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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2601 |
2601
New England Private Wealth Advisors
Wellesley,
Massachusetts
| $866M | +$63.1M | +8% | 0.43% | 55.8% | 195 | 8.72% | 4.1 |
|
| 2602 |
2602
Makena Capital Management
Menlo Park,
California
| $866M | +$31.6M | +4% | 4.96% | 78.7% | 29 | 17.24% | 2 |
|
| 2603 |
2603
One Madison Group
New York
| $866M | -$822K | -0.1% | 2.28% | – | 32 | 28.13% | 0.9 |
|
| 2604 |
2604
Cache Advisors
San Francisco,
California
| $866M | +$51.6M | +6% | 6.19% | – | 197 | 44.16% | 0.6 |
|
| 2605 |
2605
Rodgers Brothers
Harmony,
Pennsylvania
| $866M | +$30.1M | +4% | 5.63% | 108% | 253 | 10.28% | 6.6 |
|
| 2606 |
2606
Wedbush Fund Advisers
Pasadena,
California
| $863M | -$103M | -11% | 11.3% | – | 79 | 64.56% | 0.1 |
|
| 2607 |
2607
Adams Natural Resources Fund
Baltimore,
Maryland
| $863M | +$203M | +31% | 33.8% | 50.6% | 55 | 1.82% | 7.4 |
|
| 2608 |
2608
Two Sigma Securities
New York
| $861M | +$133M | +18% | 2.14% | 109% | 2,375 | 72.8% | 0.2 |
|
| 2609 |
2609
Pine Grove Financial Group
Woodbury,
Minnesota
| $860M | +$31.6M | +4% | 1.63% | – | 203 | 12.32% | 0.2 |
|
| 2610 |
2610
Ascent Wealth Partners
New Hartford,
New York
| $860M | -$8.67M | -1% | 1.01% | 105% | 203 | 17.24% | 4.1 |
|
| 2611 |
JPC
2611
Jabodon PT Co
Reno,
Nevada
| $860M | +$105M | +14% | 3.18% | 61.9% | 8 | 25% | 0.7 |
|
| 2612 |
2612
Benchstone Capital Management
New York
| $860M | -$68.9M | -7% | 2.79% | – | 61 | 63.93% | 0.3 |
|
| 2613 |
2613
Ophir Asset Management
Sydney,
Australia
| $859M | -$33M | -4% | 13.1% | 282% | 45 | 53.33% | 0.6 |
|
| 2614 |
2614
Night Owl Capital Management
Greenwich,
Connecticut
| $858M | -$54.4M | -6% | 2.98% | 162% | 30 | 3.33% | 4.6 |
|
| 2615 |
TIM
2615
Total Investment Management
Scottsdale,
Arizona
| $858M | +$78.4M | +10% | 1.23% | 44.4% | 94 | 12.77% | 2.9 |
|
| 2616 |
2616
U.S. Global Investors (USGI)
San Antonio,
Texas
| $858M | -$76.4M | -8% | 4.7% | 151% | 158 | 32.91% | 2.4 |
|
| 2617 |
2617
Foguth Wealth Management
Brighton,
Michigan
| $857M | +$212M | +33% | 1.45% | – | 222 | 26.13% | 1 |
|
| 2618 |
2618
Quest Investment Management
Lake Oswego,
Oregon
| $857M | -$71M | -8% | 3.47% | 105% | 141 | 21.99% | 3.6 |
|
| 2619 |
2619
St Louis Trust
Saint Louis,
Missouri
| $856M | -$15.6M | -2% | 0.87% | 77.2% | 151 | 7.28% | 4.3 |
|
| 2620 |
2620
Caledonia Investments plc (UK)
London England,
United Kingdom
| $856M | -$46.4M | -5% | 3.93% | 61.9% | 15 | 0% | 6.2 |
|
| 2621 |
2621
Baldwin Investment Management
West Conshohocken,
Pennsylvania
| $856M | -$30.1M | -3% | 2.17% | 74.8% | 216 | 6.94% | 5.9 |
|
| 2622 |
VCM
2622
Violich Capital Management
San Francisco,
California
| $855M | -$40.6M | -5% | 1.82% | 111% | 124 | 12.9% | 6.7 |
|
| 2623 |
2623
Aviance Capital Partners
Naples,
Florida
| $854M | -$13.6M | -2% | 0.83% | 109% | 382 | 9.16% | 4.8 |
|
| 2624 |
2624
Greatmark Investment Partners
Columbus,
Georgia
| $854M | +$8.15M | +1% | 1.56% | 72.5% | 153 | 11.76% | 6.4 |
|
| 2625 |
2625
FORM Wealth Advisors
Lake Geneva,
Wisconsin
| $854M | -$613K | -0.1% | 1.36% | – | 61 | 8.2% | 0.9 |
|