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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2776 |
2776
Avalon Global Asset Management
San Francisco,
California
| $262M | +$83.1M | +46% | 8.18% | 278% | 58 | 44.83% | 1.3 |
|
| 2777 |
DGI
2777
Discovery Group I
Chicago,
Illinois
| $262M | -$84.2M | -24% | 10.2% | – | 19 | 47.37% | 0.6 |
|
| 2778 |
2778
AGF Investments America
Toronto,
Ontario, Canada
| $262M | +$6.8M | +3% | 5.79% | 72.1% | 72 | 4.17% | 1.8 |
|
| 2779 |
2779
Moller Wealth Partners
| $261M | +$23.8M | +10% | 5.05% | 44.1% | 49 | 16.33% | 3.2 |
|
| 2780 |
2780
Greatmark Investment Partners
Columbus,
Georgia
| $261M | +$11.6M | +5% | 4.37% | 62% | 115 | 7.83% | 2.9 |
|
| 2781 |
2781
American Investment Services
Great Barrington,
Massachusetts
| $261M | +$8.93M | +4% | 5.54% | 63.1% | 116 | 8.62% | 2.6 |
|
| 2782 |
2782
Strategic Global Advisors
Newport Beach,
California
| $261M | -$10.3M | -4% | 4.8% | 137% | 178 | 15.73% | 1.4 |
|
| 2783 |
2783
Portland Global Advisors
Portland,
Maine
| $261M | +$11.5M | +5% | 4.17% | 43.4% | 100 | 4% | 3.4 |
|
| 2784 |
2784
Filament
Seattle,
Washington
| $261M | +$11.5M | +5% | 2.61% | 46.9% | 36 | 8.33% | 3 |
|
| 2785 |
MP
2785
Mediatel Partners
Fort Worth,
Texas
| $261M | -$1.22M | -0.5% | 0.44% | 11.6% | 2 | 0% | 4.3 |
|
| 2786 |
2786
McKinley Carter Wealth Services
Wheeling,
West Virginia
| $261M | +$34.5M | +15% | 3.12% | 63.2% | 148 | 14.19% | 2.4 |
|
| 2787 |
2787
Marquette Asset Management
Minneapolis,
Minnesota
| $261M | +$20.6M | +9% | 4.11% | 69.6% | 90 | 11.11% | 3 |
|
| 2788 |
2788
Paragon Capital Management (Colorado)
Denver,
Colorado
| $260M | +$42.2M | +19% | 2.76% | 109% | 224 | 29.46% | 1.1 |
|
| 2789 |
2789
Cambridge Advisors
Omaha,
Nebraska
| $260M | +$12.7M | +5% | 3.55% | 58.6% | 141 | 7.09% | 2.3 |
|
| 2790 |
2790
White Pine Capital
Bloomington,
Minnesota
| $260M | +$6.54M | +3% | 4.26% | 143% | 234 | 12.82% | 2.9 |
|
| 2791 |
AC
2791
Argentiere Capital
Zug,
Switzerland
| $260M | -$38.9M | -13% | 1.57% | 1.96% | 58 | 58.62% | 0.3 |
|
| 2792 |
LSC
2792
Lyon Street Capital
Sausalito,
California
| $259M | +$10.8M | +4% | 9.11% | – | 63 | 30.16% | 1 |
|
| 2793 |
2793
Peak Financial Management
Wellesley,
Massachusetts
| $259M | +$3.84M | +2% | 2.74% | 58.2% | 51 | 17.65% | 1.1 |
|
| 2794 |
SCM
2794
Springhouse Capital Management
Westport,
Connecticut
| $259M | +$6.32M | +2% | 11.4% | 52% | 19 | 42.11% | 1 |
|
| 2795 |
2795
Telos Capital Management
San Diego,
California
| $259M | +$8.88M | +4% | 3.27% | 71.1% | 153 | 8.5% | 2.9 |
|
| 2796 |
2796
Foresters Asset Management
Toronto,
Ontario, Canada
| $259M | +$14M | +6% | 4.84% | 55.6% | 73 | 5.48% | 1 |
|
| 2797 |
2797
Verus Financial Partners
Richmond,
Virginia
| $259M | +$10.8M | +4% | 2.69% | 41.6% | 48 | 8.33% | 3.3 |
|
| 2798 |
2798
Pier 88 Investment Partners
San Francisco,
California
| $258M | +$11.5M | +5% | 0.75% | 36.1% | 106 | 4.72% | 0.6 |
|
| 2799 |
2799
Mosaic Family Wealth
St. Louis,
Missouri
| $258M | +$18M | +8% | 3.83% | 85.2% | 1,013 | 37.12% | 1.1 |
|
| 2800 |
BA
2800
BKS Advisors
Southfield,
Michigan
| $258M | +$12.2M | +5% | 4.73% | 58% | 224 | 12.05% | 1.5 |
|