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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3151 |
3151
Parker Investment Management
Menlo Park,
California
| $194M | +$8.32M | +4% | 7.36% | 208% | 22 | 9.09% | 0.9 |
|
| 3152 |
3152
Tarbox Family Office
Newport Beach,
California
| $194M | +$19.4M | +11% | 5.19% | 60.5% | 625 | 9.44% | 2.5 |
|
| 3153 |
3153
International City Management Association Retirement Corp
Washington,
District of Columbia
| $193M | +$12.6M | +7% | 11% | 42.9% | 1 | 0% | 0.3 |
|
| 3154 |
3154
Endicott Management
New York
| $193M | +$12.2M | +7% | 2.31% | 229% | 42 | 61.9% | 0.9 |
|
| 3155 |
3155
Glenview State Bank Trust Department
Glenview,
Illinois
| $193M | +$9.17M | +5% | 5.41% | 76.6% | 98 | 9.18% | 2.6 |
|
| 3156 |
3156
Moloney Securities Asset Management
Manchester,
Missouri
| $193M | +$27.6M | +17% | 7.76% | 86% | 267 | 20.97% | 0.2 |
|
| 3157 |
3157
Trust Company of Oklahoma
Tulsa,
Oklahoma
| $193M | +$6.18M | +3% | 3.89% | 101% | 115 | 9.57% | 2.6 |
|
| 3158 |
3158
Windsor Capital Management
Phoenix,
Arizona
| $193M | +$7.86M | +4% | 3.52% | 49.1% | 118 | 13.56% | 2.7 |
|
| 3159 |
GIIO
3159
Gen IV Investment Opportunities
New York
| $193M | +$426K | +0.2% | 0.19% | – | 12 | 25% | 0.2 |
|
| 3160 |
3160
Walter & Keenan Wealth Management
Souh Bend,
Indiana
| $193M | +$4.79M | +3% | 4.41% | 92% | 149 | 8.72% | 2.2 |
|
| 3161 |
3161
Corsair Capital
New York
| $193M | -$468K | -0.2% | 0.36% | 17.1% | 3 | 0% | 1.9 |
|
| 3162 |
3162
Pacifica Capital Investments
Leander,
Texas
| $192M | -$8.93M | -4% | 2.03% | 70.4% | 17 | 5.88% | 3 |
|
| 3163 |
CCM
3163
CWH Capital Management
Spokane,
Washington
| $192M | +$27.7M | +17% | 5.61% | 29.9% | 53 | 20.75% | 1.7 |
|
| 3164 |
BSWMG
3164
Barrington Strategic Wealth Management Group
Chicago,
Illinois
| $192M | +$5.71M | +3% | 3.37% | 17.9% | 103 | 0.97% | 2.9 |
|
| 3165 |
3165
Raab & Moskowitz Asset Management
Chatham,
New Jersey
| $192M | +$7.56M | +4% | 5.2% | 75% | 139 | 6.47% | 2.4 |
|
| 3166 |
3166
TIFF Advisory Services
Radnor,
Pennsylvania
| $192M | -$1.82M | -0.9% | 3.03% | 86.3% | 5 | 60% | 0.4 |
|
| 3167 |
3167
Avalon Global Asset Management
San Francisco,
California
| $192M | +$69.9M | +57% | 13.2% | 278% | 48 | 52.08% | 1.2 |
|
| 3168 |
DE
3168
DFT Energy
Locust Valley,
New York
| $192M | -$43.8M | -19% | 11.3% | – | 20 | 5% | 0.3 |
|
| 3169 |
3169
TCI Wealth Advisors
Tucson,
Arizona
| $192M | +$940K | +0.5% | 5.48% | 65% | 1,482 | 17.54% | 2.1 |
|
| 3170 |
3170
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
| $192M | +$12.9M | +7% | 6.22% | 83.3% | 84 | 3.57% | 0.9 |
|
| 3171 |
3171
McNamara Financial Services
Marshfield,
Massachusetts
| $191M | +$9.13M | +5% | 5.76% | 42.6% | 36 | 8.33% | 1 |
|
| 3172 |
GA
3172
GRS Advisors
Chicago,
Illinois
| $191M | +$27.4M | +17% | 3.78% | 54.3% | 27 | 40.74% | 0.8 |
|
| 3173 |
3173
YorkBridge Wealth Partners
New York
| $191M | +$21.8M | +13% | 6.95% | 36.5% | 987 | 17.53% | 0.2 |
|
| 3174 |
GPC
3174
Guardian Point Capital
Charlottesville,
Virginia
| $191M | +$47M | +33% | 7.2% | 142% | 22 | 50% | 0.6 |
|
| 3175 |
3175
Goodman Financial
Houston,
Texas
| $191M | +$12.2M | +7% | 4.67% | 52.5% | 45 | 17.78% | 1.8 |
|