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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2626 |
2626
SKBA Capital Management
San Francisco,
California
| $542M | -$12.6M | -2% | 0.97% | 53.9% | 80 | 8.75% | 4.3 |
|
| 2627 |
2627
McMorgan & Co
San Francisco,
California
| $541M | +$9.26M | +2% | 3.95% | 30.1% | 52 | 1.92% | 1.7 |
|
| 2628 |
2628
MIG Capital
Newport Beach,
California
| $540M | -$12.6M | -2% | 12.3% | 118% | 17 | 29.41% | 2.1 |
|
| 2629 |
2629
MAK Capital One
New York
| $540M | +$12M | +2% | 1.14% | 200% | 11 | 18.18% | 3 |
|
| 2630 |
2630
Heck Capital Advisors
Rhinelander,
Wisconsin
| $539M | -$41M | -7% | 3.1% | 67% | 194 | 23.71% | 2.6 |
|
| 2631 |
2631
UG Investment Advisers
Taipei,
Taiwan
| $538M | +$351M | +188% | 2.17% | 172% | 22 | 54.55% | 0.7 |
|
| 2632 |
2632
Financial Planning & Information Services
De Pere,
Wisconsin
| $537M | -$4.82M | -0.9% | 3.35% | 13% | 88 | 7.95% | 4.8 |
|
| 2633 |
2633
Lee Financial
Dallas,
Texas
| $537M | -$34.3M | -6% | 2.45% | 75% | 867 | 13.73% | 2.8 |
|
| 2634 |
GWI
2634
Grace & White Inc
Ny,
New York
| $536M | -$7.29M | -1% | 0.23% | 59.6% | 149 | 4.7% | 6 |
|
| 2635 |
2635
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
| $535M | +$36.5M | +7% | 3.33% | 62.2% | 102 | 6.86% | 3.3 |
|
| 2636 |
2636
Cary Street Partners Asset Management
Richmond,
Virginia
| $535M | -$3M | -0.6% | 3.17% | 25.3% | 209 | 14.83% | 1.8 |
|
| 2637 |
QCM
2637
Qsemble Capital Management
New York
| $535M | +$394M | +280% | 5.58% | 39.9% | 428 | 80.84% | 0.1 |
|
| 2638 |
AW
2638
Atlas Wealth
Cincinnati,
Ohio
| $535M | -$8.9M | -2% | 0.32% | 43.5% | 249 | 18.07% | 0.6 |
|
| 2639 |
2639
Artemis Wealth Advisors
New York
| $535M | -$14.3M | -3% | 3.37% | 174% | 79 | 13.92% | 2.1 |
|
| 2640 |
2640
Blue Pool Management
Causeway Bay,
Hong Kong
| $533M | +$53.9M | +11% | 11.2% | 72.8% | 1 | 0% | 2.3 |
|
| 2641 |
2641
PFG Investments
Woodbury,
New York
| $533M | -$30.8M | -5% | 4.4% | 106% | 553 | 13.74% | 0.4 |
|
| 2642 |
2642
Silicon Valley Capital Partners
San Jose,
California
| $533M | -$3.04M | -0.6% | 2.5% | 103% | 337 | 7.12% | 1.1 |
|
| 2643 |
2643
Brio Consultants
San Francisco,
California
| $532M | -$20.6M | -4% | 3.01% | 42.7% | 100 | 12% | 2.1 |
|
| 2644 |
2644
Redwood Capital Management
New York
| $532M | -$150M | -22% | 4.17% | 313% | 25 | 8% | 3.6 |
|
| 2645 |
2645
LS Investment Advisors
Bloomfield Hills,
Michigan
| $532M | -$37.7M | -7% | 3.05% | 98.7% | 128 | 3.91% | 8.3 |
|
| 2646 |
2646
KLCM Advisors
Milwaukee,
Wisconsin
| $532M | +$20.9M | +4% | 4.7% | 122% | 151 | 13.25% | 4.3 |
|
| 2647 |
2647
Nellore Capital Management
Redwood City,
California
| $532M | -$2.78M | -0.5% | 0.55% | 73.8% | 14 | 28.57% | 1.9 |
|
| 2648 |
2648
Portside Wealth Group
Provo,
Utah
| $531M | -$7.15M | -1% | 2.41% | 90.1% | 397 | 16.88% | 0.2 |
|
| 2649 |
2649
St Louis Trust
Saint Louis,
Missouri
| $531M | -$11.8M | -2% | 4.08% | 71.4% | 108 | 3.7% | 3.9 |
|
| 2650 |
2650
Biondo Investment Advisors
Milford,
Pennsylvania
| $531M | -$10.1M | -2% | 4.28% | 83.4% | 83 | 15.66% | 5.1 |
|