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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2451 |
2451
Wallington Asset Management
Indianapolis,
Indiana
| $405M | +$21.9M | +6% | 4.31% | 108% | 57 | 7.02% | 4.1 |
|
| 2452 |
2452
Stillwater Capital Advisors
Devon,
Pennsylvania
| $405M | -$54.3M | -12% | 4.47% | 121% | 84 | 17.86% | 3.4 |
|
| 2453 |
2453
PFM Asset Management
Harrisburg,
Pennsylvania
| $404M | +$7.54M | +2% | 0.15% | 23.3% | 12 | 0% | 0.5 |
|
| 2454 |
SIM
2454
Stelliam Investment Management
New York
| $404M | -$78.9M | -16% | 10.3% | 21.3% | 18 | 55.56% | 2.7 |
|
| 2455 |
2455
Proffitt & Goodson
Knoxville,
Tennessee
| $404M | +$7.96M | +2% | 2.62% | 48.5% | 218 | 6.88% | 1.4 |
|
| 2456 |
2456
Land & Buildings Investment Management
Stamford,
Connecticut
| $404M | -$4.04M | -1% | 1.92% | 53.9% | 16 | 6.25% | 1.2 |
|
| 2457 |
2457
EnerVest
Houston,
Texas
| $404M | -$14.7M | -4% | 3.5% | 20.5% | 1 | 0% | 0.5 |
|
| 2458 |
2458
North Growth Management
Vancouver,
British Columbia, Canada
| $404M | +$29.5M | +8% | 6.84% | 243% | 47 | 12.77% | 1.2 |
|
| 2459 |
2459
Woodmont Investment Counsel
Nashville,
Tennessee
| $404M | +$18.7M | +5% | 2.37% | 66.8% | 183 | 9.84% | 4 |
|
| 2460 |
KM
2460
Kylin Management
New York
| $403M | -$77M | -16% | 2.69% | 126% | 12 | 50% | 1.2 |
|
| 2461 |
2461
Newfoundland Capital Management
Sao Paulo,
Brazil
| $403M | -$198M | -33% | 7.25% | 49.5% | 66 | 63.64% | 0.5 |
|
| 2462 |
2462
Manitou Investment Management
Toronto,
Ontario, Canada
| $402M | +$1.4M | +0.4% | 2.13% | 69.3% | 43 | 9.3% | 2.2 |
|
| 2463 |
2463
Fusion Family Wealth
Woodbury,
New York
| $402M | +$39.7M | +11% | 2.15% | 58.2% | 155 | 0.65% | 2.1 |
|
| 2464 |
2464
PrairieView Partners
St. Paul,
Minnesota
| $401M | +$12.1M | +3% | 1.28% | 34% | 47 | 6.38% | 1.3 |
|
| 2465 |
CLCM
2465
Crawford Lake Capital Management
Lakewood,
New Jersey
| $401M | +$93.5M | +30% | 15.9% | 571% | 71 | 88.73% | 0.1 |
|
| 2466 |
2466
LaFleur & Godfrey
Grand Rapids,
Michigan
| $401M | +$13.5M | +3% | 3.52% | 85.2% | 68 | 13.24% | 4.2 |
|
| 2467 |
2467
Cahaba Wealth Management
Atlanta,
Georgia
| $401M | +$30.3M | +8% | 2.46% | 45.2% | 75 | 6.67% | 1.4 |
|
| 2468 |
TCOT
2468
Trust Company of Toledo
Holland,
Ohio
| $400M | +$8.63M | +2% | 3.5% | 109% | 185 | 4.86% | 4.7 |
|
| 2469 |
RGREA
2469
Ranger Global Real Estate Advisors
Denver,
Colorado
| $400M | -$80.7M | -17% | 0.94% | 18% | 32 | 40.63% | 1.4 |
|
| 2470 |
2470
Private Vista
Chicago,
Illinois
| $400M | -$6.92M | -2% | 2.42% | 10.1% | 163 | 13.5% | 1.5 |
|
| 2471 |
2471
BTG Pactual Global Asset Management
Hamilton,
Bermuda
| $399M | +$138M | +53% | 11.6% | 88.9% | 81 | 72.84% | 0.3 |
|
| 2472 |
LCM
2472
Lucha Capital Management
San Francisco,
California
| $399M | +$37.1M | +10% | 3.85% | 84.3% | 45 | 66.67% | 0.4 |
|
| 2473 |
MTC
2473
Matrix Trust Company
Denver,
Colorado
| $398M | – | – | 2.31% | 51.4% | 24 | – | 0 |
|
| 2474 |
2474
EnCap Energy Capital Fund IX
Houston,
Texas
| $398M | -$125M | -24% | 18.8% | 69.2% | 3 | 0% | 1.8 |
|
| 2475 |
2475
Great Valley Advisor Group
Wilmington,
Delaware
| $398M | +$83.7M | +27% | 3.99% | 73.9% | 348 | 20.98% | 0.4 |
|