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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3251 |
3251
Brickley Wealth Management
San Mateo,
California
| $396M | +$22.1M | +6% | 5.35% | 62.6% | 42 | 4.76% | 2.2 |
|
| 3252 |
3252
PAX Financial Group
San Antonio,
Texas
| $395M | +$40.2M | +11% | 6.22% | 56% | 173 | 11.56% | 0.9 |
|
| 3253 |
3253
Washington State Investment Board
Olympia,
Washington
| $395M | +$63.2M | +19% | 19% | 567% | 1 | 0% | 1 |
|
| 3254 |
3254
Kize Capital
New York
| $395M | +$15.5M | +4% | 13.5% | 34.7% | 7 | 0% | 0.5 |
|
| 3255 |
3255
Legacy Financial Advisors
Covington,
Kentucky
| $395M | +$30M | +8% | 5.77% | 86.3% | 181 | 17.13% | 1 |
|
| 3256 |
3256
Bedell Frazier Investment Counselling
Walnut Creek,
California
| $395M | +$41.1M | +12% | 8.17% | 72.5% | 96 | 6.25% | 1.9 |
|
| 3257 |
3257
Qtron Investments
Boston,
Massachusetts
| $395M | +$36.6M | +10% | 9.94% | 140% | 390 | 28.46% | 0.9 |
|
| 3258 |
3258
Holowesko Partners
Nassau,
Bahamas
| $395M | +$21.9M | +6% | 8.89% | 51.1% | 27 | 3.7% | 2.8 |
|
| 3259 |
3259
Olympus Peak Asset Management
Greenwich,
Connecticut
| $394M | +$323M | +451% | 4.57% | – | 18 | 55.56% | 0.3 |
|
| 3260 |
3260
Matthew Goff Investment Advisor
Houston,
Texas
| $394M | +$39.4M | +11% | 6.11% | 89.6% | 91 | 4.4% | 2.4 |
|
| 3261 |
3261
Steamboat Capital Partners
Rye,
New York
| $394M | +$54.9M | +16% | 11.1% | 280% | 52 | 15.38% | 1 |
|
| 3262 |
GWSG
3262
GPS Wealth Strategies Group
Centennial,
Colorado
| $394M | +$54.3M | +16% | 10.5% | 118% | 1,088 | 12.96% | 0.3 |
|
| 3263 |
3263
Y-Intercept (HK)
Hong Kong
| $393M | +$20.1M | +5% | 8.69% | 41.6% | 983 | 79.55% | 0.1 |
|
| 3264 |
3264
Lake Street Private Wealth
Chicago,
Illinois
| $393M | +$31.1M | +9% | 7.77% | 105% | 219 | 11.42% | 1.4 |
|
| 3265 |
3265
Sentry Investment Management
Stevens Point,
Wisconsin
| $393M | +$31M | +9% | 9.16% | 103% | 531 | 14.69% | 3.6 |
|
| 3266 |
3266
Kingfisher Capital
Charlotte,
North Carolina
| $392M | +$34.7M | +10% | 8.53% | 58.5% | 187 | 8.56% | 2.7 |
|
| 3267 |
3267
Vectors Research Management
New York
| $392M | +$29.2M | +8% | 5.86% | 67.3% | 523 | 18.36% | 1.6 |
|
| 3268 |
3268
Huber Capital Management
El Segundo,
California
| $392M | +$22.1M | +6% | 8.2% | 70.4% | 103 | 7.77% | 4.3 |
|
| 3269 |
3269
Ellis Investment Partners
Berwyn,
Pennsylvania
| $392M | +$32.7M | +9% | 7.16% | 70.8% | 813 | 8% | 1.6 |
|
| 3270 |
RC
3270
Reik & Co
New York
| $392M | -$944K | -0.2% | 0.87% | 47.2% | 54 | 5.56% | 5.6 |
|
| 3271 |
3271
Paradigm Asset Management
New York
| $392M | +$18.9M | +5% | 6.32% | 73.8% | 325 | 2.46% | 1.5 |
|
| 3272 |
FPFS
3272
First Personal Financial Services
Charlotte,
North Carolina
| $392M | +$25.8M | +7% | 6.41% | 31.5% | 326 | 7.36% | 4.4 |
|
| 3273 |
3273
Brio Consultants
San Francisco,
California
| $391M | +$51.7M | +15% | 6.1% | 42.7% | 77 | 9.09% | 1.8 |
|
| 3274 |
3274
Ipswich Investment Management
Beverly,
Massachusetts
| $391M | +$35.7M | +10% | 8.33% | 104% | 195 | 7.69% | 3.4 |
|
| 3275 |
TEC
3275
Tiger Eye Capital
Nashville,
Tennessee
| $391M | -$97.9M | -20% | 10.9% | 116% | 70 | 34.29% | 1.9 |
|