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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 |
2701
Pinpoint Asset Management
Hong Kong
| $623M | +$171M | +38% | 10.6% | 185% | 128 | 60.16% | 0.4 |
|
| 2702 |
2702
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $623M | +$72.7M | +13% | 8.71% | 85.4% | 2,120 | 7.83% | 4.4 |
|
| 2703 |
PCM
2703
Prime Capital Management
Hong Kong
| $623M | +$75.4M | +14% | 33.8% | 569% | 6 | 33.33% | 0.8 |
|
| 2704 |
2704
Linden Thomas Advisory Services
Charlotte,
North Carolina
| $622M | +$87M | +16% | 10.2% | 149% | 473 | 16.49% | 0.8 |
|
| 2705 |
2705
Moss Adams Wealth Advisors
Seattle,
Washington
| $622M | +$143M | +30% | 8.21% | 79.6% | 164 | 32.93% | 0.7 |
|
| 2706 |
2706
MPM BioImpact
Boston,
Massachusetts
| $622M | +$195M | +46% | 37.1% | 550% | 44 | 40.91% | 1.1 |
|
| 2707 |
2707
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
| $622M | +$103M | +20% | 8.71% | 98% | 156 | 34.62% | 2.5 |
|
| 2708 |
2708
D'Orazio & Associates
Falls Church,
Virginia
| $620M | +$61.9M | +11% | 9.09% | 66.7% | 211 | 14.69% | 3.2 |
|
| 2709 |
2709
Madison Avenue Partners
New York
| $620M | -$88.4M | -12% | 8.04% | 284% | 24 | 45.83% | 1.1 |
|
| 2710 |
2710
Tanager Wealth Management
Goring On Thames,
United Kingdom
| $619M | +$69.5M | +13% | 5.09% | 53.4% | 91 | 17.58% | 1.2 |
|
| 2711 |
2711
Clayton Dubilier & Rice
New York
| $619M | -$3.11B | -83% | 50.4% | 176% | 5 | 20% | 5.4 |
|
| 2712 |
2712
WealthShield Partners
Cary,
North Carolina
| $618M | +$10.6M | +2% | 7.92% | 71% | 516 | 16.09% | 2.1 |
|
| 2713 |
2713
Consolidated Investment Group
Englewood,
Colorado
| $618M | +$51.1M | +9% | 10.3% | 150% | 65 | 6.15% | 5.8 |
|
| 2714 |
GWSG
2714
GPS Wealth Strategies Group
Centennial,
Colorado
| $617M | +$69.7M | +13% | 14% | 118% | 1,323 | 11.56% | 1.1 |
|
| 2715 |
2715
White Mountains Insurance Group
Hanover,
New Hampshire
| $617M | +$225M | +57% | 64.8% | 105% | 2 | 0% | 2.4 |
|
| 2716 |
2716
Engaged Capital
Newport Beach,
California
| $617M | -$65.6M | -10% | 1.68% | 26.2% | 11 | 18.18% | 2 |
|
| 2717 |
2717
Herald Investment Management
London,
United Kingdom
| $617M | +$93.3M | +18% | 43.5% | 493% | 107 | 16.82% | 5 |
|
| 2718 |
2718
USA Financial Formulas
Ada,
Michigan
| $617M | +$45.2M | +8% | 9.31% | 104% | 434 | 54.15% | 1.3 |
|
| 2719 |
2719
Bison Wealth
Atlanta,
Georgia
| $615M | +$50.5M | +9% | 9.98% | 37.4% | 440 | 12.5% | 2.8 |
|
| 2720 |
2720
Primavera Capital Management
George Town,
Cayman Islands
| $615M | -$25.9M | -4% | 0.47% | 1.21% | 4 | 25% | 4 |
|
| 2721 |
2721
Exchange Capital Management
Ann Arbor,
Michigan
| $615M | +$57.5M | +10% | 7.9% | 57.8% | 191 | 6.81% | 5.2 |
|
| 2722 |
2722
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
| $615M | +$86.5M | +16% | 7.94% | 86.4% | 140 | 4.29% | 7.4 |
|
| 2723 |
2723
Redhawk Wealth Advisors
Minneapolis,
Minnesota
| $614M | +$102M | +20% | 15.1% | 116% | 343 | 26.82% | 1.2 |
|
| 2724 |
2724
Graham Holdings Co Master Retirement Trust
Arlington,
Virginia
| $614M | +$82M | +15% | 15.5% | 46% | 2 | 0% | 1.5 |
|
| 2725 |
CIA
2725
Covington Investment Advisors
Ligonier,
Pennsylvania
| $613M | +$62.8M | +11% | 7.99% | 100% | 76 | 9.21% | 6.2 |
|