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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
Vanderbilt University
Nashville,
Tennessee
| $586M | -$16.6M | -3% | 2.91% | 76.4% | 86 | 36.05% | 1.7 |
|
| 3327 |
3327
Martel Wealth Advisors
Vancouver,
Washington
| $586M | +$14.8M | +3% | 1.06% | 43.4% | 72 | 5.56% | 3.7 |
|
| 3328 |
3328
Banco BTG Pactual
Rio De Janeiro,
Brazil
| $585M | -$100M | -15% | 5.63% | 135% | 238 | 66.39% | 0.6 |
|
| 3329 |
3329
DGS Capital Management
Jersey City,
New Jersey
| $585M | +$34.9M | +6% | 0.79% | 177% | 607 | 38.22% | 1.5 |
|
| 3330 |
3330
Generali Powszechne Towarzystwo Emerytalne
Warsaw,
Poland
| $585M | +$68.7M | +13% | 6.98% | 140% | 30 | 10% | 2.1 |
|
| 3331 |
3331
New World Advisors
Hingham,
Massachusetts
| $585M | +$38.1M | +7% | 5.54% | 84.1% | 87 | 16.09% | 2 |
|
| 3332 |
3332
Beverly Hills Private Wealth
Beverly Hills,
California
| $584M | +$17.7M | +3% | 2.28% | 91.6% | 359 | 11.42% | 2.1 |
|
| 3333 |
3333
Wealth Alliance Advisory Group
Wichita,
Kansas
| $584M | +$29.6M | +5% | 2.41% | 72.7% | 209 | 14.35% | 4.1 |
|
| 3334 |
3334
Jackson Hole Capital Partners
Tulsa,
Oklahoma
| $584M | -$731K | -0.1% | 2.71% | 71.4% | 316 | 5.38% | 4.2 |
|
| 3335 |
3335
Pacific Capital Wealth Advisors
Corona,
California
| $584M | +$5.52M | +1% | 1.34% | 54.1% | 81 | 4.94% | 3 |
|
| 3336 |
3336
Kesler Norman & Wride
Ogden,
Utah
| $583M | +$73.5M | +14% | 1.4% | 76% | 271 | 32.1% | 2.5 |
|
| 3337 |
3337
Hutchinson Capital Management
San Rafael,
California
| $583M | +$5.43M | +0.9% | 3.56% | 52.6% | 103 | 10.68% | 4.9 |
|
| 3338 |
3338
Sompo Asset Management
Tokyo,
Japan
| $583M | +$2.42M | +0.4% | 4.49% | 84.7% | 188 | 5.85% | 4.2 |
|
| 3339 |
3339
Stempoint Capital
New York
| $583M | +$84.1M | +17% | 54.5% | – | 119 | 62.18% | 0.4 |
|
| 3340 |
3340
Martin & Co
Knoxville,
Tennessee
| $583M | +$20.8M | +4% | 2.25% | 67.8% | 102 | 2.94% | 9.4 |
|
| 3341 |
3341
Ranmore Fund Management
Cobham,
United Kingdom
| $583M | +$213M | +58% | 3.92% | – | 18 | 22.22% | 0.5 |
|
| 3342 |
3342
Seven Mile Advisory
Ewing,
New Jersey
| $582M | -$37.3M | -6% | 2.79% | 146% | 324 | 25.93% | 1.2 |
|
| 3343 |
JCP
3343
JB Capital Partners
Armonk,
New York
| $581M | -$9.6M | -2% | 0.28% | 142% | 91 | 13.19% | 3.3 |
|
| 3344 |
3344
TIFF Advisory Services
Radnor,
Pennsylvania
| $581M | +$101M | +21% | 2.38% | 86.3% | 27 | 29.63% | 1.8 |
|
| 3345 |
VV
3345
Verbena Value
Westport,
Connecticut
| $581M | – | – | 0.06% | – | 26 | – | 0 |
|
| 3346 |
3346
Nine Masts Capital
Central,
Hong Kong
| $581M | +$337M | +138% | 0.32% | 88.1% | 170 | 82.94% | 0.2 |
|
| 3347 |
3347
Diadema Partners
Morristown,
New Jersey
| $581M | +$190M | +48% | 77.6% | – | 201 | 63.18% | 0.3 |
|
| 3348 |
3348
Sovereign Financial Group
Stamford,
Connecticut
| $580M | +$46.3M | +9% | 3.52% | 90.7% | 359 | 10.58% | 2.7 |
|
| 3349 |
3349
SMI Advisory Services
Columbus,
Indiana
| $580M | +$51.7M | +10% | 2.25% | 80.7% | 68 | 30.88% | 1.2 |
|
| 3350 |
3350
Altiora Financial Group
Lebanon,
Ohio
| $580M | +$33.6M | +6% | 1.54% | 38.3% | 100 | 9% | 2.1 |
|