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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3076 |
3076
Pertento Partners
London,
United Kingdom
| $403M | +$90.1M | +29% | 18% | 196% | 18 | 22.22% | 0.8 |
|
| 3077 |
3077
ThornTree Capital Partners
Boston,
Massachusetts
| $403M | +$98.4M | +32% | 37.3% | 217% | 24 | 54.17% | 0.6 |
|
| 3078 |
3078
PPSC Investment Service
Tokyo,
Japan
| $402M | +$89.1M | +28% | 14.9% | 193% | 4 | 0% | 0.3 |
|
| 3079 |
3079
Bellecapital
Zurich,
Switzerland
| $402M | +$46.1M | +13% | 12% | 152% | 200 | 10% | 2.6 |
|
| 3080 |
3080
Fagan Associates
Troy,
New York
| $402M | +$26.8M | +7% | 11.4% | 127% | 128 | 9.38% | 4.1 |
|
| 3081 |
3081
Hudson Way Capital Management
Dallas,
Texas
| $402M | +$14.7M | +4% | 11.1% | 51.3% | 15 | 26.67% | 2.4 |
|
| 3082 |
3082
EVR Research
Richmond,
Virginia
| $402M | +$70.1M | +21% | 14.2% | 165% | 46 | 47.83% | 0.6 |
|
| 3083 |
3083
McNamara Financial Services
Marshfield,
Massachusetts
| $402M | +$24.4M | +6% | 4.67% | 42.6% | 66 | 7.58% | 3.9 |
|
| 3084 |
3084
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| $402M | +$29.4M | +8% | 11.4% | 99.9% | 72 | 1.39% | 5 |
|
| 3085 |
3085
HBW Advisory Services
Simi Valley,
California
| $401M | +$21.6M | +6% | 5.5% | 68.6% | 299 | 27.76% | 1.6 |
|
| 3086 |
3086
Occidental Asset Management
Burlingame,
California
| $401M | +$34.1M | +9% | 8.88% | 97.4% | 224 | 16.52% | 3.4 |
|
| 3087 |
3087
Falcon Wealth Planning
Ontario,
California
| $401M | +$51.9M | +15% | 6.76% | 52.7% | 100 | 6% | 1.5 |
|
| 3088 |
3088
Turiya Advisors Asia
Hong Kong
| $400M | +$41.1M | +11% | 20.1% | 247% | 6 | 33.33% | 0.8 |
|
| 3089 |
3089
Eagle Strategies
New York
| $400M | +$65.5M | +20% | 5.04% | 77.7% | 182 | 14.84% | 0.7 |
|
| 3090 |
3090
Angelo Gordon & Co
New York
| $400M | -$145M | -27% | 2.11% | 90.1% | 258 | 84.88% | 0.4 |
|
| 3091 |
3091
Alpha Capital Management
Austin,
Texas
| $400M | +$73.6K | +0% | 7.73% | 88% | 105 | 0.95% | 3.9 |
|
| 3092 |
3092
Bright Rock Capital Management
Hanover,
Massachusetts
| $400M | +$14.3M | +4% | 7.17% | 53.1% | 90 | 24.44% | 4.3 |
|
| 3093 |
3093
Meridian Wealth Advisors
Austin,
Texas
| $399M | +$11.5M | +3% | 5.71% | 79.9% | 196 | 6.63% | 3 |
|
| 3094 |
3094
Iowa State Bank
Urbandale,
Iowa
| $399M | +$872K | +0.2% | 4.35% | 85.7% | 117 | 8.55% | 5.1 |
|
| 3095 |
3095
Blue Grotto Capital
Atlanta,
Georgia
| $399M | -$16.1M | -4% | 12.6% | 296% | 23 | 34.78% | 1 |
|
| 3096 |
3096
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
| $399M | +$22.4M | +6% | 7.09% | – | 144 | 8.33% | 3.5 |
|
| 3097 |
3097
Fiduciary Alliance
Greenville,
South Carolina
| $398M | +$11.8M | +3% | 5.33% | 104% | 939 | 85.52% | 0.2 |
|
| 3098 |
CT
3098
Chicago Trust
Grayslake,
Illinois
| $398M | -$2.4M | -0.6% | 5.47% | 96.7% | 325 | 14.46% | 3.6 |
|
| 3099 |
3099
Glen Eagle Advisors
Kingston,
New Jersey
| $398M | +$32.1M | +9% | 5.57% | 68.5% | 1,228 | 18.49% | 3.3 |
|
| 3100 |
3100
Advisor Resource Council
Dallas,
Texas
| $398M | +$192M | +93% | 7.76% | 74.7% | 280 | 48.21% | 0.7 |
|