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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 |
2401
Center Lake Capital Management
West Palm Beach,
Florida
| $696M | +$155M | +29% | 18.3% | 98.3% | 23 | 39.13% | 0.6 |
|
| 2402 |
2402
Transcend Capital Advisors
Madison,
New Jersey
| $695M | -$136M | -16% | 9.95% | 71.6% | 461 | 40.13% | 0.7 |
|
| 2403 |
MPAM
2403
Monarch Partners Asset Management
Boston,
Massachusetts
| $695M | +$30.9M | +5% | 9.03% | 136% | 186 | 40.32% | 0.7 |
|
| 2404 |
PS
2404
Presima Securities
Montreal,
Quebec, Canada
| $695M | -$63M | -8% | 10.5% | 10.3% | 56 | 10.71% | 2.1 |
|
| 2405 |
SCM
2405
Stamina Capital Management
New York
| $694M | +$320M | +86% | 1.56% | 292% | 31 | 25.81% | 0.7 |
|
| 2406 |
2406
TenCore Partners
New York
| $694M | +$134M | +24% | 16.7% | 50.4% | 17 | 17.65% | 0.9 |
|
| 2407 |
2407
Financial Architects (New Jersey)
Marlton,
New Jersey
| $694M | +$55.8M | +9% | 6.5% | 31.3% | 364 | 17.86% | 4.1 |
|
| 2408 |
2408
Keebeck Wealth Management
Chicago,
Illinois
| $694M | +$49.8M | +8% | 6.91% | 81.3% | 250 | 11.6% | 1 |
|
| 2409 |
2409
Sound Income Strategies
Ft Lauderdale,
Florida
| $693M | +$103M | +17% | 3.77% | 31.4% | 1,099 | 28.12% | 2.1 |
|
| 2410 |
2410
Thompson Investment Management
Madison,
Wisconsin
| $692M | +$29.6M | +4% | 5.43% | 100% | 202 | 1.98% | 4.4 |
|
| 2411 |
2411
Vista Capital Partners
Portland,
Oregon
| $691M | +$46.2M | +7% | 7.69% | 61.2% | 76 | 18.42% | 4.2 |
|
| 2412 |
2412
Cove Street Capital
El Segundo,
California
| $691M | -$6.78M | -1% | 2.11% | 84.2% | 94 | 15.96% | 2.3 |
|
| 2413 |
2413
Essex Financial Services
Essex,
Connecticut
| $690M | +$133M | +24% | 7.1% | 87.7% | 469 | 26.23% | 2.7 |
|
| 2414 |
2414
Wedgewood Partners
St Louis,
Missouri
| $690M | +$40.4M | +6% | 12.4% | 78.1% | 40 | 5% | 3.6 |
|
| 2415 |
KC
2415
KCL Capital
New York
| $690M | -$379M | -35% | 12.2% | 106% | 95 | 62.11% | 0.3 |
|
| 2416 |
2416
Quadrant Capital Group
Cincinnati,
Ohio
| $689M | +$73.3M | +12% | 7.26% | 118% | 2,676 | 12.89% | 3.3 |
|
| 2417 |
2417
Dundas Partners
Edinburgh,
United Kingdom
| $689M | +$59.1M | +9% | 7.53% | 87.6% | 37 | 0% | 2.7 |
|
| 2418 |
2418
Professional Advisory Services
Vero Beach,
Florida
| $689M | +$35.8M | +5% | 7.81% | 69.3% | 80 | 12.5% | 4.1 |
|
| 2419 |
2419
Cadence Bank
Tupelo,
Mississippi
| $689M | +$29.8M | +5% | 6.8% | 70.9% | 206 | 10.19% | 2.4 |
|
| 2420 |
BIM
2420
Bridgecreek Investment Management
Tulsa,
Oklahoma
| $688M | +$41.6M | +6% | 13.1% | 48.4% | 109 | 10.09% | 3.7 |
|
| 2421 |
2421
Builders Union
London,
United Kingdom
| $688M | +$454M | +195% | 18.7% | – | 13 | 38.46% | 0.3 |
|
| 2422 |
2422
Luminus Management
Houston,
Texas
| $687M | +$167M | +32% | 7.16% | 8.7% | 96 | 64.58% | 0.6 |
|
| 2423 |
2423
Burleson & Co
Petaluma,
California
| $685M | +$70.4M | +11% | 9.44% | 49.1% | 426 | 19.48% | 0.9 |
|
| 2424 |
2424
Needham Investment Management
New York
| $684M | -$48.1M | -7% | 8.57% | 424% | 131 | 17.56% | 3.4 |
|
| 2425 |
2425
Adventist Health System West
Roseville,
California
| $683M | +$9.7M | +1% | 6.81% | 60.2% | 5 | 0% | 1.7 |
|