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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2126 |
2126
Ninepoint Partners
Toronto,
Ontario, Canada
| $699M | +$226M | +48% | 3.38% | 82.6% | 101 | 35.64% | 1.1 |
|
| 2127 |
2127
Community Bank
Dewitt,
New York
| $699M | -$112M | -14% | 11.1% | 73.5% | 457 | 12.04% | 5 |
|
| 2128 |
2128
Fusion Family Wealth
Woodbury,
New York
| $698M | -$42.7M | -6% | 13.8% | 58.2% | 39 | 20.51% | 3.7 |
|
| 2129 |
2129
Verus Financial Partners
Richmond,
Virginia
| $698M | -$7.06M | -1% | 11.3% | 41.6% | 109 | 21.1% | 2.9 |
|
| 2130 |
ASM
2130
ATW SPAC Management
New York
| $698M | -$40.4M | -5% | 0.17% | 68.7% | 350 | 27.43% | 0.4 |
|
| 2131 |
AH
2131
Allen Holding
New York
| $697M | -$73.5M | -10% | 8.77% | 135% | 17 | 11.76% | 4.5 |
|
| 2132 |
2132
Hartline Investment Corp
Winnetka,
Illinois
| $697M | -$94.1M | -12% | 23.4% | 201% | 126 | 11.9% | 4.7 |
|
| 2133 |
2133
Oldfield Partners
London,
United Kingdom
| $697M | -$224M | -24% | 20.3% | 90.3% | 25 | 12% | 4.9 |
|
| 2134 |
2134
BTR Capital Management
Oakland,
California
| $696M | -$116M | -14% | 10.9% | 35% | 171 | 8.77% | 5.4 |
|
| 2135 |
2135
Matthews International Capital Management
San Francisco,
California
| $696M | -$25.4M | -4% | 13.3% | 227% | 43 | 18.6% | 2 |
|
| 2136 |
2136
Cadence Bank
Tupelo,
Mississippi
| $696M | -$107M | -13% | 9.76% | 70.9% | 201 | 11.44% | 3.1 |
|
| 2137 |
2137
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
| $695M | -$185M | -21% | 14.9% | 140% | 30 | 10% | 4.2 |
|
| 2138 |
SIMS
2138
SPT Invest Management Sarl
Contern,
Luxembourg
| $695M | -$248M | -26% | 25.5% | – | 2 | 0% | 1.4 |
|
| 2139 |
2139
PKO Investment Management Joint-Stock
Warsaw,
Poland
| $695M | -$133M | -16% | 19.2% | 145% | 129 | 11.63% | 2.6 |
|
| 2140 |
2140
Fernbridge Capital Management
Los Angeles,
California
| $694M | -$275M | -28% | 12.5% | 12.4% | 23 | 34.78% | 0.6 |
|
| 2141 |
2141
Marks Group Wealth Management
Minnetonka,
Minnesota
| $693M | -$102M | -13% | 13% | 62.8% | 317 | 13.56% | 1.7 |
|
| 2142 |
2142
Quantinno Capital Management
New York
| $693M | +$37.5M | +6% | 14% | 119% | 673 | 32.84% | 0.7 |
|
| 2143 |
2143
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
| $693M | -$182M | -21% | 16.6% | 70.8% | 14 | 35.71% | 0.9 |
|
| 2144 |
SHIM
2144
Spruce House Investment Management
New York
| $693M | -$1.04B | -60% | 49% | 863% | 9 | 11.11% | 3.5 |
|
| 2145 |
2145
Intrust Bank
Wichita,
Kansas
| $692M | -$98.5M | -12% | 14.5% | 102% | 410 | 13.66% | 4.5 |
|
| 2146 |
2146
L. Roy Papp & Associates
Phoenix,
Arizona
| $690M | -$111M | -14% | 14.1% | 80.1% | 180 | 11.11% | 5.6 |
|
| 2147 |
2147
LVM Capital Management
Portage,
Michigan
| $690M | -$67.3M | -9% | 10.3% | 121% | 147 | 12.93% | 5.2 |
|
| 2148 |
2148
Anchor Investment Management
Columbia,
South Carolina
| $689M | -$104M | -13% | 11.3% | 75.1% | 1,012 | 6.03% | 3.9 |
|
| 2149 |
2149
Montag & Caldwell
Atlanta,
Georgia
| $689M | -$209M | -23% | 16.2% | 91.3% | 99 | 32.32% | 3 |
|
| 2150 |
2150
Soltis Investment Advisors
St. George,
Utah
| $689M | -$31.1M | -4% | 11.3% | 80.8% | 272 | 20.59% | 1.7 |
|