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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
Vision Capital Management
Portland,
Oregon
| $641M | +$98M | +18% | 12.5% | 78.4% | 116 | 36.21% | 3.9 |
|
| 2552 |
2552
Cornerstone Advisory
Hunt Valley,
Maryland
| $641M | +$69.7M | +12% | 8.73% | 53.5% | 230 | 11.3% | 4.3 |
|
| 2553 |
2553
Primavera Capital Management
George Town,
Cayman Islands
| $641M | -$168M | -21% | 19.8% | 1.21% | 4 | 0% | 4.6 |
|
| 2554 |
2554
Mechanics Bank - Trust Department
Walnut Creek,
California
| $641M | +$42.1M | +7% | 9.65% | 76.8% | 185 | 11.35% | 6.2 |
|
| 2555 |
2555
Gladius Capital Management
Chicago,
Illinois
| $641M | -$1.76B | -73% | 11.6% | 78% | 439 | 42.6% | 0.9 |
|
| 2556 |
2556
Winthrop Advisory Group
Boston,
Massachusetts
| $640M | +$31M | +5% | 10.8% | 78.3% | 145 | 16.55% | 3.3 |
|
| 2557 |
2557
Pale Fire Capital SE
Prague,
Czech Republic
| $640M | -$355M | -36% | 2.42% | 223% | 93 | 40.86% | 0.3 |
|
| 2558 |
2558
Dock Street Asset Management
Palm Beach,
Florida
| $640M | +$69.2M | +12% | 13% | 175% | 44 | 6.82% | 5.2 |
|
| 2559 |
2559
Baldwin Investment Management
West Conshohocken,
Pennsylvania
| $640M | +$41.7M | +7% | 7.5% | 74.8% | 207 | 9.18% | 4.8 |
|
| 2560 |
2560
Arbor Investment Advisors
Winston Salem,
North Carolina
| $639M | +$66.9M | +12% | 8.22% | 48.5% | 109 | 12.84% | 4.5 |
|
| 2561 |
2561
Stewart & Patten Company
Lafayette,
California
| $639M | +$63.7M | +11% | 10.4% | 27.5% | 96 | 10.42% | 6.5 |
|
| 2562 |
2562
Sunriver Management
Greenwich,
Connecticut
| $638M | +$109M | +21% | 14.3% | 9.27% | 24 | 29.17% | 1.2 |
|
| 2563 |
2563
Greatmark Investment Partners
Columbus,
Georgia
| $638M | +$72.6M | +13% | 13.5% | 72.5% | 133 | 8.27% | 5.8 |
|
| 2564 |
2564
American National Bank & Trust
Wichita Falls,
Texas
| $637M | +$49.1M | +8% | 11.2% | 102% | 708 | 38.42% | 2.5 |
|
| 2565 |
2565
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| $637M | +$29.9M | +5% | 9.01% | 84.5% | 523 | 21.61% | 2.5 |
|
| 2566 |
2566
Riposte Capital
New York
| $636M | -$234M | -27% | 0.81% | 370% | 23 | 43.48% | 0.6 |
|
| 2567 |
2567
Sahana Capital Management
Greenwich,
Connecticut
| $636M | +$37.7M | +6% | 9.95% | 0.48% | 9 | 22.22% | 1.8 |
|
| 2568 |
2568
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
| $636M | +$105M | +20% | 8.19% | 38.2% | 127 | 11.81% | 3.3 |
|
| 2569 |
2569
Lake Street Private Wealth
Chicago,
Illinois
| $635M | +$79M | +14% | 10.8% | 105% | 322 | 17.7% | 2.4 |
|
| 2570 |
2570
Kahn Brothers Group
New York
| $635M | -$6.18M | -1% | 4.49% | 53.4% | 44 | 4.55% | 6.4 |
|
| 2571 |
2571
Financial Planning & Information Services
De Pere,
Wisconsin
| $634M | +$97M | +18% | 9.01% | 13% | 86 | 4.65% | 5 |
|
| 2572 |
2572
Rodgers Brothers
Harmony,
Pennsylvania
| $634M | +$47.8M | +8% | 10.1% | 108% | 231 | 6.93% | 5.6 |
|
| 2573 |
2573
Allen Capital Group
Grand Island,
Nebraska
| $633M | +$68.5M | +12% | 9.14% | 62.8% | 187 | 15.51% | 1 |
|
| 2574 |
2574
HCR Wealth Advisors
Los Angeles,
California
| $633M | +$177M | +39% | 11.4% | 107% | 217 | 27.19% | 3.4 |
|
| 2575 |
2575
Flaharty Asset Management
Clearwater,
Florida
| $633M | +$35.5M | +6% | 6.76% | 33.4% | 477 | 76.31% | 3 |
|