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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
Old Dominion Capital Management
Charlottesville,
Virginia
| $289M | -$3.9M | -1% | 4.17% | 45.9% | 145 | 13.79% | 1.6 |
|
| 2927 |
2927
Advanced Asset Management Advisors
Dublin,
Ohio
| $289M | +$8.46M | +3% | 3.9% | 93.6% | 107 | 21.5% | 1 |
|
| 2928 |
2928
Rowlandmiller & Partners
Atlanta,
Georgia
| $288M | +$8.99M | +3% | 3.63% | 84% | 137 | 4.38% | 3.6 |
|
| 2929 |
AC
2929
Apertura Capital
Dallas,
Texas
| $288M | -$69.3M | -19% | 3.38% | 41.5% | 45 | 77.78% | 0.2 |
|
| 2930 |
2930
Cliffwater
Marina Del Rey,
California
| $288M | -$50.6M | -15% | 1.08% | 29.4% | 20 | 10% | 1.3 |
|
| 2931 |
ACM
2931
Aquilo Capital Management
San Francisco,
California
| $288M | +$62.2M | +28% | 12.7% | 6.84% | 15 | 20% | 0.7 |
|
| 2932 |
2932
Lake Point Wealth Management
Rockwall,
Texas
| $288M | $0 | 0% | 1.15% | – | 760 | 2.63% | 0.4 |
|
| 2933 |
2933
Haverford Financial Services
Radnor,
Pennsylvania
| $288M | +$9.1M | +3% | 4.97% | 57.9% | 69 | 7.25% | 2.8 |
|
| 2934 |
WA
2934
WealthTrust Axiom
Wayne,
Pennsylvania
| $288M | +$6.7M | +2% | 4.59% | 125% | 247 | 8.1% | 3.9 |
|
| 2935 |
2935
Robotti Robert
| $287M | +$3.65M | +1% | 4.92% | 107% | 66 | 16.67% | 3.1 |
|
| 2936 |
2936
George Kaiser Family Foundation
Tulsa,
Oklahoma
| $287M | -$782K | -0.3% | 8.74% | 106% | 22 | 4.55% | 2.3 |
|
| 2937 |
CDIA
2937
Capital Directions Investment Advisors
Atlanta,
Georgia
| $287M | -$16.4M | -5% | 2.28% | 7.53% | 106 | 33.02% | 2.6 |
|
| 2938 |
CRB
2938
Chad R. Baker
| $287M | +$10.4M | +4% | 4.56% | 123% | 56 | 3.57% | 2.8 |
|
| 2939 |
2939
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
| $287M | +$21.3M | +8% | 7.67% | 55% | 75 | 14.67% | 1.6 |
|
| 2940 |
2940
Brian C. Broderick
| $286M | +$5.92M | +2% | 3.14% | 98.6% | 86 | 10.47% | 4.4 |
|
| 2941 |
2941
Forest Hill Capital
Little Rock,
Arkansas
| $286M | -$39.4M | -12% | 4.8% | 112% | 57 | 15.79% | 3.3 |
|
| 2942 |
2942
Sky Investment Group
Hartford,
Connecticut
| $285M | +$13.1M | +5% | 4.19% | 68% | 103 | 5.83% | 3.7 |
|
| 2943 |
2943
Blue Edge Capital
Richmond,
Virginia
| $285M | +$22M | +8% | 2.4% | 67.4% | 94 | 6.38% | 3 |
|
| 2944 |
2944
Crestone Asset Management
Boulder,
Colorado
| $285M | +$2.13M | +0.8% | 0.99% | 6.65% | 53 | 9.43% | 1.9 |
|
| 2945 |
2945
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
| $285M | +$11.9M | +4% | 3.51% | 82.9% | 64 | 10.94% | 2.7 |
|
| 2946 |
2946
BW Gestao de Investimentos
Sao Paulo,
Brazil
| $285M | +$46.3M | +19% | 4.51% | 95.1% | 105 | 22.86% | 1.5 |
|
| 2947 |
2947
Essex Savings Bank
Essex,
Connecticut
| $284M | +$108M | +62% | 2.66% | 95.2% | 785 | 18.85% | 0.4 |
|
| 2948 |
2948
Cobalt Capital Management
Short Hills,
New Jersey
| $284M | +$54.5M | +24% | 3.75% | 235% | 51 | 70.59% | 0.5 |
|
| 2949 |
OH
2949
Overlook Holdings
Tortola,
British Virgin Islands
| $284M | -$55.5M | -16% | 4.84% | – | 3 | 33.33% | 2.3 |
|
| 2950 |
LWANC
2950
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| $284M | +$11.4M | +4% | 3.83% | 63.3% | 527 | 9.68% | 0.5 |
|