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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2151 |
2151
Phillips Financial Management
Fort Wayne,
Indiana
| $343M | -$19M | -5% | 5.7% | 45.6% | 64 | 3.13% | 2 |
|
| 2152 |
2152
Lagoda Investment Management
New York
| $343M | -$39M | -10% | 10.3% | 250% | 35 | 20% | 0.6 |
|
| 2153 |
2153
Zevin Asset Management
Boston,
Massachusetts
| $342M | -$32.5M | -9% | 5.55% | 71.7% | 150 | 14.67% | 1.7 |
|
| 2154 |
2154
Hilltop Holdings
Dallas,
Texas
| $342M | -$25.5M | -7% | 6.64% | 96.7% | 373 | 27.35% | 1.1 |
|
| 2155 |
2155
LGT Capital Partners
Pfaeffikon,
Switzerland
| $342M | -$9.7M | -3% | 5.64% | 67.2% | 54 | 22.22% | 0.9 |
|
| 2156 |
2156
Regis Management Company
Menlo Park,
California
| $342M | -$45.9M | -12% | 9.6% | 5.33% | 61 | 26.23% | 1.6 |
|
| 2157 |
2157
Think Investments
San Francisco,
California
| $341M | +$6.04M | +2% | 15.5% | 285% | 22 | 54.55% | 0.4 |
|
| 2158 |
2158
Horan Capital Management
Hunt Valley,
Maryland
| $341M | -$13.8M | -4% | 4.57% | 69.2% | 68 | 22.06% | 1.1 |
|
| 2159 |
2159
Muhlenkamp & Co
Wexford,
Pennsylvania
| $341M | -$122M | -26% | 11.7% | 107% | 76 | 22.37% | 1.3 |
|
| 2160 |
2160
Adell Harriman & Carpenter
Houston,
Texas
| $341M | -$47.1M | -12% | 7.64% | 176% | 154 | 17.53% | 1.7 |
|
| 2161 |
2161
Destrier Capital Management
New York
| $340M | -$76.2M | -18% | 8.63% | 5.28% | 29 | 31.03% | 0.6 |
|
| 2162 |
2162
Buckingham Capital Management (Ohio)
Dayton,
Ohio
| $339M | -$17.9M | -5% | 5.84% | 26.3% | 178 | 10.11% | 1.9 |
|
| 2163 |
2163
TD Ameritrade Trust
Denver,
Colorado
| $339M | -$32.2M | -9% | 6.43% | 21.7% | 49 | 4.08% | 1.5 |
|
| 2164 |
2164
NewSquare Capital
Newtown Square,
Pennsylvania
| $339M | +$1.88M | +0.6% | 3.33% | 76.5% | 371 | 16.17% | 1.4 |
|
| 2165 |
2165
NBW Capital
Boston,
Massachusetts
| $339M | -$95.2M | -22% | 14.6% | 86% | 89 | 22.47% | 1.4 |
|
| 2166 |
AGM
2166
Alpine Global Management
New York
| $338M | -$257M | -43% | 7.93% | 149% | 1,273 | 95.92% | 0.3 |
|
| 2167 |
2167
Bronson Point Management
Fairfield,
Connecticut
| $338M | -$496M | -59% | 7.31% | 7.56% | 97 | 57.73% | 0.4 |
|
| 2168 |
AP
2168
Archon Partners
Princeton Junction,
New Jersey
| $338M | -$48.9M | -13% | 6.27% | 86% | 66 | 25.76% | 1.5 |
|
| 2169 |
2169
StratiFi
San Francisco,
California
| $338M | +$257M | +319% | 10.4% | – | 32 | 59.38% | 0.3 |
|
| 2170 |
DP
2170
DSAM Partners
London,
United Kingdom
| $337M | -$214M | -39% | 3.56% | 343% | 61 | 77.05% | 0.3 |
|
| 2171 |
2171
Connable Office Inc
Kalamazoo,
Michigan
| $337M | -$37.3M | -10% | 10.3% | 68.3% | 241 | 24.48% | 1.6 |
|
| 2172 |
2172
Perigon Wealth Management
San Francisco,
California
| $337M | -$42.9M | -11% | 6.03% | 104% | 219 | 10.05% | 1.3 |
|
| 2173 |
2173
Twele Capital Management
Minnetonka,
Minnesota
| $335M | -$16.2M | -5% | 5.29% | 37.1% | 64 | 12.5% | 2 |
|
| 2174 |
BIM
2174
Bridgecreek Investment Management
Tulsa,
Oklahoma
| $335M | -$62.9M | -16% | 4.44% | 48.4% | 107 | 13.08% | 1.8 |
|
| 2175 |
2175
Dynamo Internacional Gestao de Recursos
Rio De Janeiro,
Brazil
| $335M | -$53.6M | -14% | 5.39% | 34.1% | 15 | 53.33% | 1 |
|