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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3026 |
3026
Spirit of America Management Corp
Syosset,
New York
| $444M | -$3.5M | -0.8% | 3.18% | 113% | 243 | 5.76% | 5.5 |
|
| 3027 |
3027
PAX Financial Group
San Antonio,
Texas
| $442M | +$25.2M | +6% | 3.79% | 56% | 204 | 8.82% | 1.9 |
|
| 3028 |
3028
Occidental Asset Management
Burlingame,
California
| $442M | +$40.7M | +10% | 6.85% | 82.5% | 237 | 22.78% | 3.3 |
|
| 3029 |
HP
3029
Hound Partners
New York
| $441M | +$43.4M | +11% | 3.41% | 19.7% | 18 | 33.33% | 1.5 |
|
| 3030 |
XXIP
3030
Xiamen Xinweidachuang Investment Partnership
Xiamen,
China
| $441M | +$360M | +447% | 40.7% | 66.6% | 1 | 0% | 1.5 |
|
| 3031 |
3031
TRB Advisors
New York
| $441M | +$226M | +105% | 10.9% | 64% | 9 | 44.44% | 4.3 |
|
| 3032 |
3032
Montecito Bank & Trust
Santa Barbara,
California
| $440M | +$20.9M | +5% | 6.12% | – | 238 | 4.62% | 5.5 |
|
| 3033 |
3033
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
| $440M | +$33.5M | +8% | 5.05% | 149% | 135 | 5.93% | 5.1 |
|
| 3034 |
3034
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
| $439M | +$19.8M | +5% | 3.05% | 58.2% | 70 | 10% | 2.4 |
|
| 3035 |
3035
Fort Sheridan Advisors
Highland Park,
Illinois
| $438M | +$44.4M | +11% | 7.71% | 109% | 209 | 8.61% | 2.5 |
|
| 3036 |
3036
Human Investing
Lake Oswego,
Oregon
| $438M | +$26.3M | +6% | 4.12% | 56.9% | 108 | 16.67% | 2.4 |
|
| 3037 |
3037
Marcho Partners
London,
United Kingdom
| $438M | +$15.3M | +4% | 16.2% | 115% | 14 | 21.43% | 1.7 |
|
| 3038 |
3038
McGlone Suttner Wealth Management
Appleton,
Wisconsin
| $438M | +$49M | +13% | 4.64% | 61.6% | 154 | 11.69% | 0.4 |
|
| 3039 |
SHFP
3039
Second Half Financial Partners
Sebring,
Florida
| $438M | +$269M | +160% | 3.1% | 36.8% | 153 | 76.47% | 0.2 |
|
| 3040 |
3040
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
| $438M | -$49.1M | -10% | 1.06% | 55% | 118 | 7.63% | 3.2 |
|
| 3041 |
3041
Mitchell Capital Management
Leawood,
Kansas
| $437M | +$34.2M | +8% | 11% | 219% | 121 | 5.79% | 3.6 |
|
| 3042 |
BPIM
3042
Brant Point Investment Management
New York
| $437M | -$163M | -27% | 8.96% | 169% | 93 | 34.41% | 3.4 |
|
| 3043 |
KPF
3043
K2 Principal Fund
Toronto,
Ontario, Canada
| $437M | -$289M | -40% | 2.96% | 76.5% | 349 | 60.46% | 0.5 |
|
| 3044 |
3044
Affinity Wealth Management
Wilmington,
Delaware
| $436M | +$10.5M | +2% | 6.49% | 116% | 122 | 27.87% | 2 |
|
| 3045 |
3045
Galibier Capital Management
Toronto,
Ontario, Canada
| $436M | +$13.1M | +3% | 1.34% | 66.8% | 40 | 12.5% | 2.5 |
|
| 3046 |
3046
Longfellow Investment Management
Boston,
Massachusetts
| $435M | -$1.58M | -0.4% | 3.02% | 45.9% | 311 | 24.76% | 1.6 |
|
| 3047 |
ECM
3047
EagleClaw Capital Management
Boston,
Massachusetts
| $435M | +$10.6M | +3% | 4.84% | 104% | 130 | 6.92% | 5.9 |
|
| 3048 |
PWW
3048
Pettyjohn Wood & White
Lynchburg,
Virginia
| $435M | +$25.4M | +6% | 6% | 70.9% | 180 | 7.22% | 5.8 |
|
| 3049 |
3049
Permanens Capital
New York
| $434M | -$26.7M | -6% | 5.59% | 76.9% | 43 | 51.16% | 2.6 |
|
| 3050 |
3050
Glen Eagle Advisors
Kingston,
New Jersey
| $434M | +$35.5M | +9% | 7.44% | 68.5% | 1,141 | 12.01% | 3.5 |
|