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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2551 |
2551
Lodestar Private Asset Management
Alamo,
California
| $521M | – | – | 6.55% | 64.4% | 190 | – | 0 |
|
| 2552 |
2552
Lannebo Fonder
Stockholm,
Sweden
| $521M | +$19.7M | +4% | 3.91% | 49.8% | 36 | 11.11% | 4.1 |
|
| 2553 |
2553
Silicon Valley Community Foundation
Mountain View,
California
| $520M | -$286M | -35% | 8.26% | 309% | 23 | 21.74% | 1.7 |
|
| 2554 |
2554
Cahill Financial Advisors
Edina,
Minnesota
| $520M | +$45.9M | +10% | 8.75% | 55.9% | 233 | 12.45% | 4 |
|
| 2555 |
2555
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
| $520M | -$16.4M | -3% | 5.97% | 58.9% | 399 | 18.05% | 0.7 |
|
| 2556 |
2556
Ophir Asset Management
Sydney,
Australia
| $520M | -$29.1M | -5% | 11.4% | 282% | 41 | 60.98% | 0.4 |
|
| 2557 |
2557
River Wealth Advisors
Camp Hill,
Pennsylvania
| $519M | +$55.2M | +12% | 9.41% | 80.3% | 211 | 8.53% | 4.8 |
|
| 2558 |
MA
2558
Madrone Advisors
Menlo Park,
California
| $519M | – | – | 9.37% | 10.4% | 7 | – | 0 |
|
| 2559 |
2559
Bremer Bank National Association
St Paul,
Minnesota
| $518M | +$69.9M | +16% | 8.99% | 37.4% | 215 | 17.21% | 2.6 |
|
| 2560 |
RIA
2560
RPG Investment Advisory
Pleasanton,
California
| $518M | +$54.7M | +12% | 13% | 186% | 88 | 10.23% | 3.6 |
|
| 2561 |
CF
2561
Clarity Financial
Houston,
Texas
| $518M | +$90.5M | +21% | 44.6% | 56.8% | 106 | 24.53% | 1 |
|
| 2562 |
2562
Insight Wealth Strategies
San Ramon,
California
| $517M | -$21.1M | -4% | 7.81% | 83.5% | 159 | 25.16% | 2.4 |
|
| 2563 |
ICM
2563
Indaba Capital Management
San Francisco,
California
| $517M | -$133M | -20% | 6.92% | 66.7% | 43 | 18.6% | 1.5 |
|
| 2564 |
2564
Sectoral Asset Management
Montreal,
Quebec, Canada
| $517M | +$9.2M | +2% | 4.07% | 168% | 131 | 25.19% | 1.6 |
|
| 2565 |
2565
Heck Capital Advisors
Rhinelander,
Wisconsin
| $516M | +$30.4M | +6% | 8.02% | 67% | 150 | 18.67% | 2.9 |
|
| 2566 |
2566
Baker Ellis Asset Management
Vancouver,
Washington
| $516M | +$57.3M | +12% | 11% | 91.9% | 222 | 19.82% | 4.8 |
|
| 2567 |
2567
Opus Capital Group
Cincinnati,
Ohio
| $516M | +$54.4M | +12% | 9.88% | 49.7% | 124 | 16.13% | 4.3 |
|
| 2568 |
2568
Atlas FRM
Greenwich,
Connecticut
| $515M | +$175M | +52% | 28.5% | 38.9% | 8 | 12.5% | 0.6 |
|
| 2569 |
KFS
2569
Kurt F. Somerville
| $515M | +$16.6M | +3% | 10.6% | 92.9% | 118 | 12.71% | 6.1 |
|
| 2570 |
1SP
2570
140 Summer Partners
New York
| $514M | +$24.6M | +5% | 11.5% | 202% | 17 | 58.82% | 0.6 |
|
| 2571 |
2571
Voss Capital
Houston,
Texas
| $514M | +$164M | +47% | 15.8% | 78.4% | 56 | 39.29% | 0.9 |
|
| 2572 |
2572
LS Investment Advisors
Bloomfield Hills,
Michigan
| $514M | +$20.9M | +4% | 10.2% | 98.7% | 133 | 11.28% | 7.6 |
|
| 2573 |
2573
Sunbelt Securities
Houston,
Texas
| $512M | +$38.8M | +8% | 9.09% | 83.5% | 474 | 13.92% | 2.7 |
|
| 2574 |
2574
Investure LLC
Charlottesville,
Virginia
| $511M | +$2.49M | +0.5% | 4.39% | 55.4% | 22 | 4.55% | 2.3 |
|
| 2575 |
2575
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| $511M | +$229M | +81% | 7.55% | 140% | 272 | 38.24% | 2.5 |
|