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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
John G. Ullman & Associates
Corning,
New York
| $643M | +$15.8M | +3% | 1.91% | 156% | 182 | 9.89% | 3.6 |
|
| 2352 |
2352
Professional Advisory Services
Vero Beach,
Florida
| $642M | +$27.2M | +4% | 5.81% | 69.3% | 80 | 8.75% | 5.5 |
|
| 2353 |
2353
DDD Partners
Bellevue,
Washington
| $642M | +$16.4M | +3% | 5.55% | 85.9% | 85 | 14.12% | 2 |
|
| 2354 |
2354
Petredis Investment Advisors
Warrendale,
Pennsylvania
| $641M | +$90M | +16% | 12.3% | 158% | 95 | 3.16% | 0.2 |
|
| 2355 |
2355
Toth Financial Advisory
Leesburg,
Virginia
| $641M | +$24.7M | +4% | 6.06% | 90.4% | 863 | 22.48% | 2.7 |
|
| 2356 |
2356
Van Cleef Asset Management
Beachwood,
Ohio
| $640M | +$34.2M | +6% | 8.01% | 104% | 112 | 5.36% | 6.8 |
|
| 2357 |
2357
HAP Trading
New York
| $640M | -$339M | -35% | 2.92% | 141% | 1,812 | 56.4% | 1.7 |
|
| 2358 |
2358
Rossmore Private Capital
Glastonbury,
Connecticut
| $640M | +$15.5M | +2% | 4.19% | 87.1% | 235 | 5.53% | 3.4 |
|
| 2359 |
2359
Waddell & Associates
Memphis,
Tennessee
| $640M | +$42.5M | +7% | 5.82% | 194% | 161 | 14.29% | 1.3 |
|
| 2360 |
2360
Massachusetts Institute of Technology
Cambridge,
Massachusetts
| $640M | +$37.3M | +6% | 7.1% | 35.7% | 11 | 36.36% | 1.4 |
|
| 2361 |
2361
MBL Wealth
Charlotte,
North Carolina
| $640M | +$117M | +22% | 4.4% | 52.7% | 184 | 21.2% | 1.1 |
|
| 2362 |
2362
Styrax Capital
New York
| $639M | +$200M | +46% | 33.6% | 310% | 19 | 52.63% | 0.4 |
|
| 2363 |
2363
Verus Capital Partners
Scottsdale,
Arizona
| $639M | +$106M | +20% | 14.5% | 158% | 312 | 18.27% | 2.1 |
|
| 2364 |
2364
Arosa Capital Management
Miami Beach,
Florida
| $639M | +$167M | +35% | 9.03% | 536% | 83 | 62.65% | 0.3 |
|
| 2365 |
2365
L.J. Altfest & Co
New York
| $638M | +$34.8M | +6% | 4.51% | 95.6% | 291 | 18.56% | 3 |
|
| 2366 |
2366
Olstein Capital Management
Purchase,
New York
| $638M | +$809K | +0.1% | 5.26% | 16.6% | 102 | 5.88% | 5.2 |
|
| 2367 |
2367
Nilsine Partners
Greenwood Village,
Colorado
| $638M | – | – | 7.69% | 128% | 335 | – | 0 |
|
| 2368 |
2368
Journey Advisory Group
Covington,
Kentucky
| $637M | +$235M | +59% | 4.03% | 66.2% | 251 | 18.73% | 1.5 |
|
| 2369 |
2369
Hussman Strategic Advisors
Ellicott City,
Maryland
| $637M | +$23.4M | +4% | 3.89% | 43.1% | 348 | 15.8% | 2.2 |
|
| 2370 |
2370
Baxter Bros Inc
Riverside,
Connecticut
| $636M | +$27.8M | +5% | 6.69% | 73.8% | 138 | 8.7% | 5.6 |
|
| 2371 |
2371
Heritage Trust
Oklahoma City,
Oklahoma
| $636M | +$22M | +4% | 5.46% | – | 245 | 5.71% | 3.9 |
|
| 2372 |
2372
Index Venture Associates VI
St. Helier, Channel Islands,
Jersey
| $636M | +$103M | +19% | 19.4% | 312% | 3 | 0% | 0.8 |
|
| 2373 |
C
2373
Chescapmanager
Baltimore,
Maryland
| $636M | +$209M | +49% | 10.2% | 202% | 49 | 32.65% | 1.6 |
|
| 2374 |
2374
Atlas Capital Advisors
Jackson,
Wyoming
| $636M | +$40.6M | +7% | 7.17% | – | 985 | 17.97% | 2.1 |
|
| 2375 |
2375
MAK Capital One
New York
| $636M | +$31.8M | +5% | 17% | 200% | 11 | 18.18% | 3.2 |
|