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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2951 |
2951
Battery Partners VIII
Boston,
Massachusetts
| $254M | +$39.6M | +18% | 46.1% | – | 1 | 0% | 1.3 |
|
| 2952 |
2952
Rinet Company
Boston,
Massachusetts
| $254M | +$2.04M | +0.8% | 0.95% | 33.1% | 19 | 0% | 2.5 |
|
| 2953 |
2953
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
| $254M | +$228M | +879% | 0.33% | 68.3% | 77 | 81.82% | 2.9 |
|
| 2954 |
2954
Cahaba Wealth Management
Atlanta,
Georgia
| $254M | +$8.16M | +3% | 1.7% | 48.7% | 63 | 9.52% | 0.4 |
|
| 2955 |
CRB
2955
Chad R. Baker
| $253M | +$222K | +0.1% | 1.15% | 123% | 59 | 3.39% | 1.9 |
|
| 2956 |
2956
Quattro Financial Advisors
The Woodlands,
Texas
| $253M | -$109M | -30% | 0.37% | 77.6% | 89 | 47.19% | 0.5 |
|
| 2957 |
2957
Cutter & Co Brokerage
Ballwin,
Missouri
| $253M | +$9.7M | +4% | 3.85% | 40.4% | 287 | 23.69% | 2.1 |
|
| 2958 |
2958
Integrated Investment Consultants
Bloomfield Hills,
Michigan
| $253M | – | – | 0.94% | 70.2% | 844 | – | 1.2 |
|
| 2959 |
2959
Community Bank of Raymore
Raymore,
Missouri
| $253M | -$19M | -7% | 6.07% | 91.9% | 51 | 5.88% | 2.6 |
|
| 2960 |
2960
StrategIQ Financial Group
Merrillville,
Indiana
| $252M | -$4.5M | -2% | 2.06% | 12.6% | 166 | 6.63% | 1.4 |
|
| 2961 |
2961
Argyle Capital Management
Center Valley,
Pennsylvania
| $252M | -$14.7M | -6% | 2.42% | 95.8% | 129 | 5.43% | 3.9 |
|
| 2962 |
2962
Rowlandmiller & Partners
Atlanta,
Georgia
| $252M | -$2.99M | -1% | 2.11% | 84% | 137 | 10.22% | 2.7 |
|
| 2963 |
2963
Bank OZK
Little Rock,
Arkansas
| $252M | -$11.7M | -4% | 1.24% | 112% | 139 | 9.35% | 3.2 |
|
| 2964 |
2964
Tealwood Asset Management
Minneapolis,
Minnesota
| $252M | -$17.8M | -7% | 2.86% | 128% | 102 | 18.63% | 2 |
|
| 2965 |
2965
Sustainable Insight Capital Management
New York
| $252M | -$12.2M | -5% | 0.49% | 150% | 79 | 32.91% | 0.5 |
|
| 2966 |
AC
2966
Apertura Capital
Dallas,
Texas
| $252M | -$47.6M | -16% | 1.47% | 41.5% | 40 | 80% | 0.3 |
|
| 2967 |
2967
Legacy Financial Advisors
Covington,
Kentucky
| $252M | +$7.91M | +3% | 1.3% | 86.3% | 962 | 15.28% | 0.2 |
|
| 2968 |
2968
JGP Global Gestao de Recursos
Rio De Janeiro,
Brazil
| $251M | +$46.6M | +23% | 2.21% | 261% | 25 | 52% | 0.5 |
|
| 2969 |
2969
Permanens Capital
New York
| $251M | -$18.6M | -7% | 1.06% | 76.9% | 26 | 61.54% | 0.9 |
|
| 2970 |
2970
Cadence Bank NA
Houston,
Texas
| $251M | -$22.1M | -8% | 3.67% | 33.3% | 184 | 15.22% | 2.6 |
|
| 2971 |
III
2971
Independent Investors Inc
Nesconset,
New York
| $251M | -$6.24M | -2% | 1.86% | 61.6% | 81 | 2.47% | 4 |
|
| 2972 |
2972
Trust Asset Management
Houston,
Texas
| $251M | -$17.2M | -6% | 5.52% | 91.1% | 59 | 20.34% | 2.3 |
|
| 2973 |
2973
Old Second National Bank of Aurora
Aurora,
Illinois
| $250M | -$2.07M | -0.8% | 1.42% | 93.7% | 375 | 10.4% | 3 |
|
| 2974 |
2974
WESCAP Management Group
Glendale,
California
| $250M | -$3.91M | -2% | 2.02% | 45.7% | 84 | 11.9% | 1.4 |
|
| 2975 |
2975
Oakview Capital Management
Dallas,
Texas
| $250M | +$25.2M | +11% | 3.93% | 21.2% | 28 | 42.86% | 0.3 |
|