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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
George Kaiser Family Foundation
Tulsa,
Oklahoma
| $654M | +$88.4M | +16% | 15.7% | 106% | 19 | 15.79% | 3.1 |
|
| 2752 |
2752
Pilgrim Global Advisors
Reno,
Nevada
| $653M | +$145M | +28% | 29.5% | – | 7 | 42.86% | 0.5 |
|
| 2753 |
2753
Slow Capital
Greenbrae,
California
| $653M | +$35M | +6% | 6.74% | 156% | 130 | 13.85% | 4.7 |
|
| 2754 |
2754
Maltese Capital Management
New York
| $652M | +$111M | +20% | 14.6% | 114% | 112 | 25.89% | 2.8 |
|
| 2755 |
2755
One Wealth Advisors
San Francisco,
California
| $652M | +$185M | +40% | 5.72% | 66% | 274 | 18.25% | 1.5 |
|
| 2756 |
NM
2756
Newtyn Management
New York
| $651M | +$119M | +22% | 13.9% | 52% | 44 | 18.18% | 1.8 |
|
| 2757 |
2757
Biglari Capital Corp
San Antonio,
Texas
| $651M | -$5.56M | -0.8% | 1.34% | 72.7% | 13 | 7.69% | 4.8 |
|
| 2758 |
2758
Adventist Health System West
Roseville,
California
| $650M | +$34.4M | +6% | 5.8% | 60.2% | 7 | 0% | 2.2 |
|
| 2759 |
2759
Ophir Asset Management
Sydney,
Australia
| $650M | +$85.6M | +15% | 14.6% | 282% | 41 | 43.9% | 0.6 |
|
| 2760 |
2760
McMorgan & Co
San Francisco,
California
| $649M | +$19M | +3% | 3.73% | 30.1% | 59 | 6.78% | 2.1 |
|
| 2761 |
2761
Colonial Trust
Spartanburg,
South Carolina
| $648M | +$80.6M | +14% | 6.71% | 75.5% | 1,150 | 18.61% | 1.3 |
|
| 2762 |
2762
Iron Gate Global Advisors
Nsl,
Utah
| $647M | +$40.7M | +7% | 6.3% | 106% | 106 | 21.7% | 3.5 |
|
| 2763 |
2763
Foundation Resource Management
Little Rock,
Arkansas
| $647M | +$21M | +3% | 5.32% | 84.5% | 54 | 7.41% | 7.5 |
|
| 2764 |
2764
Zevin Asset Management
Boston,
Massachusetts
| $647M | +$29M | +5% | 6.05% | 71.7% | 82 | 3.66% | 5.3 |
|
| 2765 |
2765
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
| $646M | +$50.9M | +9% | 7.29% | 81.7% | 264 | 7.2% | 4.4 |
|
| 2766 |
2766
BlueSky Wealth Advisors
New Bern,
North Carolina
| $644M | +$49.6M | +8% | 5.83% | 45.9% | 77 | 3.9% | 2.4 |
|
| 2767 |
2767
Stockman Wealth Management
Billings,
Montana
| $643M | +$72.9M | +13% | 6.66% | 77.5% | 185 | 6.49% | 5 |
|
| 2768 |
2768
USA Financial Formulas
Ada,
Michigan
| $643M | +$26.4M | +4% | 5.62% | 104% | 377 | 53.32% | 1.2 |
|
| 2769 |
2769
Meridian Wealth Partners
Exton,
Pennsylvania
| $643M | +$76.6M | +14% | 5.58% | 54.2% | 116 | 14.66% | 2.9 |
|
| 2770 |
2770
Octagon Capital Advisors
New York
| $643M | +$6.63M | +1% | 13.8% | 2,969% | 52 | 30.77% | 0.9 |
|
| 2771 |
2771
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
| $643M | +$49M | +8% | 7.91% | 86.4% | 136 | 5.88% | 8 |
|
| 2772 |
2772
New England Asset Management
Farmington,
Connecticut
| $642M | +$40.2M | +7% | 8.5% | 55.6% | 121 | 4.13% | 5.3 |
|
| 2773 |
2773
Blue Edge Capital
Richmond,
Virginia
| $642M | +$37.7M | +6% | 5.87% | 67.4% | 118 | 12.71% | 5.4 |
|
| 2774 |
KWMG
2774
King Wealth Management Group
Naples,
Florida
| $642M | +$41.9M | +7% | 5.77% | 86% | 157 | 12.1% | 5.5 |
|
| 2775 |
2775
Total Wealth Planning
Cincinnati,
Ohio
| $641M | +$31.3M | +5% | 6.48% | 37.2% | 92 | 5.43% | 3.1 |
|