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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2301 |
2301
NewSquare Capital
Newtown Square,
Pennsylvania
| $326M | +$28.3M | +10% | 2.83% | 76.5% | 353 | 13.6% | 1.1 |
|
| 2302 |
2302
Stearns Financial Services Group
Greensboro,
North Carolina
| $324M | +$14.9M | +5% | 1.27% | 26.1% | 110 | 5.45% | 1.6 |
|
| 2303 |
2303
Woodmont Investment Counsel
Nashville,
Tennessee
| $324M | -$1.54M | -0.5% | 1.27% | 66.8% | 177 | 10.73% | 1.4 |
|
| 2304 |
2304
FundX Investment Group
San Francisco,
California
| $324M | -$9.22M | -3% | 3.07% | 94.6% | 30 | 50% | 0.3 |
|
| 2305 |
2305
First Merchants Corp
Muncie,
Indiana
| $324M | +$4.46M | +1% | 1.62% | 55.6% | 142 | 7.75% | 1.5 |
|
| 2306 |
2306
FormulaFolio Investments
Grand Rapids,
Michigan
| $324M | +$65.4M | +25% | 1.6% | 41.4% | 110 | 50.91% | 0.2 |
|
| 2307 |
2307
Dalton Investments
Las Vegas,
Nevada
| $324M | -$74.4M | -19% | 9.27% | 95.1% | 50 | 32% | 1.1 |
|
| 2308 |
2308
Mitchell Capital Management
Leawood,
Kansas
| $324M | +$16.4M | +5% | 7.2% | 219% | 39 | 20.51% | 1.3 |
|
| 2309 |
2309
Vista Capital Partners
Portland,
Oregon
| $323M | +$6.41M | +2% | 2.11% | 61.2% | 45 | 6.67% | 1.6 |
|
| 2310 |
CII
2310
Chapter IV Investors
Charlotte,
North Carolina
| $323M | +$29.8M | +10% | 9.23% | 4.15% | 12 | 8.33% | 1.4 |
|
| 2311 |
2311
Ninety One North America
New York
| $322M | -$18.7M | -5% | 6.55% | 70.6% | 99 | 15.15% | 0.2 |
|
| 2312 |
2312
TFG Asset Management
Grand Cayman,
Cayman Islands
| $322M | +$68.7M | +27% | 1.16% | 72.1% | 23 | 17.39% | 0.5 |
|
| 2313 |
RCIM
2313
Russell Clark Investment Management
London,
United Kingdom
| $322M | +$73.3M | +29% | 6.39% | 174% | 27 | 25.93% | 1.1 |
|
| 2314 |
2314
Aristotle Capital Boston
Boston,
Massachusetts
| $321M | +$122M | +61% | 7.83% | 72.2% | 106 | 4.72% | 0.2 |
|
| 2315 |
2315
Alpha Cubed Investments
Irvine,
California
| $321M | +$65.5M | +26% | 2.29% | 126% | 186 | 33.33% | 0.7 |
|
| 2316 |
2316
Ensemble Capital Management
San Francisco,
California
| $320M | +$24M | +8% | 4.06% | 36.2% | 45 | 2.22% | 1.6 |
|
| 2317 |
2317
Kemper
Chicago,
Illinois
| $320M | -$6.33M | -2% | 0.85% | 28.6% | 64 | 4.69% | 1.5 |
|
| 2318 |
2318
Wallington Asset Management
Indianapolis,
Indiana
| $320M | +$7.46M | +2% | 0.76% | 108% | 109 | 48.62% | 1.6 |
|
| 2319 |
2319
JLB & Associates
Plymouth,
Michigan
| $320M | +$18.8M | +6% | 4.42% | 69.5% | 77 | 7.79% | 1.6 |
|
| 2320 |
2320
Cannell Capital
Alta,
Wyoming
| $320M | +$17.4M | +6% | 6.78% | 127% | 78 | 26.92% | 1.1 |
|
| 2321 |
2321
Shelter Mutual Insurance
Columbia,
Missouri
| $319M | -$52.4M | -14% | 1.35% | 51.2% | 45 | 11.11% | 1.7 |
|
| 2322 |
2322
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
| $319M | +$3.46M | +1% | 0.36% | 55.7% | 113 | 1.77% | 1.5 |
|
| 2323 |
TBA
2323
Train Babcock Advisors
New York
| $319M | +$9.47M | +3% | 3.06% | 41.9% | 145 | 16.55% | 1.3 |
|
| 2324 |
2324
Hutchinson Capital Management
San Rafael,
California
| $319M | -$35.3M | -10% | 1.64% | 52.6% | 63 | 11.11% | 1.6 |
|
| 2325 |
2325
Taylor Wealth Management Partners
Boston,
Massachusetts
| $319M | – | – | 4.95% | 62% | 176 | – | 0 |
|