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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
Randolph Company
Cincinnati,
Ohio
| $814M | +$62.4M | +8% | 8.03% | 127% | 49 | 16.33% | 3.3 |
|
| 2327 |
2327
Broad Run Investment Management
Arlington,
Virginia
| $814M | +$65.7M | +9% | 7.8% | 202% | 27 | 7.41% | 5.6 |
|
| 2328 |
2328
Permanens Capital
New York
| $814M | +$301M | +59% | 10.2% | 76.9% | 27 | 7.41% | 3.5 |
|
| 2329 |
2329
Heartwood Wealth Advisors
Richmond,
Virginia
| $812M | +$61.1M | +8% | 4.95% | 59.4% | 162 | 11.73% | 2 |
|
| 2330 |
2330
Keeley-Teton Advisors
Chicago,
Illinois
| $812M | +$38.1M | +5% | 7.23% | 28.6% | 363 | 8.26% | 3.3 |
|
| 2331 |
2331
Navellier & Associates
Reno,
Nevada
| $812M | +$144M | +22% | 35% | 361% | 377 | 27.32% | 1.4 |
|
| 2332 |
2332
Journey Advisory Group
Covington,
Kentucky
| $811M | +$76.1M | +10% | 8.6% | 74.9% | 243 | 12.35% | 2.1 |
|
| 2333 |
2333
Nadler Financial Group
Deerfield,
Illinois
| $811M | +$68.7M | +9% | 9.33% | 81.8% | 120 | 15.83% | 5.5 |
|
| 2334 |
BIC
2334
Beach Investment Counsel
West Conshohocken,
Pennsylvania
| $811M | +$397K | +0% | 7.44% | 36% | 143 | 0% | 6.3 |
|
| 2335 |
2335
Covalis Capital
London,
United Kingdom
| $810M | +$195M | +32% | 2.29% | 37.9% | 83 | 69.88% | 0.3 |
|
| 2336 |
2336
Bracebridge Capital LLC
Boston,
Massachusetts
| $810M | +$346M | +75% | 44.7% | 156% | 51 | 33.33% | 1 |
|
| 2337 |
2337
Tanglewood Wealth Management
Houston,
Texas
| $809M | -$7.6M | -0.9% | 5.43% | 64.6% | 34 | 8.82% | 3 |
|
| 2338 |
2338
Forte Capital
Rochester,
New York
| $808M | +$77.5M | +11% | 10.2% | 98.3% | 242 | 10.74% | 3.9 |
|
| 2339 |
2339
Affinity Asset Advisors
New York
| $808M | +$260M | +48% | 47.8% | 1,487% | 122 | 54.1% | 0.6 |
|
| 2340 |
2340
Twin Capital Management
Mcmurray,
Pennsylvania
| $807M | +$43.5M | +6% | 13.8% | 132% | 301 | 19.6% | 3.6 |
|
| 2341 |
1SP
2341
140 Summer Partners
New York
| $806M | +$225M | +39% | 9.02% | 202% | 18 | 27.78% | 0.8 |
|
| 2342 |
2342
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
| $806M | – | – | 10.5% | – | 947 | – | 0 |
|
| 2343 |
2343
PSG Equity
Boston,
Massachusetts
| $805M | -$138M | -15% | 14.6% | 13.7% | 1 | 0% | 2.3 |
|
| 2344 |
2344
Hardy Reed
Tupelo,
Mississippi
| $805M | +$66.6M | +9% | 8.36% | 69.7% | 132 | 23.48% | 2.7 |
|
| 2345 |
2345
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
| $804M | +$90.2M | +13% | 6.77% | 55.5% | 174 | 14.94% | 2 |
|
| 2346 |
2346
CDAM (UK)
London,
United Kingdom
| $804M | -$3.56M | -0.4% | 0.07% | 7.89% | 12 | 25% | 3.2 |
|
| 2347 |
2347
Steigerwald Gordon & Koch
Leesburg,
Virginia
| $804M | +$64.6M | +9% | 9.09% | 59.5% | 128 | 10.16% | 5.4 |
|
| 2348 |
2348
Private Capital Advisors
Darien,
Connecticut
| $803M | +$147M | +22% | 18.9% | 132% | 94 | 25.53% | 5.1 |
|
| 2349 |
2349
JAT Capital Management
Greenwich,
Connecticut
| $803M | +$273M | +52% | 16.7% | 734% | 52 | 71.15% | 0.4 |
|
| 2350 |
2350
Michael & Susan Dell Foundation
New York
| $802M | -$1.11B | -58% | 17.1% | 238% | 9 | 33.33% | 0.9 |
|