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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3176 |
3176
Elm Ridge Management
Briarcliff Manor,
New York
| $223M | -$14.3M | -6% | 9.04% | 93.6% | 31 | 12.9% | 2.3 |
|
| 3177 |
KAS
3177
Kemnay Advisory Services
New York
| $223M | -$9.01M | -4% | 7% | 167% | 138 | 46.38% | 1.4 |
|
| 3178 |
3178
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $223M | +$13.4M | +6% | 3.41% | 62.5% | 252 | 11.51% | 3.1 |
|
| 3179 |
3179
BDO Wealth Advisors
Jacksonville,
Florida
| $223M | +$21M | +10% | 4.29% | 38.3% | 507 | 20.12% | 0.4 |
|
| 3180 |
3180
Stockman Wealth Management
Billings,
Montana
| $223M | +$13.6M | +6% | 5.02% | 73.5% | 161 | 16.77% | 1.4 |
|
| 3181 |
3181
Diameter Capital Partners
New York
| $223M | – | – | 8.94% | 378% | 15 | – | 0 |
|
| 3182 |
3182
ThornTree Capital Partners
Boston,
Massachusetts
| $222M | -$7.4M | -3% | 2.96% | 217% | 19 | 31.58% | 0.6 |
|
| 3183 |
3183
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
| $222M | +$6.9M | +3% | 3.14% | 12.8% | 111 | 4.5% | 1.5 |
|
| 3184 |
3184
Iowa State Bank
Urbandale,
Iowa
| $222M | +$9.7M | +5% | 6.32% | 85.7% | 99 | 8.08% | 2.9 |
|
| 3185 |
3185
Northwestern University
Evanston,
Illinois
| $222M | +$78M | +54% | 7.67% | 28.2% | 3 | 33.33% | 1.3 |
|
| 3186 |
3186
TRV GP
Boston,
Massachusetts
| $221M | – | – | 0.13% | 3,178% | 5 | – | 0 |
|
| 3187 |
3187
Western Asset Management Company
Pasadena,
California
| $221M | +$1.92M | +0.9% | 0.56% | 2.29% | 25 | 24% | 1.2 |
|
| 3188 |
3188
Goodman Financial
Houston,
Texas
| $221M | +$16.6M | +8% | 7.41% | 52.5% | 159 | 67.3% | 0.6 |
|
| 3189 |
3189
Biltmore Family Office
Charlotte,
North Carolina
| $221M | – | – | 4.55% | 78.1% | 150 | – | 0 |
|
| 3190 |
GIM
3190
Greystone Investment Management
Cincinnati,
Ohio
| $221M | +$13M | +6% | 7.48% | 32.8% | 53 | 11.32% | 2.7 |
|
| 3191 |
3191
SYM Financial Corp
Winona Lake,
Indiana
| $221M | – | – | 3.5% | 56% | 76 | – | 0 |
|
| 3192 |
3192
Paradigm Financial Advisors
Des Peres,
Missouri
| $220M | +$13.5M | +7% | 6.76% | 114% | 113 | 6.19% | 2.7 |
|
| 3193 |
3193
General Pension Society PZU Joint Stock
Warsaw,
Poland
| $220M | +$11.7M | +6% | 15.5% | 116% | 14 | 0% | 3.7 |
|
| 3194 |
3194
TSP Capital Management Group
Summit,
New Jersey
| $220M | +$10.2M | +5% | 7.13% | 186% | 60 | 1.67% | 2.6 |
|
| 3195 |
3195
U.S. Global Investors (USGI)
San Antonio,
Texas
| $219M | -$117M | -35% | 6.62% | 151% | 193 | 61.66% | 0.7 |
|
| 3196 |
SH
3196
Sandia Holdings
Greenwich,
Connecticut
| $219M | -$13.6M | -6% | 6.22% | – | 28 | 14.29% | 0.7 |
|
| 3197 |
3197
Matisse Capital
Portland,
Oregon
| $219M | +$9.32M | +4% | 2.1% | 66.9% | 134 | 10.45% | 1 |
|
| 3198 |
3198
PVG Asset Management
Golden,
Colorado
| $219M | -$9.04M | -4% | 1.54% | – | 101 | 48.51% | 1 |
|
| 3199 |
GCMG
3199
Gyroscope Capital Management Group
Naples,
Florida
| $219M | +$20.6M | +10% | 8.42% | 24.8% | 119 | 23.53% | 1 |
|
| 3200 |
3200
Armbruster Capital Management
Pittsford,
New York
| $219M | +$23.7M | +12% | 5.46% | 66.7% | 287 | 17.42% | 1.5 |
|