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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2901 |
2901
Pacific Capital Wealth Advisors
Corona,
California
| $595M | +$47.2M | +9% | 6.19% | 54.1% | 614 | 30.78% | 0.8 |
|
| 2902 |
2902
Nelson Capital Management
Menlo Park,
California
| $594M | +$30.6M | +5% | 3.59% | 121% | 115 | 12.17% | 5.2 |
|
| 2903 |
AO
2903
Allen Operations
New York
| $594M | +$82.6M | +16% | 25.8% | 218% | 35 | 14.29% | 4.9 |
|
| 2904 |
2904
Secure Asset Management
Troy,
Michigan
| $594M | +$65M | +12% | 5.75% | 97.2% | 327 | 19.88% | 1.4 |
|
| 2905 |
2905
12th Street Asset Management Company
Nashville,
Tennessee
| $593M | +$45M | +8% | 10.7% | 106% | 31 | 6.45% | 3.4 |
|
| 2906 |
2906
Glen Eagle Advisors
Kingston,
New Jersey
| $593M | +$46.3M | +8% | 6.41% | 68.5% | 1,195 | 7.95% | 4.1 |
|
| 2907 |
2907
St. James Investment Company
Southlake,
Texas
| $592M | +$20.4M | +4% | 9.51% | 43.8% | 28 | 14.29% | 3.9 |
|
| 2908 |
2908
Flagship Pioneering
Cambridge,
Massachusetts
| $592M | -$251M | -30% | 16.3% | 13.3% | 6 | 0% | 5.3 |
|
| 2909 |
2909
Semper Augustus Investments Group
Highlands Ranch,
Colorado
| $592M | +$32.6M | +6% | 1.14% | 95.4% | 41 | 14.63% | 6.1 |
|
| 2910 |
2910
Fractal Investments
Glastonbury,
Connecticut
| $592M | +$17M | +3% | 2.49% | 74.2% | 87 | 10.34% | 1.6 |
|
| 2911 |
2911
FinTrust Capital Advisors
Greenville,
South Carolina
| $591M | +$40.7M | +7% | 6.5% | 23.6% | 1,488 | 13.51% | 3.1 |
|
| 2912 |
2912
Primavera Capital Management
George Town,
Cayman Islands
| $591M | +$73.7M | +14% | 46.7% | 1.21% | 4 | 25% | 3.3 |
|
| 2913 |
LCM
2913
Lonestar Capital Management
San Francisco,
California
| $591M | +$501M | +558% | 13.3% | 260% | 24 | 62.5% | 0.8 |
|
| 2914 |
MG
2914
Magnolia Group
Omaha,
Nebraska
| $591M | -$67.7M | -10% | 8.83% | 9.52% | 10 | 10% | 4.5 |
|
| 2915 |
2915
Enclave Advisors
Austin,
Texas
| $590M | – | – | 5.26% | – | 119 | – | 0 |
|
| 2916 |
2916
Radcliffe Capital Management
Bala Cynwyd,
Pennsylvania
| $589M | +$74.8M | +15% | 0.02% | 4.8% | 44 | 20.45% | 0.8 |
|
| 2917 |
2917
Black Diamond Financial
Towson,
Maryland
| $589M | +$71.2M | +14% | 6.17% | 68.3% | 154 | 15.58% | 2.9 |
|
| 2918 |
2918
Liberty Wealth Management
Oakland,
California
| $589M | +$43M | +8% | 6.07% | 64.2% | 267 | 26.59% | 2.2 |
|
| 2919 |
2919
Olstein Capital Management
Purchase,
New York
| $588M | +$25.5M | +5% | 8.22% | 16.6% | 101 | 4.95% | 5.8 |
|
| 2920 |
2920
Allen Mooney & Barnes Investment Advisors
Thomasville,
Georgia
| $587M | +$28.2M | +5% | 7.09% | 78.9% | 160 | 8.75% | 2.1 |
|
| 2921 |
2921
High Probability Advisors
Pittsford,
New York
| $587M | +$35.7M | +6% | 5.61% | 52.6% | 57 | 5.26% | 2.5 |
|
| 2922 |
2922
Gabelli & Co Investment Advisers
Rye,
New York
| $587M | -$11.3M | -2% | 9.42% | 248% | 301 | 38.21% | 1.6 |
|
| 2923 |
2923
Northwest Bancshares
Warren,
Pennsylvania
| $587M | +$36.9K | +0% | 6.21% | 84.8% | 192 | 9.9% | 4.2 |
|
| 2924 |
2924
Montecito Bank & Trust
Santa Barbara,
California
| $587M | +$95.5M | +19% | 5.1% | – | 289 | 13.84% | 5.3 |
|
| 2925 |
2925
Glassman Wealth Services
Vienna,
Virginia
| $587M | +$44.1M | +8% | 6.57% | 62.6% | 198 | 11.62% | 4.1 |
|