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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2176 |
2176
L. Roy Papp & Associates
Phoenix,
Arizona
| $801M | -$72.5M | -8% | 5.93% | 80.1% | 181 | 8.29% | 5.3 |
|
| 2177 |
2177
Good Life Advisors
Reading,
Pennsylvania
| $801M | -$23.2M | -3% | 2.66% | 60% | 422 | 15.17% | 2.4 |
|
| 2178 |
2178
DigitalBridge Group
Boca Raton,
Florida
| $800M | +$94.5M | +13% | 5.98% | 161% | 68 | 39.71% | 0.9 |
|
| 2179 |
2179
Olstein Capital Management
Purchase,
New York
| $798M | -$40.4M | -5% | 5.34% | 16.6% | 106 | 3.77% | 4.4 |
|
| 2180 |
2180
Lenox Wealth Advisors
New York
| $798M | -$42.5M | -5% | 4.24% | 35.7% | 1,080 | 34.54% | 2.2 |
|
| 2181 |
2181
Perpetual Investment Management
Sydney,
Australia
| $797M | -$75.2M | -9% | 2.93% | – | 237 | 8.86% | 1 |
|
| 2182 |
2182
Kore Private Wealth
New York
| $796M | -$23.9M | -3% | 2.93% | 35.9% | 341 | 17.01% | 2.1 |
|
| 2183 |
CCMD
2183
Cypress Capital Management (Delaware)
Greenville,
Delaware
| $796M | -$87.8M | -10% | 4.28% | 25.6% | 212 | 4.72% | 3.5 |
|
| 2184 |
2184
J.V. Bruni & Co
Colorado Springs,
Colorado
| $796M | -$14.8M | -2% | 0.29% | 97.9% | 34 | 2.94% | 4.4 |
|
| 2185 |
2185
Marks Group Wealth Management
Minnetonka,
Minnesota
| $796M | -$24.8M | -3% | 5.64% | 62.8% | 341 | 19.65% | 1.5 |
|
| 2186 |
2186
Graham Holdings Company
Arlington,
Virginia
| $796M | -$8.38M | -1% | 8.38% | 95.1% | 7 | 14.29% | 0.3 |
|
| 2187 |
2187
Shenkman Capital Management
New York
| $793M | -$677M | -46% | 0.53% | 3.15% | 69 | 2.9% | 2.1 |
|
| 2188 |
2188
Anchor Investment Management
Columbia,
South Carolina
| $793M | -$12.5M | -2% | 2.52% | 75.1% | 1,059 | 11.33% | 3.6 |
|
| 2189 |
2189
Hartline Investment Corp
Winnetka,
Illinois
| $792M | +$62M | +9% | 2.67% | 222% | 129 | 14.73% | 4.2 |
|
| 2190 |
2190
Elm Partners Management
Philadelphia,
Pennsylvania
| $791M | -$20.1M | -2% | 4.77% | 46.9% | 52 | 38.46% | 1.9 |
|
| 2191 |
2191
Forte Capital
Rochester,
New York
| $791M | -$1.54M | -0.2% | 10.4% | 98.3% | 223 | 0.45% | 2.9 |
|
| 2192 |
2192
Atlas Venture Life Science Advisors
Cambridge,
Massachusetts
| $791M | -$298M | -27% | 25.9% | 484% | 17 | 5.88% | 0.2 |
|
| 2193 |
2193
J.M. Forbes & Co
Boston,
Massachusetts
| $791M | -$79.8M | -9% | 3.85% | 112% | 120 | 5% | 5.3 |
|
| 2194 |
2194
FourThought Financial
Venice,
Florida
| $790M | -$4.85M | -0.6% | 4.18% | – | 1,621 | 12.15% | 1.1 |
|
| 2195 |
2195
Intrust Bank
Wichita,
Kansas
| $790M | -$40.7M | -5% | 3.22% | 102% | 411 | 11.68% | 4.4 |
|
| 2196 |
2196
Barton Investment Management
West Conshohocken,
Pennsylvania
| $789M | -$362M | -31% | 26.4% | 124% | 44 | 9.09% | 6.2 |
|
| 2197 |
2197
Bowie Capital Management
Richardson,
Texas
| $789M | -$75.2M | -9% | 10.5% | 31.6% | 36 | 13.89% | 2.7 |
|
| 2198 |
2198
Tairen Capital
Hong Kong
| $789M | +$139M | +21% | 1.44% | 462% | 64 | 62.5% | 0.3 |
|
| 2199 |
2199
Oxford Financial Group
Carmel,
Indiana
| $789M | -$101M | -11% | 6.29% | 77.2% | 292 | 16.44% | 1.7 |
|
| 2200 |
2200
Kahn Brothers Group
New York
| $788M | +$59.5M | +8% | 11.9% | 53.4% | 50 | 22% | 4.9 |
|