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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
Texas Treasury Safekeeping Trust Company
Austin,
Texas
| $381M | +$94.1M | +33% | 3.46% | 43.7% | 8 | 25% | 1.1 |
|
| 3202 |
3202
Wilkins Investment Counsel
Boston,
Massachusetts
| $381M | +$483K | +0.1% | 1.34% | 71.3% | 77 | 5.19% | 7.5 |
|
| 3203 |
RI
3203
RPTC Inc
Jackson,
Wyoming
| $380M | -$106M | -22% | 16.2% | 66.4% | 6 | 0% | 4.1 |
|
| 3204 |
3204
Market Street Wealth Management Advisors
Indianapolis,
Indiana
| $380M | +$35.3M | +10% | 5.67% | 44% | 95 | 8.42% | 2 |
|
| 3205 |
3205
Gibson Capital
Wexford,
Pennsylvania
| $380M | +$44.3M | +13% | 4.62% | 67.2% | 59 | 13.56% | 3.9 |
|
| 3206 |
3206
Radnor Capital Management
Wayne,
Pennsylvania
| $380M | -$28.7M | -7% | 0.06% | 96.9% | 258 | 24.03% | 2 |
|
| 3207 |
3207
Partners in Financial Planning
Salem,
Virginia
| $380M | +$18.7M | +5% | 4.58% | 38.9% | 95 | 7.37% | 1.5 |
|
| 3208 |
3208
Gifford Fong Associates
Lafayette,
California
| $380M | -$56.3M | -13% | 16.1% | 180% | 141 | 1.42% | 4.4 |
|
| 3209 |
3209
Valor Management
Chicago,
Illinois
| $380M | -$254M | -40% | 39.1% | 14.5% | 4 | 0% | 0.9 |
|
| 3210 |
3210
Oliver Luxxe Assets
Gladstone,
New Jersey
| $380M | +$21.1M | +6% | 9.65% | 137% | 203 | 28.57% | 2.4 |
|
| 3211 |
3211
AlpInvest Partners
Amsterdam,
Netherlands
| $380M | +$10.2M | +3% | 11.8% | 138% | 25 | 28% | 0.8 |
|
| 3212 |
3212
Vise Technologies
New York
| $379M | +$60M | +19% | 7% | – | 378 | 26.19% | 0.7 |
|
| 3213 |
3213
Washington University
St Louis,
Missouri
| $379M | +$38.9M | +11% | 10.8% | 44% | 12 | 50% | 0.9 |
|
| 3214 |
3214
Sargent Investment Group
Bethesda,
Maryland
| $379M | +$57.2M | +18% | 11.8% | 113% | 217 | 19.35% | 2.6 |
|
| 3215 |
3215
Bay Colony Advisors
Concord,
Massachusetts
| $379M | -$234K | -0.1% | 7.5% | 91.8% | 378 | 19.31% | 2.3 |
|
| 3216 |
3216
Mount Lucas Management
Newtown,
Pennsylvania
| $379M | +$73.6M | +24% | 0.75% | 109% | 133 | 34.59% | 0.6 |
|
| 3217 |
3217
Inscription Capital
Houston,
Texas
| $379M | +$86.3M | +30% | 5.39% | – | 215 | 11.16% | 1.9 |
|
| 3218 |
3218
Providence Capital Advisors
Charlotte,
North Carolina
| $378M | +$8.16M | +2% | 6.02% | 47.4% | 347 | 25.65% | 2.6 |
|
| 3219 |
FBT
3219
First Bank & Trust
Brookings,
South Dakota
| $378M | +$18M | +5% | 5.81% | 85.6% | 201 | 13.43% | 3.7 |
|
| 3220 |
3220
AlphaCore Capital
La Jolla,
California
| $378M | +$120M | +47% | 5.81% | 91.5% | 253 | 32.81% | 1 |
|
| 3221 |
3221
TenCore Partners
New York
| $378M | +$67.3M | +22% | 32.7% | 78.4% | 11 | 9.09% | 2.6 |
|
| 3222 |
3222
Crestview Partners III
New York
| $377M | +$6.2M | +2% | 9.25% | 51.2% | 2 | 0% | 3 |
|
| 3223 |
3LCM
3223
3D/L Capital Management
Hartford,
Connecticut
| $377M | +$5.46M | +1% | 3.92% | 13.9% | 118 | 20.34% | 1.5 |
|
| 3224 |
3224
CHI Advisors
New York
| $377M | +$1.24M | +0.3% | 13.1% | 88.2% | 27 | 25.93% | 2 |
|
| 3225 |
3225
American Money Management
Rancho Santa Fe,
California
| $377M | +$25.8M | +7% | 5.57% | 65% | 137 | 6.57% | 3.9 |
|