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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2651 |
2651
Claro Advisors
Boston,
Massachusetts
| $953M | +$123M | +15% | 15.6% | 85.5% | 572 | 18.36% | 2.6 |
|
| 2652 |
2652
Night Owl Capital Management
Greenwich,
Connecticut
| $953M | +$94.8M | +11% | 22.5% | 162% | 32 | 12.5% | 4.6 |
|
| 2653 |
2653
CVFG LLC
Shelbyville,
Indiana
| $952M | +$148M | +18% | 30.2% | – | 266 | 16.17% | 0.7 |
|
| 2654 |
2654
Elyxium Wealth
San Mateo,
California
| $952M | +$640M | +205% | 18.7% | – | 303 | 47.19% | 0.7 |
|
| 2655 |
2655
Makena Capital Management
Menlo Park,
California
| $952M | +$85.8M | +10% | 10.6% | 78.7% | 29 | 17.24% | 2 |
|
| 2656 |
2656
Abacus Wealth Partners
Santa Monica,
California
| $952M | -$144M | -13% | 14.8% | 46% | 525 | 42.86% | 1.3 |
|
| 2657 |
2657
L. Roy Papp & Associates
Phoenix,
Arizona
| $951M | +$84M | +10% | 16.2% | 80.1% | 200 | 11.5% | 7.2 |
|
| 2658 |
2658
Griffin Asset Management
New York
| $949M | +$62.3M | +7% | 12.6% | 88.9% | 272 | 26.1% | 5.1 |
|
| 2659 |
2659
Diametric Capital
Boston,
Massachusetts
| $948M | +$564M | +146% | 26.2% | 175% | 760 | 75.39% | 0.3 |
|
| 2660 |
TIM
2660
Total Investment Management
Scottsdale,
Arizona
| $948M | +$90.6M | +11% | 11.9% | 44.4% | 100 | 22% | 3.1 |
|
| 2661 |
GA
2661
GFS Advisors
Houston,
Texas
| $948M | +$164M | +21% | 20.7% | 97.9% | 305 | 60.33% | 1.8 |
|
| 2662 |
2662
Asset One Wealth Management
Bellevue,
Washington
| $948M | +$43.8M | +5% | 11.6% | – | 368 | 14.4% | 0.4 |
|
| 2663 |
UAG
2663
United Advisor Group
Cincinnati,
Ohio
| $948M | +$136M | +17% | 16.4% | – | 586 | 20.48% | 1.3 |
|
| 2664 |
WDA
2664
Wendell David Associates
Portsmouth,
New Hampshire
| $947M | +$27.8M | +3% | 6.38% | 58.7% | 158 | 6.33% | 8.9 |
|
| 2665 |
2665
Oarsman Capital
Milwaukee,
Wisconsin
| $945M | +$139M | +17% | 12.7% | 70.6% | 262 | 15.65% | 4.5 |
|
| 2666 |
2666
Sylebra Capital
Palo Alto,
California
| $945M | +$171M | +22% | 82.8% | 362% | 11 | 18.18% | 2.4 |
|
| 2667 |
2667
Old West Investment Management
Los Angeles,
California
| $944M | +$21.6M | +2% | 9.28% | 242% | 137 | 19.71% | 1.5 |
|
| 2668 |
2668
Headlands Technologies
Chicago,
Illinois
| $943M | +$64.6M | +7% | 26.7% | 158% | 1,054 | 66.51% | 0.3 |
|
| 2669 |
2669
Condire Management
Dallas,
Texas
| $942M | -$92.4M | -9% | 17.4% | 187% | 21 | 9.52% | 2 |
|
| 2670 |
2670
Allegheny Financial Group
Pittsburgh,
Pennsylvania
| $942M | +$200M | +27% | 11.5% | 71.1% | 317 | 12.3% | 2.7 |
|
| 2671 |
2671
Middleton & Co
Boston,
Massachusetts
| $942M | +$65M | +7% | 12.7% | 81.8% | 175 | 9.14% | 6.8 |
|
| 2672 |
2672
Wealth High Governance Asset Management
Sao Paulo,
| $940M | +$299M | +47% | 59.1% | – | 81 | 75.31% | 0.2 |
|
| 2673 |
2673
FSM Wealth Advisors
Cleveland,
Ohio
| $939M | +$161M | +21% | 13.1% | 68.4% | 363 | 16.25% | 1.8 |
|
| 2674 |
2674
Pinnbrook Capital Management
New York
| $938M | +$554M | +144% | 44.5% | 913% | 130 | 86.15% | 0.1 |
|
| 2675 |
AP
2675
Archon Partners
Princeton Junction,
New Jersey
| $937M | +$91.8M | +11% | 10.2% | 99.5% | 44 | 27.27% | 5.5 |
|