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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
Blue Pool Management
Causeway Bay,
Hong Kong
| $628M | -$149M | -19% | 15.1% | 72.8% | 5 | 60% | 0.5 |
|
| 2527 |
JWBC
2527
J.W. Burns & Co
Dewitt,
New York
| $628M | -$62.5M | -9% | 3.36% | 95.4% | 190 | 7.89% | 5.8 |
|
| 2528 |
2528
Perella Weinberg Partners Capital Management
New York
| $628M | +$87.9M | +16% | 2.97% | 1.52% | 30 | 10% | 1.9 |
|
| 2529 |
2529
Leo Brokerage
Hurst,
Texas
| $628M | – | – | 8.21% | – | 244 | – | 0.9 |
|
| 2530 |
2530
Massachusetts Institute of Technology
Cambridge,
Massachusetts
| $627M | -$111M | -15% | 36.2% | 35.7% | 12 | 58.33% | 1 |
|
| 2531 |
2531
Avestar Capital
New York
| $627M | -$191M | -23% | 4.05% | 112% | 500 | 37.4% | 1.3 |
|
| 2532 |
CBT
2532
Central Bank & Trust
Lexington,
Kentucky
| $627M | -$21.4M | -3% | 4.98% | 118% | 342 | 15.5% | 5.1 |
|
| 2533 |
2533
River Wealth Advisors
Camp Hill,
Pennsylvania
| $626M | -$18.7M | -3% | 5.17% | 80.3% | 228 | 5.7% | 4.2 |
|
| 2534 |
2534
Planning Alternatives
Birmingham,
Michigan
| $626M | -$22.3M | -3% | 4.87% | 69.6% | 50 | 14% | 5 |
|
| 2535 |
2535
Larson Financial Group
St Louis,
Missouri
| $626M | -$4.31M | -0.7% | 4.57% | 81.2% | 1,212 | 14.85% | 1.7 |
|
| 2536 |
2536
Academy Capital Management
Waco,
Texas
| $626M | -$17.7M | -3% | 3.67% | 71.2% | 39 | 7.69% | 2.1 |
|
| 2537 |
2537
KMG Fiduciary Partners
Toledo,
Ohio
| $625M | -$20.8M | -3% | 3.76% | 114% | 210 | 10% | 1.9 |
|
| 2538 |
2538
Affinity Asset Advisors
New York
| $625M | +$350M | +127% | 5.74% | 1,487% | 79 | 53.16% | 0.5 |
|
| 2539 |
2539
V Wealth Advisors
Overland Park,
Kansas
| $625M | -$57.4M | -8% | 4.33% | 36.9% | 489 | 18.2% | 1.7 |
|
| 2540 |
2540
Dorchester Wealth Management
Montreal,
Quebec, Canada
| $624M | +$121M | +24% | 4.72% | 18.3% | 165 | 14.55% | 3.7 |
|
| 2541 |
2541
WealthShield Partners
Cary,
North Carolina
| $624M | +$23.6M | +4% | 2.72% | 71% | 382 | 39.79% | 1.4 |
|
| 2542 |
2542
Oasis Management Company
Grand Cayman,
Cayman Islands
| $624M | +$51M | +9% | 6.17% | 368% | 115 | 43.48% | 0.5 |
|
| 2543 |
2543
Kontiki Capital Management (HK)
Hong Kong
| $624M | -$100M | -14% | 19.1% | 90.6% | 7 | 28.57% | 2.6 |
|
| 2544 |
HSC
2544
Harbor Spring Capital
New York
| $624M | -$254M | -29% | 11% | – | 30 | 43.33% | 1.6 |
|
| 2545 |
2545
Torray Investment Partners
Bethesda,
Maryland
| $623M | -$54.6M | -8% | 1.59% | 82.4% | 108 | 8.33% | 4.1 |
|
| 2546 |
2546
AH Equity Partners LSV I
Menlo Park,
California
| $623M | -$218M | -26% | 25.7% | – | 3 | 0% | 0.3 |
|
| 2547 |
2547
Burleson & Co
Petaluma,
California
| $623M | -$63.6M | -9% | 8.63% | 49.1% | 481 | 23.28% | 1.3 |
|
| 2548 |
2548
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| $623M | -$84.2M | -12% | 1.08% | 140% | 424 | 33.73% | 1.8 |
|
| 2549 |
2549
Waddell & Associates
Memphis,
Tennessee
| $623M | -$7.72M | -1% | 4.23% | 194% | 138 | 21.01% | 0.8 |
|
| 2550 |
2550
Penn Davis McFarland
Dallas,
Texas
| $623M | +$33.3M | +6% | 3.63% | 100% | 48 | 12.5% | 4 |
|