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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
Landscape Capital Management
Englewood,
New Jersey
| $760M | +$25.4M | +3% | 5.8% | 92.5% | 827 | 54.05% | 0.6 |
|
| 2202 |
2202
Simplify Asset Management
Las Vegas,
Nevada
| $760M | +$62.5M | +9% | 8.27% | 45% | 142 | 38.03% | 0.6 |
|
| 2203 |
2203
Towle & Co
Denver,
Colorado
| $758M | +$48M | +7% | 3.62% | 172% | 66 | 22.73% | 1.3 |
|
| 2204 |
2204
Community Bank
Dewitt,
New York
| $757M | +$17.5M | +2% | 4.72% | 73.5% | 468 | 7.91% | 5.4 |
|
| 2205 |
2205
Founders Financial Securities
Towson,
Maryland
| $757M | +$63.9M | +9% | 4.83% | 64.3% | 343 | 13.7% | 2 |
|
| 2206 |
2206
C2C Wealth Management
Scottsdale,
Arizona
| $757M | +$136M | +22% | 15.2% | 77.2% | 258 | 11.63% | 1 |
|
| 2207 |
2207
Circle Wealth Management
Summit,
New Jersey
| $756M | +$64.5M | +9% | 8.89% | 71.8% | 167 | 7.78% | 3.5 |
|
| 2208 |
2208
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
| $756M | -$10.8M | -1% | 7.98% | 140% | 29 | 6.9% | 4.7 |
|
| 2209 |
2209
Dorsey Asset Management
Chicago,
Illinois
| $755M | -$127M | -14% | 1.75% | 122% | 10 | 10% | 3.4 |
|
| 2210 |
2210
Pura Vida Investments
New York
| $755M | -$233M | -24% | 21.6% | 38.3% | 104 | 46.15% | 1.1 |
|
| 2211 |
2211
Biglari Capital Corp
San Antonio,
Texas
| $755M | +$36.5M | +5% | 6.77% | 72.7% | 13 | 15.38% | 4 |
|
| 2212 |
2212
Carret Asset Management
New York
| $754M | +$34.4M | +5% | 8.09% | 94.4% | 281 | 5.69% | 6.7 |
|
| 2213 |
2213
Middleton & Co
Boston,
Massachusetts
| $754M | +$58.2M | +8% | 8.49% | 81.8% | 162 | 10.49% | 5.9 |
|
| 2214 |
2214
M.D. Sass LLC
New York
| $754M | -$48.2M | -6% | 8.89% | 80.1% | 39 | 38.46% | 1.6 |
|
| 2215 |
2215
MV Capital Management
Bethesda,
Maryland
| $754M | +$42M | +6% | 4.47% | 67.6% | 706 | 5.38% | 3.6 |
|
| 2216 |
2216
Hengehold Capital Management
Cincinnati,
Ohio
| $753M | +$26.4M | +4% | 4.28% | 54.5% | 174 | 8.05% | 4.2 |
|
| 2217 |
2217
Morningstar Investment Management
Chicago,
Illinois
| $753M | +$73.7M | +11% | 4.23% | 48.2% | 175 | 51.43% | 0.6 |
|
| 2218 |
2218
J.V. Bruni & Co
Colorado Springs,
Colorado
| $753M | +$31.8M | +4% | 7.13% | 97.9% | 31 | 0% | 5.2 |
|
| 2219 |
2219
Fort Baker Capital Management
Larkspur,
California
| $752M | +$270M | +56% | 1.42% | 46.3% | 114 | 25.44% | 0.8 |
|
| 2220 |
2220
WestBridge Capital Management
Trianon,
Mauritius
| $752M | +$104M | +16% | 16.9% | 33.3% | 4 | 25% | 1.3 |
|
| 2221 |
2221
First Ascent Asset Management
Denver,
Colorado
| $751M | +$75.6M | +11% | 3.3% | 4.15% | 73 | 8.22% | 1.6 |
|
| 2222 |
2222
Telos Capital Management
San Diego,
California
| $750M | +$33.6M | +5% | 4.28% | 71.1% | 196 | 4.59% | 5.4 |
|
| 2223 |
2223
L & S Advisors
Los Angeles,
California
| $750M | +$35.4M | +5% | 12.9% | 231% | 374 | 36.63% | 1.7 |
|
| 2224 |
2224
Keel Point
Huntsville,
Alabama
| $749M | +$56.8M | +8% | 5.57% | 76.4% | 332 | 13.25% | 2.6 |
|
| 2225 |
MCM
2225
McKinley Capital Management
Anchorage,
Alaska
| $748M | -$6.42M | -0.9% | 10.3% | 63.3% | 169 | 11.24% | 4 |
|