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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
Lattice Capital Management
Kirkland,
Washington
| $606M | +$544M | +870% | 2.52% | 187% | 61 | 18.03% | 0.9 |
|
| 2352 |
2352
Van Cleef Asset Management
Beachwood,
Ohio
| $606M | +$88.8M | +17% | 8.17% | 104% | 112 | 6.25% | 6.5 |
|
| 2353 |
2353
Anson Funds Management
Dallas,
Texas
| $605M | -$241M | -28% | 7.86% | 2,010% | 350 | 58% | 0.6 |
|
| 2354 |
TFP
2354
Triple Frond Partners
San Francisco,
California
| $605M | +$37M | +7% | 8.31% | 92.9% | 10 | 10% | 4.3 |
|
| 2355 |
2355
Foundation Resource Management
Little Rock,
Arkansas
| $604M | +$78.3M | +15% | 16.2% | 84.5% | 53 | 3.77% | 6.5 |
|
| 2356 |
2356
Caledonia Investments plc (UK)
London England,
United Kingdom
| $604M | +$64M | +12% | 11.1% | 61.9% | 13 | 0% | 5.1 |
|
| 2357 |
2357
MAK Capital One
New York
| $604M | +$91.5M | +18% | 25.5% | 200% | 12 | 16.67% | 3.1 |
|
| 2358 |
2358
Cortland Associates
St Louis,
Missouri
| $604M | +$42M | +7% | 8.23% | 57.1% | 59 | 11.86% | 5.3 |
|
| 2359 |
2359
L.J. Altfest & Co
New York
| $604M | +$70.2M | +13% | 5.91% | 95.6% | 285 | 19.3% | 3.1 |
|
| 2360 |
2360
Column Capital Advisors
Indianapolis,
Indiana
| $603M | +$119M | +25% | 8.57% | 20.4% | 863 | 17.15% | 2.1 |
|
| 2361 |
2361
Financial Architects (New Jersey)
Marlton,
New Jersey
| $602M | +$29.7M | +5% | 5.94% | 31.3% | 329 | 8.21% | 1.2 |
|
| 2362 |
2362
Massachusetts Institute of Technology
Cambridge,
Massachusetts
| $602M | +$14.3M | +2% | 8.58% | 35.7% | 8 | 12.5% | 1.5 |
|
| 2363 |
2363
Institutional & Family Asset Management
Fort Collins,
Colorado
| $602M | +$38.4M | +7% | 11% | 19% | 792 | 13.01% | 3.5 |
|
| 2364 |
2364
Willow Creek Wealth Management
Sebastopol,
California
| $602M | +$87M | +17% | 5.83% | – | 140 | 22.14% | 2.8 |
|
| 2365 |
SCM
2365
Somerset Capital Management
London,
United Kingdom
| $601M | +$64M | +12% | 10.7% | 7.5% | 10 | 0% | 3.2 |
|
| 2366 |
2366
LaFleur & Godfrey
Grand Rapids,
Michigan
| $600M | +$38.7M | +7% | 10.7% | 98.2% | 128 | 9.38% | 4 |
|
| 2367 |
2367
Donor Advised Charitable Giving
San Francisco,
California
| $599M | +$127M | +27% | 18.1% | 418% | 49 | 28.57% | 2.1 |
|
| 2368 |
2368
Waddell & Associates
Memphis,
Tennessee
| $597M | +$80.5M | +16% | 9.6% | 194% | 157 | 19.75% | 1.2 |
|
| 2369 |
2369
Greenoaks Capital Partners
Orinda,
California
| $596M | -$715M | -55% | 7.36% | 311% | 17 | 5.88% | 1.2 |
|
| 2370 |
2370
North Point Portfolio Managers
Orange Village,
Ohio
| $595M | +$59.1M | +11% | 12.3% | 72.8% | 73 | 10.96% | 5.6 |
|
| 2371 |
2371
Atlas Capital Advisors
Jackson,
Wyoming
| $595M | +$45.5M | +8% | 9.18% | – | 987 | 16.82% | 2 |
|
| 2372 |
2372
CKW Financial Group
Honolulu,
Hawaii
| $595M | +$59.6M | +11% | 10% | 62.4% | 212 | 4.25% | 5.3 |
|
| 2373 |
2373
RR Advisors
Dallas,
Texas
| $594M | +$53M | +10% | 11% | 115% | 22 | 27.27% | 3.5 |
|
| 2374 |
2374
GFI Investment Counsel
Toronto,
Ontario, Canada
| $594M | +$17.2M | +3% | 9.16% | 41.8% | 17 | 11.76% | 3.4 |
|
| 2375 |
2375
VR Adviser
New York
| $594M | -$54.5M | -8% | 57.1% | 1,698% | 38 | 44.74% | 0.7 |
|