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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
JLB & Associates
Plymouth,
Michigan
| $564M | -$23.2M | -4% | 3.67% | 69.5% | 72 | 1.39% | 6.3 |
|
| 2352 |
2352
Managed Asset Portfolios
Rochester,
Michigan
| $564M | -$66.4M | -11% | 9.47% | 99.2% | 36 | 2.78% | 4.4 |
|
| 2353 |
2353
Steel Grove Capital Advisors
Memphis,
Tennessee
| $563M | +$16.9M | +3% | 5.75% | 106% | 158 | 12.66% | 3.1 |
|
| 2354 |
2354
Rodgers & Associates
Lancaster,
Pennsylvania
| $563M | -$20.2M | -3% | 4.84% | 56.3% | 85 | 4.71% | 1.7 |
|
| 2355 |
2355
B. Riley Financial
Los Angeles,
California
| $563M | +$115M | +26% | 7.6% | 682% | 104 | 56.73% | 0.5 |
|
| 2356 |
2356
Archon Capital Management
Seattle,
Washington
| $563M | +$126M | +29% | 2.92% | 222% | 40 | 32.5% | 1.7 |
|
| 2357 |
2357
Canandaigua National Corp
Canandaigua,
New York
| $563M | -$1.74M | -0.3% | 4.94% | – | 261 | 11.11% | 1.9 |
|
| 2358 |
2358
Absolute Investment Advisers
Rosemary Beach,
Florida
| $562M | +$61.8M | +12% | 0.02% | 0.5% | 113 | 15.04% | 0.6 |
|
| 2359 |
2359
Cortland Associates
St Louis,
Missouri
| $562M | -$43.3M | -7% | 0.15% | 57.1% | 59 | 10.17% | 5.3 |
|
| 2360 |
2360
LaFleur & Godfrey
Grand Rapids,
Michigan
| $561M | -$70.9M | -11% | 5.19% | 85.2% | 132 | 15.15% | 3.9 |
|
| 2361 |
2361
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
| $560M | +$60.7M | +12% | 3.69% | 40.2% | 86 | 6.98% | 4.3 |
|
| 2362 |
2362
Vitruvian Partners
London,
United Kingdom
| $560M | -$29.4M | -5% | 16.8% | 96.9% | 9 | 11.11% | 1.4 |
|
| 2363 |
2363
Traynor Capital Management
Malvern,
Pennsylvania
| $560M | -$16.7M | -3% | 1.24% | 225% | 197 | 17.26% | 3 |
|
| 2364 |
2364
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
| $559M | -$59M | -10% | 6.64% | 58% | 180 | 18.33% | 0.6 |
|
| 2365 |
2365
Blue Whale Capital
London,
United Kingdom
| $559M | -$141M | -20% | 3.69% | 409% | 17 | 5.88% | 1.6 |
|
| 2366 |
2366
Americana Partners
Houston,
Texas
| $559M | +$354K | +0.1% | 4.31% | 82.9% | 261 | 11.88% | 1.3 |
|
| 2367 |
2367
Rossmore Private Capital
Glastonbury,
Connecticut
| $559M | -$18.8M | -3% | 4.14% | 75.4% | 230 | 5.22% | 3 |
|
| 2368 |
2368
Bedrijfstakpensioenfonds Voor De Media PNO
Hilversum,
Netherlands
| $556M | -$37.8M | -6% | 5.51% | 146% | 40 | 2.5% | 5.8 |
|
| 2369 |
SP
2369
Solel Partners
Boston,
Massachusetts
| $556M | +$13.2M | +2% | 7.95% | 25.9% | 33 | 21.21% | 1 |
|
| 2370 |
2370
Cypress Funds
Los Angeles,
California
| $556M | -$81.1M | -13% | 5.95% | 100% | 16 | 25% | 2.8 |
|
| 2371 |
2371
MIC Capital Management (UK)
London,
United Kingdom
| $555M | +$43.5M | +9% | 4.36% | 67.2% | 25 | 8% | 0.6 |
|
| 2372 |
2372
Apriem Advisors
Irvine,
California
| $555M | -$25.9M | -4% | 4.15% | 74.3% | 152 | 12.5% | 4.7 |
|
| 2373 |
SHIM
2373
Spruce House Investment Management
New York
| $555M | -$138M | -20% | 16.1% | 863% | 8 | 12.5% | 4.1 |
|
| 2374 |
2374
Parthenon LLC
Louisville,
Kentucky
| $554M | -$35.6M | -6% | 6.21% | 93.3% | 112 | 5.36% | 7.1 |
|
| 2375 |
2375
Permian Investment Partners
Dallas,
Texas
| $554M | -$59.1M | -10% | 0.39% | 78.6% | 22 | 54.55% | 0.9 |
|