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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
HTLF Bank
Denver,
Colorado
| $921M | +$41.8M | +5% | 8.04% | – | 254 | 12.6% | 0.7 |
|
| 2227 |
2227
CapWealth Advisors
Franklin,
Tennessee
| $920M | +$128M | +16% | 26.6% | 152% | 111 | 12.61% | 5.3 |
|
| 2228 |
2228
Steigerwald Gordon & Koch
Leesburg,
Virginia
| $917M | +$90.4M | +11% | 9.2% | 59.5% | 131 | 8.4% | 5.5 |
|
| 2229 |
2229
MHR Fund Management
New York
| $917M | +$96.4M | +12% | 11.3% | 332% | 10 | 20% | 5.3 |
|
| 2230 |
2230
Lincluden Management
Mississauga,
Ontario, Canada
| $917M | +$93.4M | +11% | 13.7% | 67.7% | 73 | 2.74% | 6.4 |
|
| 2231 |
2231
Waterloo Capital
Austin,
Texas
| $916M | +$83M | +10% | 7.58% | 79.8% | 402 | 25.62% | 1.3 |
|
| 2232 |
OCMI
2232
Oaktop Capital Management II
Chatham,
New Jersey
| $916M | -$60.1M | -6% | 4.04% | 451% | 16 | 6.25% | 7.2 |
|
| 2233 |
2233
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
| $916M | +$17.3M | +2% | 5.23% | 58% | 178 | 8.43% | 1.9 |
|
| 2234 |
2234
Richard C. Young & Co
Newport,
Rhode Island
| $916M | +$92.9M | +11% | 9.21% | 137% | 83 | 9.64% | 4.4 |
|
| 2235 |
2235
Retirement Investment Advisors
Oklahoma City,
Oklahoma
| $915M | +$91.8M | +11% | 6.14% | – | 58 | 10.34% | 1.3 |
|
| 2236 |
2236
Stokes Family Office
New Orleans,
Louisiana
| $914M | +$61.3M | +7% | 6.36% | 68.1% | 240 | 12.5% | 3 |
|
| 2237 |
2237
Marble Harbor Investment Counsel
Boston,
Massachusetts
| $914M | +$64.2M | +8% | 9.65% | 66.7% | 212 | 4.72% | 6.1 |
|
| 2238 |
2238
Moss Adams Wealth Advisors
Seattle,
Washington
| $913M | +$189M | +26% | 6.31% | 79.6% | 222 | 28.38% | 0.8 |
|
| 2239 |
2239
Trigran Investments
Northbrook,
Illinois
| $913M | -$42.8M | -4% | 0.37% | 30.2% | 21 | 9.52% | 3.8 |
|
| 2240 |
2240
Private Capital Advisors
Darien,
Connecticut
| $913M | +$15.4M | +2% | 3.34% | 132% | 90 | 22.22% | 5.4 |
|
| 2241 |
2241
Bramshill Investments
Naples,
Florida
| $913M | -$6.08M | -0.7% | 3.3% | 3.6% | 198 | 47.47% | 1.4 |
|
| 2242 |
2242
Verus Financial Partners
Richmond,
Virginia
| $913M | +$52.8M | +6% | 5.96% | 41.6% | 103 | 12.62% | 3.9 |
|
| 2243 |
SIA
2243
Strategic Investment Advisors
Farmington Hills,
Michigan
| $913M | +$92.5M | +11% | 6% | 66.1% | 246 | 7.72% | 2.2 |
|
| 2244 |
2244
Caledonia Investments plc (UK)
London England,
United Kingdom
| $912M | +$80.7M | +10% | 12.1% | 61.9% | 14 | 0% | 6.4 |
|
| 2245 |
2245
Teza Capital Management
Chicago,
Illinois
| $911M | +$95.7M | +12% | 6.81% | 133% | 784 | 54.72% | 0.4 |
|
| 2246 |
2246
Diversified Enterprises
Wilmington,
Delaware
| $911M | – | – | 5.76% | – | 229 | – | 0 |
|
| 2247 |
2247
Diversified
Wilmington,
Delaware
| $911M | +$59.8M | +7% | 5.76% | 34.4% | 237 | 5.49% | 1.8 |
|
| 2248 |
BPIM
2248
Brant Point Investment Management
New York
| $910M | -$205M | -18% | 12.8% | 169% | 131 | 43.51% | 2.9 |
|
| 2249 |
2249
West Coast Financial
Santa Barbara,
California
| $909M | +$65.1M | +8% | 7.49% | 22.2% | 177 | 9.04% | 4.4 |
|
| 2250 |
2250
Rockwood Wealth Management
New Hope,
Pennsylvania
| $909M | +$87.5M | +11% | 6.22% | 52.6% | 93 | 10.75% | 1.8 |
|