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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
Iowa State Bank
Urbandale,
Iowa
| $377M | -$54.4M | -13% | 11.8% | 85.7% | 123 | 12.2% | 5.1 |
|
| 3102 |
3102
American Financial Advisors
Marietta,
Georgia
| $377M | -$344M | -48% | 13% | 52.7% | 134 | 48.51% | 2.6 |
|
| 3103 |
3103
Meridian Wealth Advisors
Austin,
Texas
| $376M | -$55M | -13% | 11.6% | 79.9% | 220 | 14.55% | 2.4 |
|
| 3104 |
3104
D'Orazio & Associates
Falls Church,
Virginia
| $376M | -$38.4M | -9% | 9.94% | 61.2% | 126 | 22.22% | 4.9 |
|
| 3105 |
3105
GPI Capital
New York
| $376M | -$257M | -41% | 33.2% | 261% | 9 | 11.11% | 0.8 |
|
| 3106 |
3106
Stonnington Group
Pasadena,
California
| $376M | -$41.9M | -10% | 12.3% | – | 256 | 23.44% | 1 |
|
| 3107 |
3107
Samsara BioCapital
Palo Alto,
California
| $375M | -$22.1M | -6% | 11.6% | 1,580% | 62 | 16.13% | 1.4 |
|
| 3108 |
VDBMI
3108
Van Den Berg Management I
Austin,
Texas
| $375M | -$69.9M | -16% | 13.2% | 187% | 100 | 24% | 2.1 |
|
| 3109 |
3109
Octagon Capital Advisors
New York
| $375M | -$87.8M | -19% | 15.1% | 2,969% | 25 | 24% | 1 |
|
| 3110 |
3110
Browning West
Los Angeles,
California
| $375M | -$81.3M | -18% | 23.3% | 96.8% | 2 | 0% | 1.5 |
|
| 3111 |
3111
Nine Masts Capital
Central,
Hong Kong
| $374M | -$91.8M | -20% | 9.83% | 88.1% | 58 | 41.38% | 0.6 |
|
| 3112 |
3112
Fagan Associates
Troy,
New York
| $374M | -$113M | -23% | 16% | 127% | 136 | 18.38% | 3.7 |
|
| 3113 |
3113
Nellore Capital Management
Redwood City,
California
| $374M | -$67.7M | -15% | 25.1% | 73.8% | 24 | 25% | 1 |
|
| 3114 |
3114
Bulltick Wealth Management
Miami,
Florida
| $374M | -$69.9M | -16% | 17.9% | 58.2% | 148 | 20.95% | 1 |
|
| 3115 |
PGCM
3115
Prescott Group Capital Management
Tulsa,
Oklahoma
| $374M | -$16.9M | -4% | 16.2% | 148% | 187 | 43.85% | 1.9 |
|
| 3116 |
3116
Summit Wealth Partners
Orlando,
Florida
| $373M | -$68.2M | -15% | 10.9% | 44.9% | 184 | 22.83% | 1.8 |
|
| 3117 |
3117
One Wealth Advisors
San Francisco,
California
| $373M | -$35M | -9% | 13.3% | 66% | 220 | 24.09% | 1.3 |
|
| 3118 |
3118
Astor Investment Management
Chicago,
Illinois
| $373M | -$48.3M | -11% | 7.63% | 23.3% | 59 | 57.63% | 1.4 |
|
| 3119 |
ALAM
3119
Asahi Life Asset Management
Tokyo,
Japan
| $373M | -$353M | -49% | 12.6% | 122% | 295 | 55.59% | 1.1 |
|
| 3120 |
TCIM
3120
TOMS Capital Investment Management
New York
| $373M | -$1.17B | -76% | 29.5% | 203% | 26 | 80.77% | 0.3 |
|
| 3121 |
3121
Ellis Investment Partners
Berwyn,
Pennsylvania
| $373M | -$51.7M | -12% | 14.6% | 70.8% | 852 | 6.92% | 2.3 |
|
| 3122 |
3122
Force Hill Capital Management
New York
| $372M | -$31.6M | -8% | 23.3% | 46.3% | 53 | 47.17% | 0.6 |
|
| 3123 |
3123
Moisand Fitzgerald Tamayo
Orlando,
Florida
| $372M | +$152M | +69% | 12.9% | 51.1% | 706 | 29.89% | 1.5 |
|
| 3124 |
3124
Campbell & Co Investment Adviser
Baltimore,
Maryland
| $372M | +$629K | +0.2% | 15.6% | 31% | 1,005 | 67.46% | 0.3 |
|
| 3125 |
3125
Family Management
New York
| $371M | +$10.6M | +3% | 12.2% | 69% | 203 | 31.53% | 2.1 |
|