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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
Aveo Capital Partners
Englewood,
Colorado
| $290M | +$5.92M | +2% | 2.6% | 19.1% | 148 | 19.59% | 0.6 |
|
| 2652 |
2652
Pelham Capital
London,
United Kingdom
| $290M | +$9.8M | +3% | 15.1% | 135% | 2 | 0% | 1 |
|
| 2653 |
2653
Searchlight Capital Partners
New York
| $289M | -$76M | -21% | 18.9% | 38.5% | 3 | 0% | 0.6 |
|
| 2654 |
2654
Montecito Bank & Trust
Santa Barbara,
California
| $289M | +$10.8M | +4% | 4.46% | – | 179 | 7.26% | 2.4 |
|
| 2655 |
2655
Wealth Architects
Mountain View,
California
| $288M | +$18.9M | +7% | 5.11% | 80.1% | 130 | 9.23% | 2.1 |
|
| 2656 |
2656
Orgel Wealth Management
Altoona,
Wisconsin
| $287M | +$12.5M | +5% | 3.76% | 39.6% | 34 | 26.47% | 0.7 |
|
| 2657 |
TRIM
2657
Thompson Rubinstein Investment Management
Portland,
Oregon
| $287M | +$15M | +6% | 5.53% | 42.8% | 79 | 0% | 3.7 |
|
| 2658 |
2658
Transform Wealth
Greenwood Village,
Colorado
| $286M | +$198M | +223% | 4.86% | 48.4% | 215 | 72.56% | 0.3 |
|
| 2659 |
2659
Hanson & Doremus Investment Management
Burlington,
Vermont
| $286M | +$15.7M | +6% | 4.06% | 86.3% | 517 | 8.9% | 2.9 |
|
| 2660 |
2660
Canal Insurance Company
Greenville,
South Carolina
| $286M | +$13.5M | +5% | 6.62% | 114% | 90 | 21.11% | 2.8 |
|
| 2661 |
2661
Chou Associates Management
Toronto,
Ontario, Canada
| $286M | -$37.6M | -12% | 1.26% | 66.4% | 27 | 7.41% | 3 |
|
| 2662 |
2662
Maple Rock Capital Partners
Toronto,
Ontario, Canada
| $286M | -$38.9M | -12% | 8.38% | 602% | 24 | 54.17% | 0.8 |
|
| 2663 |
2663
Capital Advisors Ltd
Shaker Heights,
Ohio
| $285M | +$13.2M | +5% | 3.18% | 54.2% | 420 | 9.52% | 2.6 |
|
| 2664 |
2664
Tinicum
New York
| $285M | -$32.8M | -10% | 0.44% | 21.1% | 6 | 16.67% | 1.9 |
|
| 2665 |
BRCA
2665
Birch Run Capital Advisors
Dallas,
Texas
| $284M | +$51.9M | +22% | 21.2% | 8.22% | 18 | 16.67% | 2.8 |
|
| 2666 |
2666
Rodgers Brothers
Harmony,
Pennsylvania
| $284M | +$13.2M | +5% | 5.43% | 108% | 180 | 13.33% | 3 |
|
| 2667 |
2667
McCutchen Group
Seattle,
Washington
| $284M | +$18.1M | +7% | 3.99% | 2.54% | 20 | 0% | 3.3 |
|
| 2668 |
2668
Veritas Investment Management (UK)
London,
United Kingdom
| $284M | +$23.8M | +9% | 6.07% | 151% | 51 | 5.88% | 2.6 |
|
| 2669 |
OA
2669
Outfitter Advisors
Mclean,
Virginia
| $284M | +$16.1M | +6% | 5.6% | 35.6% | 141 | 9.93% | 3.2 |
|
| 2670 |
2670
Steinberg Asset Management
New York
| $284M | +$11M | +4% | 5.37% | 130% | 46 | 15.22% | 2.2 |
|
| 2671 |
2671
Financial Planning & Information Services
De Pere,
Wisconsin
| $283M | +$5.44M | +2% | 2.95% | 13% | 37 | 5.41% | 3.3 |
|
| 2672 |
2672
Whalerock Point Partners
Providence,
Rhode Island
| $283M | +$10.8M | +4% | 5.54% | 103% | 176 | 9.09% | 2.2 |
|
| 2673 |
OM
2673
Opaleye Management
Boston,
Massachusetts
| $283M | +$43.4M | +18% | 31% | 748% | 48 | 41.67% | 1 |
|
| 2674 |
2674
First Reserve GP XII
Stamford,
Connecticut
| $283M | +$28.8M | +11% | 11.6% | – | 3 | 0% | 2.3 |
|
| 2675 |
2675
Kestrel Investment Management
San Mateo,
California
| $283M | +$12.4M | +5% | 8.64% | 89.2% | 52 | 36.54% | 1.1 |
|