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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
Mosaic Family Wealth Partners
St. Louis,
Missouri
| $509M | +$30.6M | +6% | 5.34% | 67.5% | 186 | 2.69% | 0.5 |
|
| 2777 |
2777
Titleist Asset Management
San Antonio,
Texas
| $508M | +$35.1M | +7% | 8.67% | 101% | 243 | 16.46% | 0.2 |
|
| 2778 |
2778
White Mountains Insurance Group
Hanover,
New Hampshire
| $508M | -$103M | -17% | 10% | 105% | 2 | 0% | 1.6 |
|
| 2779 |
GA
2779
GuoLine Advisory
Singapore
| $507M | +$151M | +43% | 10.9% | 112% | 11 | 27.27% | 0.2 |
|
| 2780 |
HI
2780
Handelsinvest Investeringsforvaltning
Herning,
Denmark
| $507M | -$120M | -19% | 8.24% | 37.9% | 92 | 15.22% | 3.6 |
|
| 2781 |
2781
Proffitt & Goodson
Knoxville,
Tennessee
| $507M | +$17.3M | +4% | 3.81% | 48.5% | 233 | 3% | 4.2 |
|
| 2782 |
FAG
2782
Financial Advisory Group
Houston,
Texas
| $506M | +$10.8M | +2% | 5.19% | 20.6% | 95 | 12.63% | 4.9 |
|
| 2783 |
2783
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
| $506M | -$28.6M | -5% | 4.85% | 82.9% | 162 | 32.1% | 2.1 |
|
| 2784 |
2784
Alibaba Group
Causeway Bay,
Hong Kong
| $506M | -$144M | -22% | 16.8% | 2.06% | 9 | 0% | 3.5 |
|
| 2785 |
2785
Resource Consulting Group
Orlando,
Florida
| $506M | +$118M | +30% | 3.85% | – | 68 | 47.06% | 0.7 |
|
| 2786 |
2786
River Global Investors
London,
United Kingdom
| $506M | +$17.4M | +4% | 7.65% | 49.7% | 203 | 7.39% | 2.9 |
|
| 2787 |
2787
FengHe Fund Management
Singapore
| $506M | +$60.1M | +13% | 30.6% | 902% | 23 | 56.52% | 0.3 |
|
| 2788 |
2788
North Point Portfolio Managers
Orange Village,
Ohio
| $505M | -$123M | -20% | 4.7% | 72.8% | 65 | 26.15% | 6.1 |
|
| 2789 |
2789
Private Advisory Group
Redmond,
Washington
| $505M | +$34.7M | +7% | 11.4% | 177% | 242 | 35.12% | 1.3 |
|
| 2790 |
2790
MayTech Global Investments
New York
| $505M | +$141M | +39% | 18.2% | 158% | 35 | 20% | 3 |
|
| 2791 |
2791
South Street Advisors
New York
| $504M | +$17.2M | +4% | 12% | 169% | 74 | 5.41% | 3.1 |
|
| 2792 |
2792
Carolinas Wealth Consulting
Charlotte,
North Carolina
| $504M | +$34.4M | +7% | 7.03% | 24.6% | 1,130 | 12.57% | 2.2 |
|
| 2793 |
2793
Kettle Hill Capital Management
New York
| $504M | +$69.2M | +16% | 2.56% | 37.4% | 71 | 67.61% | 0.5 |
|
| 2794 |
2794
Roble Belko & Company
Sewickley,
Pennsylvania
| $504M | +$14.7M | +3% | 4.28% | 53.3% | 341 | 12.02% | 4.5 |
|
| 2795 |
2795
Wexford Capital
West Palm Beach,
Florida
| $504M | +$20.6M | +4% | 4.42% | 128% | 268 | 63.81% | 0.5 |
|
| 2796 |
2796
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
| $503M | +$24.5M | +5% | 6.92% | 65.9% | 178 | 8.99% | 4.8 |
|
| 2797 |
2797
Great Waters Wealth Management
Shoreview,
Minnesota
| $503M | +$29.7M | +6% | 2.81% | 49% | 96 | 13.54% | 0.4 |
|
| 2798 |
2798
Live Oak Private Wealth
Wilmington,
North Carolina
| $502M | +$18.7M | +4% | 4.53% | 65% | 175 | 11.43% | 2.4 |
|
| 2799 |
2799
Siemens Pension Trust
Munich Germany,
Germany
| $502M | +$120M | +32% | 31.6% | 25.4% | 1 | 0% | 0.5 |
|
| 2800 |
2800
Sax Wealth Advisors
Parsippany,
New Jersey
| $502M | +$41.5M | +9% | 5.2% | 64.3% | 185 | 9.19% | 1.8 |
|