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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
Consolidated Investment Group
Englewood,
Colorado
| $922M | +$86.1M | +10% | 3.31% | 150% | 81 | 23.46% | 4.9 |
|
| 2477 |
2477
Koch Inc
Wichita,
Kansas
| $922M | +$199M | +28% | 4.39% | – | 8 | 12.5% | 0.9 |
|
| 2478 |
2478
Tyro Capital Management
Miami,
Florida
| $921M | +$380M | +70% | 10.6% | – | 28 | 57.14% | 0.5 |
|
| 2479 |
2479
Flat Footed LLC
Wilson,
Wyoming
| $920M | +$5.63M | +0.6% | 26.3% | 152% | 42 | 42.86% | 0.6 |
|
| 2480 |
CF
2480
Clarity Financial
Houston,
Texas
| $919M | -$162M | -15% | 1.66% | 56.8% | 132 | 22.73% | 2.1 |
|
| 2481 |
2481
AssuredPartners Investment Advisors
Tampa,
Florida
| $919M | +$247M | +37% | 0.3% | – | 437 | 29.75% | 0.7 |
|
| 2482 |
WDA
2482
Wendell David Associates
Portsmouth,
New Hampshire
| $919M | -$65.4M | -7% | 2.54% | 58.7% | 153 | 3.92% | 8.9 |
|
| 2483 |
2483
Sierra Capital
Miami,
Florida
| $918M | -$27.4M | -3% | 1.88% | 32.4% | 228 | 18.42% | 2.8 |
|
| 2484 |
2484
CKW Financial Group
Honolulu,
Hawaii
| $917M | -$5.22M | -0.6% | 1.25% | 70.3% | 188 | 12.77% | 7 |
|
| 2485 |
2485
Black Diamond Financial
Towson,
Maryland
| $916M | -$32.1M | -3% | 1.35% | 68.3% | 196 | 15.82% | 3.2 |
|
| 2486 |
2486
TT International Asset Management
London,
United Kingdom
| $916M | +$442M | +93% | 7.74% | 331% | 62 | 56.45% | 0.6 |
|
| 2487 |
2487
SR One Capital Management
Wayne,
Pennsylvania
| $915M | +$209M | +30% | 37.8% | 656% | 14 | 7.14% | 2.1 |
|
| 2488 |
2488
Petrus Trust Company
Dallas,
Texas
| $915M | -$73.6M | -7% | 9.89% | 36.9% | 30 | 23.33% | 3.5 |
|
| 2489 |
2489
Golden State Wealth Management
Santa Ana,
California
| $915M | -$32M | -3% | 1.98% | – | 1,741 | 11.09% | 1.8 |
|
| 2490 |
2490
Destiny Wealth Partners
Tavares,
Florida
| $914M | +$42.9M | +5% | 2.6% | 63.7% | 1,150 | 81.57% | 0.5 |
|
| 2491 |
2491
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
| $914M | -$15.4M | -2% | 0.58% | – | 282 | 12.06% | 0.8 |
|
| 2492 |
2492
Scarborough Advisors
Annapolis,
Maryland
| $914M | +$321M | +54% | 1.13% | 63.3% | 786 | 44.02% | 0.6 |
|
| 2493 |
2493
Symmetry Investments
St Helier,
Jersey
| $913M | -$240M | -21% | 1.49% | 148% | 205 | 68.29% | 0.4 |
|
| 2494 |
2494
Goodnow Investment Group
Darien,
Connecticut
| $913M | -$159M | -15% | 18.6% | 131% | 31 | 35.48% | 2.5 |
|
| 2495 |
2495
Southeast Asset Advisors
Thomasville,
Georgia
| $913M | -$141M | -13% | 0.61% | 91.5% | 236 | 16.1% | 4.1 |
|
| 2496 |
2496
Greenvale Capital
London,
United Kingdom
| $912M | -$187M | -17% | 15.8% | 101% | 18 | 50% | 1.3 |
|
| 2497 |
KCM
2497
Kingdon Capital Management
New York
| $911M | +$69.8M | +8% | 5.29% | 217% | 100 | 65% | 0.6 |
|
| 2498 |
2498
Toth Financial Advisory
Leesburg,
Virginia
| $911M | -$10M | -1% | 1.28% | 90.4% | 1,040 | 23.17% | 3.5 |
|
| 2499 |
2499
Nan Fung Trinity
Central, Hong Kong,
Hong Kong
| $911M | -$352M | -28% | 0.53% | 82.3% | 81 | 27.16% | 0.6 |
|
| 2500 |
2500
Ironvine Capital Partners
Omaha,
Nebraska
| $910M | -$89.2M | -9% | 6.4% | 58.8% | 56 | 5.36% | 5.2 |
|