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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
Dean Investment Associates
Beavercreek,
Ohio
| $614M | -$11.5M | -2% | 0.68% | 63.5% | 221 | 11.76% | 3.7 |
|
| 2502 |
2502
Stewart & Patten Company
Lafayette,
California
| $612M | +$22.4M | +4% | 4.72% | 27.5% | 95 | 7.37% | 6.7 |
|
| 2503 |
2503
JGP Wealth Management
Bend,
Oregon
| $612M | +$41.7M | +7% | 5.83% | 87.8% | 152 | 3.95% | 3.3 |
|
| 2504 |
DGM
2504
Darwin Global Management
St. Helier,
Jersey
| $612M | +$246M | +67% | 63.3% | 2,582% | 4 | 25% | 0.4 |
|
| 2505 |
2505
Advisor OS
Chicago,
Illinois
| $611M | +$195M | +47% | 5.3% | 61.2% | 309 | 25.57% | 1.4 |
|
| 2506 |
2506
FourWorld Capital Management
New York
| $611M | +$190M | +45% | 3.13% | 132% | 33 | 48.48% | 0.6 |
|
| 2507 |
RGREA
2507
Ranger Global Real Estate Advisors
Denver,
Colorado
| $611M | -$150M | -20% | 0.34% | 18% | 37 | 16.22% | 1.7 |
|
| 2508 |
2508
Portland Global Advisors
Portland,
Maine
| $611M | +$26.4M | +5% | 4.36% | 43.4% | 136 | 11.76% | 6 |
|
| 2509 |
2509
Nekton Capital
London,
United Kingdom
| $610M | +$10.9M | +2% | 3.5% | 30.1% | 22 | 63.64% | 0.3 |
|
| 2510 |
2510
TCG Crossover Management
Palo Alto,
California
| $610M | +$96.8M | +19% | 32.3% | 3,013% | 24 | 16.67% | 0.9 |
|
| 2511 |
2511
Private Capital Advisors
Darien,
Connecticut
| $610M | +$79.1M | +15% | 16.5% | 132% | 93 | 12.9% | 5 |
|
| 2512 |
2512
Arden Trust
Wilmington,
Delaware
| $609M | +$55.4M | +10% | 4.97% | 22.5% | 302 | 22.85% | 4.6 |
|
| 2513 |
2513
Penobscot Investment Management
Boston,
Massachusetts
| $608M | +$34.5M | +6% | 7.48% | 103% | 235 | 7.66% | 6.1 |
|
| 2514 |
2514
Beverly Hills Private Wealth
Beverly Hills,
California
| $608M | +$286M | +89% | 5.44% | 80% | 331 | 19.94% | 0.4 |
|
| 2515 |
2515
Baldwin Investment Management
West Conshohocken,
Pennsylvania
| $607M | +$43.5M | +8% | 9.76% | 74.8% | 206 | 8.25% | 4.7 |
|
| 2516 |
2516
Needham Investment Management
New York
| $607M | +$27.1M | +5% | 20.9% | 424% | 127 | 10.24% | 4.5 |
|
| 2517 |
2517
Third Avenue Management
New York
| $606M | +$20.8M | +4% | 6.65% | 113% | 59 | 10.17% | 4.5 |
|
| 2518 |
2518
Wealth Architects
Mountain View,
California
| $606M | +$41.2M | +7% | 5.42% | 80.1% | 200 | 9% | 4.6 |
|
| 2519 |
2519
Stanley-Laman Group
Berwyn,
Pennsylvania
| $605M | +$43.7M | +8% | 10.7% | 114% | 246 | 13.41% | 1.8 |
|
| 2520 |
2520
Seven Eight Capital
New York
| $605M | +$125M | +26% | 9.18% | 13.6% | 696 | 72.7% | 0.2 |
|
| 2521 |
2521
Crosslink Capital
Menlo Park,
California
| $605M | +$112M | +23% | 37.7% | 135% | 19 | 15.79% | 3.6 |
|
| 2522 |
2522
Absher Wealth Management
Chapel Hill,
North Carolina
| $604M | +$26.6M | +5% | 4.35% | 54.5% | 57 | 8.77% | 2.8 |
|
| 2523 |
2523
Auxier Asset Management
Aurora,
Oregon
| $603M | +$23.3M | +4% | 4.36% | 71.7% | 169 | 6.51% | 7.1 |
|
| 2524 |
2524
Ropes Wealth Advisors
Boston,
Massachusetts
| $603M | +$49.8M | +9% | 7.36% | 71% | 285 | 12.63% | 5.1 |
|
| 2525 |
WAM
2525
Warberg Asset Management
Winnetka,
Illinois
| $603M | +$95.1M | +19% | 0.9% | 65.3% | 314 | 43.63% | 0.7 |
|