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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
Community Bank
Dewitt,
New York
| $714M | -$43.6M | -6% | 4.41% | 73.5% | 439 | 5.47% | 5.8 |
|
| 2252 |
2252
Leuthold Group
Minneapolis,
Minnesota
| $713M | -$58.8M | -8% | 0.84% | 126% | 227 | 32.16% | 2.1 |
|
| 2253 |
2253
Keeley-Teton Advisors
Chicago,
Illinois
| $712M | -$69.9M | -9% | 2.71% | 28.6% | 364 | 9.07% | 3 |
|
| 2254 |
2254
Great Hill Partners
Boston,
Massachusetts
| $712M | -$148M | -17% | 16.9% | 24% | 2 | 0% | 1.8 |
|
| 2255 |
MCM
2255
McKinley Capital Management
Anchorage,
Alaska
| $712M | -$36.6M | -5% | 1.55% | 63.3% | 172 | 12.21% | 4 |
|
| 2256 |
2256
Southeast Asset Advisors
Thomasville,
Georgia
| $712M | +$9.18M | +1% | 1.19% | 91.5% | 160 | 8.75% | 4.2 |
|
| 2257 |
2257
Tairen Capital
Hong Kong
| $711M | -$2.47B | -78% | 4.62% | 462% | 41 | 63.41% | 0.5 |
|
| 2258 |
2258
Pegasus Partners
Mequon,
Wisconsin
| $711M | +$30.8M | +5% | 3.7% | 32.6% | 146 | 23.97% | 3.6 |
|
| 2259 |
2259
J.V. Bruni & Co
Colorado Springs,
Colorado
| $711M | -$42.3M | -6% | 6.19% | 97.9% | 31 | 0% | 5.4 |
|
| 2260 |
2260
Sagefield Capital
Dallas,
Texas
| $711M | +$243M | +52% | 12.6% | 115% | 133 | 51.88% | 0.8 |
|
| 2261 |
2261
Shay Capital
New York
| $711M | -$5.16M | -0.7% | 0.93% | 166% | 552 | 65.04% | 0.5 |
|
| 2262 |
2262
MBL Wealth
Charlotte,
North Carolina
| $710M | +$1.65M | +0.2% | 2.75% | 52.7% | 190 | 13.68% | 1.4 |
|
| 2263 |
2263
LVM Capital Management
Portage,
Michigan
| $709M | -$38.8M | -5% | 3.23% | 121% | 151 | 14.57% | 5.9 |
|
| 2264 |
2264
Hudson Valley Investment Advisors
Goshen,
New York
| $709M | -$29.2M | -4% | 1.35% | 102% | 208 | 14.42% | 5.1 |
|
| 2265 |
2265
Tang Capital Management
San Diego,
California
| $709M | +$29.4M | +4% | 3.24% | 493% | 116 | 23.28% | 0.8 |
|
| 2266 |
2266
Oak Hill Capital Management
New York
| $709M | +$114M | +19% | 19.1% | 1.19% | 1 | 0% | 1.8 |
|
| 2267 |
2267
Angeles Wealth Management
Santa Monica,
California
| $708M | -$25.8M | -4% | 3.14% | 80.6% | 241 | 17.01% | 1.1 |
|
| 2268 |
2268
Marex Group
London,
| $708M | +$153M | +28% | 5.94% | 254% | 268 | 37.31% | 0.5 |
|
| 2269 |
2269
Quest Investment Management
Lake Oswego,
Oregon
| $707M | -$25.9M | -4% | 3.18% | 105% | 94 | 14.89% | 5.3 |
|
| 2270 |
2270
First American Trust
Santa Ana,
California
| $707M | -$19.3M | -3% | 1.63% | 84.6% | 159 | 10.69% | 4.3 |
|
| 2271 |
2271
Main Street Financial Solutions
Newtown,
Pennsylvania
| $706M | -$36.2M | -5% | 3.22% | 75.4% | 491 | 15.89% | 1.9 |
|
| 2272 |
2272
Sentinel Trust
Houston,
Texas
| $706M | -$29.7M | -4% | 2.85% | 79.2% | 135 | 5.19% | 2.4 |
|
| 2273 |
2273
Azzad Asset Management
Falls Church,
Virginia
| $706M | -$38.9M | -5% | 4.88% | 101% | 326 | 9.2% | 4.2 |
|
| 2274 |
2274
Madison Avenue Partners
New York
| $705M | +$246M | +54% | 4.97% | 284% | 24 | 37.5% | 1.1 |
|
| 2275 |
2275
Beacon Financial Group
Dallas,
Texas
| $705M | -$33M | -4% | 2.46% | 66.6% | 243 | 12.76% | 4.8 |
|