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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3101 |
3101
Trivium Point Advisory
Westport,
Connecticut
| $477M | +$55.6M | +13% | 7.65% | 106% | 264 | 20.45% | 1.5 |
|
| 3102 |
3102
MidWestOne Financial Group
Iowa City,
Iowa
| $477M | +$49.9M | +12% | 8.57% | 62.7% | 250 | 11.2% | 1.6 |
|
| 3103 |
3103
One Day In July LLC
Burlington,
Vermont
| $476M | +$67.8M | +17% | 5.27% | 48.2% | 80 | 13.75% | 1.5 |
|
| 3104 |
3104
Vanderbilt University
Nashville,
Tennessee
| $475M | +$50.7M | +12% | 8.98% | 76.4% | 50 | 50% | 0.5 |
|
| 3105 |
3105
Hohimer Wealth Management
Seattle,
Washington
| $475M | -$2.01M | -0.4% | 10.5% | 111% | 222 | 17.57% | 1.4 |
|
| 3106 |
3106
Mirador Capital Partners
Pleasanton,
California
| $475M | +$34.1M | +8% | 7.2% | 120% | 236 | 24.15% | 2.2 |
|
| 3107 |
3107
Intercontinental Wealth Advisors
San Antonio,
Texas
| $474M | +$45.6M | +11% | 8.42% | 46.7% | 297 | 8.75% | 2.2 |
|
| 3108 |
3108
Inspirion Wealth Advisors
Libertyville,
Illinois
| $474M | +$39.7M | +9% | 8.62% | 52.5% | 104 | 17.31% | 3.6 |
|
| 3109 |
3109
Incline Global Management
New York
| $474M | -$235M | -33% | 0.23% | 40.1% | 27 | 29.63% | 1.1 |
|
| 3110 |
3110
Marietta Investment Partners
Milwaukee,
Wisconsin
| $474M | +$37.7M | +9% | 12.8% | 160% | 189 | 9.52% | 3.5 |
|
| 3111 |
3111
Vectors Research Management
New York
| $474M | +$49.5M | +12% | 6.56% | 67.3% | 636 | 25.79% | 1.7 |
|
| 3112 |
3112
St Louis Trust
Saint Louis,
Missouri
| $474M | +$94.6M | +25% | 7.95% | 77.2% | 117 | 23.08% | 2.9 |
|
| 3113 |
3113
Viridian RIA
Bothell,
Washington
| $473M | +$40.3M | +9% | 6.68% | 63.1% | 94 | 90.43% | 0.3 |
|
| 3114 |
3114
Quent Capital
New York
| $473M | – | – | 7.13% | 78.1% | 1,085 | – | 0 |
|
| 3115 |
3115
Buckhead Capital Management
Atlanta,
Georgia
| $472M | +$25.5M | +6% | 11.2% | 76.1% | 149 | 5.37% | 3.7 |
|
| 3116 |
3116
Kesler Norman & Wride
Ogden,
Utah
| $472M | +$47.9M | +11% | 11.5% | 90% | 152 | 6.58% | 0.9 |
|
| 3117 |
3117
Cartica Management
Washington,
District of Columbia
| $472M | -$52.6M | -10% | 13.7% | 92.9% | 15 | 20% | 1 |
|
| 3118 |
JCP
3118
JB Capital Partners
Armonk,
New York
| $472M | +$28.5M | +6% | 20.4% | 142% | 95 | 14.74% | 0.7 |
|
| 3119 |
3119
Financial Management Professionals
Austin,
Texas
| $472M | +$38.7M | +9% | 7.27% | 67.3% | 1,149 | 26.11% | 1.8 |
|
| 3120 |
3120
Private Capital Group
West Hartford,
Connecticut
| $472M | +$27.4M | +6% | 7.67% | 30.1% | 2,312 | 10.77% | 2.8 |
|
| 3121 |
OM
3121
Opaleye Management
Boston,
Massachusetts
| $471M | -$63.9M | -12% | 0.85% | 748% | 54 | 38.89% | 1.7 |
|
| 3122 |
3122
Pier 88 Investment Partners
San Francisco,
California
| $471M | +$138M | +41% | 6.34% | 40.3% | 125 | 24.8% | 1.4 |
|
| 3123 |
3123
3G Capital Partners
New York
| $471M | +$10.9M | +2% | 14% | 351% | 17 | 47.06% | 1.6 |
|
| 3124 |
3124
Stephens Group
Little Rock,
Arkansas
| $471M | – | – | 18.2% | 45% | 3 | – | 0 |
|
| 3125 |
3125
Ribbit Capital GP II
Palo Alto,
California
| $470M | – | – | 57.8% | – | 1 | – | 0 |
|