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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
Regal Partners
Sydney, NSW,
Australia
| $462M | -$50.7M | -10% | 6.22% | 146% | 45 | 51.11% | 1.3 |
|
| 2952 |
2952
Tanager Wealth Management
Goring On Thames,
United Kingdom
| $462M | +$40.3M | +10% | 5.01% | 53.4% | 86 | 19.77% | 0.8 |
|
| 2953 |
2953
Gryphon Financial Partners
Columbus,
Ohio
| $462M | +$22.4M | +5% | 7.35% | 93.7% | 219 | 17.35% | 2.9 |
|
| 2954 |
2954
Dimension Capital Management
Coral Gables,
Florida
| $462M | +$24.8M | +6% | 6.36% | 65.5% | 113 | 16.81% | 3.5 |
|
| 2955 |
2955
Paragon Capital Management (Colorado)
Denver,
Colorado
| $462M | +$24.7M | +6% | 3.74% | 109% | 249 | 50.2% | 2 |
|
| 2956 |
2956
Brasada Capital Management
Houston,
Texas
| $462M | +$12.5M | +3% | 4.91% | 76.5% | 151 | 27.81% | 2.3 |
|
| 2957 |
2957
MidWestOne Financial Group
Iowa City,
Iowa
| $461M | +$18.8M | +4% | 2% | 62.7% | 278 | 10.07% | 2.3 |
|
| 2958 |
2958
Bank of Korea
Seoul,
South Korea
| $461M | -$4.4M | -0.9% | 0.94% | – | 3 | 0% | 0.5 |
|
| 2959 |
2959
HBW Advisory Services
Simi Valley,
California
| $461M | +$59.7M | +15% | 5.07% | 68.6% | 321 | 29.6% | 1.5 |
|
| 2960 |
2960
Sky Investment Group
Hartford,
Connecticut
| $461M | +$23.1M | +5% | 5.82% | 68% | 124 | 4.03% | 5.8 |
|
| 2961 |
2961
Waycross Partners
Louisville,
Kentucky
| $461M | +$117M | +34% | 10.5% | 87.7% | 99 | 16.16% | 1.5 |
|
| 2962 |
2962
First Fiduciary Investment Counsel
Cleveland,
Ohio
| $460M | +$8.6M | +2% | 5.02% | 48.1% | 67 | 7.46% | 4.2 |
|
| 2963 |
2963
Crestview Partners III
New York
| $460M | +$83.1M | +22% | 10.9% | 51.2% | 3 | 33.33% | 2.2 |
|
| 2964 |
2964
Sentry LLC
Memphis,
Tennessee
| $460M | +$33M | +8% | 7.53% | 61.3% | 126 | 10.32% | 0.2 |
|
| 2965 |
2965
Cheviot Value Management
Beverly Hills,
California
| $459M | +$43.3M | +10% | 6.17% | 77.8% | 75 | 6.67% | 4.4 |
|
| 2966 |
2966
Madison Avenue Partners
New York
| $458M | -$6.62M | -1% | 0.17% | 284% | 21 | 23.81% | 1.2 |
|
| 2967 |
IIA
2967
IPG Investment Advisors
San Diego,
California
| $458M | +$20.4M | +5% | 10.6% | 106% | 198 | 31.31% | 1.8 |
|
| 2968 |
2968
Formidable Asset Management
Cincinnati,
Ohio
| $458M | -$15M | -3% | 4.4% | 52.2% | 342 | 19.3% | 2.4 |
|
| 2969 |
2969
Edge Wealth Management
New York
| $458M | +$22M | +5% | 6.01% | 75.3% | 79 | 8.86% | 5.7 |
|
| 2970 |
2970
Sycale Advisors
New York
| $458M | +$111M | +32% | 1.32% | 31.5% | 22 | 22.73% | 1.2 |
|
| 2971 |
2971
Probity Advisors
Dallas,
Texas
| $458M | – | – | 3.62% | 61.7% | 188 | – | 4.7 |
|
| 2972 |
2972
Euro Pacific Asset Management
Dorado,
Puerto Rico
| $458M | -$8.54M | -2% | 4.42% | 172% | 71 | 14.08% | 2.3 |
|
| 2973 |
2973
Sendero Wealth Management
San Antonio,
Texas
| $458M | +$131M | +40% | 8.21% | 99.2% | 154 | 37.01% | 0.6 |
|
| 2974 |
2974
Realta Investment Advisors
Wilmington,
Delaware
| $458M | +$46.2M | +11% | 8.26% | 151% | 847 | 51.95% | 1.4 |
|
| 2975 |
2975
Farther Finance Advisors
San Francisco,
California
| $458M | +$116M | +34% | 4.43% | 81.5% | 2,608 | 13.92% | 0.4 |
|