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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2201 |
2201
Montanaro Asset Management
London,
United Kingdom
| $795M | +$116M | +17% | 10.9% | 49.6% | 54 | 22.22% | 0.4 |
|
| 2202 |
2202
Atom Investors
Austin,
Texas
| $795M | +$197M | +33% | 6.56% | 83.4% | 371 | 71.97% | 0.3 |
|
| 2203 |
2203
Ulysses Management
New York
| $795M | -$142M | -15% | 8.11% | 51.8% | 88 | 48.86% | 1 |
|
| 2204 |
2204
Olstein Capital Management
Purchase,
New York
| $794M | +$78.8M | +11% | 3.95% | 16.6% | 107 | 6.54% | 3.9 |
|
| 2205 |
2205
Prospector Partners
Guilford,
Connecticut
| $794M | +$12.4M | +2% | 5.25% | 53.6% | 121 | 9.92% | 3.6 |
|
| 2206 |
2206
Phocas Financial Corp
Alameda,
California
| $794M | +$35.7M | +5% | 7.93% | – | 230 | 19.57% | 2 |
|
| 2207 |
2207
RKL Wealth Management
Lancaster,
Pennsylvania
| $794M | +$47.5M | +6% | 6.15% | 76.8% | 136 | 9.56% | 3.9 |
|
| 2208 |
2208
Weatherly Asset Management
Del Mar,
California
| $793M | +$72.3M | +10% | 9.22% | 116% | 201 | 5.97% | 5 |
|
| 2209 |
2209
Howe & Rusling
Rochester,
New York
| $793M | +$56.7M | +8% | 6.37% | 82% | 1,056 | 18.28% | 3 |
|
| 2210 |
2210
J.M. Forbes & Co
Boston,
Massachusetts
| $793M | +$75.3M | +10% | 8.26% | 112% | 120 | 11.67% | 4.5 |
|
| 2211 |
2211
Narwhal Capital Management
Marietta,
Georgia
| $792M | +$52.9M | +7% | 8.36% | 93.8% | 175 | 12% | 3.7 |
|
| 2212 |
2212
L. Roy Papp & Associates
Phoenix,
Arizona
| $792M | +$95.2M | +14% | 8.28% | 80.1% | 178 | 9.55% | 4.7 |
|
| 2213 |
2213
Hartline Investment Corp
Winnetka,
Illinois
| $792M | +$134M | +20% | 16.9% | 201% | 130 | 11.54% | 3.7 |
|
| 2214 |
2214
GeoWealth Management
Chicago,
Illinois
| $791M | +$150M | +23% | 5.33% | 58% | 282 | 31.56% | 0.6 |
|
| 2215 |
2215
Jackson Wealth Management
Lake Mary,
Florida
| $790M | +$123M | +18% | 8.27% | 72.1% | 135 | 20.74% | 1.7 |
|
| 2216 |
FCP
2216
Fine Capital Partners
New York
| $790M | +$359M | +83% | 90.8% | 95.5% | 3 | 0% | 5.9 |
|
| 2217 |
2217
J.V. Bruni & Co
Colorado Springs,
Colorado
| $790M | +$3.56M | +0.5% | 5.98% | 97.9% | 34 | 8.82% | 3.7 |
|
| 2218 |
2218
Vesa Equity Investment
Luxembourg
| $790M | +$41.8M | +6% | 9.56% | 2.97% | 2 | 50% | 0.5 |
|
| 2219 |
2219
LS Investment Advisors
Bloomfield Hills,
Michigan
| $790M | -$1B | -56% | 8.46% | 98.7% | 814 | 79.98% | 6.9 |
|
| 2220 |
2220
Arrow Financial
Glens Falls,
New York
| $788M | +$34.6M | +5% | 7.19% | 66.5% | 335 | 7.46% | 5.4 |
|
| 2221 |
2221
ACG Wealth
Atlanta,
Georgia
| $788M | +$34.4M | +5% | 8.69% | 45.5% | 346 | 15.03% | 3.5 |
|
| 2222 |
2222
Callahan Advisors
Houston,
Texas
| $788M | +$49.3M | +7% | 6.29% | 87.7% | 150 | 7.33% | 4.6 |
|
| 2223 |
2223
Empowered Funds
Havertown,
Pennsylvania
| $788M | +$266M | +51% | 7.1% | 127% | 323 | 80.8% | 0.2 |
|
| 2224 |
2224
Richard C. Young & Co
Newport,
Rhode Island
| $787M | +$34M | +5% | 3.91% | 137% | 73 | 1.37% | 3.6 |
|
| 2225 |
2225
Technology Crossover Management VII
Menlo Park,
California
| $787M | +$13.1M | +2% | 1.69% | 35.2% | 2 | 0% | 3.5 |
|