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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
Curated Wealth Partners
El Segundo,
California
| $876M | +$94.3M | +12% | 17.8% | 39.9% | 153 | 20.92% | 0.4 |
|
| 2352 |
2352
Radcliffe Capital Management
Bala Cynwyd,
Pennsylvania
| $876M | +$287M | +49% | 0.01% | 4.8% | 55 | 20% | 0.8 |
|
| 2353 |
2353
FORA Capital
Miami,
Florida
| $874M | +$23.5M | +3% | 9.08% | 162% | 631 | 74.64% | 0.2 |
|
| 2354 |
2354
One Madison Group
New York
| $873M | – | – | 11.7% | – | 29 | – | 0 |
|
| 2355 |
2355
Apriem Advisors
Irvine,
California
| $873M | +$16.9M | +2% | 1.69% | 74.3% | 190 | 11.05% | 4.9 |
|
| 2356 |
2356
Titleist Asset Management
San Antonio,
Texas
| $873M | +$179M | +26% | 8.53% | 101% | 330 | 21.82% | 1.1 |
|
| 2357 |
2357
Trust Company
Manhattan,
Kansas
| $873M | +$41.1M | +5% | 2.15% | 40.6% | 430 | 12.33% | 4.2 |
|
| 2358 |
2358
Buckingham Capital Management (Ohio)
Dayton,
Ohio
| $872M | -$2.67M | -0.3% | 1.46% | 26.3% | 144 | 11.11% | 5.6 |
|
| 2359 |
2359
Hartline Investment Corp
Winnetka,
Illinois
| $871M | +$69.6M | +9% | 11.3% | 222% | 105 | 12.38% | 3.1 |
|
| 2360 |
2360
GFI Investment Counsel
Toronto,
Ontario, Canada
| $871M | +$9.29M | +1% | 1.04% | 41.8% | 22 | 18.18% | 3.8 |
|
| 2361 |
2361
Sentinel Trust
Houston,
Texas
| $871M | -$7.25M | -0.8% | 2.58% | 79.2% | 142 | 10.56% | 3.3 |
|
| 2362 |
2362
Nitorum Capital
New York
| $870M | -$124M | -12% | 4.85% | 87.1% | 29 | 13.79% | 3.7 |
|
| 2363 |
2363
Trigran Investments
Northbrook,
Illinois
| $870M | -$43.9M | -5% | 5.21% | 30.2% | 20 | 10% | 4.1 |
|
| 2364 |
2364
Tanglewood Wealth Management
Houston,
Texas
| $868M | +$149K | +0% | 1.76% | 64.6% | 38 | 15.79% | 3.5 |
|
| 2365 |
2365
Altos Ventures Management
Burlingame,
California
| $867M | -$622M | -42% | 30.7% | 220% | 1 | 0% | 3 |
|
| 2366 |
2366
Harvey Investment Company
Louisville,
Kentucky
| $866M | -$20.1M | -2% | 1.57% | 56.4% | 106 | 7.55% | 7.8 |
|
| 2367 |
2367
Technology Crossover Management XI
Menlo Park,
California
| $865M | +$128M | +17% | 17.8% | 112% | 3 | 0% | 1.2 |
|
| 2368 |
2368
Advisor OS
Chicago,
Illinois
| $864M | -$141M | -14% | 1.35% | 61.2% | 461 | 22.78% | 1.8 |
|
| 2369 |
2369
KLCM Advisors
Milwaukee,
Wisconsin
| $862M | +$19.7M | +2% | 4.14% | 122% | 183 | 11.48% | 4.4 |
|
| 2370 |
2370
FJ Capital Management
Mclean,
Virginia
| $862M | -$92.5M | -10% | 5.35% | 97.9% | 159 | 54.72% | 1.7 |
|
| 2371 |
2371
Keeley-Teton Advisors
Chicago,
Illinois
| $862M | -$45.2M | -5% | 0.85% | 28.6% | 388 | 7.73% | 3.5 |
|
| 2372 |
2372
Manchester Capital Management
Manchester,
Vermont
| $861M | +$7.11M | +0.8% | 2.25% | 86.7% | 1,208 | 7.12% | 3.8 |
|
| 2373 |
2373
Quest Investment Management
Lake Oswego,
Oregon
| $861M | +$6.87M | +0.8% | 4.79% | 105% | 90 | 16.67% | 5.4 |
|
| 2374 |
2374
Aaron Wealth Advisors
Chicago,
Illinois
| $861M | +$21.7M | +3% | 0.74% | 108% | 484 | 19.01% | 1.6 |
|
| 2375 |
2375
Kora Management
Brooklyn,
New York
| $861M | +$24.6M | +3% | 10.5% | 307% | 9 | 22.22% | 1.8 |
|