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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
Campbell Wealth Management
Alexandria,
Virginia
| $875M | +$128M | +17% | 6.47% | 11.2% | 86 | 17.44% | 1.8 |
|
| 2152 |
2152
Brigade Capital Management
New York
| $874M | -$342M | -28% | 3.46% | 42.7% | 56 | 30.36% | 1.4 |
|
| 2153 |
2153
L. Roy Papp & Associates
Phoenix,
Arizona
| $874M | +$86.7M | +11% | 12.1% | 80.1% | 177 | 5.08% | 5.1 |
|
| 2154 |
2154
Sirios Capital Management
Boston,
Massachusetts
| $873M | -$82.6M | -9% | 11.4% | 177% | 86 | 15.12% | 1.6 |
|
| 2155 |
2155
Essex Investment Management
Boston,
Massachusetts
| $873M | +$58.1M | +7% | 8% | 370% | 449 | 16.48% | 2.6 |
|
| 2156 |
2156
Inspire Investing
Meridian,
Idaho
| $872M | +$81M | +10% | 8.87% | 107% | 826 | 8.72% | 1 |
|
| 2157 |
2157
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
| $872M | +$75.1M | +9% | 8.24% | 50.4% | 20 | 20% | 4.2 |
|
| 2158 |
2158
Wipfli Financial Advisors
Milwaukee,
Wisconsin
| $872M | +$87.5M | +11% | 3.26% | – | 49 | 20.41% | 0.7 |
|
| 2159 |
2159
Perpetual Investment Management
Sydney,
Australia
| $872M | +$82.4M | +10% | 4.67% | – | 244 | 18.03% | 0.7 |
|
| 2160 |
2160
ORIX Corp
Tokyo,
Japan
| $871M | +$139M | +19% | 19.1% | 11.7% | 1 | 0% | 4 |
|
| 2161 |
2161
Vancity Investment Management
Vancouver,
British Columbia, Canada
| $871M | +$89.1M | +11% | 9.85% | – | 65 | 18.46% | 0.8 |
|
| 2162 |
SC
2162
Sasco Capital
Fairfield,
Connecticut
| $871M | +$51.5M | +6% | 4.35% | 15.5% | 52 | 19.23% | 3.4 |
|
| 2163 |
2163
J.M. Forbes & Co
Boston,
Massachusetts
| $871M | +$78.4M | +10% | 10.7% | 112% | 117 | 2.56% | 5 |
|
| 2164 |
KCM
2164
Kingdon Capital Management
New York
| $870M | +$47.6M | +6% | 8.98% | 217% | 97 | 56.7% | 0.6 |
|
| 2165 |
2165
Caldwell Trust
Venice,
Florida
| $870M | +$78.4M | +10% | 10.5% | 97.5% | 760 | 5.92% | 1.7 |
|
| 2166 |
2166
HITE Hedge Asset Management
Braintree,
Massachusetts
| $869M | +$74.5M | +9% | 5.11% | 54.4% | 183 | 35.52% | 0.9 |
|
| 2167 |
2167
StoneX Group
New York
| $868M | +$172M | +25% | 6.95% | 92.5% | 621 | 32.05% | 1.6 |
|
| 2168 |
2168
Pensionfund DSM Netherlands
Sittard,
Netherlands
| $867M | +$80.6M | +10% | 13% | 36.9% | 457 | 1.53% | 1.8 |
|
| 2169 |
2169
Community Bank
Dewitt,
New York
| $867M | +$46.7M | +6% | 9.35% | 73.5% | 485 | 8.87% | 4.5 |
|
| 2170 |
TP
2170
Thunderbird Partners
London,
United Kingdom
| $867M | +$32.8M | +4% | 6.25% | 38% | 13 | 30.77% | 1.7 |
|
| 2171 |
CCPM
2171
Cooper Creek Partners Management
New York
| $866M | +$126M | +17% | 2.98% | 86.4% | 141 | 48.94% | 0.8 |
|
| 2172 |
2172
Skylands Capital
Milwaukee,
Wisconsin
| $866M | +$56.6M | +7% | 10.8% | 61% | 154 | 14.29% | 4.2 |
|
| 2173 |
2173
L1 Capital
Melbourne VIC 3000,
Australia
| $866M | +$62M | +8% | 2.4% | 127% | 16 | 18.75% | 0.8 |
|
| 2174 |
2174
Prospector Partners
Guilford,
Connecticut
| $865M | +$86.2M | +11% | 8.59% | 53.6% | 114 | 7.89% | 3.8 |
|
| 2175 |
2175
Bowie Capital Management
Richardson,
Texas
| $865M | -$66.7M | -7% | 6.88% | 31.6% | 43 | 32.56% | 2.8 |
|