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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
Capital One Financial
Mclean,
Virginia
| $810M | -$14.2M | -2% | 0.79% | – | 197 | 5.58% | 1.3 |
|
| 2152 |
2152
Skylands Capital
Milwaukee,
Wisconsin
| $810M | -$34.9M | -4% | 1.86% | 61% | 158 | 14.56% | 3.7 |
|
| 2153 |
2153
Jay A. Fishman Ltd
Troy,
Michigan
| $807M | -$10.5M | -1% | 2.67% | 119% | 95 | 4.21% | 4.8 |
|
| 2154 |
2154
SPC Financial Inc
Rockville,
Maryland
| $807M | -$16.9M | -2% | 0.24% | 65.1% | 177 | 8.47% | 3.3 |
|
| 2155 |
2155
Broad Bay Capital Management
New York
| $807M | -$37.3M | -4% | 1.33% | 338% | 23 | 43.48% | 0.9 |
|
| 2156 |
2156
Lannebo Fonder
Stockholm,
Sweden
| $807M | -$7.42M | -0.9% | 3.94% | 49.8% | 37 | 2.7% | 3.3 |
|
| 2157 |
2157
American Assets Investment Management
San Diego,
California
| $807M | +$42.5M | +6% | 0.97% | 507% | 163 | 20.86% | 3.9 |
|
| 2158 |
2158
BTR Capital Management
Oakland,
California
| $807M | +$5.49M | +0.7% | 0.7% | 35% | 170 | 5.29% | 4.8 |
|
| 2159 |
2159
Cardano Risk Management
Rotterdam,
Netherlands
| $806M | -$17.2M | -2% | 3.01% | 200% | 5 | 0% | 2.6 |
|
| 2160 |
2160
Portfolio Solutions
Royal Oak,
Michigan
| $806M | -$52.3M | -6% | 1.42% | 11.6% | 49 | 18.37% | 3.3 |
|
| 2161 |
2161
Atmos Capital Gestao de Recursos
Leblon - Rio De Janeiro,
Brazil
| $804M | +$39.7M | +5% | 2.2% | 101% | 30 | 50% | 0.4 |
|
| 2162 |
2162
L1 Capital
Melbourne VIC 3000,
Australia
| $804M | +$320M | +66% | 0.7% | 127% | 17 | 52.94% | 0.5 |
|
| 2163 |
2163
Coastline Trust
Providence,
Rhode Island
| $804M | -$4.12M | -0.5% | 0.45% | 106% | 328 | 3.66% | 5.5 |
|
| 2164 |
2164
Oracle Investment Management
Greenwich,
Connecticut
| $803M | +$77.7M | +11% | 11.5% | 865% | 46 | 50% | 2.1 |
|
| 2165 |
2165
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| $802M | +$1.22M | +0.2% | 1.16% | 34% | 104 | 19.23% | 5 |
|
| 2166 |
2166
Bell Bank
Fargo,
North Dakota
| $802M | +$44M | +6% | 0.66% | 71% | 178 | 10.67% | 3.9 |
|
| 2167 |
2167
Optimal Asset Management
Los Altos,
California
| $800M | -$44.7M | -5% | 0.59% | – | 357 | 4.2% | 1.4 |
|
| 2168 |
2168
Nalanda India Equity Fund
Mauritius
| $799M | +$31.5M | +4% | 4.11% | 30.2% | 2 | 0% | 2.1 |
|
| 2169 |
2169
Estate Counselors
Thiensville,
Wisconsin
| $799M | +$35.9M | +5% | 1.02% | 60% | 180 | 9.44% | 1.8 |
|
| 2170 |
2170
Charter Oak Capital Management
Portsmouth,
New Hampshire
| $798M | +$19.4M | +2% | 0.9% | 39.2% | 917 | 6.76% | 0.7 |
|
| 2171 |
2171
Sonora Investment Management
Tucson,
Arizona
| $798M | +$32.9M | +4% | 0.03% | 32.8% | 1,139 | 16.42% | 2.5 |
|
| 2172 |
2172
Howe & Rusling
Rochester,
New York
| $798M | +$4.7M | +0.6% | 1.02% | 82% | 1,061 | 15.83% | 3 |
|
| 2173 |
2173
Towle & Co
Denver,
Colorado
| $797M | -$69M | -8% | 5.03% | 172% | 35 | 22.86% | 1.9 |
|
| 2174 |
2174
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
| $797M | -$441K | -0.1% | 0.73% | 50.4% | 17 | 5.88% | 4.4 |
|
| 2175 |
AP
2175
Archon Partners
Princeton Junction,
New Jersey
| $797M | -$2.75M | -0.3% | 0.58% | 99.5% | 60 | 15% | 3.7 |
|