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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 |
WAM
2826
Warberg Asset Management
Winnetka,
Illinois
| $516M | +$215M | +71% | 5.76% | 65.3% | 238 | 47.9% | 0.2 |
|
| 2827 |
2827
North Peak Capital Management
New York
| $516M | +$63.8M | +14% | 13.5% | 301% | 7 | 71.43% | 0.4 |
|
| 2828 |
AMCA
2828
Arthur M. Cohen & Associates
Northbrook,
Illinois
| $516M | +$82.3M | +19% | 12.8% | 129% | 145 | 6.9% | 3.1 |
|
| 2829 |
2829
Portland Global Advisors
Portland,
Maine
| $516M | +$45M | +10% | 4.75% | 43.4% | 155 | 9.68% | 4 |
|
| 2830 |
2830
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
| $515M | +$85.7M | +20% | 5.92% | 58.7% | 85 | 24.71% | 0.8 |
|
| 2831 |
2831
Sanders Morris Harris
Houston,
Texas
| $515M | +$41.8M | +9% | 8.21% | 85.8% | 344 | 20.64% | 1.1 |
|
| 2832 |
2832
Intelligence Driven Advisers
Carlsbad,
California
| $514M | +$68.7M | +15% | 5.36% | 65.6% | 95 | 27.37% | 1 |
|
| 2833 |
2833
Gifford Fong Associates
Lafayette,
California
| $514M | +$49.1M | +11% | 12.1% | 180% | 136 | 1.47% | 2.8 |
|
| 2834 |
2834
Pegasus Partners
Mequon,
Wisconsin
| $513M | +$57.1M | +13% | 7.26% | 32.6% | 169 | 8.28% | 2.5 |
|
| 2835 |
2835
Alaska Wealth Advisors
Anchorage,
Alaska
| $512M | +$5.62M | +1% | 4.48% | 44.3% | 55 | 18.18% | 1.8 |
|
| 2836 |
SGH
2836
Sivik Global Healthcare
Greenwich,
Connecticut
| $512M | +$238M | +87% | 9.49% | 83.8% | 62 | 45.16% | 1.1 |
|
| 2837 |
2837
Act Two Investors
Santa Cruz,
California
| $512M | +$57.9M | +13% | 10.4% | 53% | 37 | 16.22% | 1.8 |
|
| 2838 |
2838
RiverVest Venture Management
St. Louis,
Missouri
| $512M | -$138M | -21% | 24.7% | 16.5% | 5 | 20% | 0.4 |
|
| 2839 |
2839
SKBA Capital Management
San Francisco,
California
| $511M | -$119M | -19% | 5.3% | 53.9% | 80 | 1.25% | 2.8 |
|
| 2840 |
2840
Bell Asset Management
Melbourne,
Australia
| $511M | +$45.4M | +10% | 9.35% | 45.3% | 62 | 4.84% | 2.4 |
|
| 2841 |
2841
SailingStone Capital Partners
Houston,
Texas
| $511M | +$83.4M | +20% | 37.1% | 152% | 12 | 25% | 2.3 |
|
| 2842 |
2842
Great Hill Partners
Boston,
Massachusetts
| $511M | – | – | 0% | 24% | 1 | – | 0 |
|
| 2843 |
2843
Dillon & Associates
Jackson,
Michigan
| $511M | +$42.5M | +9% | 10.1% | 117% | 74 | 6.76% | 5.5 |
|
| 2844 |
AAA
2844
Adams Asset Advisors
Dallas,
Texas
| $511M | +$46.6M | +10% | 10.5% | 66.8% | 81 | 7.41% | 3.5 |
|
| 2845 |
2845
Baker Ellis Asset Management
Vancouver,
Washington
| $510M | +$47.5M | +10% | 7.2% | 91.9% | 199 | 7.54% | 4.3 |
|
| 2846 |
2846
Wealth Architects
Mountain View,
California
| $510M | +$48.5M | +10% | 6.04% | 80.1% | 192 | 14.58% | 3.3 |
|
| 2847 |
2847
Brasada Capital Management
Houston,
Texas
| $510M | +$47.8M | +10% | 10.6% | 76.5% | 167 | 22.75% | 1.6 |
|
| 2848 |
2848
BlueSky Wealth Advisors
New Bern,
North Carolina
| $510M | +$66.7M | +15% | 4.83% | 42.9% | 66 | 13.64% | 2.6 |
|
| 2849 |
2849
Buffington Mohr McNeal
Boise,
Idaho
| $510M | +$43.8M | +9% | 7.12% | 29.3% | 125 | 3.2% | 3.9 |
|
| 2850 |
2850
Dividend Assets Capital
Ridgeland,
South Carolina
| $509M | -$16.4M | -3% | 7.74% | 67.4% | 574 | 12.2% | 1.8 |
|