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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2376 |
2376
Charles-Lim Capital
Central,
Hong Kong
| $677M | -$17.1M | -2% | 12.4% | 4.44% | 11 | 54.55% | 2.2 |
|
| 2377 |
2377
TRUE Private Wealth Advisors
Salem,
Oregon
| $677M | +$1.06M | +0.2% | 4.86% | 89.2% | 254 | 13.39% | 3.6 |
|
| 2378 |
AIM
2378
Aigen Investment Management
New York
| $677M | -$50M | -7% | 3.44% | 55.5% | 1,031 | 73.62% | 0.2 |
|
| 2379 |
2379
BW Gestao de Investimentos
Sao Paulo,
Brazil
| $677M | -$24.5M | -3% | 5.7% | 95.1% | 102 | 51.96% | 0.8 |
|
| 2380 |
2380
Caxton Associates (New York)
New York
| $676M | +$13.1M | +2% | 11.6% | 73.9% | 700 | 64.29% | 0.3 |
|
| 2381 |
2381
Patten Group
Chattanooga,
Tennessee
| $675M | +$342M | +103% | 6.98% | 88.1% | 243 | 4.94% | 5.3 |
|
| 2382 |
2382
Legacy Advisors
Plymouth Meeting,
Pennsylvania
| $674M | +$132M | +24% | 11.8% | – | 281 | 15.3% | 2.1 |
|
| 2383 |
2383
Tortoise Investment Management
White Plains,
New York
| $674M | +$46.1M | +7% | 3.12% | 40.2% | 807 | 7.56% | 4.5 |
|
| 2384 |
2384
Silchester International Investors
London,
United Kingdom
| $673M | +$2.85M | +0.4% | 1.14% | 53.9% | 2 | 0% | 8 |
|
| 2385 |
2385
Baxter Bros Inc
Riverside,
Connecticut
| $672M | +$36.3M | +6% | 6.43% | 73.8% | 136 | 3.68% | 5.9 |
|
| 2386 |
2386
Rossmore Private Capital
Glastonbury,
Connecticut
| $672M | +$32.1M | +5% | 5.81% | 75.4% | 239 | 7.95% | 3.5 |
|
| 2387 |
2387
Journey Advisory Group
Covington,
Kentucky
| $672M | +$34.8M | +5% | 5.82% | 66.2% | 243 | 9.88% | 1.7 |
|
| 2388 |
2388
Buckingham Capital Management (Ohio)
Dayton,
Ohio
| $671M | +$45.9M | +7% | 6.03% | 26.3% | 117 | 6.84% | 5.6 |
|
| 2389 |
2389
Romano Brothers & Co
Evanston,
Illinois
| $671M | +$23.4M | +4% | 5.12% | 110% | 318 | 7.86% | 0.7 |
|
| 2390 |
2390
Trust Company
Manhattan,
Kansas
| $670M | +$10.6M | +2% | 3.81% | 40.6% | 332 | 9.04% | 4.5 |
|
| 2391 |
2391
Cabot Wealth Management
Salem,
Massachusetts
| $670M | +$36.1M | +6% | 5.26% | 69.3% | 151 | 13.25% | 4.4 |
|
| 2392 |
2392
CKW Financial Group
Honolulu,
Hawaii
| $670M | +$56.1M | +9% | 6.28% | 62.4% | 219 | 11.42% | 5.4 |
|
| 2393 |
2393
Capital Advisors Ltd
Shaker Heights,
Ohio
| $669M | +$61M | +10% | 5.69% | 54.2% | 1,615 | 23.65% | 2.4 |
|
| 2394 |
2394
Massachusetts Institute of Technology
Cambridge,
Massachusetts
| $669M | +$29.5M | +5% | 7.3% | 35.7% | 12 | 41.67% | 1.7 |
|
| 2395 |
2395
Wealth Alliance
Mellville,
New York
| $669M | +$51.5M | +8% | 7.37% | 75.7% | 539 | 12.62% | 1.9 |
|
| 2396 |
AP
2396
Archon Partners
Princeton Junction,
New Jersey
| $668M | +$68.9M | +11% | 11.8% | 86% | 45 | 13.33% | 5.4 |
|
| 2397 |
2397
LaFleur & Godfrey
Grand Rapids,
Michigan
| $668M | +$57.5M | +9% | 9.44% | 85.2% | 134 | 9.7% | 4.1 |
|
| 2398 |
2398
Apriem Advisors
Irvine,
California
| $667M | +$41.9M | +7% | 6.43% | 74.3% | 154 | 9.09% | 5.2 |
|
| 2399 |
2399
Suncoast Equity Management
Tampa,
Florida
| $666M | +$70.9M | +12% | 9.52% | 82.9% | 76 | 17.11% | 2.6 |
|
| 2400 |
2400
Managed Asset Portfolios
Rochester,
Michigan
| $666M | +$7.33M | +1% | 1.93% | 99.2% | 42 | 14.29% | 4.1 |
|