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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2701 |
KCP
2701
KDI Capital Partners
Raleigh,
North Carolina
| $314M | +$7.11M | +2% | 2.95% | 77.1% | 82 | 28.05% | 1.5 |
|
| 2702 |
IA
2702
Independence Advisors
Wayne,
Pennsylvania
| $313M | +$9.7M | +3% | 1.52% | 24.4% | 81 | 7.41% | 1.5 |
|
| 2703 |
2703
Alaska Wealth Advisors
Anchorage,
Alaska
| $313M | +$24.3M | +8% | 0.6% | 44.3% | 54 | 18.52% | 0.4 |
|
| 2704 |
2704
Montecito Bank & Trust
Santa Barbara,
California
| $312M | +$6.85M | +2% | 1.81% | – | 204 | 14.22% | 2.6 |
|
| 2705 |
RCM
2705
Rockshelter Capital Management
Canonsburg,
Pennsylvania
| $312M | +$4.34M | +1% | 2.56% | 31.2% | 37 | 5.41% | 2.7 |
|
| 2706 |
2706
Lenox Wealth Management
Cincinnati,
Ohio
| $311M | +$721K | +0.2% | 0.35% | 24.7% | 639 | 29.26% | 1.4 |
|
| 2707 |
2707
McKinley Carter Wealth Services
Wheeling,
West Virginia
| $311M | +$4.75M | +2% | 3.92% | 63.2% | 441 | 64.4% | 2.7 |
|
| 2708 |
HA
2708
Harbor Advisors
West Palm Beach,
Florida
| $311M | +$13.6M | +5% | 4.87% | 125% | 184 | 13.59% | 1.1 |
|
| 2709 |
2709
Advanced Asset Management Advisors
Dublin,
Ohio
| $310M | +$8.88M | +3% | 2.96% | 93.6% | 142 | 25.35% | 0.4 |
|
| 2710 |
2710
NextCapital Advisers
Chicago,
Illinois
| $310M | +$119M | +63% | 1.25% | 6.89% | 15 | 0% | 0.3 |
|
| 2711 |
VHMC
2711
Value Holdings Management Company
Hampton Bays,
New York
| $310M | +$8.95M | +3% | 3.88% | 125% | 35 | 17.14% | 3.1 |
|
| 2712 |
2712
Wealth Architects
Mountain View,
California
| $309M | +$6.99M | +2% | 3.66% | 80.1% | 133 | 6.77% | 2.6 |
|
| 2713 |
DCM
2713
Divisar Capital Management
San Francisco,
California
| $309M | +$15.7M | +5% | 8.57% | 194% | 30 | 13.33% | 1 |
|
| 2714 |
2714
Raytheon Master Pension Trust
Waltham,
Massachusetts
| $308M | +$7.1M | +2% | 2.44% | 36.3% | 5 | 0% | 1.9 |
|
| 2715 |
2715
RWWM Inc
Rocklin,
California
| $308M | +$15M | +5% | 0.78% | 40.6% | 12 | 8.33% | 3.3 |
|
| 2716 |
2716
Veritas Investment Management (UK)
London,
United Kingdom
| $308M | +$13.2M | +4% | 3.86% | 151% | 40 | 12.5% | 2.9 |
|
| 2717 |
ACM
2717
Accipiter Capital Management
Palm Beach Gardens,
Florida
| $308M | +$260M | +550% | 8.64% | 55.9% | 9 | 66.67% | 1.1 |
|
| 2718 |
2718
Atlantic Union Bankshares
Glen Allen,
Virginia
| $307M | -$15.8M | -5% | 0.37% | 78.9% | 135 | 8.15% | 3.2 |
|
| 2719 |
PCMK
2719
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| $307M | +$29.4M | +11% | 3.02% | 87.5% | 66 | 3.03% | 3.5 |
|
| 2720 |
2720
America First Investment Advisors
Omaha,
Nebraska
| $307M | +$36.9M | +14% | 3.84% | 78.2% | 106 | 7.55% | 3.7 |
|
| 2721 |
2721
George Kaiser Family Foundation
Tulsa,
Oklahoma
| $307M | -$13.2M | -4% | 3.51% | 106% | 19 | 15.79% | 2.1 |
|
| 2722 |
2722
GVO Asset Management
Zug,
Switzerland
| $307M | -$98.3M | -24% | 8.89% | 71.2% | 28 | 42.86% | 0.7 |
|
| 2723 |
2723
Arrow Investment Advisors
Laurel,
Maryland
| $306M | -$34.1M | -10% | 3.78% | 36.3% | 102 | 51.96% | 1.1 |
|
| 2724 |
JCM
2724
JS Capital Management
New York
| $306M | +$30.6M | +11% | 10.9% | 52.4% | 31 | 35.48% | 0.5 |
|
| 2725 |
2725
Greenline Partners
New York
| $305M | +$4.24M | +1% | 2.82% | 69.6% | 68 | 11.76% | 0.5 |
|