville,
South Carolina
| $1.02B | +$28.3M | +3% | 0.97% | 104% | 406 | 18.23% | 0.9 |
|
| 2066 |
2066
First Business Financial Services
Madison,
Wisconsin
| $1.02B | +$5.53M | +0.5% | 2.22% | 80.9% | 177 | 12.43% | 4.5 |
|
| 2067 |
2067
WealthPlan Investment Management
Omaha,
Nebraska
| $1.02B | +$3.4M | +0.3% | 0.76% | 74.2% | 284 | 13.38% | 1.6 |
|
| 2068 |
2068
First Nebraska Trust
Lincoln,
Nebraska
| $1.01B | -$22.5M | -2% | 1.08% | 76.9% | 198 | 7.07% | 6.4 |
|
| 2069 |
2069
Woodstock Corp
Boston,
Massachusetts
| $1.01B | -$25.7M | -2% | 0.33% | 115% | 156 | 1.92% | 8.3 |
|
| 2070 |
2070
Intrust Bank
Wichita,
Kansas
| $1.01B | +$24.7M | +3% | 0.92% | 102% | 402 | 9.45% | 6.3 |
|
| 2071 |
2071
Ledyard National Bank
| $1.01B | -$52.2M | -5% | 0.99% | 80.7% | 217 | 4.61% | 7.2 |
|
| 2072 |
2072
Heritage Financial Services
Westwood,
Massachusetts
| $1.01B | +$257M | +34% | 1.1% | 38.3% | 131 | 19.08% | 1.9 |
|
| 2073 |
2073
Hudson Way Capital Management
Dallas,
Texas
| $1.01B | +$124M | +14% | 1.61% | 51.3% | 17 | 17.65% | 2.4 |
|
| 2074 |
2074
Nicolet Advisory Services
Green Bay,
Wisconsin
| $1.01B | -$80.5M | -7% | 0.9% | 62.7% | 412 | 15.53% | 2.8 |
|
| 2075 |
2075
Connors Investor Services
Wyomissing,
Pennsylvania
| $1.01B | -$59.6M | -6% | 1.45% | 125% | 179 | 20.67% | 4.7 |
|