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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2976 |
2976
Daido Life Insurance Company
Osaka,
Japan
| $711M | +$15.7M | +2% | 2.31% | 78.3% | 6 | 0% | 5.5 |
|
| 2977 |
2977
Columbus Hill Capital Management
Short Hills,
New Jersey
| $711M | -$47.2M | -6% | 1.78% | 151% | 29 | 20.69% | 2.6 |
|
| 2978 |
2978
Burton Enright Welch
Walnut Creek,
California
| $710M | +$48M | +7% | 2.42% | 66.6% | 132 | 4.55% | 2.3 |
|
| 2979 |
2979
Alpha Capital Management
Austin,
Texas
| $710M | +$79.4M | +13% | 1.14% | 88% | 121 | 7.44% | 4.8 |
|
| 2980 |
2980
Asio Capital
Lexington,
Kentucky
| $709M | +$40.8M | +6% | 3.51% | 98% | 114 | 7.02% | 2.9 |
|
| 2981 |
2981
Eagle Rock Investment Company
Atlanta,
Georgia
| $709M | +$27.3M | +4% | 6.56% | 121% | 176 | 12.5% | 2.7 |
|
| 2982 |
2982
Human Investing
Lake Oswego,
Oregon
| $708M | +$31.3M | +5% | 2.08% | 56.9% | 99 | 12.12% | 3.8 |
|
| 2983 |
2983
Fiduciary Financial Group
San Rafael,
California
| $708M | +$75M | +12% | 3.06% | – | 350 | 14% | 1 |
|
| 2984 |
2984
Tobias Financial Advisors
Plantation,
Florida
| $708M | +$49.6M | +8% | 1.82% | 44.5% | 153 | 18.3% | 2.3 |
|
| 2985 |
2985
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
| $708M | +$16.4M | +2% | 1.83% | 94.2% | 375 | 59.2% | 0.7 |
|
| 2986 |
2986
Alpine Bank Wealth Management
Grand Junction,
Colorado
| $707M | -$3.77M | -0.5% | 1.33% | – | 421 | 64.85% | 1.1 |
|
| 2987 |
2987
Summit Asset Management
Memphis,
Tennessee
| $707M | +$56.4M | +9% | 1.8% | 53.4% | 180 | 10.56% | 6.4 |
|
| 2988 |
2988
SR One Capital Management
Wayne,
Pennsylvania
| $706M | +$15M | +2% | 15.6% | 656% | 13 | 7.69% | 2 |
|
| 2989 |
2989
Parker Investment Management
Menlo Park,
California
| $706M | -$131M | -16% | 8.93% | 208% | 44 | 6.82% | 3.5 |
|
| 2990 |
2990
Artia Global Partners
Miami,
Florida
| $706M | +$74.9M | +12% | 30.5% | 725% | 75 | 58.67% | 0.6 |
|
| 2991 |
2991
Enclave Advisors
Austin,
Texas
| $706M | +$51M | +8% | 2.38% | – | 137 | 21.17% | 1 |
|
| 2992 |
2992
Canal Capital Management
Richmond,
Virginia
| $705M | +$38.8M | +6% | 2.49% | 67.8% | 200 | 13% | 4.1 |
|
| 2993 |
2993
GCM Grosvenor Holdings
Chicago,
Illinois
| $705M | +$46.9M | +7% | 7.25% | 78.7% | 25 | 24% | 1.3 |
|
| 2994 |
2994
SKBA Capital Management
San Francisco,
California
| $704M | -$19M | -3% | 0.13% | 53.9% | 84 | 8.33% | 4.8 |
|
| 2995 |
2995
Front Street Capital Management
Missoula,
Montana
| $704M | +$56.2M | +9% | 15.6% | 316% | 78 | 14.1% | 5.2 |
|
| 2996 |
2996
Affinity Wealth Management
Wilmington,
Delaware
| $703M | +$20.2M | +3% | 3.58% | 116% | 115 | 13.04% | 3 |
|
| 2997 |
2997
Polymer Capital Management (HK)
Hong Kong
| $703M | -$22.3M | -3% | 12.1% | – | 284 | 68.66% | 0.7 |
|
| 2998 |
2998
Chatham Capital Group
Savannah,
Georgia
| $703M | +$7.56M | +1% | 2.82% | 97% | 202 | 4.95% | 6.2 |
|
| 2999 |
2999
CFO4Life Group
Coppell,
Texas
| $702M | +$13.5M | +2% | 3.15% | 56.7% | 252 | 10.71% | 3.6 |
|
| 3000 |
3000
Cambient Family Office
Ada,
Michigan
| $701M | – | – | 3.33% | – | 260 | – | 0 |
|