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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2676 |
2676
Brasada Capital Management
Houston,
Texas
| $357M | +$77.9M | +28% | 20.1% | 76.5% | 156 | 37.18% | 1.2 |
|
| 2677 |
2677
De Burlo Group
Boston,
Massachusetts
| $357M | +$3K | +0% | 22.9% | 147% | 68 | 0% | 3.7 |
|
| 2678 |
2678
Wealth Architects
Mountain View,
California
| $357M | +$68.4M | +24% | 20.6% | 80.1% | 154 | 24.68% | 3.3 |
|
| 2679 |
2679
Pacific Global Investment Management
Glendale,
California
| $356M | +$40.9M | +13% | 23.4% | 48% | 180 | 12.78% | 4.9 |
|
| 2680 |
2680
Mizuho Securities
Tokyo,
Japan
| $356M | +$300M | +537% | 13.5% | 109% | 77 | 46.75% | 0.7 |
|
| 2681 |
2681
Buffington Mohr McNeal
Boise,
Idaho
| $355M | +$54.8M | +18% | 18.2% | 29.3% | 118 | 13.56% | 3.4 |
|
| 2682 |
SAM
2682
Skyline Asset Management
Chicago,
Illinois
| $355M | +$54.3M | +18% | 27.5% | 26.1% | 57 | 3.51% | 3.9 |
|
| 2683 |
2683
Howard Capital Management
Roswell,
Georgia
| $355M | +$119M | +50% | 26.4% | 144% | 54 | 62.96% | 0.3 |
|
| 2684 |
2684
Sound View Wealth Advisors Group
Savannah,
Georgia
| $355M | +$65.6M | +23% | 15.6% | 73% | 247 | 15.79% | 0.8 |
|
| 2685 |
2685
Parkman Healthcare Partners
Stamford,
Connecticut
| $355M | +$139M | +64% | 55.5% | 306% | 89 | 37.08% | 0.3 |
|
| 2686 |
GIM
2686
Greylin Investment Management
Orange,
Virginia
| $354M | +$32.8M | +10% | 14.3% | 52.1% | 73 | 20.55% | 3.9 |
|
| 2687 |
2687
Tanglewood Wealth Management
Houston,
Texas
| $353M | -$162M | -31% | 17.3% | 64.6% | 20 | 15% | 2.6 |
|
| 2688 |
2688
Pensionfund Sabic
Sittard,
Netherlands
| $353M | +$59.3M | +20% | 19.3% | 63.6% | 209 | 5.74% | 2.8 |
|
| 2689 |
2689
SOL Capital Management
Rockville,
Maryland
| $353M | +$50.8M | +17% | 20.6% | 56.6% | 221 | 7.69% | 5.1 |
|
| 2690 |
BHG
2690
Blue Harbour Group
Greenwich,
Connecticut
| $353M | -$209M | -37% | 17.3% | 5.15% | 10 | 60% | 1.2 |
|
| 2691 |
JPC
2691
Jabodon PT Co
Reno,
Nevada
| $353M | +$2.14M | +0.6% | 21.3% | 61.9% | 55 | 76.36% | 0.2 |
|
| 2692 |
2692
State of New Jersey Common Pension Fund E
Trenton,
New Jersey
| $353M | +$22.6M | +7% | 6.85% | 26.4% | 1 | 0% | 0.8 |
|
| 2693 |
2693
Bremer Bank National Association
St Paul,
Minnesota
| $353M | +$2.15M | +0.6% | 19.7% | 37.4% | 207 | 17.87% | 1.1 |
|
| 2694 |
2694
Pier 88 Investment Partners
San Francisco,
California
| $352M | +$77.8M | +28% | 15.3% | 36.1% | 122 | 26.23% | 1 |
|
| 2695 |
2695
KLCM Advisors
Milwaukee,
Wisconsin
| $352M | +$35.8M | +11% | 15.7% | 122% | 100 | 11% | 3.6 |
|
| 2696 |
2696
BlueSky Wealth Advisors
New Bern,
North Carolina
| $350M | +$78.5M | +29% | 13.5% | 45.9% | 58 | 24.14% | 2.5 |
|
| 2697 |
2697
Redwood Investment Management
Scottsdale,
Arizona
| $350M | +$192M | +122% | 19.4% | 62.5% | 282 | 68.79% | 0.4 |
|
| 2698 |
TAM
2698
Tradition Asset Management
Richmond,
Virginia
| $350M | +$50.6M | +17% | 18.7% | – | 196 | 16.84% | 0.9 |
|
| 2699 |
JC
2699
Joho Capital
New York
| $349M | -$36.4M | -9% | 21.2% | 80.2% | 10 | 20% | 1.9 |
|
| 2700 |
2700
JBJ Investment Partners
Charleston,
South Carolina
| $349M | +$70.3M | +25% | 13.8% | 46.2% | 50 | 16% | 0.9 |
|