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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
Nextech Invest
Zurich,
Switzerland
| $537M | +$207M | +63% | 31% | 982% | 17 | 52.94% | 1.1 |
|
| 2827 |
2827
Portside Wealth Group
Provo,
Utah
| $537M | +$5.33M | +1% | 10.7% | 90.1% | 404 | 23.51% | 0.4 |
|
| 2828 |
2828
Rhino Investment Partners
West Conshohocken,
Pennsylvania
| $537M | +$170M | +46% | 29.4% | 110% | 30 | 43.33% | 0.7 |
|
| 2829 |
2829
Bremer Bank National Association
St Paul,
Minnesota
| $536M | +$30.7M | +6% | 12.5% | 37.4% | 195 | 9.74% | 3.5 |
|
| 2830 |
2830
Radnor Capital Management
Wayne,
Pennsylvania
| $536M | +$33.6M | +7% | 8.9% | 96.9% | 329 | 12.16% | 1.3 |
|
| 2831 |
8KM
2831
8 Knots Management
Dallas,
Texas
| $536M | – | – | 10.2% | – | 16 | – | 0 |
|
| 2832 |
2832
Linden Thomas Advisory Services
Charlotte,
North Carolina
| $536M | +$86.7M | +19% | 14.2% | 149% | 420 | 9.52% | 0.7 |
|
| 2833 |
2833
South Street Advisors
New York
| $535M | +$37.5M | +8% | 11.5% | 169% | 76 | 14.47% | 3.4 |
|
| 2834 |
2834
Glynn Capital Management
Menlo Park,
California
| $535M | +$74.8M | +16% | 23% | 252% | 43 | 2.33% | 6.1 |
|
| 2835 |
2835
Ironwood Investment Counsel
Scottsdale,
Arizona
| $535M | +$59.8M | +13% | 10.9% | 64% | 262 | 10.31% | 4.2 |
|
| 2836 |
2836
HBW Advisory Services
Simi Valley,
California
| $535M | +$55.6M | +12% | 9.66% | 68.6% | 336 | 22.32% | 1.7 |
|
| 2837 |
2837
Jamison Private Wealth Management
Milton,
Georgia
| $534M | +$50.4M | +10% | 12.3% | 130% | 409 | 6.11% | 0.2 |
|
| 2838 |
2838
Polunin Capital Partners
London,
United Kingdom
| $534M | +$89.5M | +20% | 37.4% | 268% | 30 | 13.33% | 1.2 |
|
| 2839 |
2839
LVW Advisors
Pittsford,
New York
| $534M | +$49.2M | +10% | 9.67% | 79.1% | 268 | 21.27% | 3.1 |
|
| 2840 |
2840
Mengis Capital Management
Portland,
Oregon
| $534M | +$52.4M | +11% | 10.5% | 104% | 172 | 5.23% | 5.4 |
|
| 2841 |
2841
Fiducient Advisors
Chicago,
Illinois
| $533M | -$1.24B | -70% | 9.06% | 52.3% | 123 | 20.33% | 1.2 |
|
| 2842 |
2842
Parker Investment Management
Menlo Park,
California
| $533M | +$70.2M | +15% | 13.1% | 208% | 35 | 20% | 3 |
|
| 2843 |
2843
Waycross Partners
Louisville,
Kentucky
| $533M | +$80.7M | +18% | 13% | 87.7% | 110 | 40% | 1.8 |
|
| 2844 |
2844
Hudson Way Capital Management
Dallas,
Texas
| $533M | +$24.8M | +5% | 17.8% | 51.3% | 15 | 6.67% | 2.4 |
|
| 2845 |
2845
Gabelli & Co Investment Advisers
Rye,
New York
| $533M | -$81.8M | -13% | 17.1% | 248% | 315 | 36.19% | 1.3 |
|
| 2846 |
2846
Proffitt & Goodson
Knoxville,
Tennessee
| $533M | +$45.5M | +9% | 9.02% | 48.5% | 238 | 9.66% | 4.5 |
|
| 2847 |
2847
Capricorn Investment Group
Palo Alto,
California
| $533M | +$21.3M | +4% | 4.46% | 95.9% | 8 | 0% | 1.8 |
|
| 2848 |
2848
Destiny Wealth Partners
Tavares,
Florida
| $532M | +$36.9M | +7% | 8.7% | 63.7% | 174 | 16.09% | 2.1 |
|
| 2849 |
2849
Graham Holdings Co Master Retirement Trust
Arlington,
Virginia
| $532M | +$6.19M | +1% | 1.22% | 46% | 2 | 0% | 1.3 |
|
| 2850 |
2850
Live Oak Private Wealth
Wilmington,
North Carolina
| $532M | +$62.3M | +13% | 10.2% | 65% | 170 | 6.47% | 2.8 |
|