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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
Teamwork Financial Advisors
San Antonio,
Texas
| $541M | +$44.4M | +9% | 11.6% | 134% | 215 | 26.05% | 1.5 |
|
| 2577 |
2577
CCMP Capital
New York
| $541M | -$324M | -37% | 21.9% | 12.3% | 3 | 33.33% | 1.8 |
|
| 2578 |
2578
Brio Consultants
San Francisco,
California
| $540M | +$38.4M | +8% | 4.8% | 42.7% | 94 | 9.57% | 1.9 |
|
| 2579 |
TA
2579
TCM Advisors
Martinsburg,
West Virginia
| $539M | +$443M | +460% | 7% | 56.1% | 61 | 0% | 0.7 |
|
| 2580 |
2580
LS Investment Advisors
Bloomfield Hills,
Michigan
| $539M | +$25.7M | +5% | 4.98% | 98.7% | 136 | 9.56% | 7.8 |
|
| 2581 |
2581
Strategic Wealth Investment Group
Louisville,
Kentucky
| $539M | +$107M | +25% | 8.66% | – | 142 | 25.35% | 1.6 |
|
| 2582 |
2582
Regents of the University of California
Oakland,
California
| $538M | +$10.8M | +2% | 7.15% | 76.6% | 34 | 14.71% | 5.3 |
|
| 2583 |
2583
StepStone Group
La Jolla,
California
| $538M | -$222M | -29% | 0.51% | 107% | 26 | 26.92% | 1.1 |
|
| 2584 |
2584
Perennial Investment Advisors
Los Angeles,
California
| $538M | +$292M | +119% | 7.81% | 84.3% | 378 | 43.65% | 1.1 |
|
| 2585 |
2585
Talbot Financial
Bellevue,
Washington
| $538M | +$51.9M | +11% | 9.48% | 118% | 60 | 10% | 0.2 |
|
| 2586 |
2586
Ophir Asset Management
Sydney,
Australia
| $538M | +$17.7M | +3% | 11.5% | 282% | 36 | 44.44% | 0.5 |
|
| 2587 |
2587
NTV Asset Management
Charleston,
West Virginia
| $538M | +$28.4M | +6% | 4.92% | 110% | 254 | 3.15% | 5.4 |
|
| 2588 |
2588
Investure LLC
Charlottesville,
Virginia
| $537M | +$26M | +5% | 4.39% | 55.4% | 21 | 38.1% | 3.5 |
|
| 2589 |
2589
Moloney Securities Asset Management
Manchester,
Missouri
| $537M | +$83.9M | +19% | 5.58% | 86% | 461 | 16.49% | 2.9 |
|
| 2590 |
2590
Campbell & Co Investment Adviser
Baltimore,
Maryland
| $537M | +$119M | +28% | 4.97% | 31% | 1,092 | 61.17% | 0.3 |
|
| 2591 |
2591
SKBA Capital Management
San Francisco,
California
| $537M | -$4.44M | -0.8% | 0.93% | 53.9% | 79 | 8.86% | 4.1 |
|
| 2592 |
2592
Lake Street Private Wealth
Chicago,
Illinois
| $536M | +$52.4M | +11% | 8.29% | 105% | 299 | 10.03% | 2 |
|
| 2593 |
2593
Redpoint Management
Woodside,
California
| $535M | +$126M | +31% | 32.6% | 20.6% | 11 | 27.27% | 0.8 |
|
| 2594 |
2594
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
| $535M | +$72.8M | +16% | 5.73% | 98% | 161 | 42.24% | 2 |
|
| 2595 |
2595
Slow Capital
Greenbrae,
California
| $535M | +$85.2M | +19% | 16.2% | 156% | 175 | 24% | 3.1 |
|
| 2596 |
2596
V Wealth Advisors
Overland Park,
Kansas
| $534M | +$50.2M | +10% | 9.66% | 36.9% | 403 | 16.13% | 2.3 |
|
| 2597 |
2597
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
| $533M | +$30.7M | +6% | 3.29% | 47% | 173 | 15.03% | 2.7 |
|
| 2598 |
2598
Albar Capital
London,
United Kingdom
| $532M | +$265M | +99% | 20.4% | 163% | 65 | 76.92% | 0.2 |
|
| 2599 |
KCM
2599
Kingdon Capital Management
New York
| $532M | +$29.6M | +6% | 20.8% | 217% | 75 | 57.33% | 0.9 |
|
| 2600 |
2600
Parkside Investments
Deerfield,
Illinois
| $531M | +$29.6M | +6% | 5.21% | 70.4% | 100 | 18% | 2.9 |
|