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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2926 |
2926
Greenland Capital Management
New York
| $812M | +$25M | +3% | 15.5% | 210% | 392 | 54.08% | 0.5 |
|
| 2927 |
2927
Kavar Capital Partners Group
Leawood,
Kansas
| $812M | +$13.1M | +2% | 14.6% | 77.2% | 231 | 19.48% | 5 |
|
| 2928 |
2928
Sloy Dahl & Holst
Vancouver,
Washington
| $811M | +$82.1M | +11% | 9.85% | 132% | 124 | 11.29% | 3 |
|
| 2929 |
2929
Affinity Capital Advisors
Berkeley,
California
| $810M | +$96.4M | +14% | 15.5% | 72.7% | 215 | 21.4% | 3.2 |
|
| 2930 |
2930
Abacus Planning Group
Columbia,
South Carolina
| $809M | +$66.1M | +9% | 11.1% | 59.1% | 283 | 15.19% | 4.2 |
|
| 2931 |
PL
2931
Polianta Ltd
St Helier,
Jersey
| $809M | +$55.3M | +7% | 6.4% | 31.6% | 114 | 47.37% | 0.5 |
|
| 2932 |
2932
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Tel Aviv,
Israel
| $809M | +$303M | +60% | 17.6% | 80.8% | 81 | 40.74% | 2.7 |
|
| 2933 |
2933
Capital Investment Counsel (Colorado)
Denver,
Colorado
| $808M | +$78.6M | +11% | 11.8% | 68.7% | 168 | 19.64% | 1.5 |
|
| 2934 |
2934
Eagle Rock Investment Company
Atlanta,
Georgia
| $808M | +$120M | +17% | 26.3% | 121% | 165 | 9.7% | 3 |
|
| 2935 |
2935
Newbridge Financial Services Group
Boca Raton,
Florida
| $808M | +$200M | +33% | 39% | 189% | 1,294 | 13.99% | 2.1 |
|
| 2936 |
2936
Mechanics Bank - Trust Department
Walnut Creek,
California
| $808M | +$86M | +12% | 12.4% | 76.8% | 218 | 11.93% | 6.7 |
|
| 2937 |
2937
ARQ Wealth Advisors
Scottsdale,
Arizona
| $807M | +$252M | +45% | 9.63% | 59.3% | 231 | 26.84% | 1.5 |
|
| 2938 |
2938
Klaas Financial Asset Advisors
Loves Park,
Illinois
| $803M | +$78.4M | +11% | 8.17% | 39.5% | 59 | 0% | 3 |
|
| 2939 |
2939
White Lighthouse Investment Management
Bedford,
Massachusetts
| $802M | +$81.6M | +11% | 11.1% | 62% | 154 | 7.79% | 5.2 |
|
| 2940 |
2940
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $802M | +$107M | +15% | 13.1% | 68.2% | 759 | 10.28% | 3.6 |
|
| 2941 |
NM
2941
Newtyn Management
New York
| $801M | -$135M | -14% | 9.17% | 52% | 39 | 28.21% | 1.7 |
|
| 2942 |
2942
Liberty Wealth Management
Oakland,
California
| $800M | $0 | 0% | 12.2% | 64.2% | 268 | 0% | 2.6 |
|
| 2943 |
2943
Corsair Capital Management
New York
| $800M | +$127M | +19% | 28.6% | 435% | 186 | 30.11% | 1.9 |
|
| 2944 |
2944
HORAN Wealth
Cincinnati,
Ohio
| $800M | -$252M | -24% | 13.5% | – | 228 | 19.3% | 0.7 |
|
| 2945 |
2945
Live Oak Private Wealth
Wilmington,
North Carolina
| $800M | +$82.5M | +11% | 11.8% | 65% | 218 | 8.26% | 4.1 |
|
| 2946 |
2946
Johnson & Johnson
New Brunswick,
New Jersey
| $799M | +$146M | +22% | 24.4% | 339% | 17 | 17.65% | 3.6 |
|
| 2947 |
2947
Suncoast Equity Management
Tampa,
Florida
| $798M | -$34.9M | -4% | 15.8% | 82.9% | 102 | 46.08% | 3.3 |
|
| 2948 |
2948
TrueMark Investments
Chicago,
Illinois
| $798M | +$285M | +55% | 11.6% | – | 218 | 37.61% | 0.7 |
|
| 2949 |
2949
Garden Investment Management
Greenwich,
Connecticut
| $798M | +$212M | +36% | 32.8% | – | 2 | 0% | 0.9 |
|
| 2950 |
2950
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
| $798M | +$16.1M | +2% | 2.42% | 22.7% | 37 | 13.51% | 5.5 |
|