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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3001 |
3001
Winslow Asset Management
Beachwood,
Ohio
| $432M | -$32.6M | -7% | 4.38% | 89.9% | 78 | 12.82% | 6.7 |
|
| 3002 |
3002
Advocate Group
Minnetonka,
Minnesota
| $432M | -$23M | -5% | 4.8% | 56.3% | 118 | 2.54% | 1.1 |
|
| 3003 |
3003
McGlone Suttner Wealth Management
Appleton,
Wisconsin
| $431M | -$6.54M | -1% | 3.51% | 61.6% | 156 | 13.46% | 0.7 |
|
| 3004 |
3004
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
| $431M | -$8.38M | -2% | 3.86% | 149% | 139 | 6.47% | 5.2 |
|
| 3005 |
3005
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
| $431M | -$7.57M | -2% | 4.17% | 63.7% | 83 | 22.89% | 2.3 |
|
| 3006 |
3006
Glen Eagle Advisors
Kingston,
New Jersey
| $431M | -$2.65M | -0.6% | 3.39% | 68.5% | 1,087 | 7.73% | 3.8 |
|
| 3007 |
3007
Gryphon Financial Partners
Columbus,
Ohio
| $431M | -$31M | -7% | 3.99% | 93.7% | 220 | 22.27% | 3.3 |
|
| 3008 |
3008
Emerald Advisors
Bellevue,
Washington
| $431M | +$14.7M | +4% | 3.02% | 71.8% | 85 | 12.94% | 2.5 |
|
| 3009 |
3009
Cannell Capital
Alta,
Wyoming
| $430M | -$71.4M | -14% | 0.87% | 127% | 73 | 38.36% | 2.1 |
|
| 3010 |
3010
Duncker Streett & Co
St. Louis,
Missouri
| $430M | -$17.5M | -4% | 2.11% | 102% | 517 | 8.32% | 5.8 |
|
| 3011 |
3011
MayTech Global Investments
New York
| $430M | -$75.1M | -15% | 0.3% | 158% | 35 | 25.71% | 3.5 |
|
| 3012 |
3012
Overbrook Management Corp
New York
| $430M | +$8.6M | +2% | 1.87% | 157% | 70 | 11.43% | 4.8 |
|
| 3013 |
3013
Quarry LP
New York
| $430M | +$123M | +40% | 0.46% | 83.2% | 1,484 | 60.11% | 0.3 |
|
| 3014 |
3014
Human Investing
Lake Oswego,
Oregon
| $429M | -$8.8M | -2% | 3.3% | 56.9% | 103 | 11.65% | 2.7 |
|
| 3015 |
3015
Brasada Capital Management
Houston,
Texas
| $428M | -$33.2M | -7% | 2.96% | 76.5% | 142 | 26.06% | 2.5 |
|
| 3016 |
3016
Dimension Capital Management
Coral Gables,
Florida
| $428M | -$33.6M | -7% | 0.78% | 65.5% | 111 | 27.93% | 3.6 |
|
| 3017 |
3017
Edge Wealth Management
New York
| $428M | -$30.3M | -7% | 4.78% | 75.3% | 83 | 12.05% | 5.5 |
|
| 3018 |
3018
Onyx Bridge Wealth Group
Tarrytown,
New York
| $428M | +$9.7M | +2% | 2.37% | 74.6% | 256 | 15.63% | 1.3 |
|
| 3019 |
3019
River Global Investors
London,
United Kingdom
| $427M | -$78.6M | -16% | 3.61% | 49.7% | 215 | 12.09% | 2.9 |
|
| 3020 |
3020
Alpha Capital Management
Austin,
Texas
| $427M | +$27.2M | +7% | 1.32% | 88% | 119 | 20.17% | 4 |
|
| 3021 |
3021
Pinpoint Asset Management
Hong Kong
| $427M | +$248M | +139% | 6.05% | 185% | 76 | 55.26% | 0.4 |
|
| 3022 |
3022
Euro Pacific Asset Management
Dorado,
Puerto Rico
| $427M | -$30.8M | -7% | 7.03% | 172% | 71 | 11.27% | 2.4 |
|
| 3023 |
3023
PPSC Investment Service
Tokyo,
Japan
| $427M | -$24.6M | -5% | 7.88% | 193% | 4 | 0% | 0.8 |
|
| 3024 |
3024
Peninsula Wealth
San Francisco,
California
| $427M | +$44.5M | +12% | 5.83% | 30% | 85 | 14.12% | 2.1 |
|
| 3025 |
3025
Tetrad Corporation
Omaha,
Nebraska
| $427M | +$10.5M | +3% | 2.52% | 45.6% | 3 | 0% | 10.3 |
|