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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
MainStreet Investment Advisors
Chicago,
Illinois
| $687M | -$26.2M | -4% | 1.86% | 61% | 162 | 11.11% | 4.2 |
|
| 2677 |
2677
First Hawaiian Bank
Honolulu,
Hawaii
| $686M | -$2.4B | -78% | 1% | 72.7% | 793 | 88.15% | 8.1 |
|
| 2678 |
2678
Pembroke Management
Montreal,
Quebec, Canada
| $686M | -$116M | -14% | 10.5% | 105% | 64 | 14.06% | 3 |
|
| 2679 |
2679
Dow Chemical Company
Midland,
Michigan
| $685M | +$114M | +20% | 4.6% | 29.4% | 4 | 0% | 2.6 |
|
| 2680 |
2680
V-Square Quantitative Management
Chicago,
Illinois
| $685M | -$20.4M | -3% | 3.13% | 111% | 724 | 5.8% | 1.4 |
|
| 2681 |
2681
Summit Creek Advisors
Minneapolis,
Minnesota
| $685M | -$76M | -10% | 10.5% | 84.6% | 73 | 10.96% | 4 |
|
| 2682 |
2682
Hanson & Doremus Investment Management
Burlington,
Vermont
| $685M | +$45.3M | +7% | 0.63% | 86.3% | 500 | 16% | 6.1 |
|
| 2683 |
2683
Technology Crossover Management X
Menlo Park,
California
| $684M | -$14.6M | -2% | 1.74% | 72.2% | 6 | 0% | 3.8 |
|
| 2684 |
2684
Goldstein Advisors
Madison,
Wisconsin
| $684M | -$4.6M | -0.7% | 2.29% | 62.6% | 214 | 12.15% | 1.6 |
|
| 2685 |
2685
Absolute Investment Advisers
Rosemary Beach,
Florida
| $683M | -$94.2M | -12% | 0.28% | 0.5% | 135 | 27.41% | 1.3 |
|
| 2686 |
2686
Archford Capital Strategies
Swansea,
Illinois
| $683M | +$21.3M | +3% | 1.51% | 87.4% | 307 | 19.22% | 4.3 |
|
| 2687 |
2687
Main Management Fund Advisors
San Francisco,
California
| $682M | +$27.3M | +4% | 5.25% | 80% | 7 | 28.57% | 0.9 |
|
| 2688 |
2688
Broad Bay Capital Management
New York
| $682M | -$132M | -16% | 3.91% | 338% | 29 | 44.83% | 1.7 |
|
| 2689 |
2689
Criteria Caixa
Barcelona,
Spain
| $681M | -$19.2M | -3% | 0.57% | 35.5% | 21 | 52.38% | 3.7 |
|
| 2690 |
2690
Marietta Wealth Management
Marietta,
Georgia
| $681M | -$15.8M | -2% | 2.33% | 93% | 114 | 10.53% | 4.6 |
|
| 2691 |
2691
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
| $681M | -$22.7M | -3% | 0.52% | 52.3% | 16 | 0% | 2.8 |
|
| 2692 |
2692
Arkos Global Advisors
Houston,
Texas
| $681M | -$5.72M | -0.8% | 0.81% | 43.6% | 136 | 8.82% | 2.9 |
|
| 2693 |
2693
George Kaiser Family Foundation
Tulsa,
Oklahoma
| $680M | +$1.61M | +0.2% | 4.92% | 106% | 69 | 76.81% | 0.8 |
|
| 2694 |
2694
Adams Natural Resources Fund
Baltimore,
Maryland
| $680M | +$46.9M | +7% | 3.37% | 50.6% | 55 | 5.45% | 7.3 |
|
| 2695 |
2695
Trigran Investments
Northbrook,
Illinois
| $680M | -$190M | -22% | 17.5% | 30.2% | 19 | 21.05% | 4 |
|
| 2696 |
BIC
2696
Beach Investment Counsel
West Conshohocken,
Pennsylvania
| $679M | -$60.5M | -8% | 0.13% | 36% | 127 | 13.39% | 7.3 |
|
| 2697 |
2697
Parkside Investments
Deerfield,
Illinois
| $679M | +$12.4M | +2% | 2.38% | 70.4% | 97 | 9.28% | 4 |
|
| 2698 |
BDWCC
2698
B&D White Capital Company
Lakeway,
Texas
| $678M | +$84.7M | +14% | 5.01% | 44.2% | 80 | 52.5% | 1.2 |
|
| 2699 |
2699
Keebeck Wealth Management
Chicago,
Illinois
| $678M | -$15.9M | -2% | 2.12% | 81.3% | 302 | 17.55% | 2.9 |
|
| 2700 |
1WCM
2700
12 West Capital Management
New York
| $678M | -$277M | -29% | 14.1% | 169% | 22 | 50% | 2.4 |
|