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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
Steigerwald Gordon & Koch
Leesburg,
Virginia
| $629M | +$83M | +15% | 13.4% | 59.5% | 113 | 9.73% | 5 |
|
| 2302 |
2302
Royal Fund Management
Lady Lake,
Florida
| $629M | +$78.5M | +14% | 8.36% | 103% | 283 | 31.45% | 2.4 |
|
| 2303 |
2303
Bridgeworth
Birmingham,
Alabama
| $628M | +$196M | +45% | 6.05% | 19.3% | 162 | 16.67% | 3 |
|
| 2304 |
2304
McGowan Group Asset Management
Dallas,
Texas
| $628M | +$51.4M | +9% | 6.35% | 69.8% | 140 | 18.57% | 3 |
|
| 2305 |
2305
JLB & Associates
Plymouth,
Michigan
| $628M | +$63.8M | +11% | 15.1% | 69.9% | 75 | 5.33% | 6.4 |
|
| 2306 |
2306
John G. Ullman & Associates
Corning,
New York
| $627M | +$55.7M | +10% | 15.9% | 156% | 174 | 12.64% | 3.6 |
|
| 2307 |
2307
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
| $626M | +$67.1M | +12% | 8.16% | 58% | 199 | 38.69% | 0.7 |
|
| 2308 |
2308
Clean Energy Transition
London,
United Kingdom
| $626M | -$246M | -28% | 19.8% | 129% | 18 | 44.44% | 0.7 |
|
| 2309 |
2309
PDS Planning
Dublin,
Ohio
| $626M | +$76.4M | +14% | 8.43% | 62.7% | 236 | 18.64% | 2.5 |
|
| 2310 |
2310
DDD Partners
Bellevue,
Washington
| $625M | +$73.9M | +13% | 15.3% | 62.1% | 88 | 15.91% | 1.9 |
|
| 2311 |
2311
Strategic Global Advisors
Newport Beach,
California
| $625M | +$24.5M | +4% | 11.3% | 137% | 156 | 22.44% | 2 |
|
| 2312 |
2312
Rossmore Private Capital
Glastonbury,
Connecticut
| $625M | +$65.8M | +12% | 12.5% | 87.1% | 233 | 7.3% | 3.2 |
|
| 2313 |
2313
Oakmont Corp
Los Angeles,
California
| $624M | -$15.3M | -2% | 7.7% | 70.2% | 35 | 2.86% | 2.1 |
|
| 2314 |
2314
Goodnow Investment Group
Darien,
Connecticut
| $624M | +$29.1M | +5% | 13.4% | 131% | 18 | 11.11% | 4.4 |
|
| 2315 |
2315
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
| $623M | +$17.8M | +3% | 9.1% | 52.3% | 19 | 21.05% | 1.5 |
|
| 2316 |
2316
Boenning & Scattergood
West Conshohocken,
Pennsylvania
| $622M | +$132M | +27% | 9.82% | 34.5% | 424 | 19.1% | 2.9 |
|
| 2317 |
2317
Atlas Merchant Capital
New York
| $622M | – | – | 1.97% | 65.7% | 184 | – | 0 |
|
| 2318 |
2318
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
| $621M | +$60.8M | +11% | 10.1% | 40.2% | 92 | 11.96% | 4.1 |
|
| 2319 |
2319
First Heartland Consultants
Lake St. Louis,
Missouri
| $621M | -$545M | -47% | 5.86% | 59.2% | 405 | 22.96% | 3 |
|
| 2320 |
2320
FORA Capital
Miami,
Florida
| $620M | +$98.5M | +19% | 10.6% | 162% | 676 | 76.48% | 0.2 |
|
| 2321 |
2321
Perella Weinberg Partners Capital Management
New York
| $619M | -$74.4M | -11% | 5.81% | 1.52% | 26 | 23.08% | 2.5 |
|
| 2322 |
2322
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
| $618M | +$34.4M | +6% | 10.3% | 127% | 492 | 4.88% | 5.8 |
|
| 2323 |
2323
PDT Partners
New York
| $618M | -$43.1M | -7% | 8.44% | 211% | 973 | 54.27% | 0.7 |
|
| 2324 |
2324
Trinity Street Asset Management
London,
United Kingdom
| $617M | +$122M | +25% | 17.9% | 76.9% | 20 | 10% | 2.1 |
|
| 2325 |
2325
Trust Company
Manhattan,
Kansas
| $617M | +$160M | +35% | 6.99% | 40.6% | 352 | 17.61% | 4.4 |
|