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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2226 |
2226
Anderson Hoagland & Co
St Louis,
Missouri
| $696M | +$9.22M | +1% | 8.93% | 104% | 126 | 5.56% | 3 |
|
| 2227 |
2227
Middleton & Co
Boston,
Massachusetts
| $696M | +$21.1M | +3% | 8.61% | 81.8% | 160 | 6.25% | 5.9 |
|
| 2228 |
2228
Curi Wealth Management
Raleigh,
North Carolina
| $696M | -$17.4M | -2% | 4.3% | 16.2% | 195 | 20% | 1.4 |
|
| 2229 |
2229
PSquared Asset Management
Zurich,
Switzerland
| $695M | +$347M | +100% | 17.3% | 178% | 19 | 84.21% | 0.1 |
|
| 2230 |
2230
Octagon Capital Advisors
New York
| $695M | +$52.8M | +8% | 11.9% | 2,969% | 46 | 52.17% | 0.7 |
|
| 2231 |
2231
Kahn Brothers Group
New York
| $695M | -$64.9M | -9% | 2.63% | 53.4% | 45 | 0% | 5.7 |
|
| 2232 |
2232
Charles-Lim Capital
Central,
Hong Kong
| $694M | +$23.7M | +4% | 19.5% | 4.44% | 14 | 64.29% | 1.6 |
|
| 2233 |
2233
Silicon Valley Community Foundation
Mountain View,
California
| $694M | +$174M | +33% | 45.2% | 309% | 19 | 5.26% | 1.9 |
|
| 2234 |
2234
Battery Management Corp
Boston,
Massachusetts
| $694M | +$147M | +27% | 37.1% | 45.1% | 8 | 0% | 1.7 |
|
| 2235 |
2235
Mirova
Paris,
France
| $693M | +$54.6M | +9% | 4.61% | 64.6% | 221 | 43.89% | 1.6 |
|
| 2236 |
2236
Founders Financial Securities
Towson,
Maryland
| $693M | +$57.6M | +9% | 5.52% | 71% | 344 | 12.79% | 1.8 |
|
| 2237 |
2237
Iron Triangle Partners
Cos Cob,
Connecticut
| $693M | +$135M | +24% | 6.33% | 152% | 38 | 60.53% | 0.5 |
|
| 2238 |
2238
Lattice Capital Management
Kirkland,
Washington
| $693M | +$86.4M | +14% | 17.3% | 242% | 59 | 11.86% | 1 |
|
| 2239 |
2239
Traynor Capital Management
Malvern,
Pennsylvania
| $693M | -$16.7M | -2% | 23.2% | 244% | 238 | 17.23% | 2.8 |
|
| 2240 |
2240
Keel Point
Huntsville,
Alabama
| $692M | +$55.1M | +9% | 6.89% | 76.4% | 330 | 18.79% | 2.5 |
|
| 2241 |
2241
Randolph Company
Cincinnati,
Ohio
| $692M | +$38.9M | +6% | 2.76% | 127% | 51 | 13.73% | 2.9 |
|
| 2242 |
2242
Circle Wealth Management
Summit,
New Jersey
| $692M | +$44.2M | +7% | 8.09% | 71.8% | 170 | 10.59% | 3.2 |
|
| 2243 |
2243
Hackensack Meridian Health
Edison,
New Jersey
| $692M | -$19.7M | -3% | 3.41% | 53.4% | 7 | 0% | 1.1 |
|
| 2244 |
2244
Matrix Asset Advisors
White Plains,
New York
| $691M | +$24.2M | +4% | 5.66% | 84.9% | 99 | 17.17% | 3.9 |
|
| 2245 |
MG
2245
Magnolia Group
Omaha,
Nebraska
| $691M | -$41.7M | -6% | 1.13% | 9.52% | 13 | 15.38% | 2.3 |
|
| 2246 |
IAIM
2246
International Assets Investment Management
Orlando,
Florida
| $691M | -$277M | -29% | 9.38% | 101% | 1,404 | 62.32% | 0.7 |
|
| 2247 |
2247
Crake Asset Management
London,
United Kingdom
| $691M | +$457M | +196% | 14.5% | 52.7% | 15 | 60% | 1.2 |
|
| 2248 |
2248
Quantitative Advantage
Minnetonka,
Minnesota
| $689M | +$41.2M | +6% | 5.09% | 45.9% | 124 | 16.94% | 2 |
|
| 2249 |
2249
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
| $689M | +$68.1M | +11% | 5.85% | 40.2% | 93 | 11.83% | 4.4 |
|
| 2250 |
2250
Tanglewood Wealth Management
Houston,
Texas
| $688M | +$20.8M | +3% | 5.64% | 64.6% | 35 | 14.29% | 2.5 |
|