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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 |
BRCA
2701
Birch Run Capital Advisors
Dallas,
Texas
| $331M | +$38.9M | +13% | 15.1% | 8.22% | 22 | 18.18% | 2.3 |
|
| 2702 |
2702
Sound Income Strategies
Ft Lauderdale,
Florida
| $331M | +$41.7M | +14% | 2.09% | 31.4% | 812 | 12.44% | 1.4 |
|
| 2703 |
2703
Martin & Co
Knoxville,
Tennessee
| $331M | -$3.65M | -1% | 1.55% | 67.8% | 118 | 2.54% | 4.9 |
|
| 2704 |
2704
PFW Advisors
Atlanta,
Georgia
| $331M | – | – | 2.73% | – | 122 | – | 0 |
|
| 2705 |
2705
New Leaf Venture Partners
New York
| $331M | -$42.5M | -11% | 9.98% | 3.91% | 21 | 9.52% | 1.1 |
|
| 2706 |
2706
HeadInvest LLC
Portland,
Maine
| $330M | -$23.8M | -7% | 1.7% | 59.1% | 208 | 21.63% | 3.4 |
|
| 2707 |
2707
Greenspring Associates
Owings Mills,
Maryland
| $330M | +$135M | +70% | 9.25% | – | 19 | 78.95% | 0.1 |
|
| 2708 |
2708
Quattro Financial Advisors
The Woodlands,
Texas
| $330M | +$5.58M | +2% | 0.33% | 77.6% | 92 | 46.74% | 0.5 |
|
| 2709 |
2709
Lannebo Fonder
Stockholm,
Sweden
| $329M | -$325K | -0.1% | 2.25% | 49.8% | 25 | 8% | 2.9 |
|
| 2710 |
PWW
2710
Pettyjohn Wood & White
Lynchburg,
Virginia
| $329M | +$6.25M | +2% | 2.34% | 70.9% | 151 | 3.97% | 4.2 |
|
| 2711 |
2711
Arbor Investment Advisors
Winston Salem,
North Carolina
| $329M | +$9.6M | +3% | 0.03% | 48.5% | 83 | 9.64% | 2.8 |
|
| 2712 |
2712
Tarbox Family Office
Newport Beach,
California
| $329M | +$9.14M | +3% | 1.29% | 66.4% | 1,197 | 12.53% | 2.5 |
|
| 2713 |
2713
Dillon & Associates
Jackson,
Michigan
| $329M | +$5.16M | +2% | 1.95% | 117% | 67 | 1.49% | 4.8 |
|
| 2714 |
2714
Abundance Wealth Counselors
State College,
Pennsylvania
| $329M | +$7.23M | +2% | 0.22% | 107% | 35 | 22.86% | 0.6 |
|
| 2715 |
2715
Nicholas Hoffman & Company
Atlanta,
Georgia
| $328M | +$6.63M | +2% | 1.58% | 65.1% | 203 | 9.36% | 2.3 |
|
| 2716 |
2716
Wealth Architects
Mountain View,
California
| $328M | -$3.56M | -1% | 0.07% | 80.1% | 140 | 13.57% | 3.3 |
|
| 2717 |
2717
FCG Advisors
Chatham,
New Jersey
| $328M | +$11M | +3% | 0.79% | 19.7% | 165 | 7.27% | 3.1 |
|
| 2718 |
2718
Fullerton Fund Management
Singapore
| $328M | +$29.9M | +10% | 0.53% | 412% | 48 | 22.92% | 0.8 |
|
| 2719 |
2719
Robotti Robert
| $328M | +$40.8M | +14% | 4.77% | 107% | 63 | 17.46% | 3.3 |
|
| 2720 |
2720
Pensionfund Sabic
Sittard,
Netherlands
| $327M | $0 | 0% | 2.86% | 63.6% | 207 | 0% | 2.4 |
|
| 2721 |
LCM
2721
Lucha Capital Management
San Francisco,
California
| $327M | -$71.7M | -18% | 3.28% | 84.3% | 43 | 62.79% | 0.5 |
|
| 2722 |
2722
FNY Investment Advisers
New York
| $327M | -$12.2M | -4% | 1.12% | 386% | 1,378 | 64.01% | 0.3 |
|
| 2723 |
LA
2723
Lynch & Associates
Newburgh,
Indiana
| $327M | +$19.2M | +6% | 2.85% | 73.5% | 95 | 0% | 5.2 |
|
| 2724 |
2724
ThornTree Capital Partners
Boston,
Massachusetts
| $327M | +$10M | +3% | 3.92% | 217% | 18 | 38.89% | 0.8 |
|
| 2725 |
2725
Buffington Mohr McNeal
Boise,
Idaho
| $327M | +$6.82M | +2% | 2.12% | 29.3% | 118 | 5.93% | 3.2 |
|