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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
Styrax Capital
New York
| $892M | -$416M | -32% | 5.84% | 310% | 13 | 46.15% | 1.5 |
|
| 2277 |
2277
Azzad Asset Management
Falls Church,
Virginia
| $891M | +$42.5M | +5% | 7.53% | 101% | 319 | 11.6% | 4.4 |
|
| 2278 |
2278
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
| $890M | +$131M | +17% | 5.11% | 38.2% | 143 | 8.39% | 3.5 |
|
| 2279 |
2279
Cypress Capital Group
Palm Beach,
Florida
| $890M | +$55.4M | +7% | 7.4% | 97.8% | 322 | 12.42% | 5.2 |
|
| 2280 |
2280
Discerene Group
Stamford,
Connecticut
| $889M | +$237M | +36% | 34.9% | 48.6% | 12 | 8.33% | 3 |
|
| 2281 |
2281
Penn Davis McFarland
Dallas,
Texas
| $889M | +$242M | +37% | 6.77% | 100% | 79 | 45.57% | 3.2 |
|
| 2282 |
2282
One Day In July LLC
Burlington,
Vermont
| $889M | +$86.9M | +11% | 6.04% | 43.1% | 139 | 7.19% | 2.6 |
|
| 2283 |
2283
Integral Health Asset Management
New York
| $889M | -$164M | -16% | 14.3% | 564% | 103 | 66.02% | 0.5 |
|
| 2284 |
2284
First Trust Investment Solutions
Naples,
Florida
| $888M | +$178M | +25% | 8.29% | – | 322 | 30.12% | 0.5 |
|
| 2285 |
TA
2285
TCM Advisors
Martinsburg,
West Virginia
| $888M | +$774M | +678% | 8.49% | 56.1% | 65 | 0% | 2.1 |
|
| 2286 |
2286
Summit Financial Strategies
Columbus,
Ohio
| $888M | +$84.2M | +10% | 7.39% | 59.4% | 154 | 7.79% | 3.7 |
|
| 2287 |
2287
Twin Capital Management
Mcmurray,
Pennsylvania
| $886M | +$37.7M | +4% | 6.71% | 132% | 308 | 13.31% | 3.6 |
|
| 2288 |
2288
Harvey Investment Company
Louisville,
Kentucky
| $886M | +$49.5M | +6% | 7.95% | 56.4% | 103 | 6.8% | 7.6 |
|
| 2289 |
2289
PSG Equity
Boston,
Massachusetts
| $885M | -$53M | -6% | 5.65% | 13.7% | 1 | 0% | 2.8 |
|
| 2290 |
2290
Forte Capital
Rochester,
New York
| $884M | +$55.8M | +7% | 6.75% | 98.3% | 243 | 7.82% | 4 |
|
| 2291 |
2291
Wealth Architects
Mountain View,
California
| $884M | +$65M | +8% | 6.74% | 80.1% | 217 | 4.61% | 5 |
|
| 2292 |
2292
Clear Creek Financial Management
Silverdale,
Washington
| $883M | +$58.2M | +7% | 5.41% | 86.1% | 483 | 12.84% | 1.8 |
|
| 2293 |
2293
Cat Rock Capital Management
Greenwich,
Connecticut
| $883M | -$9.9M | -1% | 5.38% | 66.7% | 12 | 8.33% | 2.1 |
|
| 2294 |
2294
Waterfall Asset Management
New York
| $881M | +$765M | +658% | 3.45% | – | 6 | 66.67% | 0.3 |
|
| 2295 |
2295
LVM Capital Management
Portage,
Michigan
| $879M | $0 | 0% | 5.96% | 121% | 142 | 0% | 6.4 |
|
| 2296 |
2296
Harvey Partners
Tarrytown,
New York
| $878M | +$46.7M | +6% | 5% | 174% | 48 | 25% | 2.2 |
|
| 2297 |
2297
Sentinel Trust
Houston,
Texas
| $878M | +$64.8M | +8% | 6.8% | 79.2% | 142 | 5.63% | 2.9 |
|
| 2298 |
2298
Suncoast Equity Management
Tampa,
Florida
| $877M | -$26.3M | -3% | 4.75% | 82.9% | 78 | 14.1% | 3.3 |
|
| 2299 |
2299
Harbour Trust & Investment Management
Michigan City,
Indiana
| $877M | +$38.9M | +5% | 6.28% | 116% | 164 | 6.71% | 0.7 |
|
| 2300 |
2300
P2 Capital Partners
New York
| $876M | -$36.1M | -4% | 3.27% | 7.96% | 18 | 16.67% | 3.1 |
|