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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
Marble Harbor Investment Counsel
Boston,
Massachusetts
| $907M | -$6.89M | -0.8% | 0.52% | 66.7% | 217 | 8.29% | 6.3 |
|
| 2302 |
WAM
2302
WT Asset Management
Hong Kong
| $907M | +$398M | +78% | 21.1% | 2,732% | 53 | 67.92% | 0.3 |
|
| 2303 |
2303
Banc Funds Company
Chicago,
Illinois
| $907M | -$14.8M | -2% | 4.29% | 69% | 129 | 9.3% | 6.4 |
|
| 2304 |
2304
Summit Financial Strategies
Columbus,
Ohio
| $906M | +$17.7M | +2% | 0.96% | 59.4% | 153 | 5.88% | 3.9 |
|
| 2305 |
SL
2305
Sonnipe Ltd
Douglas,
Isle Of Man
| $906M | -$184M | -17% | 15.1% | 57.8% | 3 | 0% | 2 |
|
| 2306 |
2306
Strategic Wealth Investment Group
Louisville,
Kentucky
| $905M | -$28.2M | -3% | 1.31% | – | 138 | 10.87% | 2.3 |
|
| 2307 |
2307
Middleton & Co
Boston,
Massachusetts
| $905M | +$133K | +0% | 2.74% | 81.8% | 166 | 4.82% | 6.5 |
|
| 2308 |
2308
Mangrove Partners
Greenwich,
Connecticut
| $905M | -$258M | -22% | 2.66% | 185% | 233 | 64.81% | 0.7 |
|
| 2309 |
2309
CCM Investment Advisers
Columbia,
South Carolina
| $905M | +$7.97M | +0.9% | 5.06% | 170% | 79 | 7.59% | 4.9 |
|
| 2310 |
2310
MHR Fund Management
New York
| $904M | -$12.6M | -1% | 9.89% | 332% | 10 | 20% | 4.4 |
|
| 2311 |
2311
Prospector Partners
Guilford,
Connecticut
| $901M | -$54.5M | -6% | 2.14% | 53.6% | 100 | 8% | 4.9 |
|
| 2312 |
KPF
2312
K2 Principal Fund
Toronto,
Ontario, Canada
| $901M | +$206M | +30% | 9.1% | 76.5% | 406 | 56.65% | 0.3 |
|
| 2313 |
2313
Sora Investors
Bryn Mawr,
Pennsylvania
| $901M | +$328M | +57% | 5.24% | 179% | 84 | 51.19% | 0.4 |
|
| 2314 |
2314
Harvey Partners
Tarrytown,
New York
| $900M | +$22.1M | +3% | 2.93% | 174% | 49 | 26.53% | 2.4 |
|
| 2315 |
2315
Freedom Together Foundation
New York
| $900M | -$46.6M | -5% | 1.96% | – | 24 | 8.33% | 1 |
|
| 2316 |
2316
PPSC Investment Service
Tokyo,
Japan
| $899M | +$50.6M | +6% | 2.69% | 193% | 6 | 0% | 1.5 |
|
| 2317 |
2317
SOL Capital Management
Rockville,
Maryland
| $898M | -$2.39M | -0.3% | 1.58% | 56.6% | 315 | 4.44% | 6.7 |
|
| 2318 |
2318
Falcon Wealth Planning
Ontario,
California
| $897M | +$45.5M | +5% | 0.06% | 52.7% | 167 | 13.17% | 2.1 |
|
| 2319 |
2319
a16z Perennial Management
Menlo Park,
California
| $897M | +$35.4M | +4% | 15.9% | – | 57 | 28.07% | 0.7 |
|
| 2320 |
2320
Silicon Valley Capital Partners
San Jose,
California
| $896M | +$128M | +17% | 4.58% | 103% | 334 | 14.67% | 2 |
|
| 2321 |
2321
Suncoast Equity Management
Tampa,
Florida
| $896M | +$18.4M | +2% | 5.97% | 82.9% | 83 | 19.28% | 3.2 |
|
| 2322 |
2322
American National Bank & Trust
Wichita Falls,
Texas
| $895M | +$46.8M | +6% | 1.3% | 102% | 551 | 20.15% | 3.1 |
|
| 2323 |
2323
Randolph Company
Cincinnati,
Ohio
| $895M | +$34.2M | +4% | 3.93% | 127% | 49 | 22.45% | 3.8 |
|
| 2324 |
2324
Inspire Investing
Meridian,
Idaho
| $894M | -$83.9M | -9% | 0.57% | 107% | 873 | 10.88% | 2.6 |
|
| 2325 |
2325
Private Advisory Group
Redmond,
Washington
| $893M | +$54.7M | +7% | 5.04% | 177% | 248 | 35.08% | 1.6 |
|