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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2326 |
2326
Toth Financial Advisory
Leesburg,
Virginia
| $617M | +$64M | +12% | 11.5% | 90.4% | 824 | 20.15% | 2.9 |
|
| 2327 |
2327
Professional Advisory Services
Vero Beach,
Florida
| $614M | +$38.7M | +7% | 8.14% | 69.3% | 78 | 10.26% | 5.3 |
|
| 2328 |
2328
Montanaro Asset Management
London,
United Kingdom
| $614M | -$38.7M | -6% | 5.96% | 49.6% | 49 | 6.12% | 1.6 |
|
| 2329 |
2329
Magnus Financial Group
New York
| $614M | +$90.8M | +17% | 6.93% | 78.2% | 281 | 14.23% | 2.2 |
|
| 2330 |
2330
Hussman Strategic Advisors
Ellicott City,
Maryland
| $614M | +$34.6M | +6% | 11.3% | 41.6% | 324 | 8.95% | 2.1 |
|
| 2331 |
2331
Heritage Trust
Oklahoma City,
Oklahoma
| $614M | +$42M | +7% | 10.5% | – | 246 | 9.35% | 3.8 |
|
| 2332 |
2332
Aperture Investors
New York
| $614M | +$2.04M | +0.3% | 7.52% | 211% | 95 | 36.84% | 1.1 |
|
| 2333 |
2333
RTD Financial Advisors
Philadelphia,
Pennsylvania
| $613M | +$70.3M | +13% | 6.74% | 51.5% | 96 | 7.29% | 0.9 |
|
| 2334 |
TFS
2334
Thoroughbred Financial Services
Brentwood,
Tennessee
| $612M | +$87M | +17% | 9.01% | 166% | 404 | 17.08% | 2 |
|
| 2335 |
2335
Pier Capital
Stamford,
Connecticut
| $611M | +$28.8M | +5% | 11.9% | 223% | 125 | 34.4% | 1.5 |
|
| 2336 |
2336
Graham Holdings Company
Arlington,
Virginia
| $610M | +$12.5M | +2% | 7.82% | 95.1% | 6 | 0% | 0.9 |
|
| 2337 |
2337
Parthenon LLC
Louisville,
Kentucky
| $610M | +$55.5M | +10% | 10.9% | 93.3% | 111 | 4.5% | 7.1 |
|
| 2338 |
2338
Rodgers & Associates
Lancaster,
Pennsylvania
| $609M | +$46.3M | +8% | 7.54% | 56.3% | 84 | 3.57% | 1.9 |
|
| 2339 |
2339
Greenwood Capital Associates
Greenwood,
South Carolina
| $609M | +$26.8M | +5% | 8.74% | 87.7% | 236 | 17.37% | 2.5 |
|
| 2340 |
2340
Twele Capital Management
Minnetonka,
Minnesota
| $609M | +$30.4M | +5% | 6.57% | 37.1% | 41 | 12.2% | 7.2 |
|
| 2341 |
MCM
2341
Mason Capital Management
New York
| $609M | +$351M | +136% | 28.2% | 18.5% | 17 | 52.94% | 0.7 |
|
| 2342 |
2342
KMG Fiduciary Partners
Toledo,
Ohio
| $609M | +$89.3M | +17% | 8.54% | 114% | 238 | 23.95% | 2.1 |
|
| 2343 |
WCM
2343
Woodson Capital Management
Greenwich,
Connecticut
| $609M | -$16.7M | -3% | 9.71% | 235% | 46 | 36.96% | 1.6 |
|
| 2344 |
2344
Baxter Bros Inc
Riverside,
Connecticut
| $608M | +$44M | +8% | 10.8% | 73.8% | 133 | 4.51% | 5.6 |
|
| 2345 |
2345
Sahana Capital Management
Greenwich,
Connecticut
| $608M | +$69.7M | +13% | 18.7% | 0.48% | 7 | 14.29% | 2.2 |
|
| 2346 |
2346
Pegasus Partners
Mequon,
Wisconsin
| $608M | +$120M | +25% | 8.25% | 32.6% | 132 | 17.42% | 3.5 |
|
| 2347 |
2347
ARS Wealth Advisors Group
St. Petersburg,
Florida
| $607M | -$47.6M | -7% | 10.9% | 89.5% | 159 | 22.64% | 1 |
|
| 2348 |
2348
CenterBook Partners
Greenwich,
Connecticut
| $607M | +$88.7M | +17% | 6.31% | 62.4% | 485 | 43.92% | 0.6 |
|
| 2349 |
2349
DFPG Investments
Sandy,
Utah
| $607M | +$372M | +158% | 7.34% | 38.2% | 444 | 63.06% | 0.9 |
|
| 2350 |
2350
Rush Island Management
New York
| $607M | +$141M | +30% | 5.44% | 15.5% | 18 | 44.44% | 0.7 |
|