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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3201 |
3201
Keywise Capital Management (HK)
Hong Kong
| $408M | +$43.5M | +12% | 8.25% | 684% | 29 | 68.97% | 0.6 |
|
| 3202 |
3202
Greylock 15
Menlo Park,
California
| $408M | – | – | 15.7% | 17.8% | 2 | – | 0 |
|
| 3203 |
UAM
3203
UAS Asset Management
New York
| $408M | +$47M | +13% | 10.5% | 98% | 30 | 53.33% | 1.6 |
|
| 3204 |
3204
Zhang Financial
Portage,
Michigan
| $408M | +$34.8M | +9% | 5.91% | 67.9% | 146 | 14.38% | 3.3 |
|
| 3205 |
3205
Cheviot Value Management
Beverly Hills,
California
| $407M | +$47.5M | +13% | 6.23% | 77.8% | 81 | 12.35% | 3.1 |
|
| 3206 |
3206
PL Capital Advisors
Naples,
Florida
| $407M | -$4.44M | -1% | 0.94% | 100% | 42 | 4.76% | 3.4 |
|
| 3207 |
3207
Rowlandmiller & Partners
Atlanta,
Georgia
| $407M | +$24.1M | +6% | 5.41% | 84% | 186 | 11.29% | 3.7 |
|
| 3208 |
III
3208
Independent Investors Inc
Nesconset,
New York
| $407M | +$29.3M | +8% | 8.93% | 61.6% | 75 | 5.33% | 5.7 |
|
| 3209 |
3209
Wilkins Investment Counsel
Boston,
Massachusetts
| $407M | +$20.5M | +5% | 4.57% | 56.2% | 77 | 5.19% | 6.3 |
|
| 3210 |
3210
Encompass Wealth Advisors
Portland,
Oregon
| $407M | +$14.4M | +4% | 3.26% | 68.7% | 378 | 10.05% | 0.3 |
|
| 3211 |
3211
Center for Financial Planning
Southfied,
Michigan
| $406M | +$23.2M | +6% | 6.77% | 64.4% | 562 | 14.06% | 1.2 |
|
| 3212 |
3212
Inspirion Wealth Advisors
Libertyville,
Illinois
| $406M | +$28.6M | +8% | 6.34% | 52.5% | 91 | 13.19% | 3.9 |
|
| 3213 |
3213
Arbor Wealth Management (Florida)
Miramar Beach,
Florida
| $406M | +$66.6M | +20% | 10.4% | 101% | 53 | 18.87% | 1.7 |
|
| 3214 |
3214
Cubic Asset Management
Boston,
Massachusetts
| $405M | +$26.5M | +7% | 5.88% | 40.5% | 188 | 7.45% | 4.3 |
|
| 3215 |
3215
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
| $404M | +$27.6M | +7% | 6.3% | 81.8% | 69 | 5.8% | 5.8 |
|
| 3216 |
3216
St Louis Trust
Saint Louis,
Missouri
| $404M | -$1.79M | -0.4% | 7.04% | 71.4% | 96 | 3.13% | 2.9 |
|
| 3217 |
3217
Southport Capital Management
Chattanooga,
Tennessee
| $404M | +$22.8M | +6% | 7.28% | 80% | 333 | 15.32% | 2.7 |
|
| 3218 |
GJCM
3218
Grand Jean Capital Management
San Francisco,
California
| $403M | +$25.3M | +7% | 14.5% | 61.4% | 49 | 10.2% | 3.3 |
|
| 3219 |
3219
Hutchinson Capital Management
San Rafael,
California
| $403M | +$2.62M | +0.7% | 8.62% | 52.6% | 71 | 5.63% | 4.1 |
|
| 3220 |
3220
Crewe Advisors
Salt Lake City,
Utah
| $403M | -$79K | -0% | 0.47% | 96.1% | 501 | 10.58% | 1.5 |
|
| 3221 |
3221
Hartford Financial Management
Hartford,
Connecticut
| $403M | -$388K | -0.1% | 5.18% | 87.9% | 394 | 7.36% | 3.9 |
|
| 3222 |
3222
Ally Bridge Group
New York
| $403M | -$119M | -23% | 2.77% | 844% | 40 | 47.5% | 0.3 |
|
| 3223 |
3223
Peak Asset Management
Louisville,
Colorado
| $402M | -$11.6M | -3% | 6.57% | 70.1% | 155 | 10.97% | 3.8 |
|
| 3224 |
3224
Sio Capital Management
New York
| $402M | -$90.4M | -18% | 1.39% | 564% | 105 | 45.71% | 0.8 |
|
| 3225 |
3225
Greystone Financial Group
Bloomfield Hills,
Michigan
| $402M | +$4.41M | +1% | 4.24% | 79.3% | 93 | 17.2% | 0.4 |
|