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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3276 |
3276
Decheng Capital
Menlo Park,
California
| $573M | +$177M | +45% | 59.3% | – | 25 | 8% | 1.3 |
|
| 3277 |
3277
Cache Advisors
San Francisco,
California
| $573M | +$203M | +55% | 14.5% | – | 112 | 20.54% | 0.5 |
|
| 3278 |
3278
Peak Asset Management
Louisville,
Colorado
| $573M | +$27.1M | +5% | 6.21% | 70.1% | 156 | 7.69% | 6 |
|
| 3279 |
3279
LJI Wealth Management
Indianapolis,
Indiana
| $573M | -$1.52M | -0.3% | 7.75% | 68.8% | 208 | 21.63% | 1.8 |
|
| 3280 |
RI
3280
RPTC Inc
Jackson,
Wyoming
| $573M | +$3.77M | +0.7% | 5.66% | 66.4% | 7 | 0% | 5.8 |
|
| 3281 |
3281
Banc Funds Company
Chicago,
Illinois
| $572M | -$89.6M | -14% | 4.5% | 69% | 119 | 10.08% | 6.5 |
|
| 3282 |
3282
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
| $572M | +$52.6M | +10% | 5.07% | 41.2% | 130 | 14.62% | 2.2 |
|
| 3283 |
3283
Lebenthal Global Advisors
Hauppauge,
New York
| $572M | +$36M | +7% | 6.01% | 57.2% | 212 | 18.4% | 1.9 |
|
| 3284 |
3284
Rather & Kittrell
Knoxville,
Tennessee
| $571M | +$66.2M | +13% | 5.53% | 41.1% | 102 | 15.69% | 2.3 |
|
| 3285 |
3285
Martel Wealth Advisors
Vancouver,
Washington
| $571M | +$31.4M | +6% | 4.97% | 43.4% | 73 | 8.22% | 3.5 |
|
| 3286 |
3286
Oxbow Capital Management (HK)
Hong Kong
| $571M | +$176M | +45% | 47.8% | 2,244% | 14 | 42.86% | 0.4 |
|
| 3287 |
3287
Dividend Assets Capital
Ridgeland,
South Carolina
| $570M | +$19.7M | +4% | 3.64% | 67.4% | 144 | 3.47% | 7.3 |
|
| 3288 |
TWP
3288
Tyche Wealth Partners
Plano,
Texas
| $570M | +$72.1M | +14% | 8.49% | – | 332 | 13.55% | 1.3 |
|
| 3289 |
3289
Personal CFO Solutions
Chester,
New Jersey
| $570M | +$29.4M | +5% | 8.72% | 91.4% | 532 | 16.54% | 2.5 |
|
| 3290 |
3290
Advisors Management Group
La Crosse,
Wisconsin
| $570M | +$38.6M | +7% | 8.08% | 125% | 157 | 5.73% | 4.8 |
|
| 3291 |
3291
Nitorum Capital
New York
| $569M | -$105M | -16% | 7.08% | 87.1% | 28 | 3.57% | 4.3 |
|
| 3292 |
3292
Amarillo National Bank
Amarillo,
Texas
| $569M | +$30.8M | +6% | 7.2% | 63.5% | 81 | 6.17% | 7 |
|
| 3293 |
3293
Machina Capital
Paris,
France
| $568M | +$87.7M | +18% | 1.55% | 34.8% | 442 | 60.18% | 0.4 |
|
| 3294 |
PCP
3294
Perbak Capital Partners
London,
United Kingdom
| $568M | +$126M | +28% | 5.18% | – | 394 | 57.11% | 0.2 |
|
| 3295 |
3295
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
| $568M | +$161M | +39% | 6.4% | 56.7% | 476 | 32.77% | 2.1 |
|
| 3296 |
3296
Mountain Capital Investment Advisors
Westminster,
Colorado
| $568M | +$47.5M | +9% | 8.16% | 63.3% | 89 | 23.6% | 1.6 |
|
| 3297 |
3297
USA Financial Formulas
Ada,
Michigan
| $568M | -$18.4M | -3% | 8.7% | 104% | 343 | 55.1% | 0.9 |
|
| 3298 |
3298
Black Swift Group
Boulder,
Colorado
| $567M | +$72M | +15% | 10.5% | 139% | 137 | 43.8% | 1.2 |
|
| 3299 |
3299
Scarborough Advisors
Annapolis,
Maryland
| $567M | +$62.7M | +12% | 7.47% | 63.3% | 494 | 10.53% | 0.5 |
|
| 3300 |
3300
Beverly Hills Private Wealth
Beverly Hills,
California
| $567M | +$33.3M | +6% | 8.12% | 80% | 369 | 14.91% | 2 |
|