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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
Berger Financial Group
Plymouth,
Minnesota
| $787M | +$32.1M | +4% | 4.35% | 59.9% | 290 | 19.31% | 0.8 |
|
| 2202 |
2202
Broad Bay Capital Management
New York
| $787M | -$39.2M | -5% | 16% | 338% | 22 | 36.36% | 1.2 |
|
| 2203 |
2203
United Asset Strategies
Garden City,
New York
| $786M | -$53.4M | -6% | 2.64% | 111% | 243 | 27.16% | 2.6 |
|
| 2204 |
2204
Landscape Capital Management
Englewood,
New Jersey
| $785M | +$75.1M | +11% | 7.34% | 92.5% | 1,067 | 38.14% | 0.5 |
|
| 2205 |
2205
Cambria Investment Management
Manhattan Beach,
California
| $785M | +$189M | +32% | 6.08% | 72% | 307 | 26.38% | 1.6 |
|
| 2206 |
2206
Cortland Associates
St Louis,
Missouri
| $785M | -$177M | -18% | 5.52% | 57.1% | 64 | 14.06% | 4.8 |
|
| 2207 |
LCM
2207
Lonestar Capital Management
San Francisco,
California
| $784M | +$367M | +88% | 35.1% | 260% | 41 | 58.54% | 0.5 |
|
| 2208 |
2208
Ion Asset Management
Herzliya,
Israel
| $784M | -$3.55M | -0.5% | 18.7% | 125% | 50 | 52% | 0.7 |
|
| 2209 |
2209
Tradition Wealth Management
Edina,
Minnesota
| $784M | -$11.2M | -1% | 4.29% | 69.6% | 1,228 | 11.16% | 1 |
|
| 2210 |
2210
Discerene Group
Stamford,
Connecticut
| $784M | +$294M | +60% | 1.35% | 48.6% | 16 | 6.25% | 0.9 |
|
| 2211 |
2211
Pier Capital
Stamford,
Connecticut
| $783M | -$165M | -17% | 13.4% | 223% | 118 | 16.1% | 1.8 |
|
| 2212 |
2212
Portfolio Solutions
Royal Oak,
Michigan
| $783M | -$43M | -5% | 5.37% | 11.6% | 50 | 16% | 3.2 |
|
| 2213 |
2213
Richard C. Young & Co
Newport,
Rhode Island
| $783M | -$10.4M | -1% | 0.36% | 137% | 80 | 17.5% | 3.9 |
|
| 2214 |
2214
Triodos Investment Management
Driebergen-Rijsenburg,
Netherlands
| $783M | +$17.5M | +2% | 6.43% | 89.9% | 37 | 2.7% | 3 |
|
| 2215 |
2215
Pallas Capital Advisors
Braintree,
Massachusetts
| $783M | -$38.4M | -5% | 6.49% | 71.8% | 304 | 27.96% | 0.8 |
|
| 2216 |
2216
Towle & Co
Denver,
Colorado
| $782M | -$37.2M | -5% | 10.3% | 172% | 78 | 65.38% | 0.9 |
|
| 2217 |
2217
Petrus Trust Company
Dallas,
Texas
| $782M | -$73.7M | -9% | 8.96% | 36.9% | 172 | 81.98% | 1.3 |
|
| 2218 |
2218
Leuthold Group
Minneapolis,
Minnesota
| $781M | -$72.8M | -9% | 1.22% | 126% | 234 | 34.19% | 1.8 |
|
| 2219 |
2219
Shay Capital
New York
| $780M | +$174M | +29% | 3.38% | 166% | 736 | 69.29% | 0.3 |
|
| 2220 |
2220
Honeycomb Asset Management
New York
| $779M | -$720M | -48% | 9.58% | 49% | 67 | 79.1% | 0.2 |
|
| 2221 |
2221
Randolph Company
Cincinnati,
Ohio
| $779M | -$50.7M | -6% | 1.16% | 127% | 53 | 15.09% | 2.5 |
|
| 2222 |
LFCM
2222
Long Focus Capital Management
San Juan,
Puerto Rico
| $778M | +$23.2M | +3% | 8.63% | 120% | 119 | 24.37% | 0.2 |
|
| 2223 |
2223
Bedrijfstakpensioenfonds Voor De Media PNO
Hilversum,
Netherlands
| $778M | -$132M | -15% | 8.78% | 146% | 39 | 2.56% | 5.5 |
|
| 2224 |
2224
Anderson Hoagland & Co
St Louis,
Missouri
| $777M | +$14.3M | +2% | 5.52% | 104% | 112 | 8.93% | 2.6 |
|
| 2225 |
2225
Lyell Wealth Management
Menlo Park,
California
| $777M | -$99.1M | -11% | 10.5% | 128% | 207 | 14.98% | 2.6 |
|