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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
De Burlo Group
Boston,
Massachusetts
| $677M | -$72M | -10% | 0.76% | 164% | 80 | 7.5% | 3.7 |
|
| 2702 |
2702
Dean Investment Associates
Beavercreek,
Ohio
| $677M | -$24.7M | -4% | 1.18% | 63.5% | 220 | 5.91% | 4.3 |
|
| 2703 |
2703
Red Door Wealth Management
Memphis,
Tennessee
| $676M | +$23.2M | +4% | 0.76% | 100% | 251 | 14.74% | 2.6 |
|
| 2704 |
2704
Bain Capital Life Sciences Investors
Boston,
Massachusetts
| $676M | -$174M | -20% | 13.3% | 507% | 26 | 7.69% | 3.1 |
|
| 2705 |
2705
Stockman Wealth Management
Billings,
Montana
| $675M | +$36.7M | +6% | 0.73% | 77.5% | 176 | 11.93% | 5.2 |
|
| 2706 |
FCP
2706
Fine Capital Partners
New York
| $675M | +$7.98M | +1% | 0.27% | 95.5% | 1 | 0% | 11.8 |
|
| 2707 |
2707
Patton Albertson Miller Group
Chattanooga,
Tennessee
| $673M | -$74.1M | -10% | 3.3% | 117% | 233 | 13.73% | 5.2 |
|
| 2708 |
2708
Camden National Bank
Camden,
Maine
| $673M | +$4.91M | +0.7% | 2.3% | 58.2% | 173 | 11.56% | 4 |
|
| 2709 |
CL
2709
CIM LLC
Albany,
New York
| $673M | -$29M | -4% | 2.31% | 108% | 171 | 10.53% | 4 |
|
| 2710 |
2710
Dillon & Associates
Jackson,
Michigan
| $673M | -$48M | -7% | 4.11% | 117% | 82 | 6.1% | 7.7 |
|
| 2711 |
2711
Golden State Wealth Management
Santa Ana,
California
| $673M | +$5.57M | +0.8% | 3.29% | – | 1,655 | 12.57% | 0.9 |
|
| 2712 |
2712
Pureheart Capital
Singapore,
| $673M | -$66.7M | -9% | 19.4% | – | 8 | 25% | 0.2 |
|
| 2713 |
2713
McGuire Investment Group
Wakefield,
Rhode Island
| $673M | -$19.7M | -3% | 4.13% | 202% | 114 | 7.02% | 4.2 |
|
| 2714 |
2714
SKBA Capital Management
San Francisco,
California
| $672M | +$39.2M | +6% | 4.22% | 53.9% | 86 | 11.63% | 4.2 |
|
| 2715 |
2715
Torray Investment Partners
Bethesda,
Maryland
| $671M | -$25.9M | -4% | 1.69% | 97.2% | 107 | 11.21% | 5 |
|
| 2716 |
2716
Auxier Asset Management
Aurora,
Oregon
| $671M | +$25.8M | +4% | 5.71% | 71.7% | 178 | 7.3% | 8.2 |
|
| 2717 |
2717
Quantum Financial Advisors
El Segundo,
California
| $671M | +$14.8M | +2% | 0.59% | 68% | 203 | 20.69% | 1.6 |
|
| 2718 |
2718
Capital Investment Counsel Inc
Raleigh,
North Carolina
| $671M | +$6.74M | +1% | 5.7% | 174% | 259 | 10.81% | 5.2 |
|
| 2719 |
2719
Turtle Creek Wealth Advisors
Dallas,
Texas
| $670M | +$237M | +55% | 1.18% | 112% | 127 | 48.03% | 0.7 |
|
| 2720 |
2720
One Wealth Advisors
San Francisco,
California
| $670M | -$4.08M | -0.6% | 1.84% | 66% | 309 | 28.16% | 1.6 |
|
| 2721 |
2721
Redwood Capital Management
New York
| $670M | +$66.7M | +11% | 10.3% | 313% | 13 | 7.69% | 2.8 |
|
| 2722 |
2722
Manchester Global Management
London,
United Kingdom
| $670M | -$88.7M | -12% | 6.9% | 156% | 29 | 37.93% | 1.1 |
|
| 2723 |
2723
TT International Asset Management
London,
United Kingdom
| $670M | -$24.1M | -3% | 1.74% | 331% | 73 | 49.32% | 0.6 |
|
| 2724 |
2724
Johnson Bixby & Associates
Vancouver,
Washington
| $669M | +$13.4M | +2% | 0.06% | 48.7% | 123 | 12.2% | 2.6 |
|
| 2725 |
2725
Condire Management
Dallas,
Texas
| $669M | -$21.8M | -3% | 1.23% | 187% | 24 | 25% | 1.4 |
|