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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
INVST
Indianapolis,
Indiana
| $692M | +$289K | +0% | 2.96% | 78.5% | 201 | 14.93% | 2 |
|
| 2302 |
2302
Austin Private Wealth
Austin,
Texas
| $691M | -$938K | -0.1% | 3.74% | 62.3% | 227 | 24.67% | 1.7 |
|
| 2303 |
2303
Legato Capital Management
San Francisco,
California
| $690M | -$49.1M | -7% | 0.32% | 243% | 668 | 31.59% | 0.6 |
|
| 2304 |
2304
Liberty One Investment Management
Libertyville,
Illinois
| $690M | -$80.9M | -10% | 6.35% | 40.3% | 170 | 5.29% | 2.9 |
|
| 2305 |
SL
2305
Sonnipe Ltd
Douglas,
Isle Of Man
| $689M | -$51.9M | -7% | 6.92% | 57.8% | 22 | 9.09% | 0.7 |
|
| 2306 |
2306
ACK Asset Management
Greenwich,
Connecticut
| $688M | -$115M | -14% | 11.7% | 132% | 24 | 16.67% | 1.6 |
|
| 2307 |
2307
Greenwood Capital Associates
Greenwood,
South Carolina
| $688M | -$25.1M | -4% | 1.82% | 87.7% | 271 | 22.14% | 2.4 |
|
| 2308 |
2308
Phocas Financial Corp
Alameda,
California
| $688M | -$43M | -6% | 0.49% | – | 191 | 11.52% | 3.1 |
|
| 2309 |
2309
SlateStone Wealth
Jupiter,
Florida
| $688M | +$154M | +29% | 3.29% | 79.1% | 240 | 16.25% | 2.3 |
|
| 2310 |
2310
German American Bancorp
Jasper,
Indiana
| $688M | -$23.1M | -3% | 2.78% | 92.3% | 119 | 10.92% | 3.3 |
|
| 2311 |
2311
Clean Energy Transition
London,
United Kingdom
| $687M | -$45.1M | -6% | 5.88% | 129% | 12 | 50% | 1.2 |
|
| 2312 |
2312
Magnus Financial Group
New York
| $686M | -$16M | -2% | 2.68% | 78.2% | 283 | 10.6% | 2.7 |
|
| 2313 |
2313
J. Safra Asset Management
New York
| $686M | -$34.6M | -5% | 3.07% | 84.3% | 113 | 23.01% | 1 |
|
| 2314 |
2314
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
| $685M | -$40.8M | -6% | 4.23% | 40.2% | 94 | 9.57% | 4.3 |
|
| 2315 |
2315
Iron Triangle Partners
Cos Cob,
Connecticut
| $684M | -$63.8M | -9% | 12.4% | 152% | 29 | 41.38% | 0.6 |
|
| 2316 |
2316
Waddell & Associates
Memphis,
Tennessee
| $684M | +$2.5M | +0.4% | 3.33% | 194% | 176 | 6.82% | 1.6 |
|
| 2317 |
2317
Apriem Advisors
Irvine,
California
| $682M | +$15.5M | +2% | 3.18% | 74.3% | 146 | 4.79% | 5.4 |
|
| 2318 |
2318
Caledonia Investments plc (UK)
London England,
United Kingdom
| $682M | -$42.7M | -6% | 4.25% | 61.9% | 13 | 0% | 5.8 |
|
| 2319 |
2319
Recurrent Investment Advisors
Houston,
Texas
| $681M | +$90.2M | +15% | 9.69% | 99.7% | 54 | 7.41% | 2.8 |
|
| 2320 |
2320
Robotti Robert
| $681M | +$61.5M | +10% | 10.7% | 107% | 66 | 15.15% | 4.6 |
|
| 2321 |
2321
Carronade Capital Management
Darien,
Connecticut
| $680M | +$269M | +65% | 1.46% | 215% | 33 | 57.58% | 0.5 |
|
| 2322 |
2322
Ally Financial
Detroit,
Michigan
| $680M | -$34.6M | -5% | 6.74% | 9.35% | 117 | 26.5% | 2.2 |
|
| 2323 |
2323
Column Capital Advisors
Indianapolis,
Indiana
| $680M | -$31.4M | -4% | 3.91% | 20.4% | 834 | 5.64% | 2.8 |
|
| 2324 |
2324
Ashford Capital Management
Wilmington,
Delaware
| $679M | -$36.2M | -5% | 3.55% | 150% | 99 | 18.18% | 4.4 |
|
| 2325 |
2325
TCG Crossover Management
Palo Alto,
California
| $679M | +$69.3M | +11% | 22.6% | 3,013% | 30 | 40% | 0.7 |
|