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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
Center for Financial Planning
Southfied,
Michigan
| $488M | -$541K | -0.1% | 3.9% | 64.4% | 585 | 11.45% | 1.6 |
|
| 2952 |
HA
2952
Harbor Advisors
West Palm Beach,
Florida
| $488M | -$50M | -9% | 6.32% | 125% | 194 | 10.82% | 3.2 |
|
| 2953 |
2953
Fagan Associates
Troy,
New York
| $487M | -$39.8M | -8% | 5.01% | 127% | 135 | 11.11% | 3.4 |
|
| 2954 |
2954
Evolution Wealth Advisors
Aventura,
Florida
| $487M | -$175M | -27% | 4.84% | 84.5% | 150 | 26% | 1.6 |
|
| 2955 |
2955
Makaira Partners
La Jolla,
California
| $486M | -$62.1M | -11% | 8.79% | 22% | 11 | 18.18% | 3.4 |
|
| 2956 |
2956
Vanderbilt University
Nashville,
Tennessee
| $486M | +$10.5M | +2% | 10% | 61.8% | 51 | 62.75% | 0.5 |
|
| 2957 |
2957
Procyon Advisors
Shelton,
Connecticut
| $485M | +$16.4M | +3% | 4.25% | 92.3% | 361 | 17.17% | 1.4 |
|
| 2958 |
2958
Fieldpoint Private Securities
Greenwich,
Connecticut
| $485M | -$24.7M | -5% | 3.66% | 47.2% | 1,788 | 10.91% | 1.4 |
|
| 2959 |
2959
Probity Advisors
Dallas,
Texas
| $485M | -$20.9M | -4% | 3.85% | 61.7% | 199 | 8.04% | 4 |
|
| 2960 |
2960
Paradigm Operations
San Francisco,
California
| $483M | -$159M | -25% | 24.8% | 230% | 1 | 0% | 0.3 |
|
| 2961 |
2961
Arkansas Financial Group
Little Rock,
Arkansas
| $483M | -$15.2M | -3% | 4.6% | 41.4% | 48 | 4.17% | 3.8 |
|
| 2962 |
VHMC
2962
Value Holdings Management Company
Hampton Bays,
New York
| $482M | +$13.3M | +3% | 3.11% | 125% | 50 | 2% | 4.1 |
|
| 2963 |
2963
Divergent Wealth Advisors
South Jordan,
Utah
| $482M | -$11.4M | -2% | 4.51% | 14.7% | 23 | 21.74% | 2.9 |
|
| 2964 |
2964
Stockman Wealth Management
Billings,
Montana
| $482M | -$8M | -2% | 0.05% | 77.5% | 214 | 12.62% | 3.7 |
|
| 2965 |
2965
World Investment Advisors
Santa Barbara,
California
| $482M | +$3.64M | +0.8% | 2.9% | 65.4% | 288 | 13.54% | 1.6 |
|
| 2966 |
HI
2966
Hyundai Investments
Yeongdeungopo-Gu, Seoul,
South Korea
| $481M | +$21.1M | +5% | 4.58% | 74.8% | 1 | 0% | 0.3 |
|
| 2967 |
2967
Rush Island Management
New York
| $481M | -$64.1M | -12% | 1.44% | 15.5% | 21 | 38.1% | 0.7 |
|
| 2968 |
2968
Wealth Advisory Solutions
Indiianapolis,
Indiana
| $481M | – | – | 1.48% | 60.5% | 147 | – | 1.3 |
|
| 2969 |
2969
Capital Investment Counsel Inc
Raleigh,
North Carolina
| $481M | -$54M | -10% | 3.04% | 174% | 225 | 24.89% | 4.1 |
|
| 2970 |
JC
2970
JBF Capital
Aspen,
Colorado
| $480M | -$50.5M | -10% | 2.85% | 93.6% | 123 | 52.85% | 1.4 |
|
| 2971 |
2971
Hengistbury Investment Partners
London,
United Kingdom
| $480M | -$23.7M | -5% | 7.43% | 108% | 7 | 42.86% | 2.4 |
|
| 2972 |
2972
SailingStone Capital Partners
Houston,
Texas
| $480M | +$137M | +40% | 61.5% | 152% | 13 | 30.77% | 3 |
|
| 2973 |
2973
Winthrop Advisory Group
Boston,
Massachusetts
| $480M | -$18.2M | -4% | 4.93% | 78.3% | 152 | 17.11% | 2.4 |
|
| 2974 |
2974
Kinnevik AB
Stockholm,
Sweden
| $479M | -$299M | -38% | 26.7% | 51.4% | 2 | 0% | 0.3 |
|
| 2975 |
2975
Granite Point Capital Management
Boston,
Massachusetts
| $479M | -$111M | -19% | 7.48% | 125% | 168 | 49.4% | 0.9 |
|