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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
Larson Financial Group
St Louis,
Missouri
| $578M | -$47.9M | -8% | 13.6% | 81.2% | 1,327 | 20.27% | 1.6 |
|
| 2402 |
CEI
2402
Clark Estates Inc
New York
| $578M | -$56M | -9% | 10.5% | 34.5% | 101 | 17.82% | 1.9 |
|
| 2403 |
2403
Rossmore Private Capital
Glastonbury,
Connecticut
| $578M | -$64.7M | -10% | 12.3% | 75.4% | 240 | 12.5% | 2.8 |
|
| 2404 |
2404
Donor Advised Charitable Giving
San Francisco,
California
| $577M | -$396M | -41% | 39.6% | 365% | 54 | 29.63% | 2.1 |
|
| 2405 |
2405
Traynor Capital Management
Malvern,
Pennsylvania
| $577M | -$194M | -25% | 24.2% | 225% | 225 | 28.89% | 2.9 |
|
| 2406 |
2406
DDD Partners
Bellevue,
Washington
| $577M | -$154M | -21% | 17.2% | 62.1% | 92 | 27.17% | 1.6 |
|
| 2407 |
2407
Cornercap Investment Counsel
Atlanta,
Georgia
| $576M | -$318M | -36% | 12.9% | 55.4% | 715 | 45.17% | 1.2 |
|
| 2408 |
2408
Quantitative Advantage
Minnetonka,
Minnesota
| $576M | -$74M | -11% | 12.4% | 45.9% | 98 | 19.39% | 2 |
|
| 2409 |
SC
2409
Shellback Capital
Boston,
Massachusetts
| $575M | -$180M | -24% | 17.3% | 198% | 96 | 42.71% | 1.2 |
|
| 2410 |
2410
Thompson Investment Management
Madison,
Wisconsin
| $575M | -$105M | -15% | 13.8% | 100% | 196 | 4.59% | 5.2 |
|
| 2411 |
2411
Forte Capital
Rochester,
New York
| $574M | -$217M | -27% | 17.5% | 98.3% | 230 | 16.96% | 3.2 |
|
| 2412 |
2412
Toth Financial Advisory
Leesburg,
Virginia
| $574M | -$95.3M | -14% | 11% | 90.4% | 805 | 20.12% | 2.7 |
|
| 2413 |
2413
Steigerwald Gordon & Koch
Leesburg,
Virginia
| $574M | -$81.1M | -12% | 12.1% | 59.5% | 117 | 10.26% | 4.8 |
|
| 2414 |
2414
F3Logic
Burnsville,
Minnesota
| $573M | -$108M | -16% | 12.5% | 11.8% | 247 | 35.22% | 2 |
|
| 2415 |
2415
Strategy Capital
Los Altos,
California
| $573M | -$255M | -31% | 39.7% | 316% | 8 | 12.5% | 2.5 |
|
| 2416 |
2416
Passaic Partners
Newark,
New Jersey
| $572M | -$73.2M | -11% | 15% | 53.2% | 6 | 0% | 0.5 |
|
| 2417 |
NEWAS
2417
N.E.W. Advisory Services
De Pere,
Wisconsin
| $572M | +$43.8M | +8% | 12% | 51.1% | 165 | 36.97% | 1.7 |
|
| 2418 |
2418
North Point Portfolio Managers
Orange Village,
Ohio
| $571M | -$108M | -16% | 13.9% | 72.8% | 77 | 3.9% | 5.2 |
|
| 2419 |
VCM
2419
Violich Capital Management
San Francisco,
California
| $571M | -$106M | -16% | 13.4% | 111% | 121 | 10.74% | 5.4 |
|
| 2420 |
TCOT
2420
Trust Company of Toledo
Holland,
Ohio
| $570M | -$80.8M | -12% | 9.45% | 109% | 197 | 5.08% | 6.5 |
|
| 2421 |
AP
2421
Archon Partners
Princeton Junction,
New Jersey
| $570M | -$185M | -25% | 16.9% | 86% | 53 | 30.19% | 5.2 |
|
| 2422 |
2422
Raine Capital
New York
| $569M | -$271M | -32% | 30.2% | 119% | 15 | 6.67% | 2.9 |
|
| 2423 |
2423
S&T Bank
Indiana,
Pennsylvania
| $569M | -$93.3M | -14% | 10.3% | 193% | 133 | 5.26% | 4.2 |
|
| 2424 |
2424
Oasis Management Company
Grand Cayman,
Cayman Islands
| $568M | -$55.7M | -9% | 2.08% | 368% | 150 | 48% | 0.5 |
|
| 2425 |
2425
Valor Management
Chicago,
Illinois
| $567M | -$88.8M | -14% | 2.54% | 14.5% | 4 | 25% | 0.4 |
|