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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
Dorsey Wright & Associates
Pasadena,
California
| $342M | -$88.7M | -21% | 9.63% | 311% | 353 | 44.19% | 0.5 |
|
| 3302 |
3302
HughesLittle Investment Management
Vancouver,
| $341M | -$97.1M | -22% | 20% | 106% | 15 | 6.67% | 4.4 |
|
| 3303 |
3303
Siemens
Munich,
Germany
| $341M | -$162M | -32% | 32.2% | 16.8% | 1 | 0% | 0.5 |
|
| 3304 |
GA
3304
GRS Advisors
Chicago,
Illinois
| $341M | -$56.2M | -14% | 15.1% | 54.3% | 40 | 45% | 0.8 |
|
| 3305 |
PFMOSF
3305
Philadelphia Financial Management of San Francisco
San Francisco,
California
| $340M | +$29.6M | +10% | 15.1% | 209% | 51 | 58.82% | 0.3 |
|
| 3306 |
3306
Curated Wealth Partners
El Segundo,
California
| $340M | +$45.2M | +15% | 22.6% | 39.9% | 168 | 40.48% | 1.1 |
|
| 3307 |
3307
Benjamin Edwards Inc
Clayton,
Missouri
| $340M | -$3.65M | -1% | 9.8% | 66.5% | 760 | 15% | 1.4 |
|
| 3308 |
3308
Graham Holdings Co Master Retirement Trust
Arlington,
Virginia
| $340M | -$100M | -23% | 22.7% | 46% | 2 | 0% | 0.5 |
|
| 3309 |
3309
Greenspring Advisors
Towson,
Maryland
| $340M | -$36.6M | -10% | 12.8% | – | 123 | 21.95% | 0.4 |
|
| 3310 |
3310
The Family Firm
Bethesda,
Maryland
| $339M | -$42.2M | -11% | 13% | 40.2% | 185 | 10.27% | 4.3 |
|
| 3311 |
3311
Abacus Planning Group
Columbia,
South Carolina
| $339M | -$32.1M | -9% | 15% | 59.1% | 220 | 18.18% | 2.7 |
|
| 3312 |
3312
SOA Wealth Advisors
New York
| $339M | -$70.7M | -17% | 17.4% | 79.1% | 1,087 | 13.52% | 1.3 |
|
| 3313 |
3313
Hohimer Wealth Management
Seattle,
Washington
| $339M | -$168M | -33% | 14.9% | 99.7% | 222 | 14.41% | 1.7 |
|
| 3314 |
3314
EVR Research
Richmond,
Virginia
| $339M | +$67.7M | +25% | 10% | 165% | 49 | 61.22% | 0.3 |
|
| 3315 |
3315
Benedict Financial Advisors
Atlanta,
Georgia
| $338M | -$35.9M | -10% | 8.88% | 72.4% | 123 | 5.69% | 4.8 |
|
| 3316 |
3316
Oliver Luxxe Assets
Gladstone,
New Jersey
| $338M | -$56.8M | -14% | 10.3% | 137% | 219 | 31.96% | 2 |
|
| 3317 |
SF
3317
Symphony Financial
Houston,
Texas
| $338M | -$87.4M | -21% | 14% | 95.7% | 210 | 23.33% | 1.3 |
|
| 3318 |
3318
Stillwater Investment Management (Minnesota)
Stillwater,
Minnesota
| $338M | -$59.1M | -15% | 15.4% | 72.3% | 90 | 8.89% | 5.6 |
|
| 3319 |
3319
Gibson Capital
Wexford,
Pennsylvania
| $338M | -$61.8M | -15% | 16.8% | 67.2% | 46 | 23.91% | 4.3 |
|
| 3320 |
3320
Semper Augustus Investments Group
Highlands Ranch,
Colorado
| $338M | -$55.9M | -14% | 15.7% | 95.4% | 32 | 0% | 5.5 |
|
| 3321 |
3321
Callodine Capital Management
Boston,
Massachusetts
| $337M | +$26M | +8% | 12% | 53.8% | 54 | 27.78% | 1.2 |
|
| 3322 |
3322
Occidental Asset Management
Burlingame,
California
| $337M | -$53.7M | -14% | 12.1% | 82.5% | 201 | 16.92% | 3.4 |
|
| 3323 |
3323
Noesis Capital Mangement
Boca Raton,
Florida
| $337M | -$78.6M | -19% | 16.2% | 128% | 121 | 20.66% | 4.5 |
|
| 3324 |
3324
Brown University
Providence,
Rhode Island
| $336M | -$72.3M | -18% | 19.1% | 37.9% | 14 | 14.29% | 0.9 |
|
| 3325 |
3325
Janiczek Wealth Management
Denver,
Colorado
| $336M | -$25.8M | -7% | 11.7% | 16.4% | 1,111 | 13.59% | 1.6 |
|