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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
Parthenon LLC
Louisville,
Kentucky
| $875M | -$52M | -6% | 1.52% | 93.3% | 131 | 3.05% | 8.7 |
|
| 2577 |
PAI
2577
Power Alpha Investment
Road Town, Tortola,
British Virgin Islands
| $874M | -$98.6M | -10% | 4.56% | – | 5 | 0% | 0.3 |
|
| 2578 |
2578
Archford Capital Strategies
Swansea,
Illinois
| $873M | +$15.4M | +2% | 0.66% | 87.4% | 378 | 21.43% | 4 |
|
| 2579 |
2579
Novem Group
Rochester,
New York
| $873M | +$3.43M | +0.4% | 0.67% | – | 477 | 20.13% | 0.9 |
|
| 2580 |
JWBC
2580
J.W. Burns & Co
Dewitt,
New York
| $873M | -$30.5M | -3% | 2.09% | 95.4% | 190 | 7.37% | 7.9 |
|
| 2581 |
2581
Genus Capital Management
Vancouver,
British Columbia, Canada
| $873M | +$14.1M | +2% | 9.68% | – | 237 | 37.97% | 0.6 |
|
| 2582 |
SA
2582
SoftVest Advisors
Abilene,
Texas
| $872M | +$417M | +92% | 56.9% | 178% | 5 | 40% | 2.8 |
|
| 2583 |
2583
Private Capital Advisors
Darien,
Connecticut
| $872M | -$107M | -11% | 6.13% | 132% | 84 | 22.62% | 5.8 |
|
| 2584 |
F1I
2584
Fund 1 Investments
Rincon,
Puerto Rico
| $872M | +$54.4M | +7% | 7.07% | 128% | 91 | 69.23% | 0.6 |
|
| 2585 |
2585
Boulay Financial Advisors
Eden Prairie,
Minnesota
| $871M | +$20.8M | +2% | 0.65% | – | 6 | 33.33% | 0.6 |
|
| 2586 |
2586
Twin Focus Capital Partners
Boston,
Massachusetts
| $871M | +$3.22M | +0.4% | 2.96% | 92.5% | 199 | 22.61% | 4.3 |
|
| 2587 |
WCM
2587
Wallace Capital Management
Dallas,
Texas
| $871M | +$40.4M | +5% | 2.28% | 62.3% | 78 | 7.69% | 5.6 |
|
| 2588 |
2588
River Wealth Advisors
Camp Hill,
Pennsylvania
| $871M | -$21M | -2% | 1.76% | 80.3% | 214 | 7.01% | 6.5 |
|
| 2589 |
2589
Pacific Life Fund Advisors
Newport Beach,
California
| $871M | -$100M | -10% | 0.5% | 47.6% | 21 | 4.76% | 1.8 |
|
| 2590 |
2590
Philip James Wealth Mangement
Milton,
Georgia
| $870M | +$6.5M | +0.8% | 13.7% | 76% | 175 | 13.14% | 1.4 |
|
| 2591 |
2591
Cabot Wealth Management
Salem,
Massachusetts
| $869M | -$35.1M | -4% | 3.07% | 69.3% | 145 | 8.97% | 5.9 |
|
| 2592 |
2592
Hanson & Doremus Investment Management
Burlington,
Vermont
| $869M | +$37.3M | +4% | 1.23% | 86.3% | 560 | 18.21% | 5.9 |
|
| 2593 |
2593
HHM Wealth Advisors
Chattanooga,
Tennessee
| $869M | +$19.3M | +2% | 0.6% | 62.3% | 928 | 14.01% | 3.2 |
|
| 2594 |
2594
IDG China Capital Fund III Associates
Central Hong Kong,
China
| $868M | +$67.2M | +8% | 19.9% | – | 2 | 0% | 1 |
|
| 2595 |
2595
Blue Grotto Capital
Atlanta,
Georgia
| $868M | -$105M | -11% | 4.07% | 296% | 32 | 59.38% | 0.7 |
|
| 2596 |
2596
L. Roy Papp & Associates
Phoenix,
Arizona
| $867M | -$37.1M | -4% | 1.53% | 80.1% | 191 | 6.81% | 7.5 |
|
| 2597 |
2597
Northcape Capital
Sydney,
Australia
| $867M | -$264K | -0% | 2.51% | – | 8 | 0% | 8.9 |
|
| 2598 |
HP
2598
Havemeyer Place
Greenwich,
Connecticut
| $867M | +$359M | +71% | 2.19% | – | 728 | 62.36% | 0.1 |
|
| 2599 |
2599
RMG Wealth Management
Platteville,
Wisconsin
| $866M | +$94.2M | +12% | 1.84% | – | 727 | 57.91% | 0.3 |
|
| 2600 |
2600
EAM Investors
Solana Beach,
California
| $866M | -$31.6M | -4% | 39.5% | 6,012% | 394 | 62.69% | 0.3 |
|