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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2501 |
2501
WBI Investments
Red Bank,
New Jersey
| $651M | +$14.1M | +2% | 5.64% | 97.3% | 258 | 63.57% | 0.6 |
|
| 2502 |
2502
Gates Foundation
Seattle,
Washington
| $651M | +$39.7M | +6% | 27.6% | 58.1% | 8 | 12.5% | 0.4 |
|
| 2503 |
2503
Sunflower Bank
Dallas,
Texas
| $651M | +$39.7M | +6% | 4.4% | 42.7% | 213 | 6.1% | 0.7 |
|
| 2504 |
2504
Heartwood Wealth Advisors
Richmond,
Virginia
| $650M | +$27.7M | +4% | 4.62% | 59.4% | 99 | 14.14% | 1 |
|
| 2505 |
2505
Soleus Capital Management
Greenwich,
Connecticut
| $650M | +$95.3M | +17% | 5.02% | 508% | 90 | 47.78% | 0.5 |
|
| 2506 |
2506
Strategic Value Partners
Greenwich,
Connecticut
| $650M | +$567M | +685% | 198% | – | 4 | 50% | 1 |
|
| 2507 |
2507
Taikang Asset Management (HK)
Hong Kong
| $648M | +$119M | +22% | 2.82% | 172% | 86 | 19.77% | 2 |
|
| 2508 |
WM
2508
Wishbone Management
Chicago,
Illinois
| $648M | +$52.4M | +9% | 1.16% | 58.7% | 12 | 41.67% | 0.6 |
|
| 2509 |
2509
EAM Investors
Solana Beach,
California
| $648M | -$16.7M | -3% | 42.1% | 6,012% | 487 | 71.87% | 0.2 |
|
| 2510 |
2510
Cahaba Wealth Management
Atlanta,
Georgia
| $647M | +$2.42M | +0.4% | 4.88% | 48.7% | 97 | 26.8% | 2.6 |
|
| 2511 |
2511
Clear Creek Financial Management
Silverdale,
Washington
| $646M | +$596M | +1,196% | 7.73% | 81% | 335 | 86.57% | 0.1 |
|
| 2512 |
2512
Twele Capital Management
Minnetonka,
Minnesota
| $645M | +$20M | +3% | 4.22% | 37.1% | 43 | 4.65% | 6.6 |
|
| 2513 |
2513
S&T Bank
Indiana,
Pennsylvania
| $644M | +$29.8M | +5% | 6% | 193% | 140 | 10% | 3.2 |
|
| 2514 |
GECH
2514
Garnet Equity Capital Holdings
New York
| $643M | +$199M | +45% | 3.73% | 302% | 53 | 52.83% | 0.5 |
|
| 2515 |
2515
Azora Capital LP
Miami,
Florida
| $643M | -$154M | -19% | 6.7% | 175% | 55 | 47.27% | 0.5 |
|
| 2516 |
2516
JLB & Associates
Plymouth,
Michigan
| $642M | +$34.1M | +6% | 6.41% | 69.5% | 73 | 2.74% | 5.5 |
|
| 2517 |
2517
Cutler Investment Counsel
Jacksonville,
Oregon
| $640M | +$64.2M | +11% | 5.13% | 56.2% | 90 | 2.22% | 4.5 |
|
| 2518 |
2518
Granite Investment Advisors
Concord,
New Hampshire
| $639M | +$41.2M | +7% | 7.26% | 55.6% | 197 | 15.74% | 3.5 |
|
| 2519 |
2519
Brown Advisory Securities
Baltimore,
Maryland
| $639M | +$49.9M | +8% | 9.57% | 51% | 262 | 6.87% | 4.5 |
|
| 2520 |
2520
WealthShield Partners
Cary,
North Carolina
| $638M | +$81.9M | +15% | 6.53% | 71% | 1,251 | 45.56% | 0.7 |
|
| 2521 |
2521
Strategic Blueprint
Atlanta,
Georgia
| $638M | +$168M | +36% | 7.06% | 82.1% | 1,453 | 80.11% | 0.2 |
|
| 2522 |
2522
Salomon & Ludwin
Richmond,
Virginia
| $637M | +$47.9M | +8% | 6.28% | 52.6% | 82 | 8.54% | 1.7 |
|
| 2523 |
2523
Cozad Asset Management
Champaign,
Illinois
| $637M | +$22.4M | +4% | 7.99% | 132% | 372 | 12.1% | 1.7 |
|
| 2524 |
2524
First American Trust
Santa Ana,
California
| $637M | +$3.26M | +0.5% | 7.44% | 84.6% | 165 | 19.39% | 3.1 |
|
| 2525 |
2525
No Street GP LP
San Francisco,
California
| $637M | -$138M | -18% | 12.2% | 246% | 47 | 36.17% | 0.6 |
|