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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
Noked Israel
Ramat Hasharon,
Israel
| $624M | -$15M | -2% | 4.99% | 265% | 17 | 35.29% | 1.6 |
|
| 3202 |
3202
Fourth Sail Capital
Camana Bay Grand Cayman,
Cayman Islands
| $623M | +$210M | +51% | 23.5% | – | 37 | 43.24% | 0.6 |
|
| 3203 |
3203
Childress Capital Advisors
Houston,
Texas
| $623M | +$76M | +14% | 3.61% | 107% | 424 | 30.66% | 1.3 |
|
| 3204 |
3204
St. James Investment Company
Southlake,
Texas
| $623M | -$13.6M | -2% | 0.08% | 43.8% | 32 | 12.5% | 3.6 |
|
| 3205 |
3205
Battery Management Corp
Boston,
Massachusetts
| $623M | +$98M | +19% | 19% | 45.1% | 6 | 33.33% | 2.9 |
|
| 3206 |
3206
Stamos Capital Partners
Menlo Park,
California
| $622M | +$92.2M | +17% | 2.73% | 36.7% | 144 | 6.94% | 3 |
|
| 3207 |
3207
Dudley & Shanley
Palm Beach,
Florida
| $622M | +$697K | +0.1% | 1.34% | 67.9% | 35 | 14.29% | 4.5 |
|
| 3208 |
3208
Elk River Wealth Management
Denver,
Colorado
| $622M | -$1.89M | -0.3% | 2.72% | 81.8% | 103 | 1.94% | 3.6 |
|
| 3209 |
3209
SevenBridge Financial Group
Harrisburg,
Pennsylvania
| $622M | +$15.3M | +3% | 4.11% | 93.2% | 219 | 8.22% | 5.1 |
|
| 3210 |
3210
Trust Company of the South
Greensboro,
North Carolina
| $622M | +$19.1M | +3% | 2.95% | 70.2% | 144 | 13.19% | 1.6 |
|
| 3211 |
3211
Affiance Financial
St. Louis Park,
Minnesota
| $622M | +$72.6M | +13% | 1.6% | 57.8% | 108 | 6.48% | 5.7 |
|
| 3212 |
3212
Tarbox Family Office
Newport Beach,
California
| $622M | -$59.7M | -9% | 1.97% | 66.4% | 115 | 9.57% | 7.8 |
|
| 3213 |
3213
Murchinson
Toronto,
Ontario, Canada
| $622M | -$167M | -21% | 0% | 107% | 134 | 73.88% | 0.3 |
|
| 3214 |
3214
Rather & Kittrell
Knoxville,
Tennessee
| $621M | +$49.9M | +9% | 1.59% | 41.1% | 107 | 9.35% | 2.3 |
|
| 3215 |
3215
LaSalle St. Investment Advisors
Elmhurst,
Illinois
| $621M | +$63.2M | +11% | 2.31% | 61.9% | 396 | 18.43% | 1.3 |
|
| 3216 |
3216
Knightsbridge Asset Management
Newport Beach,
California
| $621M | +$29.2M | +5% | 5.43% | 150% | 233 | 30.9% | 1.9 |
|
| 3217 |
3217
Mountain Capital Investment Advisors
Westminster,
Colorado
| $620M | +$52.1M | +9% | 2.36% | 63.3% | 100 | 23% | 1.6 |
|
| 3218 |
3218
Golden State Equity Partners
South Coast Metro,
California
| $620M | +$26.8M | +5% | 2.48% | – | 534 | 23.6% | 1.8 |
|
| 3219 |
3219
Lavaca Capital
Houston,
Texas
| $619M | +$38.9M | +7% | 17.7% | 46.5% | 298 | 14.09% | 1.7 |
|
| 3220 |
3220
Avalon Global Asset Management
San Francisco,
California
| $618M | -$256M | -29% | 6.94% | 278% | 56 | 51.79% | 3.6 |
|
| 3221 |
AMG
3221
Asset Management Group
Stamford,
Connecticut
| $618M | +$6.99M | +1% | 1.85% | 57% | 137 | 0.73% | 8.5 |
|
| 3222 |
SP
3222
Solel Partners
Boston,
Massachusetts
| $618M | +$98.5M | +19% | 4.88% | 25.9% | 22 | 13.64% | 1.6 |
|
| 3223 |
3223
Advocate Group
Minnetonka,
Minnesota
| $618M | +$9.9M | +2% | 2.28% | 56.3% | 129 | 10.08% | 2.7 |
|
| 3224 |
3224
Bourgeon Capital Management
Darien,
Connecticut
| $618M | +$64.2M | +12% | 12% | 121% | 130 | 20.77% | 3.6 |
|
| 3225 |
3225
Princeton Global Asset Management
Princeton,
New Jersey
| $618M | +$15.1M | +3% | 2.91% | 110% | 856 | 14.25% | 3 |
|