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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2426 |
2426
SOL Capital Management
Rockville,
Maryland
| $610M | +$45.1M | +8% | 6.38% | 56.6% | 282 | 3.9% | 5.9 |
|
| 2427 |
2427
LaFleur & Godfrey
Grand Rapids,
Michigan
| $610M | +$10.5M | +2% | 6.15% | 98.2% | 128 | 3.91% | 4.2 |
|
| 2428 |
WCM
2428
Wallace Capital Management
Dallas,
Texas
| $610M | -$28.2M | -4% | 0.88% | 62.3% | 66 | 3.03% | 5.6 |
|
| 2429 |
2429
Kathmere Capital Management
Wayne,
Pennsylvania
| $610M | +$44M | +8% | 4.1% | 68.3% | 243 | 24.28% | 1.3 |
|
| 2430 |
2430
Silver Oak Securities
Jackson,
Tennessee
| $609M | +$76.5M | +14% | 4.5% | 73.4% | 421 | 33.73% | 0.5 |
|
| 2431 |
2431
Advisory Research
Chicago,
Illinois
| $608M | -$455M | -43% | 10.5% | 144% | 429 | 34.03% | 1.7 |
|
| 2432 |
2432
Capital Advisors Ltd
Shaker Heights,
Ohio
| $608M | +$32.7M | +6% | 5.58% | 61.1% | 1,669 | 25.58% | 2.4 |
|
| 2433 |
2433
Sahana Capital Management
Greenwich,
Connecticut
| $608M | +$179K | +0% | 5.81% | 0.48% | 7 | 14.29% | 2.1 |
|
| 2434 |
2434
Institutional & Family Asset Management
Fort Collins,
Colorado
| $607M | +$4.61M | +0.8% | 1.48% | 19% | 773 | 12.55% | 3.6 |
|
| 2435 |
PAM
2435
Private Asset Management
San Diego,
California
| $606M | +$17M | +3% | 7.31% | 38.2% | 141 | 4.26% | 5.9 |
|
| 2436 |
2436
Miller Investment Management
West Conshohocken,
Pennsylvania
| $606M | +$18.7M | +3% | 5.94% | 60.2% | 97 | 5.15% | 4.9 |
|
| 2437 |
2437
Blue Whale Capital
London,
United Kingdom
| $605M | +$18.2M | +3% | 17.5% | 409% | 16 | 0% | 1.9 |
|
| 2438 |
2438
LTS One Management
New York
| $604M | -$152M | -20% | 0.73% | 67.9% | 11 | 45.45% | 0.4 |
|
| 2439 |
2439
Foundation Resource Management
Little Rock,
Arkansas
| $604M | -$540K | -0.1% | 0.43% | 84.5% | 53 | 1.89% | 6.8 |
|
| 2440 |
2440
Graham Holdings Company
Arlington,
Virginia
| $604M | -$6.38M | -1% | 4.33% | 95.1% | 6 | 16.67% | 1.2 |
|
| 2441 |
2441
Procyon Advisors
Shelton,
Connecticut
| $602M | +$55.7M | +10% | 6.2% | 92.3% | 406 | 12.56% | 1.8 |
|
| 2442 |
2442
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| $602M | +$38.9M | +7% | 6.89% | 84.5% | 516 | 20.93% | 2.2 |
|
| 2443 |
BPIM
2443
Brant Point Investment Management
New York
| $600M | -$79.4M | -12% | 10.2% | 169% | 98 | 35.71% | 2.8 |
|
| 2444 |
2444
Vantagepoint Investment Advisers
Washington,
District of Columbia
| $600M | +$27.1M | +5% | 6.28% | 42.7% | 13 | 30.77% | 0.9 |
|
| 2445 |
NTCM
2445
Nine Ten Capital Management
Chicago,
Illinois
| $600M | +$24.8M | +4% | 16.1% | 166% | 10 | 10% | 4.4 |
|
| 2446 |
AP
2446
Archon Partners
Princeton Junction,
New Jersey
| $599M | +$44.7M | +8% | 10.1% | 99.5% | 46 | 21.74% | 5.2 |
|
| 2447 |
2447
Nekton Capital
London,
United Kingdom
| $599M | +$156M | +35% | 2.13% | 30.1% | 25 | 68% | 0.3 |
|
| 2448 |
2448
Alley Investment Management Company
Lake Forest,
Illinois
| $599M | +$17.4M | +3% | 2.59% | 54.6% | 84 | 4.76% | 0.9 |
|
| 2449 |
2449
Bedrijfstakpensioenfonds Voor De Media PNO
Hilversum,
Netherlands
| $599M | +$88.5M | +17% | 16.9% | 146% | 41 | 2.44% | 6.2 |
|
| 2450 |
2450
Sphera Funds Management
Tel Aviv,
Israel
| $598M | +$132M | +28% | 18.9% | 245% | 102 | 57.84% | 0.7 |
|