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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
Bensler
Bellevue,
Washington
| $603M | +$83.1M | +16% | 10.7% | 106% | 167 | 14.97% | 1.4 |
|
| 2652 |
2652
McMorgan & Co
San Francisco,
California
| $603M | +$61.6M | +11% | 7.72% | 30.1% | 56 | 16.07% | 1.8 |
|
| 2653 |
PS
2653
Portfolio Strategies
Monsey,
New York
| $602M | +$83.1M | +16% | 15.5% | 120% | 46 | 17.39% | 3.1 |
|
| 2654 |
2654
Stansberry Asset Management
Westlake,
Texas
| $602M | +$30.5M | +5% | 10% | 79.6% | 122 | 16.39% | 1.7 |
|
| 2655 |
2655
Alaska Wealth Advisors
Anchorage,
Alaska
| $601M | -$26.8M | -4% | 8.32% | 44.3% | 134 | 21.64% | 1.8 |
|
| 2656 |
AA
2656
Ancient Art
Austin,
Texas
| $600M | +$134M | +29% | 24.7% | 168% | 18 | 11.11% | 2.3 |
|
| 2657 |
2657
McGuire Investment Group
Wakefield,
Rhode Island
| $599M | +$80.8M | +16% | 16.3% | 202% | 122 | 10.66% | 3.4 |
|
| 2658 |
2658
Patton Albertson Miller Group
Chattanooga,
Tennessee
| $599M | +$89.6M | +18% | 11.2% | 117% | 211 | 8.06% | 4.7 |
|
| 2659 |
OP
2659
ORG Partners
Roanoke,
Indiana
| $598M | +$260M | +77% | 7.28% | 69.5% | 1,626 | 46.99% | 0.4 |
|
| 2660 |
2660
Teza Capital Management
Chicago,
Illinois
| $598M | -$17M | -3% | 12.6% | 133% | 814 | 64.5% | 0.3 |
|
| 2661 |
2661
Avitas Wealth Management
Los Angeles,
California
| $598M | +$72.3M | +14% | 12.9% | 56.2% | 213 | 13.15% | 2.6 |
|
| 2662 |
2662
Pertento Partners
London,
United Kingdom
| $597M | +$45.7M | +8% | 17.7% | 196% | 23 | 21.74% | 1.2 |
|
| 2663 |
2663
Silicon Valley Capital Partners
San Jose,
California
| $596M | +$63.3M | +12% | 12.7% | 103% | 392 | 27.55% | 1.1 |
|
| 2664 |
2664
SKBA Capital Management
San Francisco,
California
| $594M | +$51.9M | +10% | 10.2% | 53.9% | 82 | 14.63% | 4.2 |
|
| 2665 |
2665
NTV Asset Management
Charleston,
West Virginia
| $594M | +$41.6M | +8% | 10.5% | 110% | 261 | 9.96% | 6.1 |
|
| 2666 |
2666
Sora Investors
Bryn Mawr,
Pennsylvania
| $593M | +$146M | +33% | 14% | 179% | 70 | 61.43% | 0.3 |
|
| 2667 |
2667
Wallington Asset Management
Indianapolis,
Indiana
| $593M | +$43.4M | +8% | 10.7% | 108% | 84 | 5.95% | 5 |
|
| 2668 |
2668
Olstein Capital Management
Purchase,
New York
| $593M | +$9.9M | +2% | 11.9% | 16.6% | 99 | 4.04% | 5.6 |
|
| 2669 |
2669
Goldstein Advisors
Madison,
Wisconsin
| $593M | +$114M | +24% | 7.02% | 62.6% | 183 | 10.93% | 0.8 |
|
| 2670 |
2670
Periscope Capital
Toronto,
Ontario, Canada
| $593M | -$291M | -33% | 0.57% | 28.8% | 640 | 29.22% | 1.4 |
|
| 2671 |
2671
Abacus Wealth Partners
Santa Monica,
California
| $592M | +$269M | +83% | 8.33% | 46% | 79 | 15.19% | 1.8 |
|
| 2672 |
2672
WNY Asset Management
Williamsville,
New York
| $592M | +$78.7M | +15% | 9.33% | – | 226 | 13.27% | 1.8 |
|
| 2673 |
2673
Nalanda India Equity Fund
Mauritius
| $591M | -$30.8M | -5% | 4.93% | 13.6% | 2 | 0% | 4.4 |
|
| 2674 |
2674
Parkside Investments
Deerfield,
Illinois
| $591M | +$46.6M | +9% | 8.32% | 70.4% | 99 | 15.15% | 3.2 |
|
| 2675 |
2675
Greenline Partners
New York
| $591M | +$60.2M | +11% | 7.57% | 69.6% | 125 | 8.8% | 3.1 |
|