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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
Gratus Wealth Advisors
Virginia Beach,
Virginia
| $691M | -$29.9M | -4% | 2.17% | 65.2% | 140 | 10% | 1.8 |
|
| 3002 |
3002
South Street Advisors
New York
| $690M | -$21.9M | -3% | 1.33% | 169% | 84 | 14.29% | 3.6 |
|
| 3003 |
3003
Wexford Capital
West Palm Beach,
Florida
| $690M | +$172M | +33% | 11.4% | 128% | 419 | 72.79% | 0.9 |
|
| 3004 |
3004
Warwick Investment Management
Bryan,
Texas
| $690M | +$41M | +6% | 0.65% | 69.9% | 163 | 24.54% | 1.9 |
|
| 3005 |
3005
Larch Capital Partners
Miami,
Florida
| $690M | -$39.1M | -5% | 9.22% | – | 56 | 44.64% | 0.1 |
|
| 3006 |
3006
Southernsun Asset Management
Memphis,
Tennessee
| $690M | -$26.5M | -4% | 6.34% | 54.7% | 32 | 3.13% | 5.2 |
|
| 3007 |
3007
Alpha Capital Management
Austin,
Texas
| $690M | -$20M | -3% | 1.4% | 88% | 125 | 15.2% | 4.9 |
|
| 3008 |
3008
Crews Bank & Trust
Wauchula,
Florida
| $690M | -$9.02M | -1% | 1.35% | – | 683 | 10.25% | 1.1 |
|
| 3009 |
3009
Chatham Capital Group
Savannah,
Georgia
| $689M | -$13.5M | -2% | 1.81% | 97% | 205 | 6.83% | 6.2 |
|
| 3010 |
PPI
3010
Platinum Paramount Investment
Nassau,
| $689M | -$118M | -15% | 11.3% | – | 2 | 0% | 0.3 |
|
| 3011 |
3011
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
| $689M | -$3.71M | -0.5% | 1.54% | 52.1% | 141 | 11.35% | 2.9 |
|
| 3012 |
BBES
3012
Buffalo Business & Estate Services
Orchard Park,
New York
| $689M | -$6.92M | -1% | 2.24% | – | 109 | 27.52% | 0.2 |
|
| 3013 |
3013
KPP Advisory Services
Louisville,
Kentucky
| $689M | +$13.4K | +0% | 1.28% | 87.9% | 364 | 14.01% | 1.5 |
|
| 3014 |
3014
Eagle Rock Investment Company
Atlanta,
Georgia
| $688M | -$20.6M | -3% | 1.66% | 121% | 167 | 8.38% | 2.9 |
|
| 3015 |
3015
Sierra Summit Advisors
Incline Village,
Nevada
| $688M | +$35.9M | +5% | 3.08% | 302% | 228 | 46.05% | 1.1 |
|
| 3016 |
3016
Strategic Point Investment Advisors
Providence,
Rhode Island
| $688M | -$35.2M | -5% | 2.07% | 58.2% | 37 | 5.41% | 5.1 |
|
| 3017 |
3017
Lebenthal Global Advisors
Hauppauge,
New York
| $688M | +$39.7M | +6% | 2.06% | 57.2% | 206 | 17.96% | 2.2 |
|
| 3018 |
3018
Alpine Bank Wealth Management
Grand Junction,
Colorado
| $688M | -$19M | -3% | 1.36% | – | 165 | 12.12% | 1.2 |
|
| 3019 |
3019
Maridea Wealth Management
Brooklyn,
New York
| $688M | +$21.7M | +3% | 0.23% | – | 512 | 32.03% | 0.6 |
|
| 3020 |
3020
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
| $687M | -$20M | -3% | 0.83% | 94.2% | 388 | 40.46% | 0.8 |
|
| 3021 |
3021
Security National Bank
Omaha,
Nebraska
| $687M | -$10.8M | -2% | 0.49% | 125% | 438 | 20.78% | 2.2 |
|
| 3022 |
3022
Human Investing
Lake Oswego,
Oregon
| $687M | -$21.5M | -3% | 1.7% | 56.9% | 100 | 9% | 3.9 |
|
| 3023 |
3023
Estabrook Capital Management
New York
| $685M | +$4.21M | +0.6% | 4.17% | 87.2% | 383 | 15.4% | 7 |
|
| 3024 |
3024
Tolleson Wealth Management
Dallas,
Texas
| $685M | -$7.63M | -1% | 2.22% | 56.2% | 94 | 4.26% | 4.3 |
|
| 3025 |
3025
Hudson Edge Investment Partners
Jersey City,
New Jersey
| $684M | +$9.31M | +1% | 6.34% | 67.9% | 103 | 17.48% | 4.4 |
|