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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 |
DGM
2701
Darwin Global Management
St. Helier,
Jersey
| $511M | +$152M | +42% | 3.85% | 2,582% | 15 | 40% | 0.2 |
|
| 2702 |
2702
Avitas Wealth Management
Los Angeles,
California
| $511M | +$16.8M | +3% | 5.85% | 56.2% | 233 | 21.89% | 1.2 |
|
| 2703 |
2703
Litman Gregory Wealth Management
Larkspur,
California
| $511M | -$33.5M | -6% | 4.09% | 55.5% | 195 | 4.62% | 2.5 |
|
| 2704 |
2704
Natural Investments
Windsor,
California
| $509M | +$19.8M | +4% | 1.74% | – | 4 | 50% | 0.4 |
|
| 2705 |
TM
2705
Tiger Management
New York
| $509M | +$67.8M | +15% | 11.3% | – | 51 | 49.02% | 1.9 |
|
| 2706 |
2706
Gilbert & Cook
West Des Moines,
Iowa
| $508M | +$44.9M | +10% | 5.29% | 63.2% | 210 | 16.19% | 1.7 |
|
| 2707 |
2707
Tarbox Family Office
Newport Beach,
California
| $508M | +$29.7M | +6% | 7.17% | 66.4% | 1,189 | 4.46% | 3.4 |
|
| 2708 |
2708
Moloney Securities Asset Management
Manchester,
Missouri
| $508M | +$56.9M | +13% | 9.45% | 86% | 456 | 25.22% | 1.9 |
|
| 2709 |
2709
Sunbelt Securities
Houston,
Texas
| $508M | +$23.8M | +5% | 7.27% | 83.5% | 456 | 22.37% | 1.8 |
|
| 2710 |
2710
Alaska Wealth Advisors
Anchorage,
Alaska
| $507M | +$16.4M | +3% | 4.52% | 47.3% | 56 | 14.29% | 1.5 |
|
| 2711 |
2711
Alley Company
Lake Forest,
Illinois
| $506M | +$25.2M | +5% | 4.96% | 88.2% | 84 | 2.38% | 5.2 |
|
| 2712 |
VM
2712
VPR Management
Houston,
Texas
| $506M | +$21.6M | +4% | 1.27% | 54.5% | 28 | 3.57% | 2.6 |
|
| 2713 |
2713
HCR Wealth Advisors
Los Angeles,
California
| $506M | +$28M | +6% | 4.69% | 107% | 295 | 48.47% | 2.2 |
|
| 2714 |
VCM
2714
Vivaldi Capital Management
Chicago,
Illinois
| $506M | +$38M | +8% | 3.83% | 69.2% | 442 | 49.77% | 1.2 |
|
| 2715 |
2715
Kathmere Capital Management
Wayne,
Pennsylvania
| $506M | +$40.3M | +9% | 4.06% | 68.3% | 432 | 69.21% | 0.8 |
|
| 2716 |
2716
Mandatum Life Insurance Company
Helsinki,
Finland
| $505M | +$25.2M | +5% | 6.35% | 108% | 114 | 13.16% | 3.4 |
|
| 2717 |
2717
Dendur Capital
New York
| $504M | +$83.9M | +20% | 11.4% | 99.6% | 31 | 70.97% | 0.2 |
|
| 2718 |
2718
Sapphire Ventures
Austin,
Texas
| $504M | -$245M | -33% | 29.5% | 7.75% | 6 | 16.67% | 1 |
|
| 2719 |
RI
2719
RPTC Inc
Jackson,
Wyoming
| $503M | +$14.8M | +3% | 16.2% | 66.4% | 5 | 0% | 2.9 |
|
| 2720 |
2720
Tanglewood Wealth Management
Houston,
Texas
| $503M | +$27.1M | +6% | 4.15% | 64.6% | 22 | 18.18% | 2.6 |
|
| 2721 |
2721
Cambria Investment Management
Manhattan Beach,
California
| $502M | +$209M | +71% | 20.9% | 72% | 247 | 37.25% | 1.6 |
|
| 2722 |
2722
Tradewinds Capital Management
Bellingham,
Washington
| $502M | +$40.2M | +9% | 6.88% | 96.9% | 811 | 16.4% | 3.6 |
|
| 2723 |
2723
Biondo Investment Advisors
Milford,
Pennsylvania
| $502M | -$19.7M | -4% | 4.27% | 83.4% | 85 | 4.71% | 3.4 |
|
| 2724 |
2724
RK Capital Management (Colorado)
Denver,
Colorado
| $502M | +$49.6M | +11% | 17.1% | 89% | 76 | 30.26% | 1.5 |
|
| 2725 |
2725
Spectrum Management Group
Indianapolis,
Indiana
| $502M | +$24M | +5% | 7.47% | 44% | 261 | 26.05% | 2 |
|