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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
FRG Family Wealth Advisors
Bellevue,
Washington
| $551M | -$7.89M | -1% | 2.91% | 76.4% | 150 | 5.33% | 6 |
|
| 3102 |
FRM
3102
Fox Run Management
Greenwich,
Connecticut
| $551M | +$101M | +23% | 1.23% | 64% | 1,228 | 70.6% | 0.2 |
|
| 3103 |
3103
Hexagon Capital Partners
Rogers,
Arkansas
| $550M | +$38.7M | +8% | 5.71% | 104% | 1,905 | 20.68% | 2.2 |
|
| 3104 |
3104
Geometric Wealth Advisors
Washington,
District of Columbia
| $550M | +$9.13M | +2% | 2.48% | 62.1% | 68 | 2.94% | 1.6 |
|
| 3105 |
3105
United Capital Management of KS
Salina,
Kansas
| $550M | +$89.8M | +20% | 17.2% | 272% | 96 | 21.88% | 2.7 |
|
| 3106 |
3106
Bell Asset Management
Melbourne,
Australia
| $549M | +$3.24M | +0.6% | 1.89% | 45.3% | 71 | 19.72% | 3.8 |
|
| 3107 |
3107
Capital Advantage
Walnut Creek,
California
| $549M | +$26.9M | +5% | 3.31% | 49.2% | 135 | 63.7% | 1.7 |
|
| 3108 |
3108
Hazelview Securities
Toronto,
Ontario, Canada
| $548M | – | – | 4.69% | – | 27 | – | 2.1 |
|
| 3109 |
3109
Fountainhead AM
Warren,
New Jersey
| $548M | +$71.4M | +15% | 1.79% | 65.6% | 177 | 20.9% | 1.6 |
|
| 3110 |
3110
Lebenthal Global Advisors
Hauppauge,
New York
| $548M | +$55M | +11% | 0.35% | 57.2% | 214 | 26.17% | 1.6 |
|
| 3111 |
3111
Beck Bode LLC
Dedham,
Massachusetts
| $547M | +$16.1M | +3% | 5.81% | 155% | 129 | 36.43% | 1.1 |
|
| 3112 |
3112
Pilgrim Global Advisors
Reno,
Nevada
| $547M | -$106M | -16% | 16.1% | – | 5 | 20% | 0.8 |
|
| 3113 |
3113
Blue Grotto Capital
Atlanta,
Georgia
| $547M | +$8.75M | +2% | 13.5% | 300% | 32 | 37.5% | 1 |
|
| 3114 |
3114
Columbia Asset Management
Ann Arbor,
Michigan
| $547M | -$26.6M | -5% | 0.63% | 94.1% | 289 | 45.33% | 4.1 |
|
| 3115 |
3115
Strategic Global Advisors
Newport Beach,
California
| $547M | +$39.6M | +8% | 8.1% | 137% | 159 | 27.67% | 2 |
|
| 3116 |
3116
Engine Capital Management
New York
| $547M | -$30.2M | -5% | 0.78% | 21.1% | 42 | 23.81% | 1.4 |
|
| 3117 |
3117
Well Done LLC
Holland,
Michigan
| $546M | -$830K | -0.2% | 0.63% | 80.4% | 179 | 0.56% | 4.4 |
|
| 3118 |
3118
Sky Investment Group
Hartford,
Connecticut
| $546M | -$10.6M | -2% | 0.72% | 81.4% | 143 | 7.69% | 6.1 |
|
| 3119 |
PWW
3119
Pettyjohn Wood & White
Lynchburg,
Virginia
| $546M | +$2.62M | +0.5% | 1.07% | 70.9% | 201 | 5.47% | 6.5 |
|
| 3120 |
3120
Alpha Capital Management
Austin,
Texas
| $546M | +$13.5M | +3% | 3.97% | 88% | 118 | 7.63% | 4.3 |
|
| 3121 |
3121
Amarillo National Bank
Amarillo,
Texas
| $545M | -$2.54M | -0.5% | 0.82% | 63.5% | 92 | 10.87% | 6.3 |
|
| 3122 |
3122
Stablepoint Partners
Braintree,
Massachusetts
| $545M | -$3.95M | -0.7% | 0.5% | 92.8% | 248 | 6.45% | 0.9 |
|
| 3123 |
3123
Light Street Capital Management
Palo Alto,
California
| $545M | +$122M | +29% | 17.8% | 377% | 33 | 42.42% | 0.8 |
|
| 3124 |
3124
Waterfront Capital Partners
New York
| $545M | -$183M | -25% | 0.29% | 88.3% | 49 | 65.31% | 0.4 |
|
| 3125 |
3125
Alibaba Group
Causeway Bay,
Hong Kong
| $544M | +$62.9M | +13% | 2.54% | 2.06% | 4 | 0% | 5.6 |
|