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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2251 |
2251
Voya Financial Advisors
Windsor,
Connecticut
| $766M | -$1.77B | -70% | 5.48% | 44.8% | 661 | 63.39% | 4.4 |
|
| 2252 |
2252
Suncoast Equity Management
Tampa,
Florida
| $766M | +$86.5M | +13% | 13.2% | 82.9% | 46 | 4.35% | 2.9 |
|
| 2253 |
CEI
2253
Clark Estates Inc
New York
| $766M | -$17.1M | -2% | 8.86% | 34.5% | 108 | 26.85% | 1.7 |
|
| 2254 |
2254
Te Ahumairangi Investment Management
Wellington,
New Zealand
| $765M | -$14.5M | -2% | 6.21% | 55.5% | 114 | 5.26% | 0.7 |
|
| 2255 |
2255
Sonora Investment Management
Tucson,
Arizona
| $765M | -$505M | -40% | 6.67% | 32.8% | 2,006 | 60.67% | 2.5 |
|
| 2256 |
2256
Atmos Capital Gestao de Recursos
Leblon - Rio De Janeiro,
Brazil
| $764M | +$301M | +65% | 15.2% | 101% | 23 | 47.83% | 0.4 |
|
| 2257 |
2257
American Assets Investment Management
San Diego,
California
| $764M | +$39.5M | +5% | 7.04% | 507% | 151 | 16.56% | 4.6 |
|
| 2258 |
2258
Caldwell Trust
Venice,
Florida
| $764M | +$47M | +7% | 6.08% | 87% | 760 | 9.61% | 1.3 |
|
| 2259 |
2259
ORIX Corp
Tokyo,
Japan
| $764M | -$98.9M | -11% | 11.5% | 11.7% | 1 | 0% | 3.5 |
|
| 2260 |
2260
Private Ocean
San Rafael,
California
| $763M | +$200M | +36% | 3.29% | 2.82% | 649 | 23.27% | 2.6 |
|
| 2261 |
2261
Estate Counselors
Thiensville,
Wisconsin
| $763M | +$80.7M | +12% | 4.8% | 60% | 175 | 9.14% | 1.7 |
|
| 2262 |
2262
Sage Rock Capital Management
New York
| $763M | -$65M | -8% | 1.14% | 13% | 284 | 47.54% | 0.2 |
|
| 2263 |
2263
Cevian Capital II
St. Helier,
Jersey
| $763M | +$17.8M | +2% | 2.63% | 105% | 2 | 0% | 3 |
|
| 2264 |
WCM
2264
Wallace Capital Management
Dallas,
Texas
| $762M | -$515K | -0.1% | 6.27% | 62.3% | 70 | 4.29% | 4 |
|
| 2265 |
A
2265
Apoletto
Road Town, Tortola,
British Virgin Islands
| $762M | +$231M | +44% | 2.12% | 192% | 11 | 27.27% | 0.6 |
|
| 2266 |
2266
Think Investments
San Francisco,
California
| $761M | +$173M | +29% | 5.18% | 285% | 33 | 33.33% | 1.2 |
|
| 2267 |
2267
Hengehold Capital Management
Cincinnati,
Ohio
| $761M | +$39.4M | +5% | 4.37% | 54.5% | 164 | 11.59% | 3.3 |
|
| 2268 |
2268
Citizens Business Bank
Ontario,
California
| $761M | +$47.3M | +7% | 6.71% | 108% | 256 | 11.33% | 4.5 |
|
| 2269 |
2269
Inspire Investing
Meridian,
Idaho
| $760M | +$108M | +17% | 9.5% | 107% | 634 | 12.3% | 1.3 |
|
| 2270 |
2270
Genesee Capital Advisors
Auburn,
New York
| $760M | +$591M | +351% | 5.79% | 107% | 131 | 97.71% | 0.2 |
|
| 2271 |
2271
IAM Advisory
Easton,
Pennsylvania
| $760M | +$531M | +231% | 5.79% | 74.5% | 110 | 100% | 0 |
|
| 2272 |
2272
Elm Partners Management
Philadelphia,
Pennsylvania
| $760M | +$57M | +8% | 5.79% | 46.9% | 42 | 0% | 2.2 |
|
| 2273 |
2273
B. Riley Financial
Los Angeles,
California
| $759M | -$140M | -16% | 3.17% | 682% | 46 | 56.52% | 0.7 |
|
| 2274 |
2274
Harvey Investment Company
Louisville,
Kentucky
| $759M | +$56.2M | +8% | 7.18% | 56.4% | 95 | 4.21% | 5.6 |
|
| 2275 |
CCMD
2275
Cypress Capital Management (Delaware)
Greenville,
Delaware
| $758M | +$31.1M | +4% | 6.38% | 25.6% | 175 | 3.43% | 3.5 |
|