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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
Archford Capital Strategies
Swansea,
Illinois
| $480M | +$44.8M | +10% | 6.22% | 87.4% | 282 | 5.67% | 3.9 |
|
| 2777 |
VM
2777
VPR Management
Houston,
Texas
| $480M | +$16.3M | +4% | 4.17% | 54.5% | 55 | 5.45% | 2.3 |
|
| 2778 |
2778
Sunriver Management
Greenwich,
Connecticut
| $479M | -$7.51M | -2% | 16.9% | 9.27% | 17 | 11.76% | 1.3 |
|
| 2779 |
2779
Pine Ridge Advisers
New York
| $479M | +$102M | +27% | 8.83% | 90.1% | 27 | 3.7% | 1.8 |
|
| 2780 |
2780
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
| $479M | +$37.1M | +8% | 5.71% | 75.9% | 187 | 17.11% | 4.6 |
|
| 2781 |
2781
Lavaca Capital
Houston,
Texas
| $478M | +$158M | +49% | 5.21% | 46.5% | 184 | 10.33% | 1.6 |
|
| 2782 |
2782
Mosaic Family Wealth Partners
St. Louis,
Missouri
| $478M | +$124M | +35% | 6.45% | 67.5% | 190 | 10.53% | 0.2 |
|
| 2783 |
2783
12th Street Asset Management Company
Nashville,
Tennessee
| $478M | +$20.6M | +4% | 6.2% | 106% | 31 | 12.9% | 3.1 |
|
| 2784 |
2784
Silicon Valley Capital Partners
San Jose,
California
| $478M | +$40.8M | +9% | 11.5% | 103% | 298 | 20.47% | 0.8 |
|
| 2785 |
2785
XTX Topco
George Town,
Cayman Islands
| $477M | +$5.92M | +1% | 3.96% | 87.3% | 1,805 | 73.13% | 0.2 |
|
| 2786 |
2786
Oak Hill Capital Management
New York
| $476M | +$14.3M | +3% | 3.1% | 1.19% | 1 | 0% | 1.3 |
|
| 2787 |
2787
Gagnon Securities
New York
| $476M | +$22.9M | +5% | 7.12% | 129% | 118 | 16.1% | 3.5 |
|
| 2788 |
2788
Meritech Capital Associates V
Palo Alto,
California
| $476M | +$65.7M | +16% | 43.3% | 133% | 7 | 0% | 1.6 |
|
| 2789 |
2789
Sompo Asset Management
Tokyo,
Japan
| $476M | +$37.6M | +9% | 8.72% | 84.7% | 189 | 13.23% | 2.6 |
|
| 2790 |
2790
Navellier & Associates
Reno,
Nevada
| $475M | -$15.4M | -3% | 7.96% | 361% | 309 | 31.39% | 1.5 |
|
| 2791 |
2791
Ithaka Group
Arlington,
Virginia
| $475M | -$397M | -46% | 25.2% | 143% | 36 | 13.89% | 4.7 |
|
| 2792 |
2792
Mengis Capital Management
Portland,
Oregon
| $475M | +$15.9M | +3% | 6.13% | 104% | 173 | 10.98% | 5 |
|
| 2793 |
2793
Speece Thorson Capital Group
Minnetonka,
Minnesota
| $475M | +$8.63M | +2% | 2.46% | 34.2% | 38 | 2.63% | 6.7 |
|
| 2794 |
2794
Quantitative Investment Management
Charlottesville,
Virginia
| $475M | -$51.3M | -10% | 4.51% | 24.6% | 348 | 79.31% | 0.2 |
|
| 2795 |
2795
Biltmore Family Office
Charlotte,
North Carolina
| $474M | -$11.6M | -2% | 10.2% | 99% | 285 | 13.33% | 2.6 |
|
| 2796 |
2796
Thomas White International
Chicago,
Illinois
| $473M | +$19M | +4% | 4.89% | 34.9% | 293 | 11.95% | 3.8 |
|
| 2797 |
2797
Great Waters Wealth Management
Shoreview,
Minnesota
| $473M | +$8.77M | +2% | 4.44% | 49% | 88 | 6.82% | 0.2 |
|
| 2798 |
2798
Titleist Asset Management
San Antonio,
Texas
| $473M | – | – | 16% | 101% | 221 | – | 0 |
|
| 2799 |
2799
Formidable Asset Management
Cincinnati,
Ohio
| $473M | +$30.6M | +7% | 7.6% | 62.2% | 345 | 13.33% | 2.2 |
|
| 2800 |
2800
Grove Bank & Trust
Miami,
Florida
| $473M | +$19.8M | +4% | 6.42% | 80.5% | 759 | 19.63% | 1.5 |
|