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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3326 |
3326
Oakmont Corp
Los Angeles,
California
| $559M | -$11.4M | -2% | 1.43% | 70.2% | 30 | 0% | 4.2 |
|
| 3327 |
3327
Shah Capital Management
Raleigh,
North Carolina
| $559M | +$45M | +9% | 25.7% | 287% | 15 | 20% | 4.7 |
|
| 3328 |
3328
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
| $558M | +$22.7M | +4% | 7.01% | 81.8% | 81 | 3.7% | 7.5 |
|
| 3329 |
3329
Delta Investment Management
San Francisco,
California
| $558M | +$37.7M | +7% | 7.67% | 65.8% | 289 | 24.57% | 2.4 |
|
| 3330 |
AWAM
3330
Appian Way Asset Management
New York
| $558M | +$106M | +23% | 3.65% | 49.4% | 41 | 58.54% | 0.5 |
|
| 3331 |
3331
LaSalle St. Investment Advisors
Elmhurst,
Illinois
| $558M | +$193M | +53% | 8.19% | 61.9% | 372 | 18.01% | 1.1 |
|
| 3332 |
3332
Fourthstone LLC
St Louis,
Missouri
| $558M | +$47.9M | +9% | 8.43% | 104% | 104 | 25.96% | 1.1 |
|
| 3333 |
ARG
3333
Advisory Resource Group
Tulsa,
Oklahoma
| $557M | +$37.1M | +7% | 5.59% | 72% | 180 | 11.67% | 2.9 |
|
| 3334 |
3334
Carrera Capital Advisors
Troy,
Michigan
| $557M | +$60.8M | +12% | 6.37% | – | 165 | 21.82% | 0.8 |
|
| 3335 |
3335
Gibraltar Capital Management
Tulsa,
Oklahoma
| $557M | +$45.3M | +9% | 7.6% | 65% | 119 | 12.61% | 2.1 |
|
| 3336 |
3336
Raffa Wealth Management
Washington,
District of Columbia
| $557M | +$56.7M | +11% | 4.7% | 35.8% | 1,216 | 12.75% | 4.5 |
|
| 3337 |
3337
TLWM Financial
San Antonio,
Texas
| $556M | +$30M | +6% | 4.88% | 53.9% | 74 | 5.41% | 3.8 |
|
| 3338 |
3338
Patton Fund Management
Dallas,
Texas
| $556M | +$100M | +22% | 8.91% | 211% | 512 | 19.53% | 0.5 |
|
| 3339 |
WCM
3339
Woodson Capital Management
Greenwich,
Connecticut
| $556M | -$43.2M | -7% | 24.2% | 235% | 29 | 13.79% | 1.1 |
|
| 3340 |
3340
Privium Fund Management
Amsterdam,
Netherlands
| $556M | +$92.8M | +20% | 42.3% | 451% | 63 | 19.05% | 1.8 |
|
| 3341 |
3341
Overbrook Management Corp
New York
| $556M | +$19.5M | +4% | 7.4% | 157% | 49 | 16.33% | 3.7 |
|
| 3342 |
3342
Marino Stram & Associates
Braintree,
Massachusetts
| $556M | +$60.4M | +12% | 7.13% | 72.2% | 194 | 11.86% | 3.7 |
|
| 3343 |
3343
Strategy Asset Managers
Pasadena,
California
| $556M | +$20.3M | +4% | 7.9% | 115% | 282 | 26.24% | 3.2 |
|
| 3344 |
3344
Talaria Asset Management
Melbourne,
Australia
| $556M | +$133M | +31% | 10.6% | – | 14 | 21.43% | 0.4 |
|
| 3345 |
AT
3345
Arlington Trust
Birmingham,
Alabama
| $556M | +$43.3M | +8% | 7.74% | 65% | 719 | 21.28% | 1.5 |
|
| 3346 |
3346
PAX Financial Group
San Antonio,
Texas
| $555M | +$31.8M | +6% | 6.39% | 56% | 245 | 16.33% | 3 |
|
| 3347 |
3347
San Luis Wealth Advisors
San Luis Obispo,
California
| $555M | +$89.3M | +19% | 6.87% | 65% | 184 | 27.17% | 1.2 |
|
| 3348 |
3348
Wealth Alliance Advisory Group
Wichita,
Kansas
| $554M | +$29.2M | +6% | 7.14% | 72.7% | 195 | 6.67% | 4.1 |
|
| 3349 |
3349
CDAM (UK)
London,
United Kingdom
| $554M | -$46.9M | -8% | 8.27% | 7.89% | 11 | 0% | 4 |
|
| 3350 |
3350
Summit Wealth Partners
Orlando,
Florida
| $554M | +$29.7M | +6% | 4.5% | 44.9% | 220 | 6.82% | 3.5 |
|