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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
Fort Baker Capital Management
Larkspur,
California
| $621M | +$13.9M | +2% | 1.36% | 46.3% | 93 | 54.84% | 0.4 |
|
| 2902 |
2902
III Capital Management
Boca Raton,
Florida
| $621M | -$740M | -54% | 0.72% | 28.7% | 76 | 59.21% | 0.9 |
|
| 2903 |
2903
Dimension Capital Management
Coral Gables,
Florida
| $620M | +$82.1M | +15% | 0.36% | 65.5% | 113 | 15.04% | 3.5 |
|
| 2904 |
2904
M Holdings Securities
Portland,
Oregon
| $620M | +$223M | +56% | 2.35% | 94.1% | 140 | 40% | 1.9 |
|
| 2905 |
2905
Arkansas Financial Group
Little Rock,
Arkansas
| $619M | +$8.65M | +1% | 0.54% | 41.4% | 79 | 6.33% | 4.5 |
|
| 2906 |
VC
2906
Vision Capital
Toronto,
Ontario, Canada
| $619M | -$913K | -0.1% | 4.98% | 19.8% | 27 | 55.56% | 0.4 |
|
| 2907 |
2907
Towercrest Capital Management
Newtown,
Pennsylvania
| $619M | -$1.78M | -0.3% | 1.46% | 42.6% | 108 | 11.11% | 5 |
|
| 2908 |
2908
First National Advisers
Omaha,
Nebraska
| $618M | -$8.64M | -1% | 0.89% | 87.9% | 225 | 26.67% | 1.7 |
|
| 2909 |
2909
Bank Hapoalim BM
Tel Aviv,
Israel
| $618M | -$41.6M | -6% | 1.25% | 76.6% | 133 | 9.02% | 4.6 |
|
| 2910 |
2910
Legacy Financial Group (Iowa)
Des Moines,
Iowa
| $618M | +$97.7M | +19% | 0.72% | 44.3% | 112 | 50.89% | 0.8 |
|
| 2911 |
2911
Canal Capital Management
Richmond,
Virginia
| $618M | -$8.46M | -1% | 0.6% | 67.8% | 183 | 21.86% | 3.8 |
|
| 2912 |
2912
Makena Capital Management
Menlo Park,
California
| $616M | +$200M | +48% | 1.33% | 78.7% | 46 | 26.09% | 1.1 |
|
| 2913 |
2913
Nextech Invest
Zurich,
Switzerland
| $616M | -$95.9M | -13% | 15.3% | 982% | 15 | 0% | 1.7 |
|
| 2914 |
2914
Wealth Management Nebraska
Norfolk,
Nebraska
| $615M | – | – | 2.17% | – | 71 | – | 0 |
|
| 2915 |
BC
2915
Belmont Capital
Los Angeles,
California
| $615M | +$12.9M | +2% | 10.1% | 182% | 173 | 33.53% | 2.4 |
|
| 2916 |
2916
Strategic Point Investment Advisors
Providence,
Rhode Island
| $614M | +$7.34M | +1% | 0.16% | 58.2% | 36 | 11.11% | 4.2 |
|
| 2917 |
2917
RBO & Co
Saint Helena,
California
| $613M | -$20.9M | -3% | 2.14% | 27.9% | 53 | 1.89% | 7.5 |
|
| 2918 |
2918
Marquette Asset Management
Minneapolis,
Minnesota
| $613M | -$18M | -3% | 0.2% | 69.6% | 237 | 22.78% | 3.2 |
|
| 2919 |
2919
Destiny Wealth Partners
Tavares,
Florida
| $612M | +$41.9M | +7% | 4.64% | 63.7% | 177 | 14.12% | 2.5 |
|
| 2920 |
2920
Academy Capital Management
Waco,
Texas
| $612M | +$34.5M | +6% | 4.33% | 71.2% | 41 | 21.95% | 3.3 |
|
| 2921 |
2921
Sargent Investment Group
Bethesda,
Maryland
| $611M | +$54.9M | +10% | 10.9% | 113% | 255 | 22.35% | 3 |
|
| 2922 |
2922
Herald Investment Management
London,
United Kingdom
| $611M | +$30.5M | +5% | 12.2% | 493% | 98 | 8.16% | 5.3 |
|
| 2923 |
2923
Concord Wealth Partners
Abingdon,
Virginia
| $611M | +$11.2M | +2% | 0% | 71.1% | 992 | 10.69% | 1.8 |
|
| 2924 |
2924
Formidable Asset Management
Cincinnati,
Ohio
| $609M | -$17.1M | -3% | 0.07% | 62.2% | 400 | 14.75% | 2.6 |
|
| 2925 |
2925
Mivtachim The Workers Social Insurance Fund
Tel Aviv,
Israel
| $609M | -$121M | -17% | 0.09% | 165% | 41 | 31.71% | 2.6 |
|