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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 |
PCM
2851
Prime Capital Management
Hong Kong
| $613M | -$149M | -20% | 17.3% | 579% | 5 | 20% | 1.2 |
|
| 2852 |
2852
Gratus Wealth Advisors
Virginia Beach,
Virginia
| $612M | +$32.1M | +6% | 4.43% | 65.2% | 136 | 5.15% | 0.7 |
|
| 2853 |
2853
Chatham Capital Group
Savannah,
Georgia
| $612M | +$38.8M | +7% | 8.29% | 97% | 200 | 7% | 5.5 |
|
| 2854 |
2854
Third Avenue Management
New York
| $612M | +$28.7M | +5% | 13.3% | 113% | 61 | 6.56% | 5.2 |
|
| 2855 |
2855
Principal Street Partners
Memphis,
Tennessee
| $612M | +$53.3M | +10% | 6.82% | 91% | 263 | 13.69% | 2.5 |
|
| 2856 |
2856
Claret Asset Management
Montreal,
Quebec, Canada
| $611M | +$48.5M | +9% | 7.41% | 73.3% | 357 | 36.13% | 2.1 |
|
| 2857 |
2857
Oak Grove Capital
North Hampton,
New Hampshire
| $610M | +$60.7M | +11% | 4.82% | 470% | 67 | 17.91% | 2.4 |
|
| 2858 |
2858
Arkansas Financial Group
Little Rock,
Arkansas
| $610M | +$48.8M | +9% | 5.78% | 41.4% | 79 | 5.06% | 4.1 |
|
| 2859 |
2859
Tarbox Family Office
Newport Beach,
California
| $610M | +$43.3M | +8% | 6.62% | 66.4% | 109 | 4.59% | 6.7 |
|
| 2860 |
2860
Proffitt & Goodson
Knoxville,
Tennessee
| $610M | +$43.3M | +8% | 5.98% | 48.5% | 349 | 32.66% | 3.7 |
|
| 2861 |
2861
Arcadia Investment Management
Kalamazoo,
Michigan
| $608M | +$22.7M | +4% | 6.49% | 83.5% | 331 | 30.82% | 5.7 |
|
| 2862 |
2862
Market Street Wealth Management Advisors
Indianapolis,
Indiana
| $608M | +$25.2M | +4% | 4.48% | 44% | 93 | 2.15% | 3 |
|
| 2863 |
2863
Buffington Mohr McNeal
Boise,
Idaho
| $608M | +$37.8M | +7% | 5.37% | 29.3% | 131 | 6.87% | 5 |
|
| 2864 |
2864
Ardsley Advisory Partners
Stamford,
Connecticut
| $608M | -$72.8M | -11% | 9.28% | 555% | 193 | 61.14% | 0.8 |
|
| 2865 |
YLHM
2865
Yelin Lapidot Holdings Management
Tel Aviv,
Israel
| $607M | +$39.9M | +7% | 7.21% | 144% | 91 | 9.89% | 0.9 |
|
| 2866 |
2866
Matthews International Capital Management
San Francisco,
California
| $607M | +$148M | +32% | 17% | 227% | 46 | 26.09% | 2.5 |
|
| 2867 |
2867
Fort Baker Capital Management
Larkspur,
California
| $607M | -$296M | -33% | 6.94% | 46.3% | 93 | 36.56% | 0.7 |
|
| 2868 |
2868
Ethos Financial Group
King Of Prussia,
Pennsylvania
| $606M | +$38.5M | +7% | 5.07% | 63% | 341 | 23.17% | 0.9 |
|
| 2869 |
2869
Strategic Point Investment Advisors
Providence,
Rhode Island
| $606M | +$47.9M | +9% | 5.4% | 58.2% | 34 | 0% | 4.3 |
|
| 2870 |
2870
Family Management
New York
| $606M | +$36.5M | +6% | 4.7% | 69% | 208 | 23.56% | 2.4 |
|
| 2871 |
SF
2871
Symphony Financial
Houston,
Texas
| $605M | +$57.3M | +10% | 6.75% | 95.7% | 238 | 18.07% | 2.2 |
|
| 2872 |
2872
Nalanda India Equity Fund
Mauritius
| $604M | +$89.5M | +17% | 18% | 13.6% | 2 | 0% | 5.1 |
|
| 2873 |
2873
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
| $604M | +$70.8M | +13% | 5.8% | 65.7% | 163 | 10.43% | 2 |
|
| 2874 |
2874
Sanders Morris Harris
Houston,
Texas
| $603M | -$6.14M | -1% | 7% | 85.8% | 307 | 12.38% | 1.3 |
|
| 2875 |
SA
2875
SoftVest Advisors
Abilene,
Texas
| $603M | +$247M | +70% | 18.5% | 178% | 6 | 33.33% | 2.2 |
|