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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2101 |
2101
Anchor Investment Management
Columbia,
South Carolina
| $1.23B | +$23.4M | +2% | 3.13% | 75.1% | 1,086 | 5.8% | 5.7 |
|
| 2102 |
2102
49 Wealth Management
Austin,
Texas
| $1.23B | +$168M | +16% | 1.48% | – | 224 | 23.21% | 1.1 |
|
| 2103 |
2103
Compass Rose Asset Management
New York
| $1.23B | +$631M | +105% | 1.58% | 41% | 33 | 66.67% | 0.2 |
|
| 2104 |
2104
Park Presidio Capital
San Francisco,
California
| $1.23B | +$79.5M | +7% | 4.54% | 94.1% | 15 | 0% | 4.5 |
|
| 2105 |
2105
Aquamarine Financial
George Town,
| $1.23B | +$254M | +26% | 31.5% | – | 13 | 15.38% | 0.2 |
|
| 2106 |
2106
Mangrove Partners
Greenwich,
Connecticut
| $1.23B | -$126M | -9% | 11.1% | 185% | 461 | 80.91% | 0.2 |
|
| 2107 |
2107
XML Financial
Bethesda,
Maryland
| $1.23B | -$2.58M | -0.2% | 2.47% | 77.9% | 462 | 19.48% | 3 |
|
| 2108 |
2108
Clear Creek Financial Management
Silverdale,
Washington
| $1.23B | +$71M | +6% | 2.25% | 86.1% | 621 | 16.26% | 2 |
|
| 2109 |
2109
Waycross Partners
Louisville,
Kentucky
| $1.22B | +$59.6M | +5% | 3.48% | 87.7% | 99 | 9.09% | 2.5 |
|
| 2110 |
2110
QV Investors
Calgary,
Alberta, Canada
| $1.22B | +$66.7M | +6% | 6.09% | 68.3% | 68 | 13.24% | 4.1 |
|
| 2111 |
WM
2111
WS Management
Jacksonville,
Florida
| $1.22B | +$302M | +33% | 21% | 309% | 55 | 30.91% | 4.1 |
|
| 2112 |
2112
Coliseum Capital Management
Rowayton,
Connecticut
| $1.22B | +$197M | +19% | 0.71% | 41.1% | 14 | 28.57% | 2.2 |
|
| 2113 |
2113
Hartford Funds Management
Wayne,
Pennsylvania
| $1.22B | +$53.5M | +5% | 1.14% | 26.8% | 102 | 11.76% | 2 |
|
| 2114 |
2114
Two Creeks Capital Management
New York
| $1.22B | -$171M | -12% | 2.49% | 38.8% | 30 | 30% | 2.3 |
|
| 2115 |
2115
Parsifal Capital Management
Greenwich,
Connecticut
| $1.22B | +$145M | +13% | 15.7% | 154% | 22 | 45.45% | 1.1 |
|
| 2116 |
2116
Brown Capital Management
Baltimore,
Maryland
| $1.22B | -$1.21B | -50% | 1.22% | 107% | 58 | 12.07% | 5 |
|
| 2117 |
2117
RKL Wealth Management
Lancaster,
Pennsylvania
| $1.22B | +$45.1M | +4% | 2.55% | 76.8% | 187 | 6.95% | 5.3 |
|
| 2118 |
2118
HMI Capital Management
San Francisco,
California
| $1.22B | -$514M | -30% | 3.97% | 5.95% | 14 | 42.86% | 1.6 |
|
| 2119 |
2119
Cardiff Park Advisors
Carlsbad,
California
| $1.22B | -$87.1M | -7% | 1.52% | 88.6% | 395 | 15.7% | 3.1 |
|
| 2120 |
2120
First Financial Bank - Trust Division
Hamilton,
Ohio
| $1.22B | +$46.6M | +4% | 2.43% | 68.6% | 219 | 9.59% | 7.5 |
|
| 2121 |
2121
One Day In July LLC
Burlington,
Vermont
| $1.22B | +$35.1M | +3% | 1.28% | 48.2% | 151 | 11.92% | 3.2 |
|
| 2122 |
2122
Summit Financial Strategies
Columbus,
Ohio
| $1.22B | +$50.3M | +4% | 1.76% | 59.4% | 175 | 14.86% | 4.1 |
|
| 2123 |
2123
Callahan Advisors
Houston,
Texas
| $1.22B | +$39.3M | +3% | 4.44% | 87.7% | 184 | 14.13% | 5.8 |
|
| 2124 |
2124
Jay A. Fishman Ltd
Troy,
Michigan
| $1.22B | +$49.3M | +4% | 6.07% | 119% | 84 | 5.95% | 7.1 |
|
| 2125 |
2125
Traphagen Investment Advisors
Oradell,
New Jersey
| $1.22B | +$53.3M | +5% | 1.26% | 65.8% | 205 | 10.73% | 3.6 |
|