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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3126 |
MHS
3126
M Holdings Securities
Portland,
Oregon
| $731M | -$748M | -51% | 17.3% | 83.9% | 297 | 52.86% | 0.8 |
|
| 3127 |
GHAM
3127
Gilman Hill Asset Management
New Canaan,
Connecticut
| $731M | +$68.5M | +10% | 8.14% | 54.2% | 246 | 12.6% | 4.9 |
|
| 3128 |
KF
3128
KKM Financial
Chicago,
Illinois
| $730M | +$167M | +30% | 32.1% | – | 197 | 28.93% | 1.7 |
|
| 3129 |
IP
3129
Ignite Planners
San Clemente,
California
| $729M | +$81.4M | +13% | 14% | 83.8% | 442 | 14.71% | 2.2 |
|
| 3130 |
CIAM
3130
Caitong International Asset Management
Hong Kong
| $729M | +$188M | +35% | 57.8% | – | 3,620 | 45.22% | 0.4 |
|
| 3131 |
VU
3131
Vanderbilt University
Nashville,
Tennessee
| $728M | +$202M | +38% | 0.83% | 61.8% | 92 | 42.39% | 1.7 |
|
| 3132 |
PG
3132
Proffitt & Goodson
Knoxville,
Tennessee
| $728M | +$79.3M | +12% | 11.8% | 48.5% | 311 | 11.9% | 4.8 |
|
| 3133 |
ITC
3133
Inspire Trust Company
Reno,
Nevada
| $727M | +$79.6M | +12% | 9.01% | – | 114 | 9.65% | 1.9 |
|
| 3134 |
LOAMU
3134
Lombard Odier Asset Management (USA)
New York
| $727M | -$230M | -24% | 16.3% | 96.8% | 295 | 63.05% | 1 |
|
| 3135 |
CCP
3135
Clifford Capital Partners
Alpine,
Utah
| $727M | +$126M | +21% | 16% | 77.3% | 45 | 11.11% | 2.5 |
|
| 3136 |
IA
3136
IFG Advisors
St. Louis,
Missouri
| $725M | +$115M | +19% | 18.2% | 78.7% | 168 | 13.1% | 3.8 |
|
| 3137 |
M
3137
Murchinson
Toronto,
Ontario, Canada
| $725M | -$66.3M | -8% | 17% | 107% | 161 | 61.49% | 0.3 |
|
| 3138 |
TCM
3138
Tensile Capital Management
Larkspur,
California
| $724M | +$25.8M | +4% | 12.5% | 47.7% | 26 | 19.23% | 3.8 |
|
| 3139 |
PAI
3139
Palo Alto Investors
Palo Alto,
California
| $724M | +$69.9M | +11% | 16.6% | 157% | 54 | 9.26% | 3.2 |
|
| 3140 |
SP
3140
Stablepoint Partners
Braintree,
Massachusetts
| $723M | +$50.1M | +7% | 13.6% | – | 267 | 5.24% | 2.1 |
|
| 3141 |
SFG
3141
Stonebridge Financial Group
San Rafael,
California
| $722M | – | – | 25.3% | – | 310 | – | 0 |
|
| 3142 |
BCV
3142
Banque Cantonale Vaudoise
Lausanne,
Switzerland
| $722M | -$1.94B | -73% | 16.3% | – | 956 | 23.22% | 3.3 |
|
| 3143 |
AO
3143
Allen Operations
New York
| $722M | +$52M | +8% | 19.3% | 218% | 37 | 16.22% | 5.7 |
|
| 3144 |
HS
3144
Hazelview Securities
Toronto,
Ontario, Canada
| $722M | +$185M | +34% | 10.6% | – | 88 | 54.55% | 0.8 |
|
| 3145 |
GFM
3145
GCQ Funds Management
Sydney,
Australia
| $721M | -$31.5M | -4% | 2.39% | – | 14 | 21.43% | 0.8 |
|
| 3146 |
ACM
3146
ASK Capital Management
San Francisco,
California
| $721M | +$153M | +27% | 21.9% | – | 4 | 0% | 1.4 |
|
| 3147 |
DI
3147
Deeter Investments
Austin,
Texas
| $721M | -$170M | -19% | 20.4% | – | 154 | 70.78% | 0.2 |
|
| 3148 |
SCM
3148
Shenkman Capital Management
New York
| $721M | -$110M | -13% | 0.12% | 3.15% | 81 | 11.11% | 0.7 |
|
| 3149 |
SFS
3149
Security Financial Services
Fort Wayne,
Indiana
| $721M | +$88.5M | +14% | 13.9% | 60.7% | 222 | 17.12% | 2.5 |
|
| 3150 |
PFC
3150
Phocas Financial Corp
Alameda,
California
| $721M | +$83.9M | +13% | 29.3% | – | 170 | 18.82% | 2.9 |
|