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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
Crestview Partners II
New York
| $679M | +$14M | +2% | 3.19% | 157% | 3 | 0% | 4.9 |
|
| 2327 |
2327
Coastline Trust
Providence,
Rhode Island
| $678M | -$35.8M | -5% | 2.16% | 106% | 283 | 12.01% | 6.8 |
|
| 2328 |
2328
Heartwood Wealth Advisors
Richmond,
Virginia
| $678M | -$26.9M | -4% | 3.36% | 59.4% | 149 | 18.79% | 2.1 |
|
| 2329 |
2329
Koss-Olinger Consulting
Gainesville,
Florida
| $678M | -$183M | -21% | 3.93% | 57.9% | 313 | 21.73% | 1.2 |
|
| 2330 |
AIC
2330
AWM Investment Company
New York
| $678M | -$59.4M | -8% | 2.9% | 778% | 121 | 18.18% | 3 |
|
| 2331 |
2331
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
| $676M | -$79.6M | -11% | 4.38% | 140% | 30 | 13.33% | 4.6 |
|
| 2332 |
2332
Kathmere Capital Management
Wayne,
Pennsylvania
| $675M | +$31.5M | +5% | 2.2% | 68.3% | 282 | 21.99% | 1.5 |
|
| 2333 |
2333
Manchester Capital Management
Manchester,
Vermont
| $675M | -$71.3M | -10% | 5.1% | 86.7% | 1,049 | 13.16% | 3.5 |
|
| 2334 |
2334
Strategic Wealth Partners Group
Deerfield,
Illinois
| $674M | -$17M | -2% | 3.82% | – | 63 | 3.17% | 3.9 |
|
| 2335 |
2335
Hackensack Meridian Health
Edison,
New Jersey
| $674M | -$54.9M | -8% | 2.65% | 53.4% | 6 | 0% | 1 |
|
| 2336 |
HPM
2336
H. Partners Management
New York
| $674M | -$72.5M | -10% | 7.05% | 13.5% | 3 | 0% | 4.6 |
|
| 2337 |
2337
Lannebo Fonder
Stockholm,
Sweden
| $673M | -$38.4M | -5% | 3.11% | 49.8% | 32 | 6.25% | 4.9 |
|
| 2338 |
2338
Adams Natural Resources Fund
Baltimore,
Maryland
| $673M | +$56.7M | +9% | 9.87% | 50.6% | 57 | 1.75% | 6.1 |
|
| 2339 |
2339
Willow Creek Wealth Management
Sebastopol,
California
| $672M | -$34.3M | -5% | 2.25% | – | 145 | 9.66% | 3.3 |
|
| 2340 |
2340
Tortoise Investment Management
White Plains,
New York
| $672M | -$2.05M | -0.3% | 3.89% | 40.2% | 823 | 8.14% | 4.6 |
|
| 2341 |
2341
Newbrook Capital Advisors
New York
| $671M | -$45.7M | -6% | 1.05% | 299% | 22 | 27.27% | 0.7 |
|
| 2342 |
2342
Cat Rock Capital Management
Greenwich,
Connecticut
| $671M | -$54.1M | -7% | 0.16% | 66.7% | 14 | 21.43% | 2.1 |
|
| 2343 |
2343
Polus Capital Management
London,
United Kingdom
| $671M | +$151M | +29% | 8.12% | – | 16 | 50% | 0.3 |
|
| 2344 |
SP
2344
Solel Partners
Boston,
Massachusetts
| $671M | +$36.4M | +6% | 5.12% | 25.9% | 26 | 7.69% | 1.4 |
|
| 2345 |
2345
West Coast Financial
Santa Barbara,
California
| $670M | -$36.6M | -5% | 4.37% | 22.2% | 152 | 6.58% | 4.6 |
|
| 2346 |
2346
Freemont Management
Vaud,
Switzerland
| $670M | -$158M | -19% | 1.78% | 113% | 96 | 12.5% | 1.6 |
|
| 2347 |
2347
Journey Advisory Group
Covington,
Kentucky
| $670M | -$2.67M | -0.4% | 2.75% | 66.2% | 228 | 6.58% | 2 |
|
| 2348 |
2348
TT International Asset Management
London,
United Kingdom
| $669M | +$67.8M | +11% | 1.9% | 308% | 49 | 34.69% | 0.9 |
|
| 2349 |
2349
Stratos Investment Management
Beachwood,
Ohio
| $669M | +$17.5M | +3% | 3.03% | 58.2% | 175 | 13.14% | 2.7 |
|
| 2350 |
2350
Vista Capital Partners
Portland,
Oregon
| $669M | -$52.1M | -7% | 4.55% | 61.2% | 90 | 12.22% | 5.1 |
|