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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
LVM Capital Management
Portage,
Michigan
| $748M | +$27.3M | +4% | 6.71% | 121% | 151 | 11.26% | 5.5 |
|
| 2227 |
2227
Iron Triangle Partners
Cos Cob,
Connecticut
| $748M | +$54.9M | +8% | 14.4% | 152% | 35 | 57.14% | 0.6 |
|
| 2228 |
2228
Nishkama Capital LLC
Dorado,
Puerto Rico
| $747M | +$280M | +60% | 25.3% | 723% | 81 | 69.14% | 0.3 |
|
| 2229 |
2229
Manchester Capital Management
Manchester,
Vermont
| $746M | -$18M | -2% | 5.98% | 86.7% | 1,198 | 32.05% | 3.5 |
|
| 2230 |
HPM
2230
H. Partners Management
New York
| $746M | -$23.5M | -3% | 4.81% | 13.5% | 3 | 33.33% | 4.3 |
|
| 2231 |
2231
CCM Investment Advisers
Columbia,
South Carolina
| $745M | +$38.2M | +5% | 7.68% | 170% | 72 | 6.94% | 4.5 |
|
| 2232 |
2232
Azzad Asset Management
Falls Church,
Virginia
| $744M | +$43.5M | +6% | 8.39% | 101% | 331 | 7.55% | 3.9 |
|
| 2233 |
AH
2233
Allen Holding
New York
| $744M | +$41.3M | +6% | 8.05% | 135% | 17 | 11.76% | 4.8 |
|
| 2234 |
IAIM
2234
International Assets Investment Management
Orlando,
Florida
| $744M | +$52.9M | +8% | 7.66% | 88.5% | 1,257 | 60.54% | 1.4 |
|
| 2235 |
2235
Main Street Financial Solutions
Newtown,
Pennsylvania
| $743M | +$60.6M | +9% | 6.15% | 75.4% | 462 | 8.01% | 1.8 |
|
| 2236 |
2236
Broad Bay Capital Management
New York
| $743M | +$12.7M | +2% | 4.3% | 338% | 20 | 25% | 2 |
|
| 2237 |
2237
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
| $742M | +$45.2M | +6% | 5.4% | 58% | 180 | 16.11% | 1.1 |
|
| 2238 |
2238
Crake Asset Management
London,
United Kingdom
| $741M | +$50.8M | +7% | 12.6% | 52.7% | 18 | 33.33% | 1.3 |
|
| 2239 |
SL
2239
Sonnipe Ltd
Douglas,
Isle Of Man
| $741M | +$113M | +18% | 19.7% | 57.8% | 21 | 9.52% | 0.5 |
|
| 2240 |
2240
TFG Asset Management
Grand Cayman,
Cayman Islands
| $741M | -$6.84M | -0.9% | 1.92% | 72.1% | 56 | 16.07% | 1.5 |
|
| 2241 |
2241
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
| $740M | +$94.4M | +15% | 3.82% | 47.7% | 208 | 19.71% | 3.1 |
|
| 2242 |
2242
Howard Capital Management
Roswell,
Georgia
| $740M | +$161M | +28% | 11% | 144% | 65 | 43.08% | 1.2 |
|
| 2243 |
2243
Curi Wealth Management
Raleigh,
North Carolina
| $740M | +$44.2M | +6% | 5.45% | 16.2% | 180 | 13.33% | 1.5 |
|
| 2244 |
2244
Legato Capital Management
San Francisco,
California
| $739M | +$189M | +34% | 9.61% | 243% | 629 | 30.21% | 0.4 |
|
| 2245 |
2245
Makaira Partners
La Jolla,
California
| $739M | -$27M | -4% | 1.6% | 22% | 10 | 0% | 4 |
|
| 2246 |
2246
Griffin Asset Management
New York
| $739M | +$23.1M | +3% | 5.25% | 88.9% | 217 | 6.91% | 5.1 |
|
| 2247 |
SWS
2247
SYSTM Wealth Solutions
Chicago,
Illinois
| $739M | +$88.8M | +14% | 5.57% | – | 541 | 24.4% | 0.4 |
|
| 2248 |
2248
Hudson Valley Investment Advisors
Goshen,
New York
| $738M | +$23.1M | +3% | 9.28% | 102% | 214 | 6.54% | 5 |
|
| 2249 |
BPIH
2249
Broad Peak Investment Holdings
Singapore
| $738M | -$262M | -26% | 1.53% | 52.2% | 25 | 64% | 0.4 |
|
| 2250 |
2250
Beacon Financial Group
Dallas,
Texas
| $737M | +$20.9M | +3% | 3.54% | 66.6% | 225 | 4.44% | 4.8 |
|