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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2351 |
2351
AIA Investment Management
Singapore
| $478M | +$112M | +31% | 19% | 63.3% | 415 | 23.61% | 0.3 |
|
| 2352 |
2352
Managed Asset Portfolios
Rochester,
Michigan
| $478M | +$22.2M | +5% | 5.49% | 99.2% | 29 | 6.9% | 3.8 |
|
| 2353 |
2353
Parkwood LLC
Cleveland,
Ohio
| $477M | -$18.6M | -4% | 11% | 120% | 95 | 28.42% | 1.4 |
|
| 2354 |
2354
Ameritas Investment Company
Lincoln,
Nebraska
| $477M | -$21.7M | -4% | 6.81% | 55.2% | 1,730 | 53.82% | 0.4 |
|
| 2355 |
2355
Duncker Streett & Co
St. Louis,
Missouri
| $477M | +$46.6M | +11% | 8.33% | 102% | 563 | 56.48% | 2.6 |
|
| 2356 |
2356
Full Sail Capital
Oklahoma City,
Oklahoma
| $476M | +$56.3M | +13% | 6.94% | 55.4% | 178 | 11.8% | 0.8 |
|
| 2357 |
2357
Naples Global Advisors
Naples,
Florida
| $476M | +$48.1M | +11% | 7.07% | 103% | 336 | 12.8% | 3.5 |
|
| 2358 |
2358
Fullerton Fund Management
Singapore
| $476M | +$148M | +45% | 22.1% | 412% | 62 | 32.26% | 0.8 |
|
| 2359 |
2359
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
| $476M | +$22.5M | +5% | 7.07% | 47.7% | 185 | 5.41% | 0.8 |
|
| 2360 |
2360
Nelson Capital Management
Menlo Park,
California
| $476M | +$53.9M | +13% | 6.93% | 121% | 351 | 74.07% | 4.2 |
|
| 2361 |
2361
Greenwood Capital Associates
Greenwood,
South Carolina
| $474M | +$63M | +15% | 7.72% | 87.7% | 216 | 34.26% | 1.5 |
|
| 2362 |
2362
Institutional & Family Asset Management
Fort Collins,
Colorado
| $473M | +$17.9M | +4% | 5.89% | 19% | 923 | 13.22% | 1.6 |
|
| 2363 |
2363
Beaconlight Capital
New York
| $473M | +$71.5M | +18% | 24.9% | 282% | 49 | 55.1% | 0.6 |
|
| 2364 |
2364
Simcoe Capital Management
New York
| $473M | +$84.3M | +22% | 7.49% | 48.7% | 18 | 38.89% | 0.8 |
|
| 2365 |
2365
Insight Wealth Strategies
San Ramon,
California
| $472M | +$46.5M | +11% | 6.6% | 83.5% | 210 | 18.57% | 0.6 |
|
| 2366 |
2366
Wallington Asset Management
Indianapolis,
Indiana
| $471M | +$58.5M | +14% | 9.08% | 108% | 62 | 8.06% | 4.2 |
|
| 2367 |
JWBC
2367
J.W. Burns & Co
Dewitt,
New York
| $471M | +$36.5M | +8% | 8.9% | 95.4% | 169 | 5.33% | 4.6 |
|
| 2368 |
2368
Abbrea Capital
Greenbrae,
California
| $470M | +$38.2M | +9% | 7.26% | 38% | 193 | 7.77% | 2.3 |
|
| 2369 |
2369
Ellington Management Group
Old Greenwich,
Connecticut
| $470M | -$83M | -15% | 7.9% | 16.1% | 852 | 75.47% | 0.3 |
|
| 2370 |
2370
Carlson Capital Management
Northfield,
Minnesota
| $470M | +$53.1M | +13% | 8.4% | 9.85% | 121 | 15.7% | 3.2 |
|
| 2371 |
2371
Knighthead Capital Management
New York
| $470M | -$243M | -34% | 6.39% | 74.1% | 9 | 22.22% | 1.8 |
|
| 2372 |
2372
Stairway Partners
Chicago,
Illinois
| $469M | +$51.1M | +12% | 8.07% | 48.1% | 10 | 0% | 5.7 |
|
| 2373 |
MTC
2373
Matrix Trust Company
Denver,
Colorado
| $469M | +$19.2M | +4% | 4.98% | 51.4% | 27 | 3.7% | 0.5 |
|
| 2374 |
2374
Private Capital Group
West Hartford,
Connecticut
| $469M | -$95.2M | -17% | 7.24% | 30.1% | 2,478 | 14.85% | 1.6 |
|
| 2375 |
2375
Anchor Investment Management
Columbia,
South Carolina
| $469M | +$34.6M | +8% | 6.92% | 75.1% | 850 | 8.12% | 2.8 |
|