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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 |
HA
2851
Harbor Advisors
West Palm Beach,
Florida
| $467M | -$3.7M | -0.8% | 1.9% | 125% | 168 | 10.12% | 4.3 |
|
| 2852 |
2852
ORIX Corp
Tokyo,
Japan
| $467M | -$70.4M | -13% | 13.1% | 11.7% | 1 | 0% | 5.8 |
|
| 2853 |
2853
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
| $467M | -$36.5M | -7% | 3.46% | 65.9% | 173 | 5.2% | 5.2 |
|
| 2854 |
2854
Capital Advantage
Walnut Creek,
California
| $467M | -$13M | -3% | 2.63% | 49.2% | 47 | 19.15% | 4.6 |
|
| 2855 |
2855
Sendero Wealth Management
San Antonio,
Texas
| $466M | +$8.27M | +2% | 1.12% | 99.2% | 159 | 10.06% | 0.8 |
|
| 2856 |
AA
2856
Ancient Art
Austin,
Texas
| $466M | -$6.08M | -1% | 0.45% | 168% | 20 | 25% | 2.1 |
|
| 2857 |
2857
Hunter Perkins Capital Management
Lombard,
Illinois
| $466M | -$3.12M | -0.7% | 3.84% | 58% | 141 | 21.99% | 1.4 |
|
| 2858 |
MA
2858
Madrone Advisors
Menlo Park,
California
| $465M | -$108M | -19% | 20.5% | 10.4% | 8 | 12.5% | 0.7 |
|
| 2859 |
2859
Ramirez Asset Management
New York
| $465M | – | – | 0.2% | 86.8% | 381 | – | 0 |
|
| 2860 |
2860
B.O.S.S. Retirement Advisors
Lehi,
Utah
| $465M | -$5.6M | -1% | 3.55% | 78.2% | 253 | 13.04% | 0.6 |
|
| 2861 |
2861
J.P. Marvel Investment Advisors
Boston,
Massachusetts
| $464M | -$14.7M | -3% | 0.87% | 183% | 70 | 1.43% | 5.9 |
|
| 2862 |
2862
State of Wyoming
Cheyenne,
Wyoming
| $464M | +$122M | +36% | 1.76% | 135% | 1,879 | 33.42% | 1.1 |
|
| 2863 |
2863
Soundwatch Capital
Rowayton,
Connecticut
| $464M | +$71.1M | +18% | 3.78% | 68.6% | 38 | 34.21% | 0.9 |
|
| 2864 |
2864
Lathrop Investment Management
Little Rock,
Arkansas
| $464M | -$28M | -6% | 3.04% | 72.2% | 83 | 4.82% | 6 |
|
| 2865 |
2865
High Probability Advisors
Pittsford,
New York
| $464M | -$2.1M | -0.5% | 3.29% | 52.6% | 51 | 7.84% | 2 |
|
| 2866 |
2866
Parker Investment Management
Menlo Park,
California
| $463M | -$157M | -25% | 1.5% | 208% | 31 | 16.13% | 3.3 |
|
| 2867 |
2867
Center for Financial Planning
Southfied,
Michigan
| $463M | -$13.5M | -3% | 3.78% | 64.4% | 581 | 12.39% | 2.9 |
|
| 2868 |
2868
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
| $462M | -$29.2M | -6% | 3.87% | 81.8% | 81 | 4.94% | 6.2 |
|
| 2869 |
2869
Falcon Wealth Planning
Ontario,
California
| $461M | +$12.2M | +3% | 3.78% | 52.7% | 114 | 10.53% | 1.8 |
|
| 2870 |
EFL
2870
ERn Financial LLC
Middleton,
Wisconsin
| $461M | -$16.8M | -4% | 3.96% | 61.2% | 176 | 10.8% | 2.5 |
|
| 2871 |
2871
Kavar Capital Partners Group
Leawood,
Kansas
| $461M | -$8.38M | -2% | 2.42% | 77.2% | 162 | 14.2% | 4.6 |
|
| 2872 |
2872
HeadInvest LLC
Portland,
Maine
| $460M | -$3.63M | -0.8% | 2.76% | 59.1% | 750 | 69.73% | 1.6 |
|
| 2873 |
2873
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
| $460M | -$46M | -9% | 3.45% | 98% | 163 | 32.52% | 2.3 |
|
| 2874 |
2874
Glynn Capital Management
Menlo Park,
California
| $460M | +$9.5M | +2% | 1.46% | 252% | 44 | 6.82% | 5.8 |
|
| 2875 |
2875
Silver Oak Securities
Jackson,
Tennessee
| $460M | -$162M | -26% | 2.97% | 73.4% | 512 | 30.66% | 0.8 |
|