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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
Isthmus Partners
Madison,
Wisconsin
| $799M | -$23.9M | -3% | 2.5% | 73.7% | 229 | 13.1% | 3.3 |
|
| 2427 |
2427
Bensler
Bellevue,
Washington
| $799M | -$42.5M | -5% | 2.53% | 109% | 173 | 14.45% | 2.2 |
|
| 2428 |
2428
Talbot Financial
Bellevue,
Washington
| $798M | -$42.6M | -5% | 3.14% | 118% | 69 | 15.94% | 1.7 |
|
| 2429 |
2429
Aprio Wealth Management
Atlanta,
Georgia
| $798M | +$113M | +16% | 0.12% | 66.1% | 384 | 20.31% | 1.4 |
|
| 2430 |
2430
Brigade Capital Management
New York
| $798M | +$467M | +141% | 14.3% | 42.7% | 18 | 44.44% | 1.4 |
|
| 2431 |
2431
L.J. Altfest & Co
New York
| $797M | +$13.4M | +2% | 1.53% | 95.6% | 376 | 28.46% | 3.6 |
|
| 2432 |
2432
Alley Investment Management Company
Lake Forest,
Illinois
| $797M | +$6.57M | +0.8% | 1.81% | 54.6% | 89 | 6.74% | 2.6 |
|
| 2433 |
NM
2433
NWI Management
New York
| $796M | -$1.47B | -65% | 5.94% | 230% | 62 | 37.1% | 2.4 |
|
| 2434 |
2434
Lodestar Private Asset Management
Alamo,
California
| $795M | -$4.28M | -0.5% | 1.75% | 64.4% | 219 | 4.57% | 1.9 |
|
| 2435 |
2435
Avenir Tech
Hong Kong
| $795M | +$192M | +32% | 10.3% | – | 26 | 73.08% | 0.2 |
|
| 2436 |
2436
AIP LLC
New York
| $795M | +$36.4M | +5% | 5.19% | 54.9% | 2 | 0% | 1.8 |
|
| 2437 |
2437
DiNuzzo Private Wealth
Beaver,
Pennsylvania
| $794M | +$4.33M | +0.5% | 0.23% | 42.7% | 1,438 | 5.7% | 1.2 |
|
| 2438 |
2438
Portland Global Advisors
Portland,
Maine
| $794M | +$3.47M | +0.4% | 0.03% | 43.4% | 135 | 4.44% | 6.5 |
|
| 2439 |
2439
Cascade Financial Partners
San Diego,
California
| $793M | +$25.9M | +3% | 0.42% | – | 257 | 10.12% | 0.9 |
|
| 2440 |
8KM
2440
8 Knots Management
Dallas,
Texas
| $793M | -$206M | -21% | 11.5% | – | 20 | 25% | 0.6 |
|
| 2441 |
2441
Synergy Asset Management
Vancouver,
Washington
| $793M | -$499M | -39% | 2.1% | 113% | 912 | 85.09% | 1 |
|
| 2442 |
2442
Nemes Rush Group
Novi,
Michigan
| $792M | -$17M | -2% | 3.74% | 126% | 772 | 14.64% | 1.3 |
|
| 2443 |
KPF
2443
K2 Principal Fund
Toronto,
Ontario, Canada
| $788M | -$112M | -12% | 0.32% | 76.5% | 417 | 48.2% | 0.4 |
|
| 2444 |
2444
James Investment Research
Alpha,
Ohio
| $788M | -$52.2M | -6% | 0.82% | 110% | 349 | 12.03% | 5 |
|
| 2445 |
2445
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $788M | +$30.4M | +4% | 2.07% | 85.4% | 2,778 | 24.55% | 3.8 |
|
| 2446 |
2446
Lincluden Management
Mississauga,
Ontario, Canada
| $787M | -$39M | -5% | 1.11% | 67.7% | 74 | 4.05% | 6.7 |
|
| 2447 |
2447
Mason Street Advisors
Milwaukee,
Wisconsin
| $786M | +$13.5M | +2% | 0.11% | 32% | 13 | 7.69% | 2.9 |
|
| 2448 |
2448
United Bank (Virginia)
Vienna,
Virginia
| $786M | -$52.9M | -6% | 2.46% | 76.1% | 144 | 12.5% | 5.4 |
|
| 2449 |
2449
Unison Advisors
Washington,
District of Columbia
| $786M | -$54M | -6% | 0.22% | 57.8% | 190 | 13.16% | 3.3 |
|
| 2450 |
2450
Mattern Capital Management
Lakewood,
Colorado
| $785M | +$18M | +2% | 2.34% | 39.8% | 167 | 6.59% | 3.2 |
|