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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2576 |
2576
JFS Wealth Advisors
Hermitage,
Pennsylvania
| $406M | +$14M | +4% | 5.53% | 54.8% | 565 | 12.04% | 3.4 |
|
| 2577 |
2577
Gateway Advisory
Westfield,
New Jersey
| $406M | +$111M | +38% | 3.07% | 26% | 67 | 10.45% | 2.2 |
|
| 2578 |
2578
Meristem Family Wealth
Minnetonka,
Minnesota
| $406M | +$35.4M | +10% | 8.94% | 67.7% | 212 | 10.38% | 2.4 |
|
| 2579 |
2579
Logos Global Management
San Francisco,
California
| $406M | – | – | 93% | 1,585% | 40 | – | 0 |
|
| 2580 |
2580
Chatham Capital Group
Savannah,
Georgia
| $406M | +$14.2M | +4% | 4.74% | 97% | 163 | 5.52% | 4.1 |
|
| 2581 |
2581
Greenvale Capital
London,
United Kingdom
| $406M | +$71.5M | +21% | 2.91% | 101% | 14 | 42.86% | 0.5 |
|
| 2582 |
2582
Strategy Asset Managers
Pasadena,
California
| $406M | +$69.8M | +21% | 6.42% | 115% | 201 | 43.28% | 1.5 |
|
| 2583 |
2583
12th Street Asset Management Company
Nashville,
Tennessee
| $406M | +$27.4M | +7% | 8.87% | 106% | 30 | 20% | 1.9 |
|
| 2584 |
2584
Greatmark Investment Partners
Columbus,
Georgia
| $405M | +$39.7M | +11% | 10.2% | 72.5% | 138 | 7.25% | 3.8 |
|
| 2585 |
2585
Nadler Financial Group
Deerfield,
Illinois
| $405M | +$45.7M | +13% | 8.18% | 81.8% | 105 | 19.05% | 3.6 |
|
| 2586 |
2586
Redwood Investment Management
Scottsdale,
Arizona
| $404M | +$34.2M | +9% | 6.98% | 62.5% | 290 | 43.45% | 0.6 |
|
| 2587 |
2587
Acuta Capital Partners
Redwood City,
California
| $404M | +$265M | +191% | 199% | 7,269% | 52 | 67.31% | 0.4 |
|
| 2588 |
2588
Brasada Capital Management
Houston,
Texas
| $403M | +$29.5M | +8% | 6.03% | 76.5% | 167 | 26.95% | 1.2 |
|
| 2589 |
2589
Spearhead Capital Advisors
Wellington,
Florida
| $403M | +$43.6M | +12% | 8.53% | 25.2% | 111 | 11.71% | 1.1 |
|
| 2590 |
KAS
2590
Kemnay Advisory Services
New York
| $403M | +$12.3M | +3% | 13.9% | 167% | 107 | 56.07% | 2.6 |
|
| 2591 |
2591
Permian Investment Partners
Dallas,
Texas
| $402M | -$58.5M | -13% | 7.55% | 78.6% | 8 | 12.5% | 1.6 |
|
| 2592 |
HCP
2592
Holt Capital Partners
Fort Worth,
Texas
| $402M | +$35.9M | +10% | 7.28% | 69.5% | 153 | 8.5% | 4.1 |
|
| 2593 |
2593
PKO Investment Management Joint-Stock
Warsaw,
Poland
| $402M | +$8.06M | +2% | 10.9% | 145% | 87 | 14.94% | 2.8 |
|
| 2594 |
2594
Atlas Capital Advisors
Jackson,
Wyoming
| $401M | +$68.6M | +21% | 8.5% | – | 692 | 17.92% | 1.1 |
|
| 2595 |
2595
Parsifal Capital Management
Greenwich,
Connecticut
| $401M | – | – | 35% | 154% | 13 | – | 0 |
|
| 2596 |
NTCM
2596
Nine Ten Capital Management
Chicago,
Illinois
| $400M | +$84.6M | +27% | 28.8% | 166% | 13 | 38.46% | 1.7 |
|
| 2597 |
2597
American Assets Capital Advisers
San Diego,
California
| $400M | +$21.3M | +6% | 4.18% | 73.5% | 26 | 11.54% | 2.8 |
|
| 2598 |
2598
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
| $400M | +$59.3M | +17% | 7.88% | 52.3% | 41 | 29.27% | 1.6 |
|
| 2599 |
2599
Leonard Green & Partners
Los Angeles,
California
| $400M | -$16.4M | -4% | 8.94% | 53.9% | 45 | 71.11% | 0.4 |
|
| 2600 |
2600
AH Equity Partners III (Parallel)
Menlo Park,
California
| $400M | +$21.3M | +6% | 5.66% | 33.1% | 2 | 0% | 0.6 |
|