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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2851 |
VDBMI
2851
Van Den Berg Management I
Austin,
Texas
| $508M | +$51.1M | +11% | 8.04% | 187% | 76 | 11.84% | 1.8 |
|
| 2852 |
2852
Charles Schwab Trust
Henderson,
Nevada
| $508M | +$25.6M | +5% | 4.98% | 52.7% | 186 | 5.91% | 1.3 |
|
| 2853 |
2853
Bain Capital Credit
Boston,
Massachusetts
| $508M | +$56.8M | +13% | 7.86% | 14.4% | 22 | 54.55% | 0.6 |
|
| 2854 |
2854
Samson Rock Capital
London,
United Kingdom
| $508M | +$108M | +27% | 19.7% | 166% | 69 | 88.41% | 0.1 |
|
| 2855 |
2855
Night Owl Capital Management
Greenwich,
Connecticut
| $507M | +$15.1M | +3% | 15.8% | 162% | 28 | 14.29% | 3.7 |
|
| 2856 |
2856
StrategIQ Financial Group
Merrillville,
Indiana
| $506M | +$30.8M | +6% | 4.54% | 12.6% | 221 | 7.24% | 3.2 |
|
| 2857 |
2857
Mattern Capital Management
Lakewood,
Colorado
| $506M | +$43.4M | +9% | 5.59% | 31.5% | 116 | 6.03% | 1.3 |
|
| 2858 |
2858
TFO Wealth Partners
Maumee,
Ohio
| $506M | +$172M | +52% | 3.92% | 63.6% | 213 | 63.38% | 0.6 |
|
| 2859 |
HA
2859
Harbor Advisors
West Palm Beach,
Florida
| $506M | +$54.6M | +12% | 13.7% | 125% | 206 | 12.14% | 2.7 |
|
| 2860 |
2860
Simplicity Solutions
Minneapolis,
Minnesota
| $505M | +$51.1M | +11% | 7.56% | 37.1% | 584 | 29.45% | 1.9 |
|
| 2861 |
2861
SOL Capital Management
Rockville,
Maryland
| $505M | +$31.3M | +7% | 7.21% | 56.6% | 247 | 4.86% | 5.3 |
|
| 2862 |
2862
Summit Financial Strategies
Columbus,
Ohio
| $505M | +$225M | +81% | 5.52% | 59.4% | 119 | 48.74% | 1.8 |
|
| 2863 |
2863
Pacific Global Investment Management
Glendale,
California
| $505M | +$25M | +5% | 7.1% | 48% | 219 | 7.76% | 4.5 |
|
| 2864 |
2864
Intercontinental Wealth Advisors
San Antonio,
Texas
| $505M | +$45.4M | +10% | 6.51% | 46.7% | 297 | 12.12% | 1.8 |
|
| 2865 |
2865
Faithward Advisors
Lancaster,
Pennsylvania
| $505M | +$57.3M | +13% | 8.5% | 119% | 278 | 17.63% | 0.7 |
|
| 2866 |
2866
Makaira Partners
La Jolla,
California
| $504M | +$30.9M | +7% | 10% | 22% | 9 | 0% | 3.7 |
|
| 2867 |
2867
Heck Capital Advisors
Rhinelander,
Wisconsin
| $504M | +$50.8M | +11% | 5.41% | 67% | 120 | 10.83% | 2.7 |
|
| 2868 |
GF
2868
Greenfield FTC
Reno,
Nevada
| $504M | +$39.8M | +9% | 7.2% | 75.4% | 4 | 0% | 0.5 |
|
| 2869 |
2869
Founders Financial Securities
Towson,
Maryland
| $504M | +$69.9M | +16% | 6.57% | 64.3% | 319 | 28.53% | 1 |
|
| 2870 |
2870
Affinity Wealth Management
Wilmington,
Delaware
| $504M | +$14.1M | +3% | 7.21% | 116% | 117 | 26.5% | 1.3 |
|
| 2871 |
PS
2871
Portfolio Strategies
Monsey,
New York
| $504M | +$25.2M | +5% | 9.34% | 120% | 73 | 42.47% | 1.6 |
|
| 2872 |
2872
MAK Capital One
New York
| $503M | +$82.1M | +20% | 18% | 200% | 11 | 27.27% | 2.1 |
|
| 2873 |
2873
PNC Managed Account Solutions
Houston,
Texas
| $503M | – | – | 6.01% | – | 572 | – | 0 |
|
| 2874 |
2874
Infusive Asset Management
New York
| $503M | +$76.4M | +18% | 5.29% | 33.8% | 88 | 52.27% | 0.4 |
|
| 2875 |
2875
Tikehau Investment Management
Paris,
France
| $503M | +$31.3M | +7% | 11.5% | 102% | 15 | 0% | 1.3 |
|