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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2401 |
LHC
2401
Lodge Hill Capital
New York
| $420M | +$53.8M | +15% | 10.4% | 17.9% | 41 | 48.78% | 0.5 |
|
| 2402 |
2402
Anchor Investment Management
Columbia,
South Carolina
| $420M | +$18.9M | +5% | 3.88% | 75.1% | 825 | 8.36% | 2.5 |
|
| 2403 |
2403
Isthmus Partners
Madison,
Wisconsin
| $419M | +$8.15M | +2% | 3.48% | 73.7% | 215 | 72.56% | 1.4 |
|
| 2404 |
2404
Hartline Investment Corp
Winnetka,
Illinois
| $418M | +$35.7M | +9% | 6.4% | 201% | 118 | 13.56% | 3.7 |
|
| 2405 |
2405
Point Break Capital Management
Miami,
Florida
| $418M | +$180M | +75% | 5.69% | – | 19 | 57.89% | 0.3 |
|
| 2406 |
2406
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
| $418M | +$25.3M | +6% | 2.47% | 47.7% | 166 | 7.23% | 0.4 |
|
| 2407 |
IMOV
2407
Investment Management of Virginia
Richmond,
Virginia
| $418M | -$4.5M | -1% | 0.4% | 93.4% | 162 | 12.96% | 3.9 |
|
| 2408 |
2408
BHZ Capital Management
San Jose,
California
| $417M | +$18M | +5% | 6.42% | 3.24% | 153 | 13.73% | 1.7 |
|
| 2409 |
2409
PSquared Asset Management
Zurich,
Switzerland
| $417M | +$188M | +82% | 17.3% | 178% | 7 | 71.43% | 0.1 |
|
| 2410 |
2410
Stanley-Laman Group
Berwyn,
Pennsylvania
| $417M | +$5.01M | +1% | 3.45% | 114% | 298 | 21.81% | 1.3 |
|
| 2411 |
2411
Campbell Wealth Management
Alexandria,
Virginia
| $417M | +$40.5M | +11% | 3.42% | 11.2% | 65 | 18.46% | 0.4 |
|
| 2412 |
2412
Accident Compensation Corp
Wellington,
New Zealand
| $417M | +$24.8M | +6% | 2.3% | 24.6% | 125 | 12% | 2.2 |
|
| 2413 |
2413
First Heartland Consultants
Lake St. Louis,
Missouri
| $416M | +$59.4M | +17% | 2.9% | 59.2% | 301 | 15.28% | 2.6 |
|
| 2414 |
CAM
2414
Centre Asset Management
New York
| $415M | +$30.5M | +8% | 3.88% | 45.3% | 73 | 39.73% | 1.1 |
|
| 2415 |
2415
KWMG LLC
Overland Park,
Kansas
| $415M | +$12M | +3% | 1.55% | 76.2% | 460 | 75.65% | 3.1 |
|
| 2416 |
2416
Tanglewood Wealth Management
Houston,
Texas
| $415M | -$39.9M | -9% | 2.39% | 64.6% | 16 | 12.5% | 2.5 |
|
| 2417 |
2417
Sio Capital Management
New York
| $415M | +$44.4M | +12% | 3.23% | 564% | 96 | 54.17% | 0.5 |
|
| 2418 |
2418
Dudley & Shanley
Palm Beach,
Florida
| $414M | +$28M | +7% | 7.24% | 67.9% | 30 | 23.33% | 2.4 |
|
| 2419 |
2419
Convergence Investment Partners
Palm Beach Gardens,
Florida
| $414M | -$44.2M | -10% | 4.96% | 284% | 412 | 54.37% | 1.3 |
|
| 2420 |
SGH
2420
Sivik Global Healthcare
Greenwich,
Connecticut
| $414M | +$142M | +52% | 2.81% | 83.8% | 74 | 39.19% | 1.3 |
|
| 2421 |
2421
Polunin Capital Partners
London,
United Kingdom
| $413M | +$147M | +55% | 14.2% | 268% | 16 | 43.75% | 0.7 |
|
| 2422 |
2422
New England Private Wealth Advisors
Wellesley,
Massachusetts
| $413M | +$27.1M | +7% | 3.21% | 55.8% | 173 | 12.72% | 3.3 |
|
| 2423 |
2423
Dorsey Wright & Associates
Pasadena,
California
| $412M | -$1.44M | -0.3% | 8.38% | 311% | 363 | 44.35% | 0.5 |
|
| 2424 |
2424
Nalanda India Equity Fund
Mauritius
| $412M | +$31.5M | +8% | 8.27% | 30.2% | 1 | 0% | 0.5 |
|
| 2425 |
2425
Silver Rock Financial
Los Angeles,
California
| $411M | +$131M | +47% | 3.87% | 2.58% | 27 | 33.33% | 1.3 |
|