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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
Jackson Hole Capital Partners
Tulsa,
Oklahoma
| $443M | +$50.3M | +13% | 7.06% | 71.4% | 289 | 10.03% | 3.3 |
|
| 3302 |
SFS
3302
Security Financial Services
Fort Wayne,
Indiana
| $443M | +$35.4M | +9% | 7.14% | 67.7% | 197 | 22.34% | 1.3 |
|
| 3303 |
3303
Technology Crossover Management XI
Menlo Park,
California
| $443M | +$136M | +44% | 44.6% | 135% | 2 | 0% | 0.8 |
|
| 3304 |
3304
IDG China Venture Capital Fund IV Associates
Hong Kong
| $443M | -$252M | -36% | 20.6% | 59.2% | 4 | 0% | 3.1 |
|
| 3305 |
JWCA
3305
J.W. Coons Advisors
Columbus,
Ohio
| $442M | +$72.8M | +20% | 9.71% | 61.2% | 257 | 13.62% | 2.9 |
|
| 3306 |
3306
Longfellow Investment Management
Boston,
Massachusetts
| $442M | +$37M | +9% | 9.31% | 45.9% | 299 | 20.07% | 1.8 |
|
| 3307 |
MTC
3307
Matrix Trust Company
Denver,
Colorado
| $442M | +$14.7M | +3% | 5.64% | 51.4% | 92 | 33.7% | 1.6 |
|
| 3308 |
3308
Twele Capital Management
Minnetonka,
Minnesota
| $442M | -$181M | -29% | 4.35% | 37.1% | 43 | 16.28% | 8.3 |
|
| 3309 |
3309
ORIX Corp
Tokyo,
Japan
| $442M | -$64.1M | -13% | 12.7% | 11.7% | 1 | 0% | 6.3 |
|
| 3310 |
3310
Boston Standard Wealth Management
Winchester,
Massachusetts
| $442M | +$62.8M | +17% | 5.01% | 47.1% | 47 | 10.64% | 4.7 |
|
| 3311 |
3311
TFG Asset Management
Grand Cayman,
Cayman Islands
| $441M | +$26.2M | +6% | 2.11% | 72.1% | 35 | 20% | 1.6 |
|
| 3312 |
3312
SevenBridge Financial Group
Harrisburg,
Pennsylvania
| $441M | +$18.1M | +4% | 9.73% | 93.2% | 210 | 13.81% | 4.2 |
|
| 3313 |
3313
Tobias Financial Advisors
Plantation,
Florida
| $441M | +$30.7M | +7% | 4.43% | 44.5% | 102 | 5.88% | 1.6 |
|
| 3314 |
3314
SFE Investment Counsel
Los Angeles,
California
| $441M | +$57.2M | +15% | 11.5% | 114% | 120 | 9.17% | 5.6 |
|
| 3315 |
3315
Retirement Income Solutions
Ann Arbor,
Michigan
| $441M | +$38.7M | +10% | 9.45% | 60.8% | 158 | 10.76% | 2.9 |
|
| 3316 |
3316
ADAR1 Capital Management
Austin,
Texas
| $441M | +$161M | +58% | 15.1% | – | 304 | 58.22% | 0.1 |
|
| 3317 |
3317
Stamos Capital Partners
Menlo Park,
California
| $441M | +$72M | +20% | 5.32% | 36.7% | 125 | 4.8% | 1.7 |
|
| 3318 |
3318
Delta Investment Management
San Francisco,
California
| $440M | +$37M | +9% | 6.89% | 65.8% | 233 | 21.46% | 2 |
|
| 3319 |
3319
Quadcap Wealth Management
Frisco,
Texas
| $440M | +$53.1M | +14% | 10.4% | 94.2% | 363 | 19.83% | 0.2 |
|
| 3320 |
3320
Nan Fung Trinity
Central, Hong Kong,
Hong Kong
| $440M | -$42.9M | -9% | 1.44% | 81.5% | 31 | 32.26% | 0.9 |
|
| 3321 |
3321
Kelly Lawrence W & Associates
Pasadens,
California
| $439M | +$22.8M | +5% | 7% | 123% | 188 | 13.83% | 4.6 |
|
| 3322 |
3322
Park Presidio Capital
San Francisco,
California
| $439M | +$21.5M | +5% | 17.8% | 94.1% | 10 | 10% | 4.7 |
|
| 3323 |
3323
DAFNA Capital Management
Los Angeles,
California
| $439M | +$21.9M | +5% | 32.6% | 313% | 86 | 27.91% | 2.7 |
|
| 3324 |
CFSG
3324
Community Financial Services Group
Newport,
Vermont
| $439M | – | – | 8.98% | – | 139 | – | 3.3 |
|
| 3325 |
3325
Wahed Invest
New York
| $439M | +$82.1M | +23% | 8.7% | 140% | 258 | 19.38% | 1.7 |
|