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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
Parkside Investments
Deerfield,
Illinois
| $823M | +$29M | +4% | 2.11% | 70.4% | 106 | 17.92% | 4.2 |
|
| 2677 |
2677
Volterra Technologies
New York
| $823M | -$167M | -17% | 0.36% | – | 494 | 73.28% | 0.2 |
|
| 2678 |
2678
Jamison Private Wealth Management
Milton,
Georgia
| $822M | -$824K | -0.1% | 1.74% | 130% | 224 | 10.27% | 2.1 |
|
| 2679 |
2679
Arista Wealth Management
Las Vegas,
Nevada
| $822M | +$8.32M | +1% | 1.53% | 67% | 292 | 28.42% | 0.9 |
|
| 2680 |
2680
Cadian Capital Management
New York
| $821M | -$563M | -41% | 23.2% | 19.5% | 31 | 41.94% | 1.1 |
|
| 2681 |
2681
Alley Investment Management Company
Lake Forest,
Illinois
| $821M | -$33.4M | -4% | 0.91% | 54.6% | 91 | 7.69% | 3.3 |
|
| 2682 |
2682
Avenir Corporation
Alexandria,
Virginia
| $820M | -$101M | -11% | 8.27% | 34.4% | 76 | 11.84% | 6.4 |
|
| 2683 |
2683
DUMAC Inc
Durham,
North Carolina
| $820M | +$169M | +26% | 3.25% | – | 11 | 18.18% | 1.9 |
|
| 2684 |
2684
Oak Root LLC
Santa Barbara,
California
| $820M | -$7.22M | -0.9% | 0.11% | 75.4% | 11 | 9.09% | 2.3 |
|
| 2685 |
2685
MayTech Global Investments
New York
| $820M | -$168M | -17% | 8.74% | 158% | 28 | 21.43% | 5.1 |
|
| 2686 |
2686
BSW Wealth Partners
Boulder,
Colorado
| $819M | -$13.9M | -2% | 0.62% | 75.4% | 348 | 17.82% | 3.9 |
|
| 2687 |
2687
Nelson Capital Management
Menlo Park,
California
| $819M | -$35.4M | -4% | 3.39% | 121% | 110 | 4.55% | 6.2 |
|
| 2688 |
2688
Arvin Capital Management
Austin,
Texas
| $819M | +$288M | +54% | 4.89% | – | 70 | 71.43% | 0.4 |
|
| 2689 |
2689
SJS Investment Consulting
Sylvania,
Ohio
| $819M | +$28.3M | +4% | 0.75% | 69.4% | 2,597 | 24.3% | 2 |
|
| 2690 |
2690
Bay Colony Advisors
Concord,
Massachusetts
| $818M | -$15.9M | -2% | 0.05% | 91.8% | 544 | 18.38% | 3.1 |
|
| 2691 |
2691
Brio Consultants
San Francisco,
California
| $818M | +$48.5M | +6% | 1.4% | 42.7% | 158 | 11.39% | 3 |
|
| 2692 |
2692
Capital Investment Counsel Inc
Raleigh,
North Carolina
| $816M | -$34.3M | -4% | 0.93% | 174% | 273 | 13.19% | 5.2 |
|
| 2693 |
2693
Kera Capital Partners
San Jose,
California
| $815M | +$3.98M | +0.5% | 1.64% | – | 617 | 17.99% | 0.6 |
|
| 2694 |
2694
Stanley-Laman Group
Berwyn,
Pennsylvania
| $814M | +$27.5M | +3% | 8.64% | 114% | 337 | 22.26% | 2.2 |
|
| 2695 |
2695
Victory Financial Group
Austin,
Texas
| $814M | +$18.8M | +2% | 1.29% | – | 378 | 24.07% | 0.9 |
|
| 2696 |
2696
RTD Financial Advisors
Philadelphia,
Pennsylvania
| $814M | -$5.81M | -0.7% | 1.01% | 51.5% | 118 | 7.63% | 3.3 |
|
| 2697 |
2697
Advisory Research
Chicago,
Illinois
| $813M | +$17.8M | +2% | 3.63% | 144% | 156 | 20.51% | 3.7 |
|
| 2698 |
2698
TFC Financial Management
Boston,
Massachusetts
| $812M | +$14.3M | +2% | 0.75% | 66.9% | 1,070 | 16.73% | 2.8 |
|
| 2699 |
UAG
2699
United Advisor Group
Cincinnati,
Ohio
| $811M | +$9.11M | +1% | 1.14% | 88% | 545 | 17.61% | 1.2 |
|
| 2700 |
PS
2700
Portfolio Strategies
Monsey,
New York
| $811M | -$52.6M | -6% | 5.87% | 120% | 77 | 24.68% | 2.7 |
|