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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
Mizuho Bank
Tokyo,
Japan
| $901M | -$117M | -11% | 10.7% | 99.8% | 10 | 40% | 1.5 |
|
| 2477 |
F1I
2477
Fund 1 Investments
Rincon,
Puerto Rico
| $900M | -$340M | -27% | 28.7% | 128% | 81 | 55.56% | 0.7 |
|
| 2478 |
2478
Barlow Wealth Partners
Louisville,
Kentucky
| $899M | +$63M | +8% | 7.99% | 101% | 144 | 15.97% | 1.5 |
|
| 2479 |
2479
Private Capital Advisors
Darien,
Connecticut
| $899M | +$77.7M | +9% | 6.85% | 132% | 92 | 22.83% | 5.8 |
|
| 2480 |
2480
Lincluden Management
Mississauga,
Ontario, Canada
| $898M | -$7.12M | -0.8% | 7.33% | 67.7% | 79 | 15.19% | 6.5 |
|
| 2481 |
2481
Ashford Capital Management
Wilmington,
Delaware
| $898M | +$46.6M | +5% | 10.6% | 150% | 117 | 18.8% | 4 |
|
| 2482 |
2482
Alibaba Group
Causeway Bay,
Hong Kong
| $897M | +$212M | +31% | 30.9% | 2.06% | 2 | 0% | 7.4 |
|
| 2483 |
2483
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
| $897M | -$33.2M | -4% | 7.5% | – | 297 | 20.88% | 0.4 |
|
| 2484 |
2484
L.J. Altfest & Co
New York
| $896M | +$48.3M | +6% | 9.07% | 95.6% | 377 | 24.4% | 3.8 |
|
| 2485 |
2485
Portland Global Advisors
Portland,
Maine
| $896M | +$46.2M | +5% | 4.24% | 43.4% | 148 | 6.76% | 6.2 |
|
| 2486 |
2486
Taikang Asset Management (HK)
Hong Kong
| $895M | +$119M | +15% | 14.1% | 172% | 114 | 24.56% | 2.7 |
|
| 2487 |
2487
Sagefield Capital
Dallas,
Texas
| $894M | +$179M | +25% | 8.33% | 115% | 137 | 54.74% | 0.9 |
|
| 2488 |
2488
Black Diamond Financial
Towson,
Maryland
| $893M | +$249M | +39% | 6.12% | 68.3% | 169 | 19.53% | 3.2 |
|
| 2489 |
PFMOSF
2489
Philadelphia Financial Management of San Francisco
San Francisco,
California
| $892M | +$41.6M | +5% | 12.3% | 209% | 92 | 71.74% | 0.2 |
|
| 2490 |
2490
Running Oak Capital
Edina,
Minnesota
| $892M | -$8.04M | -0.9% | 2.15% | 32.7% | 56 | 1.79% | 3.4 |
|
| 2491 |
2491
Pureheart Capital
Singapore,
| $890M | +$285M | +47% | 16% | – | 23 | 86.96% | 0.1 |
|
| 2492 |
2492
Griffin Asset Management
New York
| $890M | +$43.1M | +5% | 7.5% | 88.9% | 236 | 17.37% | 5.4 |
|
| 2493 |
2493
Opus Capital Group
Cincinnati,
Ohio
| $890M | +$54.6M | +7% | 5.73% | 49.7% | 140 | 11.43% | 4.7 |
|
| 2494 |
2494
L. Roy Papp & Associates
Phoenix,
Arizona
| $890M | +$47.7M | +6% | 7.96% | 80.1% | 186 | 5.38% | 7.2 |
|
| 2495 |
2495
UNC Management Company
Chapel Hill,
North Carolina
| $889M | +$16.1M | +2% | 7.65% | 92% | 4 | 50% | 0.6 |
|
| 2496 |
2496
HBW Advisory Services
Simi Valley,
California
| $889M | +$77.6M | +10% | 7.74% | 68.6% | 455 | 21.1% | 2.1 |
|
| 2497 |
2497
Stillwater Capital Advisors
Devon,
Pennsylvania
| $888M | +$102M | +13% | 11% | 121% | 72 | 4.17% | 5.6 |
|
| 2498 |
2498
U.S. Global Investors (USGI)
San Antonio,
Texas
| $886M | +$35.5M | +4% | 21.5% | 151% | 149 | 16.11% | 2.3 |
|
| 2499 |
2499
Permian Investment Partners
Dallas,
Texas
| $886M | -$27.3M | -3% | 11.4% | 78.6% | 14 | 50% | 2.6 |
|
| 2500 |
2500
Capital Advisors Ltd
Shaker Heights,
Ohio
| $885M | +$75M | +9% | 6.26% | 61.1% | 1,584 | 7.01% | 3.8 |
|