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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3301 |
3301
Pictet Bank & Trust
Nassau,
Bahamas
| $227M | -$633K | -0.3% | 4.27% | 82.7% | 66 | 12.12% | 3.2 |
|
| 3302 |
3302
Financial Sense Advisors
San Diego,
California
| $227M | +$1.09M | +0.5% | 2.73% | 152% | 75 | 29.33% | 1.3 |
|
| 3303 |
3303
Walter & Keenan Wealth Management
Souh Bend,
Indiana
| $227M | -$84K | -0% | 3.56% | 92% | 162 | 13.58% | 3.5 |
|
| 3304 |
APSP
3304
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
| $227M | +$11.4M | +5% | 2.5% | 62.1% | 282 | 6.38% | 3 |
|
| 3305 |
AC
3305
Athos Capital
Hong Kong
| $227M | +$71.6M | +46% | 6.96% | 110% | 47 | 68.09% | 0.3 |
|
| 3306 |
PI
3306
Pennant Investors
Summit,
New Jersey
| $227M | -$19.7M | -8% | 4.03% | 372% | 20 | 40% | 0.5 |
|
| 3307 |
3307
World Investment Advisors
Santa Barbara,
California
| $227M | +$7.04M | +3% | 2.62% | 65.4% | 160 | 28.13% | 0.4 |
|
| 3308 |
3308
First Sabrepoint Capital Management
Dallas,
Texas
| $226M | +$9.08M | +4% | 4.26% | 218% | 32 | 28.13% | 0.6 |
|
| 3309 |
3309
Permit Capital
West Conshohocken,
Pennsylvania
| $226M | +$11.8M | +5% | 7.5% | 121% | 27 | 3.7% | 4.8 |
|
| 3310 |
3310
C.V. Starr & Co Trust
New York
| $226M | -$1.9M | -0.8% | 0.43% | 51.7% | 28 | 0% | 4.3 |
|
| 3311 |
3311
D.B. Root & Company
Pittsburgh,
Pennsylvania
| $226M | -$8.59M | -4% | 3.44% | 57.3% | 214 | 13.08% | 1.1 |
|
| 3312 |
3312
Raab & Moskowitz Asset Management
Chatham,
New Jersey
| $226M | +$6.63M | +3% | 3.39% | 75% | 172 | 13.37% | 3.3 |
|
| 3313 |
3313
Howard Capital Management
Roswell,
Georgia
| $225M | +$25.6M | +13% | 3.27% | 144% | 48 | 37.5% | 0.4 |
|
| 3314 |
3314
venBio Partners
San Francisco,
California
| $225M | +$102M | +83% | 6.86% | 564% | 6 | 33.33% | 0.6 |
|
| 3315 |
3315
Strategic Vision Investment
Hong Kong
| $225M | +$82.9M | +58% | 0.82% | 95.6% | 21 | 61.9% | 0.3 |
|
| 3316 |
FA
3316
FMA Advisory
Harrisburg,
Pennsylvania
| $225M | +$6.32M | +3% | 4.82% | 46.7% | 149 | 6.04% | 1.8 |
|
| 3317 |
LCP
3317
Legacy Capital Partners
Milwaukee,
Wisconsin
| $225M | +$10.8M | +5% | 3.64% | 85.6% | 148 | 12.16% | 3.5 |
|
| 3318 |
LCM
3318
Lionstone Capital Management
New York
| $225M | +$6.41M | +3% | 4.75% | 74.1% | 21 | 33.33% | 2.4 |
|
| 3319 |
3319
Exane Asset Management
Paris,
France
| $225M | +$19.6M | +10% | 5.81% | 74.5% | 65 | 60% | 0.5 |
|
| 3320 |
3320
YorkBridge Wealth Partners
New York
| $225M | +$8.15M | +4% | 4.77% | 36.5% | 790 | 4.56% | 2.1 |
|
| 3321 |
TLCM
3321
Tiger Legatus Capital Management
New York
| $225M | +$11.5M | +5% | 3.38% | 19.1% | 15 | 33.33% | 0.8 |
|
| 3322 |
MM
3322
Meridian Management
Little Rock,
Arkansas
| $225M | +$22.9M | +11% | 2.4% | 57.8% | 76 | 13.16% | 3.5 |
|
| 3323 |
3323
TrueWealth LLC
Atlanta,
Georgia
| $225M | +$8.86M | +4% | 5.01% | – | 785 | 7.52% | 1.4 |
|
| 3324 |
3324
Iowa State Bank
Urbandale,
Iowa
| $225M | +$6.86M | +3% | 2.71% | 85.7% | 108 | 6.48% | 3.8 |
|
| 3325 |
UAM
3325
UAS Asset Management
New York
| $225M | +$3.29M | +1% | 7.86% | 98% | 33 | 51.52% | 1.4 |
|