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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
Auxier Asset Management
Aurora,
Oregon
| $645M | -$31.4M | -5% | 1.85% | 71.7% | 177 | 5.08% | 8 |
|
| 2827 |
HPM
2827
H. Partners Management
New York
| $645M | -$49.2M | -7% | 2.29% | 13.5% | 2 | 0% | 2.4 |
|
| 2828 |
2828
Alaska Wealth Advisors
Anchorage,
Alaska
| $643M | -$23.4M | -4% | 2.38% | 44.3% | 113 | 43.36% | 3.6 |
|
| 2829 |
2829
Permian Investment Partners
Dallas,
Texas
| $643M | -$80.8M | -11% | 4.67% | 78.6% | 15 | 40% | 1.8 |
|
| 2830 |
2830
Viking Fund Management
Minot,
North Dakota
| $642M | +$26.8M | +4% | 1.16% | 105% | 141 | 13.48% | 4 |
|
| 2831 |
2831
Total Wealth Planning
Cincinnati,
Ohio
| $642M | +$1.24M | +0.2% | 2.24% | 37.2% | 95 | 7.37% | 3.2 |
|
| 2832 |
2832
Parker Investment Management
Menlo Park,
California
| $642M | +$11.2M | +2% | 7.72% | 208% | 35 | 11.43% | 3.7 |
|
| 2833 |
2833
Primavera Capital Management
George Town,
Cayman Islands
| $642M | +$50.2M | +8% | 11.3% | 1.21% | 3 | 0% | 3.5 |
|
| 2834 |
2834
Makaira Partners
La Jolla,
California
| $641M | -$137M | -18% | 0.76% | 22% | 12 | 0% | 3.8 |
|
| 2835 |
2835
Occidental Asset Management
Burlingame,
California
| $641M | +$20.9M | +3% | 1.26% | 82.5% | 232 | 10.78% | 3.9 |
|
| 2836 |
2836
Strid Group
Newtown Square,
Pennsylvania
| $641M | -$17M | -3% | 1.48% | 55.2% | 66 | 19.7% | 3.2 |
|
| 2837 |
2837
Power Corp of Canada
Montreal, Quebec,
Canada
| $640M | -$63M | -9% | 0.69% | 14.4% | 3 | 66.67% | 1 |
|
| 2838 |
2838
Rollins Financial Advisors
New York City,
New York
| $640M | +$37.7M | +6% | 8.2% | – | 144 | 9.03% | 0.8 |
|
| 2839 |
LWANC
2839
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| $640M | +$12.3M | +2% | 1.19% | 71.1% | 779 | 16.05% | 3.5 |
|
| 2840 |
2840
BlueSky Wealth Advisors
New Bern,
North Carolina
| $640M | -$4.16M | -0.6% | 1.95% | 45.9% | 77 | 6.49% | 2.6 |
|
| 2841 |
2841
Hanson & Doremus Investment Management
Burlington,
Vermont
| $639M | +$9.8M | +2% | 0.15% | 86.3% | 464 | 11.42% | 6.2 |
|
| 2842 |
2842
Brio Consultants
San Francisco,
California
| $639M | +$10.5M | +2% | 1.28% | 42.7% | 119 | 14.29% | 2.6 |
|
| 2843 |
SCM
2843
Soros Capital Management
New York
| $639M | +$224M | +54% | 18.6% | 732% | 77 | 49.35% | 0.7 |
|
| 2844 |
2844
Stockman Wealth Management
Billings,
Montana
| $639M | -$4.74M | -0.7% | 1.02% | 77.5% | 187 | 14.44% | 5.3 |
|
| 2845 |
2845
180 Wealth Advisors
Federal Way,
Washington
| $638M | +$3.03M | +0.5% | 4.15% | 136% | 469 | 12.37% | 3.4 |
|
| 2846 |
2846
Goldstone Financial Group
Oakbrook Terrace,
Illinois
| $638M | +$63.4M | +11% | 0.25% | 54.9% | 217 | 19.35% | 1.2 |
|
| 2847 |
SSCM
2847
Summit Street Capital Management
New York
| $638M | +$358M | +128% | 0.84% | 217% | 31 | 9.68% | 5.8 |
|
| 2848 |
2848
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| $638M | -$24.6M | -4% | 4.72% | 140% | 239 | 34.73% | 2.8 |
|
| 2849 |
2849
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
| $638M | -$5.13M | -0.8% | 0.12% | 86.4% | 132 | 2.27% | 8.2 |
|
| 2850 |
2850
JMAC Enterprises
Newtown,
Pennsylvania
| $637M | +$11M | +2% | 0.14% | 68.5% | 186 | 13.44% | 2.3 |
|