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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
Tygh Capital Management
Portland,
Oregon
| $739M | +$4.94M | +0.7% | 4.28% | 251% | 106 | 34.91% | 1.4 |
|
| 2302 |
2302
Forte Capital
Rochester,
New York
| $738M | +$4.53M | +0.6% | 0.53% | 98.3% | 227 | 9.25% | 2.6 |
|
| 2303 |
2303
Harbor Investment Advisory
Lutherville,
Maryland
| $738M | -$396K | -0.1% | 0.1% | 97.5% | 1,382 | 10.27% | 1.3 |
|
| 2304 |
2304
Brown University
Providence,
Rhode Island
| $738M | +$134M | +22% | 15.1% | 37.9% | 8 | 25% | 0.7 |
|
| 2305 |
2305
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| $737M | -$5.07M | -0.7% | 0.24% | 83.4% | 381 | 9.97% | 3.3 |
|
| 2306 |
WCM
2306
Wallace Capital Management
Dallas,
Texas
| $737M | -$25.4M | -3% | 4% | 62.3% | 71 | 4.23% | 4.1 |
|
| 2307 |
2307
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
| $737M | -$15.3M | -2% | 0.14% | 127% | 518 | 3.09% | 4.8 |
|
| 2308 |
RA
2308
Resolute Advisors
San Francisco,
California
| $736M | +$80.1M | +12% | 8.06% | 36.7% | 552 | 14.13% | 0.5 |
|
| 2309 |
2309
Cypress Capital Group
Palm Beach,
Florida
| $736M | -$2.55M | -0.3% | 0.05% | 97.8% | 294 | 10.54% | 4 |
|
| 2310 |
2310
John G. Ullman & Associates
Corning,
New York
| $735M | -$32.3M | -4% | 3.12% | 156% | 167 | 10.78% | 3 |
|
| 2311 |
2311
Good Life Advisors
Reading,
Pennsylvania
| $734M | +$207M | +39% | 0.86% | 60% | 389 | 22.88% | 2.2 |
|
| 2312 |
PAM
2312
Private Asset Management
San Diego,
California
| $733M | -$17.2M | -2% | 1.19% | 38.2% | 157 | 7.01% | 4.7 |
|
| 2313 |
ALAM
2313
Asahi Life Asset Management
Tokyo,
Japan
| $733M | -$15.2M | -2% | 0.82% | 122% | 309 | 48.87% | 1 |
|
| 2314 |
2314
KPS Global Asset Management (UK)
London,
United Kingdom
| $733M | -$103M | -12% | 7.19% | 373% | 5 | 0% | 1.4 |
|
| 2315 |
2315
Wellington Shields Capital Management
New York
| $733M | -$94.2M | -11% | 0.53% | 137% | 306 | 19.93% | 4.2 |
|
| 2316 |
A
2316
Apoletto
Road Town, Tortola,
British Virgin Islands
| $732M | -$29.6M | -4% | 9.58% | 192% | 13 | 23.08% | 0.8 |
|
| 2317 |
2317
ORIX Corp
Tokyo,
Japan
| $732M | -$32.1M | -4% | 4.2% | 11.7% | 1 | 0% | 3.8 |
|
| 2318 |
2318
Financial Synergies Wealth Advisors
Houston,
Texas
| $732M | -$1.27M | -0.2% | 1.28% | 79% | 68 | 7.35% | 1.4 |
|
| 2319 |
2319
Ion Asset Management
Herzliya,
Israel
| $731M | -$82.5M | -10% | 4.87% | 125% | 62 | 43.55% | 0.6 |
|
| 2320 |
2320
Arax Advisory Partners
Denver,
Colorado
| $731M | -$2.36M | -0.3% | 1.04% | 64.7% | 1,099 | 20.84% | 1.8 |
|
| 2321 |
2321
Oslo Pensjonsforsikring
Oslo,
| $731M | -$8.38M | -1% | 2.19% | 79% | 16 | 0% | 3.3 |
|
| 2322 |
2322
Manchester Capital Management
Manchester,
Vermont
| $731M | +$4.77M | +0.7% | 1.52% | 86.7% | 1,170 | 42.82% | 2.6 |
|
| 2323 |
2323
Telos Capital Management
San Diego,
California
| $731M | -$25M | -3% | 1.11% | 71.1% | 191 | 9.42% | 4.6 |
|
| 2324 |
2324
Galibier Capital Management
Toronto,
Ontario, Canada
| $730M | -$13.4M | -2% | 1.02% | 66.8% | 43 | 4.65% | 1.9 |
|
| 2325 |
2325
Traynor Capital Management
Malvern,
Pennsylvania
| $730M | +$14.4M | +2% | 0.76% | 244% | 215 | 19.07% | 2.6 |
|