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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2801 |
2801
Brooklyn Investment Group
Brooklyn,
New York
| $740M | -$21.3M | -3% | 7.3% | – | 3,306 | 80.1% | 1.1 |
|
| 2802 |
2802
Strategic Planning Group
Bountiful,
Utah
| $740M | +$124M | +20% | 12.3% | 162% | 87 | 27.59% | 1.3 |
|
| 2803 |
2803
O'Brien Wealth Partners
Waltham,
Massachusetts
| $738M | +$101M | +16% | 6.22% | 56.7% | 103 | 21.36% | 2.8 |
|
| 2804 |
2804
HG Vora Capital Management
New York
| $738M | -$170M | -19% | 0.52% | 42.6% | 17 | 23.53% | 1.6 |
|
| 2805 |
2805
Manchester Capital Management
Manchester,
Vermont
| $738M | -$23.3M | -3% | 10.1% | 86.7% | 1,353 | 16.04% | 3.9 |
|
| 2806 |
2806
Roble Belko & Company
Sewickley,
Pennsylvania
| $738M | +$50.3M | +7% | 6.41% | 53.3% | 498 | 13.45% | 4.3 |
|
| 2807 |
2807
Torray Investment Partners
Bethesda,
Maryland
| $737M | +$48.2M | +7% | 8.24% | 82.4% | 109 | 18.35% | 4.8 |
|
| 2808 |
2808
First National Advisers
Omaha,
Nebraska
| $737M | +$54M | +8% | 8.44% | 87.9% | 232 | 6.47% | 1.9 |
|
| 2809 |
2809
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
| $737M | +$343M | +87% | 7.44% | 65.7% | 185 | 56.22% | 1.1 |
|
| 2810 |
2810
Graham Holdings Co Master Retirement Trust
Arlington,
Virginia
| $736M | +$16.1M | +2% | 2.31% | 46% | 2 | 0% | 3 |
|
| 2811 |
2811
Cadinha & Co
Honolulu,
Hawaii
| $736M | +$133M | +22% | 7.55% | 132% | 106 | 9.43% | 6.4 |
|
| 2812 |
2812
United Capital Management of KS
Salina,
Kansas
| $735M | +$97.1M | +15% | 16.4% | 272% | 129 | 25.58% | 2.4 |
|
| 2813 |
2813
Versant Capital Management
Phoenix,
Arizona
| $735M | +$76.2M | +12% | 10.2% | 97.3% | 2,736 | 7.53% | 4.1 |
|
| 2814 |
2814
Benchstone Capital Management
New York
| $733M | -$400M | -35% | 7.51% | – | 43 | 55.81% | 0.4 |
|
| 2815 |
2815
Wahed Invest
New York
| $732M | +$75.3M | +11% | 13.6% | 140% | 238 | 14.71% | 2.6 |
|
| 2816 |
2816
Intellus Advisors
Naples,
Florida
| $731M | +$60.5M | +9% | 10.4% | – | 145 | 14.48% | 0.6 |
|
| 2817 |
2817
CRA Financial Services
Northfield,
New Jersey
| $731M | +$76.8M | +12% | 8.41% | 91.9% | 298 | 8.05% | 3.5 |
|
| 2818 |
2818
SJS Investment Consulting
Sylvania,
Ohio
| $731M | +$100M | +16% | 6.51% | 69.4% | 1,705 | 13.37% | 2.6 |
|
| 2819 |
2819
Power Corp of Canada
Montreal, Quebec,
Canada
| $730M | -$22.7M | -3% | 3.02% | 14.4% | 1 | 0% | 1.8 |
|
| 2820 |
2820
Aperture Investors
New York
| $730M | -$36.5M | -5% | 9.56% | 211% | 101 | 37.62% | 1.4 |
|
| 2821 |
2821
Buck Wealth Strategies
Denver,
Colorado
| $730M | +$73.2M | +11% | 4.99% | 48.4% | 178 | 17.98% | 0.8 |
|
| 2822 |
2822
Canyon Capital Advisors
Dallas,
Texas
| $729M | +$6.36M | +0.9% | 16.1% | 78% | 16 | 12.5% | 2.4 |
|
| 2823 |
2823
High Probability Advisors
Pittsford,
New York
| $729M | +$60.6M | +9% | 5.28% | 52.6% | 65 | 7.69% | 3 |
|
| 2824 |
SSCM
2824
Summit Street Capital Management
New York
| $729M | +$123M | +20% | 21.9% | 217% | 32 | 12.5% | 5.5 |
|
| 2825 |
2825
Capital Planning Advisors
Roseville,
California
| $728M | +$46.3M | +7% | 7.61% | 64.2% | 154 | 18.18% | 4.4 |
|