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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
Makena Capital Management
Menlo Park,
California
| $834M | -$134M | -14% | 1.18% | 78.7% | 27 | 14.81% | 1.9 |
|
| 2677 |
2677
Bay Colony Advisors
Concord,
Massachusetts
| $834M | -$11.2M | -1% | 3.37% | 91.8% | 553 | 16.82% | 3 |
|
| 2678 |
2678
BSW Wealth Partners
Boulder,
Colorado
| $833M | +$30.5M | +4% | 3.18% | 75.4% | 343 | 11.66% | 3.8 |
|
| 2679 |
2679
Brookwood Investment Group
Phoenix,
Arizona
| $833M | +$58.5M | +8% | 3.01% | – | 578 | 29.24% | 0.5 |
|
| 2680 |
2680
Sloy Dahl & Holst
Vancouver,
Washington
| $833M | -$111M | -12% | 3.17% | 132% | 122 | 10.66% | 2.8 |
|
| 2681 |
2681
Occidental Asset Management
Burlingame,
California
| $832M | +$35.6M | +4% | 3.27% | 82.5% | 318 | 20.75% | 3.4 |
|
| 2682 |
2682
Hanson & Doremus Investment Management
Burlington,
Vermont
| $832M | +$37.5M | +5% | 3.23% | 86.3% | 524 | 12.21% | 6.4 |
|
| 2683 |
WAM
2683
Warberg Asset Management
Winnetka,
Illinois
| $831M | +$204M | +33% | 0.69% | 61.5% | 241 | 48.13% | 0.8 |
|
| 2684 |
2684
Alta Park Capital
San Francisco,
California
| $831M | -$314M | -27% | 16% | 1,071% | 50 | 52% | 1.1 |
|
| 2685 |
2685
Baker Ellis Asset Management
Vancouver,
Washington
| $831M | +$19M | +2% | 3.28% | 91.9% | 270 | 11.48% | 5.2 |
|
| 2686 |
MO
2686
McMillan Office
St. Clair Shores,
Michigan
| $831M | – | – | 8.09% | – | 490 | – | 0 |
|
| 2687 |
2687
Titan Investment Solutions
London,
| $831M | – | – | 4.42% | – | 57 | – | 0 |
|
| 2688 |
WCM
2688
Wallace Capital Management
Dallas,
Texas
| $830M | +$25.8M | +3% | 5.68% | 62.3% | 81 | 12.35% | 5.4 |
|
| 2689 |
2689
Sprucegrove Investment Management
Toronto,
Ontario, Canada
| $830M | -$416M | -33% | 9.59% | 45.5% | 42 | 7.14% | 5.1 |
|
| 2690 |
2690
Trustees of Columbia University in the City of New York
New York
| $830M | +$174M | +27% | 2.35% | – | 10 | 80% | 1.3 |
|
| 2691 |
KWMG
2691
King Wealth Management Group
Naples,
Florida
| $830M | +$33.8M | +4% | 2.42% | 86% | 174 | 13.22% | 5.8 |
|
| 2692 |
2692
Numerai
San Francisco,
California
| $830M | +$121M | +17% | 0.15% | 52.7% | 788 | 53.55% | 0.3 |
|
| 2693 |
2693
Vision Capital Management
Portland,
Oregon
| $830M | +$18.9M | +2% | 3.73% | 78.4% | 150 | 5.33% | 4.4 |
|
| 2694 |
2694
Pine Grove Financial Group
Woodbury,
Minnesota
| $829M | – | – | 1.64% | – | 192 | – | 0 |
|
| 2695 |
2695
Managed Asset Portfolios
Rochester,
Michigan
| $828M | +$20.4M | +3% | 5.04% | 99.2% | 65 | 26.15% | 3.3 |
|
| 2696 |
2696
Oak Root LLC
Santa Barbara,
California
| $827M | -$36.3M | -4% | 2.92% | 75.4% | 11 | 0% | 2 |
|
| 2697 |
2697
Biondo Investment Advisors
Milford,
Pennsylvania
| $827M | +$28.6M | +4% | 7.61% | 83.4% | 90 | 6.67% | 5.8 |
|
| 2698 |
2698
FORA Capital
Miami,
Florida
| $827M | +$261M | +46% | 4.23% | 162% | 687 | 73.8% | 0.2 |
|
| 2699 |
2699
Mayflower Financial Advisors
Boston,
Massachusetts
| $827M | +$30M | +4% | 3.12% | 68.7% | 441 | 13.61% | 3.1 |
|
| 2700 |
2700
Capricorn Investment Group
Palo Alto,
California
| $826M | -$14.4M | -2% | 2.03% | 95.9% | 7 | 28.57% | 2.7 |
|