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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
Parthenon LLC
Louisville,
Kentucky
| $653M | +$43.8M | +7% | 7.98% | 93.3% | 115 | 5.22% | 7.1 |
|
| 2327 |
2327
Forte Capital
Rochester,
New York
| $653M | +$71.5M | +12% | 10.4% | 98.3% | 212 | 6.6% | 3.5 |
|
| 2328 |
2328
Freshford Capital Management
Rye Brook,
New York
| $653M | +$187M | +40% | 6.68% | 97.3% | 23 | 39.13% | 1.6 |
|
| 2329 |
2329
Strategic Wealth Partners
Independence,
Ohio
| $652M | +$114M | +21% | 4.97% | – | 283 | 16.25% | 2.2 |
|
| 2330 |
2330
Cypress Capital Group
Palm Beach,
Florida
| $652M | -$11.2M | -2% | 4.18% | 111% | 316 | 15.19% | 4.6 |
|
| 2331 |
2331
Gateway Wealth Partners
Appleton,
Wisconsin
| $650M | +$68.2M | +12% | 5.19% | 58.9% | 244 | 25.82% | 0.2 |
|
| 2332 |
2332
Alibaba Group
Causeway Bay,
Hong Kong
| $650M | -$10.1M | -2% | 0.26% | 2.06% | 9 | 0% | 3.3 |
|
| 2333 |
SWS
2333
SYSTM Wealth Solutions
Chicago,
Illinois
| $650M | -$155M | -19% | 4.35% | – | 558 | 22.94% | 0.2 |
|
| 2334 |
2334
Willow Creek Wealth Management
Sebastopol,
California
| $648M | +$46M | +8% | 3.94% | – | 135 | 5.19% | 3 |
|
| 2335 |
2335
WestBridge Capital Management
Trianon,
Mauritius
| $648M | +$281M | +76% | 2.88% | 21.9% | 4 | 25% | 1.3 |
|
| 2336 |
2336
Lansdowne Partners (UK)
London,
United Kingdom
| $648M | +$165M | +34% | 17.4% | 293% | 22 | 36.36% | 1.7 |
|
| 2337 |
2337
Romano Brothers & Co
Evanston,
Illinois
| $648M | -$10.9M | -2% | 4.47% | 110% | 1,043 | 70.76% | 0.5 |
|
| 2338 |
2338
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
| $648M | +$29.8M | +5% | 8.53% | 127% | 504 | 5.95% | 5.9 |
|
| 2339 |
2339
Prosperity Capital Advisors
Westlake,
Ohio
| $647M | +$322M | +99% | 6.44% | 72.2% | 215 | 18.6% | 0.2 |
|
| 2340 |
2340
Anchorage Capital Group
New York
| $647M | -$133M | -17% | 2.9% | 24.9% | 17 | 0% | 1.9 |
|
| 2341 |
2341
Red Cedar Investment Management
Grand Rapids,
Michigan
| $647M | +$12.8M | +2% | 4.69% | 81.4% | 86 | 10.47% | 2.1 |
|
| 2342 |
2342
RTD Financial Advisors
Philadelphia,
Pennsylvania
| $647M | +$33.2M | +5% | 4.61% | 51.5% | 94 | 4.26% | 1.2 |
|
| 2343 |
WCM
2343
Woodson Capital Management
Greenwich,
Connecticut
| $646M | +$37.1M | +6% | 8.81% | 235% | 42 | 21.43% | 1.5 |
|
| 2344 |
2344
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
| $646M | -$4.21M | -0.6% | 2.19% | 47.7% | 197 | 18.27% | 2.9 |
|
| 2345 |
2345
INVST
Indianapolis,
Indiana
| $646M | +$3.24M | +0.5% | 6.72% | 78.5% | 201 | 37.31% | 2 |
|
| 2346 |
2346
Oberweis Asset Management
Lisle,
Illinois
| $645M | +$174M | +37% | 20.4% | 485% | 192 | 21.88% | 1.6 |
|
| 2347 |
2347
Cutler Investment Counsel
Jacksonville,
Oregon
| $645M | -$10.5M | -2% | 1.51% | 61.8% | 135 | 7.41% | 4.3 |
|
| 2348 |
2348
Rodgers & Associates
Lancaster,
Pennsylvania
| $644M | +$34.7M | +6% | 4.46% | 56.3% | 85 | 2.35% | 2.1 |
|
| 2349 |
2349
IDG China Venture Capital Fund IV Associates
Hong Kong
| $644M | -$44.1M | -6% | 6.21% | 59.2% | 4 | 0% | 2.9 |
|
| 2350 |
2350
Montanaro Asset Management
London,
United Kingdom
| $644M | +$29.6M | +5% | 13.1% | 49.6% | 47 | 4.26% | 1.9 |
|