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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
Coerente Capital Management
Toronto,
Ontario, Canada
| $448M | -$53.2M | -11% | 10.3% | 40% | 37 | 8.11% | 1.2 |
|
| 2777 |
2777
Cadinha & Co
Honolulu,
Hawaii
| $447M | -$247M | -36% | 12.7% | 132% | 112 | 18.75% | 5.3 |
|
| 2778 |
NRA
2778
NSI Retail Advisors
Warrendale,
Pennsylvania
| $447M | -$226M | -34% | 13% | 26.2% | 49 | 14.29% | 0.9 |
|
| 2779 |
2779
Sector Gamma AS
Oslo,
Norway
| $447M | -$13.3M | -3% | 2.78% | 35.3% | 43 | 20.93% | 2.2 |
|
| 2780 |
2780
Towercrest Capital Management
Newtown,
Pennsylvania
| $447M | -$65.8M | -13% | 11.1% | 42.6% | 94 | 6.38% | 3.7 |
|
| 2781 |
GA
2781
GFS Advisors
Houston,
Texas
| $447M | -$28.5M | -6% | 14.1% | 97.9% | 160 | 20% | 4.5 |
|
| 2782 |
2782
Dudley & Shanley
Palm Beach,
Florida
| $446M | -$91.1M | -17% | 10.1% | 67.9% | 34 | 5.88% | 2.9 |
|
| 2783 |
2783
McMorgan & Co
San Francisco,
California
| $446M | -$14.9M | -3% | 8.41% | 30.1% | 54 | 5.56% | 0.8 |
|
| 2784 |
2784
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
| $446M | -$66.7M | -13% | 13.6% | 81.8% | 90 | 2.22% | 5.1 |
|
| 2785 |
2785
Legato Capital Management
San Francisco,
California
| $446M | -$44M | -9% | 2.48% | 243% | 383 | 45.95% | 1 |
|
| 2786 |
2786
Regis Management Company
Menlo Park,
California
| $446M | -$114M | -20% | 15.7% | 5.33% | 66 | 16.67% | 5.6 |
|
| 2787 |
2787
Silver Oak Securities
Jackson,
Tennessee
| $446M | -$46M | -9% | 12.4% | 73.4% | 354 | 36.44% | 0.2 |
|
| 2788 |
2788
GDS Wealth Management
Flower Mound,
Texas
| $446M | -$8M | -2% | 12.8% | 82.2% | 107 | 10.28% | 0.5 |
|
| 2789 |
HCM
2789
Harspring Capital Management
New York
| $446M | -$160M | -26% | 24% | 70.6% | 31 | 48.39% | 1.3 |
|
| 2790 |
2790
Faithward Advisors
Lancaster,
Pennsylvania
| $446M | -$70.2M | -14% | 13.5% | 119% | 290 | 13.45% | 1.3 |
|
| 2791 |
2791
Brasada Capital Management
Houston,
Texas
| $446M | -$82.5M | -16% | 12.4% | 76.5% | 159 | 31.45% | 1.9 |
|
| 2792 |
2792
Mandatum Life Insurance Company
Helsinki,
Finland
| $446M | -$95.1M | -18% | 14.5% | 95.9% | 84 | 14.29% | 3.9 |
|
| 2793 |
2793
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
| $445M | -$47.1M | -10% | 14.2% | 80.3% | 162 | 22.84% | 2.1 |
|
| 2794 |
2794
Tarbox Family Office
Newport Beach,
California
| $445M | -$47.4M | -10% | 14.4% | 66.4% | 1,106 | 91.68% | 6 |
|
| 2795 |
2795
Twin Focus Capital Partners
Boston,
Massachusetts
| $445M | -$69.4M | -13% | 14.2% | 92.5% | 235 | 16.17% | 3.1 |
|
| 2796 |
2796
Ascent Wealth Partners
New Hartford,
New York
| $445M | -$90.3M | -17% | 14.6% | 105% | 160 | 24.38% | 3.9 |
|
| 2797 |
SM
2797
Sciencast Management
Princeton,
New Jersey
| $444M | +$8.06M | +2% | 17% | 72.5% | 768 | 82.81% | 0.1 |
|
| 2798 |
2798
Formidable Asset Management
Cincinnati,
Ohio
| $444M | -$77.3M | -15% | 12.3% | 52.2% | 372 | 19.89% | 1.7 |
|
| 2799 |
2799
TFO Wealth Partners
Maumee,
Ohio
| $444M | -$60.5M | -12% | 14.8% | 63.6% | 521 | 81% | 0.3 |
|
| 2800 |
2800
Dillon & Associates
Jackson,
Michigan
| $444M | -$83.5M | -16% | 15.9% | 117% | 78 | 6.41% | 6 |
|