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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2751 |
2751
KPCB XIII Associates
Menlo Park,
California
| $543M | +$56.9M | +12% | 24.5% | – | 4 | 0% | 0.5 |
|
| 2752 |
2752
Six Columns Capital
Dallas,
Texas
| $543M | -$18.6M | -3% | 15.8% | – | 71 | 73.24% | 0.2 |
|
| 2753 |
2753
Duncker Streett & Co
St. Louis,
Missouri
| $542M | +$18M | +3% | 7.99% | 90.9% | 527 | 9.87% | 4.1 |
|
| 2754 |
2754
Dean Investment Associates
Beavercreek,
Ohio
| $542M | +$11.7M | +2% | 3.46% | 63.5% | 246 | 14.23% | 2.8 |
|
| 2755 |
2755
PGIM Custom Harvest
Newark,
New Jersey
| $542M | +$134M | +33% | 7.9% | 78.2% | 228 | 10.53% | 0.4 |
|
| 2756 |
IAIM
2756
International Assets Investment Management
Orlando,
Florida
| $541M | -$545M | -50% | 7.35% | 88.5% | 2,260 | 78.85% | 0.8 |
|
| 2757 |
2757
Advocacy Wealth Management Services
Atlanta,
Georgia
| $540M | +$40M | +8% | 4.65% | 48.3% | 213 | 37.56% | 1.8 |
|
| 2758 |
2758
Evermay Wealth Management
Arlington,
Virginia
| $540M | +$39.6M | +8% | 6.26% | 56.2% | 520 | 65.77% | 1.2 |
|
| 2759 |
2759
Sierra Capital
Miami,
Florida
| $539M | +$5.98M | +1% | 4.59% | 32.4% | 489 | 12.68% | 0.2 |
|
| 2760 |
2760
South Street Advisors
New York
| $539M | +$223M | +71% | 12.5% | 169% | 68 | 52.94% | 2 |
|
| 2761 |
2761
Whetstone Capital Advisors
Shawnee Mission,
Kansas
| $538M | +$64.2M | +14% | 25.4% | 282% | 32 | 25% | 1.6 |
|
| 2762 |
2762
EFG Asset Management (Americas)
Miami,
Florida
| $538M | +$49.2M | +10% | 9.25% | 112% | 141 | 8.51% | 2.4 |
|
| 2763 |
2763
MPM Asset Management
Boston,
Massachusetts
| $538M | +$20.3M | +4% | 0.23% | 5.89% | 9 | 11.11% | 1.9 |
|
| 2764 |
2764
FORA Capital
Miami,
Florida
| $538M | +$233M | +77% | 11.3% | 162% | 1,262 | 75.36% | 0.2 |
|
| 2765 |
2765
Hunter Perkins Capital Management
Lombard,
Illinois
| $537M | +$42.6M | +9% | 6.4% | 58% | 89 | 10.11% | 0.8 |
|
| 2766 |
2766
Dock Street Asset Management
Palm Beach,
Florida
| $537M | +$57.6M | +12% | 14.3% | 175% | 78 | 17.95% | 2.6 |
|
| 2767 |
2767
Unison Advisors
Washington,
District of Columbia
| $537M | +$16.4M | +3% | 5.51% | 54.6% | 198 | 18.69% | 1.8 |
|
| 2768 |
2768
RR Advisors
Dallas,
Texas
| $536M | +$131M | +32% | 28.2% | 115% | 24 | 29.17% | 2.4 |
|
| 2769 |
2769
Winslow Asset Management
Beachwood,
Ohio
| $536M | +$42.6M | +9% | 7.7% | 89.9% | 86 | 10.47% | 5.1 |
|
| 2770 |
2770
Litman Gregory Wealth Management
Larkspur,
California
| $536M | +$25.1M | +5% | 5.44% | 55.5% | 198 | 65.66% | 3.3 |
|
| 2771 |
2771
Rinet Company
Boston,
Massachusetts
| $535M | +$46.9M | +10% | 6.7% | 33.1% | 82 | 8.54% | 1.6 |
|
| 2772 |
2772
Donoghue Forlines
Boston,
Massachusetts
| $535M | +$20M | +4% | 6.14% | 199% | 264 | 46.21% | 0.3 |
|
| 2773 |
2773
Crescent Capital Consulting
New Orleans,
Louisiana
| $534M | +$78.2M | +17% | 6.59% | – | 571 | 20.49% | 0.4 |
|
| 2774 |
2774
Oasis Management Company
Grand Cayman,
Cayman Islands
| $534M | -$27.9M | -5% | 3.21% | 368% | 101 | 60.4% | 0.3 |
|
| 2775 |
2775
Land & Buildings Investment Management
Stamford,
Connecticut
| $534M | +$62.8M | +13% | 10.8% | 53.9% | 24 | 33.33% | 1 |
|