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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
Vantagepoint Investment Advisers
Washington,
District of Columbia
| $779M | +$52.4M | +7% | 5.43% | 42.7% | 10 | 0% | 2 |
|
| 2477 |
2477
Makaira Partners
La Jolla,
California
| $778M | +$6.71M | +0.9% | 7.86% | 22% | 12 | 8.33% | 3.6 |
|
| 2478 |
2478
JLB & Associates
Plymouth,
Michigan
| $777M | +$36.5M | +5% | 7.47% | 69.9% | 82 | 7.32% | 7 |
|
| 2479 |
2479
JGP Wealth Management
Bend,
Oregon
| $777M | +$75.7M | +11% | 9.2% | 87.8% | 179 | 6.7% | 3.6 |
|
| 2480 |
2480
McIlrath & Eck
Arlington,
Washington
| $776M | +$103M | +15% | 5.09% | 44% | 1,020 | 11.37% | 3.7 |
|
| 2481 |
2481
Ardmore Road Asset Management
New York
| $776M | +$118M | +18% | 12.8% | 245% | 63 | 66.67% | 0.4 |
|
| 2482 |
2482
Absher Wealth Management
Chapel Hill,
North Carolina
| $775M | +$63.1M | +9% | 7.67% | 54.5% | 68 | 10.29% | 3.3 |
|
| 2483 |
2483
Claro Advisors
Boston,
Massachusetts
| $774M | +$133M | +21% | 8.36% | 85.5% | 533 | 23.64% | 2.1 |
|
| 2484 |
2484
Stillwater Capital Advisors
Devon,
Pennsylvania
| $774M | +$57.3M | +8% | 6.99% | 121% | 73 | 32.88% | 4.7 |
|
| 2485 |
2485
Naspers
South Africa
| $774M | +$44.1M | +6% | 7% | 88.2% | 4 | 0% | 2.8 |
|
| 2486 |
2486
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
| $773M | +$71.9M | +10% | 5.91% | 62.2% | 133 | 18.8% | 3.1 |
|
| 2487 |
2487
Bedrijfstakpensioenfonds Voor De Media PNO
Hilversum,
Netherlands
| $773M | -$7.61M | -1% | 3.97% | 146% | 42 | 4.76% | 7.1 |
|
| 2488 |
TFP
2488
Triple Frond Partners
San Francisco,
California
| $773M | -$79.4M | -9% | 2.14% | 92.9% | 11 | 18.18% | 5.5 |
|
| 2489 |
2489
Rockbridge Investment Management
Syracuse,
New York
| $772M | +$66.7M | +9% | 6.05% | 38.6% | 132 | 13.64% | 3 |
|
| 2490 |
2490
Nilsine Partners
Greenwood Village,
Colorado
| $772M | +$26.9M | +4% | 7.09% | 117% | 356 | 13.48% | 1.2 |
|
| 2491 |
2491
Perennial Investment Advisors
Los Angeles,
California
| $772M | +$71.1M | +10% | 5.38% | 84.3% | 425 | 18.35% | 2.1 |
|
| 2492 |
2492
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
| $772M | +$32.9M | +4% | 11.1% | 140% | 29 | 6.9% | 4.5 |
|
| 2493 |
2493
Cooper Financial Group
Irvine,
California
| $770M | +$90.1M | +13% | 6.09% | 87.2% | 412 | 16.99% | 2.2 |
|
| 2494 |
2494
Palo Alto Investors
Palo Alto,
California
| $770M | -$93.1M | -11% | 2.67% | 157% | 47 | 21.28% | 3.6 |
|
| 2495 |
VCM
2495
Violich Capital Management
San Francisco,
California
| $769M | +$29.3M | +4% | 4.23% | 111% | 114 | 7.02% | 6.5 |
|
| 2496 |
JWBC
2496
J.W. Burns & Co
Dewitt,
New York
| $769M | +$28.8M | +4% | 6.5% | 95.4% | 193 | 8.29% | 6.9 |
|
| 2497 |
2497
Baxter Bros Inc
Riverside,
Connecticut
| $769M | +$5.18M | +0.7% | 5.93% | 73.8% | 160 | 5.63% | 5.6 |
|
| 2498 |
2498
Focused Wealth Management
Newburgh,
New York
| $769M | +$69.2M | +10% | 5.92% | 73.9% | 304 | 46.05% | 4.7 |
|
| 2499 |
2499
Monograph Wealth Advisors
Manhattan Beach,
California
| $768M | +$84.1M | +12% | 5.93% | 68% | 118 | 21.19% | 1.8 |
|
| 2500 |
2500
Greenwood Capital Associates
Greenwood,
South Carolina
| $768M | +$7.75M | +1% | 5.63% | 87.7% | 253 | 17% | 2.7 |
|