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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
Sharkey, Howes & Javer
Denver,
Colorado
| $466M | +$30.7M | +7% | 5.95% | 60.2% | 106 | 23.58% | 2.8 |
|
| 2827 |
NRA
2827
NSI Retail Advisors
Warrendale,
Pennsylvania
| $466M | +$36.7M | +9% | 7.58% | 26.2% | 49 | 18.37% | 1.4 |
|
| 2828 |
2828
Bank of Korea
Seoul,
South Korea
| $466M | +$9.22M | +2% | 2.03% | – | 3 | 0% | 0.3 |
|
| 2829 |
2829
GFG Capital
Miami,
Florida
| $465M | -$167M | -26% | 11.5% | 152% | 124 | 10.48% | 2.1 |
|
| 2830 |
2830
SONA Asset Management (US)
New York
| $465M | +$118M | +34% | 1.91% | 41% | 292 | 46.58% | 0.8 |
|
| 2831 |
2831
Madison Avenue Partners
New York
| $465M | -$100M | -18% | 2.22% | 284% | 24 | 33.33% | 1.3 |
|
| 2832 |
2832
Symmetry Peak Management
Radnor,
Pennsylvania
| $465M | +$260M | +127% | 43.6% | 320% | 214 | 90.65% | 0.1 |
|
| 2833 |
2833
Capricorn Investment Group
Palo Alto,
California
| $465M | +$139M | +43% | 42.7% | 95.9% | 9 | 11.11% | 1.1 |
|
| 2834 |
2834
Atlas Venture Advisors
Boston,
Massachusetts
| $464M | +$174M | +60% | 63.2% | 34.6% | 7 | 14.29% | 3.4 |
|
| 2835 |
2835
Per Stirling Capital Management
Austin,
Texas
| $464M | -$85.7M | -16% | 5.21% | 63.1% | 223 | 26.46% | 0.2 |
|
| 2836 |
2836
Teza Capital Management
Chicago,
Illinois
| $464M | -$62.3M | -12% | 4.21% | 133% | 767 | 63.62% | 0.4 |
|
| 2837 |
2837
Front Street Capital Management
Missoula,
Montana
| $463M | +$47.3M | +11% | 16.7% | 316% | 72 | 13.89% | 4.2 |
|
| 2838 |
2838
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
| $463M | +$19.3M | +4% | 8.45% | 81.8% | 82 | 4.88% | 5.7 |
|
| 2839 |
2839
Bain Capital Credit
Boston,
Massachusetts
| $463M | +$207M | +81% | 9.78% | 14.4% | 10 | 40% | 1.6 |
|
| 2840 |
2840
Kavar Capital Partners Group
Leawood,
Kansas
| $463M | +$29.2M | +7% | 5.95% | 77.2% | 169 | 18.93% | 4.1 |
|
| 2841 |
2841
Blue Edge Capital
Richmond,
Virginia
| $463M | +$23.7M | +5% | 5.78% | 67.4% | 108 | 10.19% | 5 |
|
| 2842 |
MWM
2842
Madison Wealth Management
Cincinnati,
Ohio
| $462M | +$24.4M | +6% | 5.64% | 35.1% | 162 | 8.02% | 2.4 |
|
| 2843 |
2843
Tufton Capital Management
Hunt Valley,
Maryland
| $462M | +$7.83M | +2% | 3.5% | 96.1% | 119 | 3.36% | 6.5 |
|
| 2844 |
2844
Well Done LLC
Holland,
Michigan
| $462M | -$3.24M | -0.7% | 3.1% | 80.4% | 194 | 15.46% | 3.3 |
|
| 2845 |
NFAM
2845
North Fourth Asset Management
Englewood Cliffs,
New Jersey
| $462M | +$64M | +16% | 13.9% | 104% | 119 | 79.83% | 0.2 |
|
| 2846 |
2846
Nellore Capital Management
Redwood City,
California
| $461M | +$54.7M | +13% | 31.3% | 73.8% | 18 | 22.22% | 1.5 |
|
| 2847 |
2847
Permanens Capital
New York
| $461M | +$48.4M | +12% | 3.26% | 76.9% | 37 | 24.32% | 3.2 |
|
| 2848 |
2848
Sax Wealth Advisors
Parsippany,
New Jersey
| $460M | +$27.3M | +6% | 5% | 64.3% | 183 | 10.38% | 1.6 |
|
| 2849 |
2849
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
| $460M | -$3.59M | -0.8% | 5.92% | 55.5% | 167 | 11.98% | 1.2 |
|
| 2850 |
2850
Parkman Healthcare Partners
Stamford,
Connecticut
| $460M | +$84.2M | +22% | 2.96% | 306% | 99 | 34.34% | 1.1 |
|