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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2076 |
2076
One Day In July LLC
Burlington,
Vermont
| $1.18B | +$78M | +7% | 5.75% | 43.1% | 146 | 10.96% | 3.2 |
|
| 2077 |
2077
DT Investment Partners
Chadds Ford,
Pennsylvania
| $1.18B | +$68.7M | +6% | 6.74% | 64.3% | 541 | 2.96% | 3 |
|
| 2078 |
2078
Guardian Partners
Toronto,
Canada
| $1.18B | +$68.8M | +6% | 10.5% | – | 188 | 12.23% | 0.7 |
|
| 2079 |
2079
Talbot Financial
Bellevue,
Washington
| $1.18B | +$125M | +12% | 7.68% | 118% | 70 | 14.29% | 2 |
|
| 2080 |
2080
Hudson Way Capital Management
Dallas,
Texas
| $1.18B | +$72.8M | +7% | 0.65% | 51.3% | 18 | 22.22% | 2.6 |
|
| 2081 |
2081
Delta Asset Management
Memphis,
Tennessee
| $1.18B | +$28.6M | +2% | 3.84% | 53.8% | 623 | 4.98% | 4.2 |
|
| 2082 |
2082
Baring Fintech Fund III Managers
St Peter Port,
Guernsey
| $1.18B | -$206M | -15% | 3.78% | – | 1 | 0% | 0.8 |
|
| 2083 |
2083
Callahan Advisors
Houston,
Texas
| $1.18B | +$64.7M | +6% | 6.87% | 87.7% | 176 | 6.25% | 5.9 |
|
| 2084 |
2084
Waddell & Associates
Memphis,
Tennessee
| $1.18B | +$239M | +25% | 7.24% | 194% | 338 | 31.95% | 1.5 |
|
| 2085 |
2085
NAYA Capital Management (UK)
London,
United Kingdom
| $1.18B | -$262M | -18% | 7.03% | 121% | 6 | 33.33% | 0.9 |
|
| 2086 |
2086
Kintegral Advisory
New York
| $1.18B | +$76.8M | +7% | 9.63% | 143% | 237 | 0.84% | 5 |
|
| 2087 |
2087
Mizuho Markets Cayman
Grand Cayman,
Cayman Islands
| $1.17B | -$221M | -16% | 9.63% | 219% | 117 | 58.97% | 0.3 |
|
| 2088 |
2088
Connors Investor Services
Wyomissing,
Pennsylvania
| $1.17B | +$44.5M | +4% | 12.3% | 125% | 170 | 18.24% | 4.7 |
|
| 2089 |
2089
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| $1.17B | +$79.1M | +7% | 5.55% | 44.7% | 170 | 5.29% | 5 |
|
| 2090 |
2090
RKL Wealth Management
Lancaster,
Pennsylvania
| $1.17B | +$35.5M | +3% | 7.52% | 76.8% | 183 | 6.56% | 5.2 |
|
| 2091 |
2091
Hengehold Capital Management
Cincinnati,
Ohio
| $1.17B | +$74.7M | +7% | 5.49% | 54.5% | 220 | 6.36% | 4.7 |
|
| 2092 |
2092
First Financial Bank - Trust Division
Hamilton,
Ohio
| $1.17B | +$33.2M | +3% | 6.87% | 68.6% | 216 | 4.63% | 7.2 |
|
| 2093 |
2093
Discerene Group
Stamford,
Connecticut
| $1.17B | +$200M | +21% | 27.3% | 48.6% | 13 | 0% | 3.8 |
|
| 2094 |
2094
Alexis Investment Partners
Montgomery,
Texas
| $1.17B | +$938M | +404% | 15.1% | – | 100 | 59% | 0.3 |
|
| 2095 |
2095
PKO Investment Management Joint-Stock
Warsaw,
Poland
| $1.17B | +$240M | +26% | 15% | 145% | 213 | 23% | 3.2 |
|
| 2096 |
2096
Hodges Capital Management
Dallas,
Texas
| $1.17B | +$126M | +12% | 16.8% | 200% | 233 | 21.46% | 3.2 |
|
| 2097 |
2097
Hartford Funds Management
Wayne,
Pennsylvania
| $1.17B | +$5.57M | +0.5% | 3.56% | 26.8% | 102 | 12.75% | 1.9 |
|
| 2098 |
2098
Jay A. Fishman Ltd
Troy,
Michigan
| $1.17B | +$122M | +12% | 13.6% | 119% | 85 | 11.76% | 6.9 |
|
| 2099 |
2099
Summit Financial Strategies
Columbus,
Ohio
| $1.17B | +$86M | +8% | 6.52% | 59.4% | 161 | 5.59% | 4.2 |
|
| 2100 |
2100
TritonPoint Wealth
Chevy Chase,
Maryland
| $1.17B | +$85.5M | +8% | 8.92% | 92.7% | 357 | 5.88% | 1.5 |
|