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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
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
| $757M | -$7.71M | -1% | 4.66% | 52.3% | 64 | 10.94% | 2.6 |
|
| 2177 |
2177
Landscape Capital Management
Englewood,
New Jersey
| $756M | -$3.68M | -0.5% | 4.35% | 92.5% | 722 | 52.91% | 0.6 |
|
| 2178 |
2178
Prosperity Capital Advisors
Westlake,
Ohio
| $756M | +$41M | +6% | 3.23% | 72.2% | 258 | 20.16% | 0.6 |
|
| 2179 |
2179
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
| $755M | -$73.5M | -9% | 2.34% | 22.7% | 29 | 13.79% | 5.7 |
|
| 2180 |
2180
Charter Oak Capital Management
Portsmouth,
New Hampshire
| $755M | -$12.7M | -2% | 3.86% | 39.2% | 175 | 3.43% | 2.4 |
|
| 2181 |
2181
Quadratic Capital Management
Greenwich,
Connecticut
| $755M | +$71.1M | +10% | 4.1% | 0.6% | 2 | 0% | 2.4 |
|
| 2182 |
2182
Optimus Prime Fund Management
Grand Cayman,
Cayman Islands
| $752M | +$25.6M | +4% | 2.94% | 94.5% | 27 | 0% | 1.8 |
|
| 2183 |
2183
Estate Counselors
Thiensville,
Wisconsin
| $752M | -$37.7M | -5% | 2.24% | 60% | 137 | 18.25% | 2.3 |
|
| 2184 |
2184
Hilton Capital Management
Garden City,
New York
| $751M | -$82M | -10% | 1.17% | 58.2% | 156 | 30.13% | 2.2 |
|
| 2185 |
VS
2185
VK Services
Menlo Park,
California
| $750M | -$130M | -15% | 24% | 1,605% | 13 | 46.15% | 1.2 |
|
| 2186 |
2186
Proficio Capital Partners
Newton,
Massachusetts
| $750M | +$15.2M | +2% | 1.49% | 97% | 322 | 18.32% | 2.6 |
|
| 2187 |
2187
Logos Global Management
San Francisco,
California
| $750M | +$14.3M | +2% | 9.37% | 1,585% | 71 | 49.3% | 0.8 |
|
| 2188 |
2188
MV Capital Management
Bethesda,
Maryland
| $749M | -$4.3M | -0.6% | 2.22% | 67.6% | 684 | 3.36% | 3.9 |
|
| 2189 |
2189
Steel Grove Capital Advisors
Memphis,
Tennessee
| $749M | -$46.5M | -6% | 2.25% | 106% | 206 | 9.22% | 3 |
|
| 2190 |
2190
Dubuque Bank & Trust
Dubuque,
Iowa
| $748M | -$28.3M | -4% | 2.71% | 24% | 255 | 11.37% | 4.6 |
|
| 2191 |
2191
Anderson Hoagland & Co
St Louis,
Missouri
| $748M | -$30.1M | -4% | 3.01% | 104% | 127 | 9.45% | 3.3 |
|
| 2192 |
2192
J.L. Bainbridge & Co
Sarasota,
Florida
| $746M | -$55.2M | -7% | 5.22% | 118% | 84 | 5.95% | 2.9 |
|
| 2193 |
2193
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
| $746M | +$3.68M | +0.5% | 1.92% | 58% | 171 | 8.77% | 1.3 |
|
| 2194 |
2194
RWWM Inc
Rocklin,
California
| $746M | -$31.2M | -4% | 1.93% | 40.6% | 17 | 11.76% | 5.3 |
|
| 2195 |
AAA
2195
Adams Asset Advisors
Dallas,
Texas
| $745M | +$60.3M | +9% | 6.82% | 66.8% | 86 | 15.12% | 4.4 |
|
| 2196 |
2196
Hill City Capital
Boston,
Massachusetts
| $745M | +$91.2M | +14% | 13.5% | 194% | 22 | 13.64% | 1.5 |
|
| 2197 |
2197
Cypress Funds
Los Angeles,
California
| $744M | -$51.5M | -6% | 3.81% | 100% | 14 | 0% | 3.5 |
|
| 2198 |
2198
M.D. Sass LLC
New York
| $744M | -$10.1M | -1% | 4.19% | 80.1% | 36 | 27.78% | 1.6 |
|
| 2199 |
2199
Lyell Wealth Management
Menlo Park,
California
| $744M | -$38.9M | -5% | 2.75% | 128% | 184 | 4.35% | 3.7 |
|
| 2200 |
2200
Asset Advisors Investment Management
Augusta,
Georgia
| $743M | -$42M | -5% | 2.22% | 67.5% | 87 | 4.6% | 4.2 |
|