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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
Towle & Co
Denver,
Colorado
| $710M | -$37.6M | -5% | 7.03% | 172% | 73 | 28.77% | 1.2 |
|
| 2202 |
2202
Cat Rock Capital Management
Greenwich,
Connecticut
| $710M | +$166M | +31% | 25.8% | 66.7% | 12 | 8.33% | 2.1 |
|
| 2203 |
2203
Isthmus Partners
Madison,
Wisconsin
| $709M | +$43.5M | +7% | 6.21% | 73.7% | 172 | 9.3% | 3.2 |
|
| 2204 |
2204
Cypress Funds
Los Angeles,
California
| $708M | +$134M | +23% | 26.4% | 100% | 14 | 7.14% | 3 |
|
| 2205 |
2205
CenterBook Partners
Greenwich,
Connecticut
| $707M | +$100M | +17% | 10.7% | 59.2% | 485 | 45.36% | 0.6 |
|
| 2206 |
2206
CCM Investment Advisers
Columbia,
South Carolina
| $706M | +$76.8M | +12% | 10.3% | 170% | 75 | 13.33% | 4.3 |
|
| 2207 |
2207
Endurance Wealth Management
Providence,
Rhode Island
| $706M | +$42.3M | +6% | 6.96% | 59% | 675 | 5.63% | 5 |
|
| 2208 |
2208
Sentinel Trust
Houston,
Texas
| $704M | +$64.3M | +10% | 5.93% | 93.3% | 135 | 26.67% | 2 |
|
| 2209 |
AP
2209
Arlington Partners
Birmingham,
Alabama
| $703M | +$72.1M | +11% | 2.28% | 46.4% | 610 | 40.49% | 1.4 |
|
| 2210 |
2210
Murchinson
Toronto,
Ontario, Canada
| $703M | -$54.7M | -7% | 1.21% | 107% | 62 | 54.84% | 0.4 |
|
| 2211 |
2211
Engaged Capital
Newport Beach,
California
| $703M | +$111M | +19% | 13.1% | 26.2% | 11 | 27.27% | 2.7 |
|
| 2212 |
AH
2212
Allen Holding
New York
| $702M | -$2.2M | -0.3% | 0.34% | 185% | 15 | 0% | 5.2 |
|
| 2213 |
2213
Azzad Asset Management
Falls Church,
Virginia
| $701M | +$68.5M | +11% | 12.3% | 101% | 333 | 11.41% | 3.8 |
|
| 2214 |
2214
BW Gestao de Investimentos
Sao Paulo,
Brazil
| $701M | +$31.2M | +5% | 6.86% | 95.1% | 88 | 52.27% | 0.8 |
|
| 2215 |
2215
Alpine Investment Management
Hong Kong
| $700M | +$193M | +38% | 11% | 33.7% | 21 | 80.95% | 0.1 |
|
| 2216 |
2216
Quadratic Capital Management
Greenwich,
Connecticut
| $700M | -$150M | -18% | 3.8% | 0.6% | 2 | 0% | 1.9 |
|
| 2217 |
2217
Royal Fund Management
Lady Lake,
Florida
| $699M | +$70.2M | +11% | 6.46% | 103% | 293 | 18.77% | 2.6 |
|
| 2218 |
2218
Logos Global Management
San Francisco,
California
| $699M | -$155M | -18% | 7.44% | 1,585% | 52 | 40.38% | 0.8 |
|
| 2219 |
2219
Global Strategic Investment Solutions
Scottsdale,
Arizona
| $698M | -$809M | -54% | 5.97% | 56.8% | 142 | 15.49% | 2.3 |
|
| 2220 |
2220
Te Ahumairangi Investment Management
Wellington,
New Zealand
| $698M | +$58.2M | +9% | 6.63% | 55.5% | 93 | 6.45% | 2.2 |
|
| 2221 |
2221
Phocas Financial Corp
Alameda,
California
| $698M | +$3.33M | +0.5% | 5.59% | – | 338 | 49.7% | 2.8 |
|
| 2222 |
2222
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
| $697M | +$70.8M | +11% | 6.84% | 58% | 175 | 11.43% | 0.9 |
|
| 2223 |
2223
KMG Fiduciary Partners
Toledo,
Ohio
| $697M | +$88.1M | +14% | 8.66% | 114% | 248 | 18.15% | 2.3 |
|
| 2224 |
2224
Simplify Asset Management
Las Vegas,
Nevada
| $697M | +$48.1M | +7% | 4.37% | 48.4% | 140 | 59.29% | 0.5 |
|
| 2225 |
2225
Greenwood Capital Associates
Greenwood,
South Carolina
| $697M | +$87.2M | +14% | 5.14% | 87.7% | 261 | 28.74% | 2.4 |
|