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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2826 |
2826
Dorsey Asset Management
Chicago,
Illinois
| $277M | +$46.6M | +20% | 10.2% | 122% | 11 | 18.18% | 0.7 |
|
| 2827 |
2827
Cambridge Advisors
Omaha,
Nebraska
| $277M | +$17M | +7% | 4.73% | 58.6% | 145 | 6.9% | 2.4 |
|
| 2828 |
2828
Alaska Wealth Advisors
Anchorage,
Alaska
| $277M | – | – | 2.79% | 44.3% | 45 | – | 0 |
|
| 2829 |
2829
BP Capital Fund Advisors
Dallas,
Texas
| $277M | +$45.3M | +20% | 4.72% | 17.9% | 58 | 18.97% | 1.1 |
|
| 2830 |
2830
EFG Asset Management (Americas)
Miami,
Florida
| $277M | +$12.9M | +5% | 5.8% | 112% | 143 | 17.48% | 1.7 |
|
| 2831 |
BRCA
2831
Birch Run Capital Advisors
Dallas,
Texas
| $276M | -$7.9M | -3% | 6.46% | 8.22% | 18 | 22.22% | 2.5 |
|
| 2832 |
IFS
2832
Ifrah Financial Services
Little Rock,
Arkansas
| $276M | +$12.3M | +5% | 4.1% | 64.1% | 212 | 17.45% | 2.3 |
|
| 2833 |
2833
Harvey Capital Management
Palm Beach,
Florida
| $276M | +$28.1M | +11% | 8.51% | 147% | 85 | 12.94% | 2.6 |
|
| 2834 |
BA
2834
BKS Advisors
Southfield,
Michigan
| $276M | +$18.2M | +7% | 7.67% | 58% | 230 | 14.78% | 1.7 |
|
| 2835 |
2835
Greatmark Investment Partners
Columbus,
Georgia
| $276M | +$14.6M | +6% | 10.2% | 62% | 122 | 9.02% | 3 |
|
| 2836 |
2836
Meristem Family Wealth
Minnetonka,
Minnesota
| $276M | +$26.8M | +11% | 6.28% | 67.7% | 125 | 12% | 2.4 |
|
| 2837 |
2837
Contravisory Investment Management
Norwell,
Massachusetts
| $276M | -$4.52M | -2% | 7.98% | 135% | 563 | 28.06% | 0.5 |
|
| 2838 |
PH
2838
Pinnacle Holdings
Tulsa,
Oklahoma
| $275M | +$4.32M | +2% | 3.97% | 79.6% | 229 | 11.35% | 2.7 |
|
| 2839 |
PAM
2839
PineView Asset Management
Greenwich,
Connecticut
| $275M | +$3.13M | +1% | 9.31% | – | 20 | 55% | 1 |
|
| 2840 |
2840
Mosaic Family Wealth
St. Louis,
Missouri
| $275M | +$17.1M | +7% | 5% | 85.2% | 1,014 | 41.42% | 1.5 |
|
| 2841 |
DCM
2841
Divisar Capital Management
San Francisco,
California
| $275M | +$26.7M | +11% | 4.35% | 194% | 30 | 23.33% | 0.7 |
|
| 2842 |
2842
Brian C. Broderick
| $274M | -$3.18M | -1% | 4.77% | 98.6% | 103 | 24.27% | 3.1 |
|
| 2843 |
2843
Verus Financial Partners
Richmond,
Virginia
| $274M | +$15.3M | +6% | 3.79% | 41.6% | 52 | 9.62% | 3.2 |
|
| 2844 |
2844
Haverford Financial Services
Radnor,
Pennsylvania
| $274M | +$18.1M | +7% | 6.76% | 57.9% | 91 | 18.68% | 2 |
|
| 2845 |
2845
American Investment Services
Great Barrington,
Massachusetts
| $274M | +$12.5M | +5% | 5.19% | 63.1% | 116 | 5.17% | 2.8 |
|
| 2846 |
2846
Parker Investment Management
Menlo Park,
California
| $274M | +$43.5M | +19% | 6.95% | 208% | 27 | 29.63% | 1.1 |
|
| 2847 |
2847
White Pine Capital
Bloomington,
Minnesota
| $274M | +$13.7M | +5% | 6.72% | 143% | 230 | 9.13% | 3.1 |
|
| 2848 |
2848
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $274M | +$17.8M | +7% | 4.57% | 73.6% | 1,602 | 11.42% | 1.7 |
|
| 2849 |
2849
Peak Asset Management
Louisville,
Colorado
| $273M | -$5.73M | -2% | 5.66% | 70.1% | 152 | 17.76% | 2.2 |
|
| 2850 |
2850
Cadence Bank NA
Houston,
Texas
| $273M | +$9.12M | +3% | 5.39% | 33.3% | 189 | 12.7% | 2.3 |
|