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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
Bearing Point Capital
Bloomington,
Minnesota
| $581M | +$37.6M | +7% | 8.86% | – | 171 | 7.6% | 0.7 |
|
| 3252 |
3252
Sompo Asset Management
Tokyo,
Japan
| $581M | +$5.2M | +0.9% | 7.71% | 84.7% | 194 | 10.31% | 4 |
|
| 3253 |
3253
Fortis Group Advisors
Westwood,
New Jersey
| $581M | +$30.1M | +5% | 9.34% | 91.2% | 568 | 12.68% | 1.9 |
|
| 3254 |
3254
Farmers Trust Company
Youngstown,
Ohio
| $580M | +$44.8M | +8% | 7.64% | 73.5% | 198 | 8.08% | 6.3 |
|
| 3255 |
3255
Balboa Wealth Partners
Scottsdale,
Arizona
| $580M | +$81.2M | +16% | 15.6% | 214% | 432 | 17.36% | 1.3 |
|
| 3256 |
3256
Lavaca Capital
Houston,
Texas
| $580M | +$311M | +116% | 3.87% | 46.5% | 284 | 10.92% | 1.6 |
|
| 3257 |
3257
EFG Asset Management (Americas)
Miami,
Florida
| $579M | +$37M | +7% | 7.66% | 112% | 150 | 12.67% | 3.8 |
|
| 3258 |
3258
Clifford Capital Partners
Alpine,
Utah
| $579M | +$54.1M | +10% | 9.86% | 77.3% | 50 | 22% | 2.3 |
|
| 3259 |
3259
Partners in Financial Planning
Salem,
Virginia
| $578M | +$36.2M | +7% | 4.93% | 38.9% | 116 | 8.62% | 3.2 |
|
| 3260 |
3260
Pacific Capital Wealth Advisors
Corona,
California
| $578M | +$33M | +6% | 5.07% | 54.1% | 84 | 19.05% | 2.8 |
|
| 3261 |
3261
Opes Wealth Management
Menlo Park,
California
| $578M | +$14.7M | +3% | 8.87% | 54.1% | 151 | 8.61% | 3.6 |
|
| 3262 |
3262
Hutchinson Capital Management
San Rafael,
California
| $578M | +$29.8M | +5% | 4.85% | 52.6% | 98 | 7.14% | 4.8 |
|
| 3263 |
3263
Providence Capital Advisors
Charlotte,
North Carolina
| $577M | +$32.7M | +6% | 6.99% | 47.4% | 249 | 18.47% | 2.8 |
|
| 3264 |
3264
Perennial Advisors
New York
| $577M | +$39.1M | +7% | 7.62% | – | 133 | 12.03% | 3.9 |
|
| 3265 |
3265
BWCP LP
Dallas,
Texas
| $577M | -$35.1M | -6% | 9.33% | 198% | 33 | 48.48% | 0.8 |
|
| 3266 |
3266
Robotti Robert
| $576M | -$18.6M | -3% | 13.8% | 107% | 66 | 15.15% | 5.1 |
|
| 3267 |
3267
Warwick Investment Management
Bryan,
Texas
| $576M | +$60.6M | +12% | 7.24% | 69.9% | 156 | 23.72% | 1.3 |
|
| 3268 |
3268
TrueMark Investments
Chicago,
Illinois
| $575M | +$113M | +24% | 4.43% | – | 236 | 58.9% | 0.4 |
|
| 3269 |
3269
East Coast Asset Management
Essex,
Massachusetts
| $575M | +$64.2M | +13% | 18.3% | 167% | 79 | 5.06% | 8.5 |
|
| 3270 |
3270
North Growth Management
Vancouver,
British Columbia, Canada
| $574M | +$41.4M | +8% | 17.4% | 243% | 47 | 0% | 4.5 |
|
| 3271 |
3271
Duncker Streett & Co
St. Louis,
Missouri
| $574M | +$26M | +5% | 7.44% | 102% | 546 | 8.42% | 6.3 |
|
| 3272 |
3272
Brickley Wealth Management
San Mateo,
California
| $574M | +$62.8M | +12% | 9.62% | 62.6% | 53 | 9.43% | 4 |
|
| 3273 |
3273
Francisco Partners Management
San Francisco,
California
| $573M | -$145M | -20% | 1.97% | 14.3% | 5 | 40% | 4.6 |
|
| 3274 |
3274
CIBC Capital Markets (Europe)
Luxembourg
| $573M | +$305M | +114% | 3.63% | – | 10 | 0% | 0.8 |
|
| 3275 |
3275
Manitou Investment Management
Toronto,
Ontario, Canada
| $573M | +$47.4M | +9% | 10.9% | 69.3% | 63 | 12.7% | 3.2 |
|