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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
Sixth Street Partners
Dallas,
Texas
| $711M | -$263M | -27% | 12.2% | 5.31% | 7 | 0% | 2.6 |
|
| 2952 |
2952
Dean Investment Associates
Beavercreek,
Ohio
| $710M | +$10.6M | +2% | 8.71% | 63.5% | 210 | 14.76% | 4.9 |
|
| 2953 |
2953
Greenup Street Wealth Management
Ann Arbor,
Michigan
| $710M | +$17.8M | +3% | 0.91% | 69.8% | 138 | 22.46% | 1.8 |
|
| 2954 |
2954
LaSalle St. Investment Advisors
Elmhurst,
Illinois
| $710M | +$89M | +14% | 0.92% | 61.9% | 425 | 17.41% | 1.3 |
|
| 2955 |
2955
AA Financial Advisors
Columbus,
Ohio
| $710M | +$169M | +31% | 1.19% | 68.8% | 240 | 21.25% | 1.3 |
|
| 2956 |
2956
Annandale Capital
Dallas,
Texas
| $709M | -$134M | -16% | 1.65% | 57.2% | 135 | 16.3% | 2.7 |
|
| 2957 |
2957
Lee Financial
Dallas,
Texas
| $709M | -$32.4M | -4% | 0.15% | 75% | 155 | 16.13% | 5.5 |
|
| 2958 |
2958
Cypress Wealth Services
Palm Desert,
California
| $708M | -$14.3M | -2% | 1.43% | 82.7% | 419 | 12.41% | 2.4 |
|
| 2959 |
NG
2959
Northstar Group
New York
| $707M | -$26.8M | -4% | 2.8% | 63.9% | 172 | 8.72% | 6.2 |
|
| 2960 |
SSCM
2960
Summit Street Capital Management
New York
| $707M | +$71.1M | +11% | 22.8% | 217% | 31 | 0% | 5.8 |
|
| 2961 |
2961
ION Fund Management
Herzliya,
| $707M | -$151M | -18% | 26.9% | – | 78 | 41.03% | 0.2 |
|
| 2962 |
2962
Mirador Capital Partners
Pleasanton,
California
| $706M | -$23.1M | -3% | 1.61% | 120% | 221 | 14.93% | 4.1 |
|
| 2963 |
2963
Graham Holdings Co Master Retirement Trust
Arlington,
Virginia
| $706M | -$44.1M | -6% | 5.82% | 46% | 2 | 0% | 3.5 |
|
| 2964 |
2964
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| $705M | +$6.8M | +1% | 3.75% | 71.4% | 206 | 11.65% | 4.1 |
|
| 2965 |
2965
J.P. Marvel Investment Advisors
Boston,
Massachusetts
| $705M | -$15M | -2% | 0.84% | 195% | 60 | 0% | 7.7 |
|
| 2966 |
2966
Sava Infond
Maribor,
Slovenia
| $705M | -$35.9M | -5% | 0.35% | – | 239 | 10.88% | 1 |
|
| 2967 |
2967
Brown Capital Management
Baltimore,
Maryland
| $704M | -$515M | -42% | 11.8% | 107% | 60 | 15% | 4.6 |
|
| 2968 |
2968
TRB Wealth Management
Houston,
Texas
| $704M | – | – | 0.71% | – | 285 | – | 0 |
|
| 2969 |
SC
2969
Shellback Capital
Boston,
Massachusetts
| $703M | -$345M | -33% | 0% | 198% | 119 | 62.18% | 1.1 |
|
| 2970 |
2970
Arlington Financial Advisors
Santa Barbara,
California
| $702M | +$3.86M | +0.6% | 0.27% | 67.6% | 112 | 20.54% | 3.5 |
|
| 2971 |
2971
Kora Management
Brooklyn,
New York
| $702M | -$49.2M | -7% | 18.8% | 307% | 9 | 0% | 2.3 |
|
| 2972 |
2972
Faithward Advisors
Lancaster,
Pennsylvania
| $701M | +$18.8M | +3% | 3.51% | 119% | 343 | 28.57% | 2.2 |
|
| 2973 |
2973
Academy Capital Management
Waco,
Texas
| $699M | -$53.1M | -7% | 8.51% | 85% | 44 | 22.73% | 4.5 |
|
| 2974 |
2974
IFC Advisors
Los Angeles,
California
| $699M | +$14.2M | +2% | 3.34% | – | 184 | 19.02% | 1.1 |
|
| 2975 |
2975
Silverback Asset Management
Chapel Hill,
North Carolina
| $699M | +$15M | +2% | 1.13% | 92.1% | 61 | 24.59% | 0.5 |
|