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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2276 |
2276
Mane Global Capital Management
New York
| $598M | -$14.8M | -2% | 6.07% | 423% | 41 | 70.73% | 0.1 |
|
| 2277 |
2277
Graham Holdings Company
Arlington,
Virginia
| $597M | -$51.1M | -8% | 7.49% | 95.1% | 6 | 0% | 0.7 |
|
| 2278 |
2278
SoFi Wealth
San Francisco,
California
| $597M | +$45K | +0% | 5.48% | 62.2% | 11 | 0% | 0.5 |
|
| 2279 |
2279
Olstein Capital Management
Purchase,
New York
| $597M | -$70.7M | -11% | 8.29% | 16.6% | 104 | 3.85% | 4.9 |
|
| 2280 |
2280
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
| $596M | -$161M | -21% | 5.48% | 52.3% | 54 | 1.85% | 2 |
|
| 2281 |
2281
Oasis Management Company
Grand Cayman,
Cayman Islands
| $595M | +$27.1M | +5% | 5.32% | 368% | 153 | 23.53% | 0.6 |
|
| 2282 |
2282
First American Trust
Santa Ana,
California
| $595M | -$36.6M | -6% | 4.7% | 84.6% | 164 | 12.2% | 3.7 |
|
| 2283 |
2283
Charles Schwab Trust
Henderson,
Nevada
| $595M | +$112M | +23% | 6.21% | 52.7% | 158 | 14.56% | 2.2 |
|
| 2284 |
2284
Goodnow Investment Group
Darien,
Connecticut
| $595M | -$54.7M | -8% | 3.84% | 131% | 20 | 15% | 4.2 |
|
| 2285 |
2285
Mirova
Paris,
France
| $594M | -$109M | -16% | 1.33% | 64.6% | 196 | 25.51% | 1.6 |
|
| 2286 |
2286
Lindbrook Capital
Calabasas,
California
| $593M | -$12M | -2% | 5.02% | 35.8% | 3,046 | 16.97% | 1.9 |
|
| 2287 |
2287
Tompkins Financial
Ithaca,
New York
| $593M | -$29.6M | -5% | 4.3% | 84.4% | 623 | 9.31% | 3.4 |
|
| 2288 |
SCM
2288
SIR Capital Management
New York
| $592M | -$136M | -19% | 3.56% | 71.1% | 91 | 31.87% | 0.8 |
|
| 2289 |
2289
Cabot Wealth Management
Salem,
Massachusetts
| $591M | -$39.1M | -6% | 4.63% | 69.3% | 157 | 9.55% | 4.3 |
|
| 2290 |
2290
PKO Investment Management Joint-Stock
Warsaw,
Poland
| $590M | -$105M | -15% | 5.12% | 145% | 141 | 15.6% | 2.6 |
|
| 2291 |
2291
Te Ahumairangi Investment Management
Wellington,
New Zealand
| $590M | -$73.4M | -11% | 7.56% | 55.5% | 99 | 7.07% | 1.8 |
|
| 2292 |
2292
Dark Forest Capital Management
San Juan,
Puerto Rico
| $589M | +$113M | +24% | 0.63% | 63% | 1,578 | 59.82% | 0.3 |
|
| 2293 |
2293
Southeast Asset Advisors
Thomasville,
Georgia
| $588M | -$45.7M | -7% | 4.73% | 91.5% | 144 | 6.94% | 4.1 |
|
| 2294 |
2294
Massachusetts Institute of Technology
Cambridge,
Massachusetts
| $588M | +$122M | +26% | 26.6% | 35.7% | 7 | 14.29% | 1.5 |
|
| 2295 |
2295
Koss-Olinger Consulting
Gainesville,
Florida
| $588M | +$39.6M | +7% | 4.7% | 57.9% | 239 | 26.78% | 0.9 |
|
| 2296 |
2296
CCM Investment Advisers
Columbia,
South Carolina
| $588M | -$34.3M | -6% | 4.6% | 170% | 66 | 1.52% | 4.5 |
|
| 2297 |
2297
Lyell Wealth Management
Menlo Park,
California
| $587M | -$25.9M | -4% | 3.84% | 128% | 200 | 8.5% | 3 |
|
| 2298 |
2298
Vista Capital Partners
Portland,
Oregon
| $586M | -$28M | -5% | 5.67% | 61.2% | 85 | 14.12% | 4.8 |
|
| 2299 |
2299
Strategy Capital
Los Altos,
California
| $586M | +$13M | +2% | 2.99% | 316% | 7 | 0% | 2.7 |
|
| 2300 |
2300
Meritech Capital Associates V
Palo Alto,
California
| $586M | -$60.5M | -9% | 1.83% | 133% | 7 | 0% | 1.1 |
|