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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
Caledonia Investments plc (UK)
London England,
United Kingdom
| $831M | +$56.5M | +7% | 3.35% | 61.9% | 14 | 7.14% | 6.1 |
|
| 2302 |
1SP
2302
140 Summer Partners
New York
| $831M | +$25M | +3% | 0.1% | 202% | 19 | 10.53% | 0.9 |
|
| 2303 |
2303
1834 Investment Advisors
Milwaukee,
Wisconsin
| $830M | -$11.2M | -1% | 1.14% | 68.7% | 225 | 8% | 5.2 |
|
| 2304 |
2304
Southernsun Asset Management
Memphis,
Tennessee
| $829M | -$68.9M | -8% | 2.74% | 54.7% | 28 | 7.14% | 5.9 |
|
| 2305 |
2305
Forte Capital
Rochester,
New York
| $828M | +$20M | +2% | 3.8% | 98.3% | 245 | 11.02% | 3.9 |
|
| 2306 |
2306
Global Strategic Investment Solutions
Scottsdale,
Arizona
| $828M | -$34.1M | -4% | 1.15% | 56.8% | 155 | 9.68% | 3.1 |
|
| 2307 |
2307
Steigerwald Gordon & Koch
Leesburg,
Virginia
| $827M | +$23M | +3% | 1.4% | 59.5% | 127 | 5.51% | 5.5 |
|
| 2308 |
2308
Great Mountain Partners
New Haven,
Connecticut
| $826M | -$128M | -13% | 2.09% | 95.3% | 2 | 0% | 3 |
|
| 2309 |
2309
Clear Creek Financial Management
Silverdale,
Washington
| $825M | +$43.8M | +6% | 2.8% | 81% | 464 | 13.36% | 1.6 |
|
| 2310 |
2310
L. Roy Papp & Associates
Phoenix,
Arizona
| $825M | -$14.9M | -2% | 0.87% | 80.1% | 180 | 6.67% | 6.6 |
|
| 2311 |
2311
Kiltearn Partners
Edinburgh,
United Kingdom
| $825M | -$257M | -24% | 8.88% | 41% | 35 | 20% | 2.7 |
|
| 2312 |
2312
MainStreet Investment Advisors
Chicago,
Illinois
| $824M | -$8.62M | -1% | 1.19% | 61% | 184 | 23.91% | 4 |
|
| 2313 |
2313
Retirement Investment Advisors
Oklahoma City,
Oklahoma
| $824M | – | – | 1.05% | – | 54 | – | 1.1 |
|
| 2314 |
2314
Berkshire Money Management
Dalton,
Massachusetts
| $824M | -$4.94M | -0.6% | 2.25% | 61.8% | 85 | 55.29% | 3.6 |
|
| 2315 |
2315
Lincluden Management
Mississauga,
Ontario, Canada
| $823M | -$19.4M | -2% | 3.33% | 56.6% | 74 | 4.05% | 6.2 |
|
| 2316 |
2316
Legacy Advisors
Plymouth Meeting,
Pennsylvania
| $823M | +$31.2M | +4% | 5.66% | – | 348 | 15.52% | 2.4 |
|
| 2317 |
2317
Richard C. Young & Co
Newport,
Rhode Island
| $823M | +$26.1M | +3% | 2.21% | 137% | 82 | 15.85% | 4.4 |
|
| 2318 |
2318
Index Venture Associates VI
St. Helier, Channel Islands,
Jersey
| $822M | -$53.2M | -6% | 12.8% | 312% | 3 | 33.33% | 1.5 |
|
| 2319 |
2319
Rockwood Wealth Management
New Hope,
Pennsylvania
| $821M | +$46.5M | +6% | 0.12% | 48.9% | 93 | 19.35% | 1.6 |
|
| 2320 |
2320
MHR Fund Management
New York
| $821M | -$214M | -21% | 14.4% | 332% | 10 | 10% | 5.4 |
|
| 2321 |
2321
Investure LLC
Charlottesville,
Virginia
| $820M | +$249M | +44% | 3.83% | 55.4% | 15 | 6.67% | 4.5 |
|
| 2322 |
SIA
2322
Strategic Investment Advisors
Farmington Hills,
Michigan
| $820M | +$41M | +5% | 2.72% | 66.1% | 252 | 11.51% | 2.1 |
|
| 2323 |
2323
FORA Capital
Miami,
Florida
| $820M | -$395M | -32% | 2.07% | 162% | 565 | 69.56% | 0.3 |
|
| 2324 |
2324
Wealth Architects
Mountain View,
California
| $819M | +$59.8M | +8% | 1.31% | 80.1% | 219 | 8.22% | 4.9 |
|
| 2325 |
2325
Irenic Capital Management
New York
| $817M | +$327M | +67% | 1.1% | 93.6% | 27 | 48.15% | 0.6 |
|