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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
Deer Management Company
Larchmont,
New York
| $622M | -$406M | -40% | 37.9% | 154% | 9 | 11.11% | 2.8 |
|
| 3202 |
3202
Headwater Capital
Hong Kong,
China
| $622M | +$141M | +29% | 6.5% | – | 24 | 66.67% | 0.5 |
|
| 3203 |
3203
Trust Company of the South
Greensboro,
North Carolina
| $622M | +$74.9K | +0% | 0.5% | 70.2% | 148 | 12.16% | 1.7 |
|
| 3204 |
KC
3204
KCM Capital
Shawnee,
Kansas
| $622M | +$98.7M | +19% | 21.7% | – | 39 | 35.9% | 0.2 |
|
| 3205 |
3205
Agave Capital Management
London,
| $622M | +$23.1M | +4% | 1.65% | – | 26 | 80.77% | 0.2 |
|
| 3206 |
FBT
3206
First Bank & Trust
Brookings,
South Dakota
| $621M | +$6.92M | +1% | 1.63% | 85.6% | 283 | 17.31% | 3.9 |
|
| 3207 |
3207
RBO & Co
Saint Helena,
California
| $620M | -$8.77M | -1% | 3.28% | 27.9% | 59 | 15.25% | 7.4 |
|
| 3208 |
3208
Keating Financial Advisory Services
Manhattan,
Kansas
| $619M | -$118M | -16% | 2.17% | – | 2,691 | 21.85% | 0.2 |
|
| 3209 |
3209
KPS Global Asset Management (UK)
London,
United Kingdom
| $619M | -$199M | -24% | 25.1% | 373% | 4 | 0% | 5.9 |
|
| 3210 |
RIS
3210
Richmond Investment Services
Mequon,
Wisconsin
| $619M | +$40.2M | +7% | 1.38% | – | 273 | 20.51% | 0.8 |
|
| 3211 |
AMG
3211
Asset Management Group
Stamford,
Connecticut
| $619M | +$223K | +0% | 0.63% | 57% | 140 | 3.57% | 8.7 |
|
| 3212 |
3212
Burling Wealth Partners
Chicago,
Illinois
| $618M | -$25.3M | -4% | 2.64% | – | 190 | 9.47% | 1.1 |
|
| 3213 |
3213
McMorgan & Co
San Francisco,
California
| $618M | +$14.7M | +2% | 1.2% | 30.1% | 48 | 22.92% | 2.4 |
|
| 3214 |
3214
Albar Capital Partners
London,
United Kingdom
| $618M | +$195M | +46% | 9.03% | – | 53 | 73.58% | 0.3 |
|
| 3215 |
3215
Riversedge Advisors
Wilmington,
Delaware
| $618M | +$2.7M | +0.4% | 0.62% | 71.3% | 251 | 28.69% | 1.6 |
|
| 3216 |
3216
Affiance Financial
St. Louis Park,
Minnesota
| $617M | -$4.7M | -0.8% | 2.87% | 57.8% | 109 | 6.42% | 5.8 |
|
| 3217 |
VHMC
3217
Value Holdings Management Company
Hampton Bays,
New York
| $617M | +$19M | +3% | 15.1% | 125% | 30 | 23.33% | 8.1 |
|
| 3218 |
3218
Alpha Omega Wealth Management
Richmond,
Virginia
| $617M | +$13.9M | +2% | 2.48% | 65.9% | 208 | 3.85% | 6.7 |
|
| 3219 |
3219
Consolidated Planning Corp
Atlanta,
Georgia
| $617M | -$374M | -38% | 0.32% | 84.6% | 222 | 41.89% | 2.7 |
|
| 3220 |
3220
Third Avenue Management
New York
| $616M | +$65.8M | +12% | 16.9% | 113% | 57 | 17.54% | 5.2 |
|
| 3221 |
3221
Tarbox Family Office
Newport Beach,
California
| $616M | -$5.79M | -0.9% | 0.78% | 66.4% | 107 | 13.08% | 8.4 |
|
| 3222 |
3222
Rainey & Randall Wealth Advisors
Celebration,
Florida
| $616M | +$2.77M | +0.5% | 0.74% | 52.3% | 81 | 12.35% | 3.2 |
|
| 3223 |
DTL
3223
Dynamic Technology Lab
Singapore
| $615M | +$173M | +39% | 0.41% | 30.8% | 1,230 | 75.04% | 0.2 |
|
| 3224 |
3224
Clearstead Trust
Portland,
Maine
| $613M | -$21.8M | -3% | 3.71% | 124% | 1,052 | 11.98% | 2.1 |
|
| 3225 |
3225
Princeton Global Asset Management
Princeton,
New Jersey
| $613M | -$4.57M | -0.7% | 0.28% | 110% | 873 | 10.19% | 3.2 |
|