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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2526 |
2526
INVST
Indianapolis,
Indiana
| $633M | +$22.3M | +4% | 0.9% | 78.5% | 208 | 9.13% | 1.3 |
|
| 2527 |
2527
Crestview Partners III
New York
| $633M | -$39.5M | -6% | 5.65% | 51.2% | 2 | 0% | 3.5 |
|
| 2528 |
2528
Chiron Investment Management
New York
| $632M | -$198M | -24% | 1.45% | 104% | 134 | 74.63% | 0.2 |
|
| 2529 |
2529
Berkshire Money Management
Dalton,
Massachusetts
| $630M | +$8.36M | +1% | 0.4% | 61.8% | 29 | 17.24% | 3 |
|
| 2530 |
2530
JLB & Associates
Plymouth,
Michigan
| $630M | -$12.1M | -2% | 1.43% | 69.9% | 78 | 8.97% | 5.5 |
|
| 2531 |
2531
Sunriver Management
Greenwich,
Connecticut
| $629M | +$41.5M | +7% | 5.5% | 9.27% | 26 | 42.31% | 0.8 |
|
| 2532 |
2532
Darwin Wealth Management
Tampa,
Florida
| $625M | +$11M | +2% | 0.36% | 56.8% | 184 | 15.76% | 2.2 |
|
| 2533 |
2533
Whitney & Co
Rochester,
New York
| $625M | -$28K | -0% | 0.74% | 93.2% | 133 | 8.27% | 3.8 |
|
| 2534 |
2534
Institutional & Family Asset Management
Fort Collins,
Colorado
| $625M | +$18.5M | +3% | 0.55% | 19% | 1,008 | 13.39% | 2.5 |
|
| 2535 |
2535
Foster Victor Wealth Advisors
Greenville,
South Carolina
| $625M | +$26M | +4% | 0.79% | 78.2% | 157 | 16.56% | 1.7 |
|
| 2536 |
2536
Baxter Bros Inc
Riverside,
Connecticut
| $625M | -$6.36M | -1% | 0.06% | 73.8% | 141 | 25.53% | 4.7 |
|
| 2537 |
2537
Ropes Wealth Advisors
Boston,
Massachusetts
| $624M | -$8.14M | -1% | 6.77% | 71% | 281 | 7.12% | 4.4 |
|
| 2538 |
2538
Atlas Capital Advisors
Jackson,
Wyoming
| $624M | +$26.6M | +4% | 0.77% | – | 994 | 9.66% | 1.2 |
|
| 2539 |
2539
Clear Creek Financial Management
Silverdale,
Washington
| $623M | -$23.5M | -4% | 1.61% | 86.1% | 382 | 28.27% | 0.3 |
|
| 2540 |
2540
Avalon Global Asset Management
San Francisco,
California
| $622M | +$22.5M | +4% | 2.5% | 278% | 66 | 39.39% | 1.9 |
|
| 2541 |
VCM
2541
Violich Capital Management
San Francisco,
California
| $622M | +$25.9M | +4% | 1.4% | 111% | 127 | 8.66% | 4.6 |
|
| 2542 |
2542
Academy Capital Management
Waco,
Texas
| $622M | +$376M | +153% | 2.93% | 71.2% | 41 | 36.59% | 2 |
|
| 2543 |
2543
Technology Crossover Management VII
Menlo Park,
California
| $622M | -$165M | -21% | 5.82% | 35.2% | 2 | 0% | 3.8 |
|
| 2544 |
2544
West Coast Financial
Santa Barbara,
California
| $621M | +$8.07M | +1% | 0.54% | 22.2% | 137 | 5.84% | 4 |
|
| 2545 |
2545
Bardin Hill Management Partners
New York
| $619M | +$49.8M | +9% | 7.75% | 214% | 119 | 45.38% | 0.5 |
|
| 2546 |
2546
Mechanics Bank - Trust Department
Walnut Creek,
California
| $618M | +$8.64M | +1% | 0.34% | 76.8% | 177 | 1.69% | 5 |
|
| 2547 |
2547
Granite Investment Advisors
Concord,
New Hampshire
| $618M | -$21.2M | -3% | 0.13% | 55.6% | 192 | 11.46% | 3.8 |
|
| 2548 |
2548
De Burlo Group
Boston,
Massachusetts
| $617M | -$11.4M | -2% | 3.95% | 147% | 100 | 21% | 3.4 |
|
| 2549 |
WAM
2549
Warberg Asset Management
Winnetka,
Illinois
| $617M | +$101M | +20% | 1.57% | 65.3% | 231 | 36.8% | 0.3 |
|
| 2550 |
2550
Oasis Management Company
Grand Cayman,
Cayman Islands
| $616M | +$82.4M | +15% | 5.5% | 368% | 99 | 41.41% | 0.4 |
|