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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2476 |
2476
J. Stern & Co
London,
United Kingdom
| $1.06B | +$27.8M | +3% | 8.57% | – | 51 | 3.92% | 1.7 |
|
| 2477 |
2477
Greylock XIV
Menlo Park,
California
| $1.06B | -$178M | -14% | 14.4% | – | 1 | 0% | 0.5 |
|
| 2478 |
2478
Red Cedar Investment Management
Grand Rapids,
Michigan
| $1.06B | +$91.3M | +9% | 10.2% | 81.4% | 95 | 9.47% | 3 |
|
| 2479 |
2479
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
| $1.06B | +$113M | +12% | 20.8% | 140% | 35 | 8.57% | 4.8 |
|
| 2480 |
2480
Convergence Investment Partners
Palm Beach Gardens,
Florida
| $1.06B | +$444M | +73% | 37.3% | 304% | 292 | 36.99% | 3.1 |
|
| 2481 |
2481
Financial Management Professionals
Austin,
Texas
| $1.05B | +$163M | +18% | 11.8% | 67.3% | 1,107 | 17.62% | 4.2 |
|
| 2482 |
2482
FengHe Fund Management
Singapore
| $1.05B | +$331M | +46% | 97.2% | 902% | 36 | 63.89% | 0.8 |
|
| 2483 |
2483
Financial Plan Inc
Bellingham,
Washington
| $1.05B | +$121M | +13% | 8.73% | – | 102 | 14.71% | 0.4 |
|
| 2484 |
2484
Wealthcare Capital Management
Richmond,
Virginia
| $1.05B | +$53.9M | +5% | 6.9% | 46.2% | 109 | 17.43% | 4.3 |
|
| 2485 |
2485
Abner Herrman & Brock
Jersey City,
New Jersey
| $1.05B | +$149M | +16% | 30.8% | 156% | 117 | 12.82% | 3.3 |
|
| 2486 |
2486
Per Stirling Capital Management
Austin,
Texas
| $1.05B | +$148M | +16% | 12.8% | 63.1% | 356 | 19.1% | 1.9 |
|
| 2487 |
2487
Portland Global Advisors
Portland,
Maine
| $1.05B | +$114M | +12% | 12.6% | 43.4% | 160 | 12.5% | 6.3 |
|
| 2488 |
2488
V-Square Quantitative Management
Chicago,
Illinois
| $1.05B | +$106M | +11% | 17.7% | 111% | 800 | 19.25% | 1 |
|
| 2489 |
2489
Melqart Asset Management
London,
United Kingdom
| $1.05B | +$36.7M | +4% | 30.1% | 250% | 55 | 52.73% | 0.6 |
|
| 2490 |
2490
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| $1.05B | +$81.9M | +8% | 17.2% | 84.5% | 2,848 | 7.37% | 1.1 |
|
| 2491 |
2491
Provenance Wealth Advisors
Fort Lauderdale,
Florida
| $1.05B | +$105M | +11% | 11.3% | 64.3% | 611 | 32.9% | 1.6 |
|
| 2492 |
2492
Accurate Wealth Management
Wesley Chapel,
Florida
| $1.05B | +$218M | +26% | 17.2% | 101% | 617 | 20.26% | 1.8 |
|
| 2493 |
2493
Mirabella Financial Services
London,
United Kingdom
| $1.05B | -$10.5M | -1% | 11.7% | 86.2% | 1,228 | 73.45% | 0.2 |
|
| 2494 |
2494
True North Advisors
Dallas,
Texas
| $1.05B | +$169M | +19% | 14.6% | 82.9% | 307 | 25.41% | 1.8 |
|
| 2495 |
2495
Tetrad Corporation
Omaha,
Nebraska
| $1.05B | +$45.5M | +5% | 4.62% | 45.6% | 3 | 0% | 13 |
|
| 2496 |
2496
Summit Securities Group
New York
| $1.05B | +$236M | +29% | 16.5% | 136% | 1,497 | 56.38% | 0.6 |
|
| 2497 |
2497
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
| $1.05B | +$98.3M | +10% | 10.4% | 52.3% | 15 | 0% | 3.9 |
|
| 2498 |
2498
Cahill Financial Advisors
Edina,
Minnesota
| $1.04B | +$118M | +13% | 12.6% | 55.9% | 307 | 10.42% | 4.9 |
|
| 2499 |
2499
George Kaiser Family Foundation
Tulsa,
Oklahoma
| $1.04B | +$159M | +18% | 13.3% | 106% | 111 | 41.44% | 1.2 |
|
| 2500 |
2500
Kera Capital Partners
San Jose,
California
| $1.04B | +$227M | +28% | 26.9% | – | 683 | 23.72% | 0.7 |
|