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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
Permanent Capital Management
Chicago,
Illinois
| $479M | – | – | 1.27% | – | 158 | – | 0 |
|
| 3177 |
3177
ORIX Corp
Tokyo,
Japan
| $479M | +$36.8M | +8% | 8.32% | 11.7% | 1 | 0% | 6.5 |
|
| 3178 |
BDWCC
3178
B&D White Capital Company
Lakeway,
Texas
| $479M | +$28.5M | +6% | 1.11% | 38.1% | 61 | 27.87% | 1.4 |
|
| 3179 |
3179
Strategic Global Advisors
Newport Beach,
California
| $478M | +$15.4M | +3% | 4.41% | 137% | 152 | 19.74% | 2.1 |
|
| 3180 |
AC
3180
AMS Capital
Sao Paulo,
Brazil
| $478M | +$113M | +31% | 6.52% | 63.1% | 21 | 19.05% | 0.9 |
|
| 3181 |
3181
Samsara BioCapital
Palo Alto,
California
| $478M | -$169M | -26% | 16% | 1,580% | 41 | 7.32% | 2.4 |
|
| 3182 |
3182
Vanderbilt University
Nashville,
Tennessee
| $478M | -$2.9M | -0.6% | 1.08% | 61.8% | 78 | 29.49% | 1 |
|
| 3183 |
3183
Janiczek Wealth Management
Denver,
Colorado
| $477M | +$7.42M | +2% | 0.87% | 16.4% | 1,133 | 7.5% | 2.9 |
|
| 3184 |
3184
Bellwether Advisors
Lincoln,
Nebraska
| $477M | +$21.6M | +5% | 2.73% | 115% | 140 | 30.71% | 2 |
|
| 3185 |
3185
Peterson Wealth Advisors
Orem,
Utah
| $477M | +$6.14M | +1% | 1.11% | 50.9% | 76 | 11.84% | 3.4 |
|
| 3186 |
3186
Sloy Dahl & Holst
Vancouver,
Washington
| $476M | +$52.6M | +12% | 11.4% | 132% | 92 | 8.7% | 2.3 |
|
| 3187 |
3187
Affinity Capital Advisors
Berkeley,
California
| $476M | +$27.5M | +6% | 3.51% | 72.7% | 155 | 9.68% | 2.8 |
|
| 3188 |
3188
Wilsey Asset Management
San Diego,
California
| $476M | -$14.6M | -3% | 3.54% | 66.9% | 23 | 13.04% | 4.4 |
|
| 3189 |
3189
Hunter Perkins Capital Management
Lombard,
Illinois
| $476M | -$12.2M | -3% | 1.64% | 58% | 108 | 2.78% | 1.7 |
|
| 3190 |
3190
Edge Wealth Management
New York
| $475M | -$1M | -0.2% | 2.54% | 75.3% | 85 | 15.29% | 5.7 |
|
| 3191 |
3191
Cisco Systems
San Jose,
California
| $475M | +$22.2M | +5% | 3.52% | 210% | 4 | 25% | 1.4 |
|
| 3192 |
3192
Bright Rock Capital Management
Hanover,
Massachusetts
| $474M | -$8.24M | -2% | 0.54% | 53.1% | 73 | 9.59% | 5.5 |
|
| 3193 |
3193
Patton Fund Management
Dallas,
Texas
| $474M | -$77.3M | -14% | 4.63% | 211% | 128 | 48.44% | 1.2 |
|
| 3194 |
3194
LWMG LLC
Lake Elmo,
Minnesota
| $474M | +$40.8M | +9% | 2.28% | – | 91 | 8.79% | 1.3 |
|
| 3195 |
3195
Pinnbrook Capital Management
New York
| $474M | -$716M | -60% | 14.5% | 913% | 131 | 76.34% | 0.3 |
|
| 3196 |
3196
TAP Consulting
Kirkwood,
Missouri
| $474M | +$19.3M | +4% | 0.22% | 3.08% | 165 | 12.73% | 2 |
|
| 3197 |
IR
3197
IAT Reinsurance
New York
| $474M | +$249M | +111% | 3.09% | 60.2% | 87 | 26.44% | 5 |
|
| 3198 |
3198
Citizens Business Bank
Ontario,
California
| $473M | -$6.93M | -1% | 2.53% | 108% | 109 | 8.26% | 5.8 |
|
| 3199 |
3199
McNamara Financial Services
Marshfield,
Massachusetts
| $473M | +$5.38M | +1% | 0.9% | 42.6% | 77 | 11.69% | 4.2 |
|
| 3200 |
3200
Ellis Investment Partners
Berwyn,
Pennsylvania
| $473M | +$12.8M | +3% | 1.71% | 70.8% | 244 | 12.3% | 4 |
|