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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3376 |
3376
Presilium Private Wealth
Radnor,
Pennsylvania
| $567M | +$19.9M | +4% | 0.78% | 45.9% | 78 | 6.41% | 2.6 |
|
| 3377 |
3377
Peak Asset Management
Louisville,
Colorado
| $567M | -$20.6M | -4% | 2.86% | 70.1% | 159 | 9.43% | 6.3 |
|
| 3378 |
3378
Kiley Juergens Wealth Management
Olympia,
Washington
| $567M | +$104M | +22% | 1.24% | 106% | 235 | 68.51% | 1.6 |
|
| 3379 |
3379
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| $567M | +$14.8M | +3% | 4.47% | 130% | 162 | 32.1% | 2.1 |
|
| 3380 |
3380
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| $567M | -$78.4M | -12% | 4.35% | 83% | 178 | 17.98% | 2.7 |
|
| 3381 |
3381
Satovsky Asset Management
New York
| $566M | +$50.5M | +10% | 1.14% | 53.6% | 75 | 6.67% | 2.6 |
|
| 3382 |
3382
Essex LLC
Deer Park,
Illinois
| $566M | +$1.86M | +0.3% | 0.06% | 91.4% | 187 | 9.09% | 3.1 |
|
| 3383 |
GWI
3383
Grace & White Inc
Ny,
New York
| $566M | +$5.37M | +1% | 3.66% | 59.6% | 138 | 2.17% | 7.7 |
|
| 3384 |
3384
Foresight Group
London,
United Kingdom
| $566M | -$98.2M | -15% | 4.38% | – | 65 | 20% | 1.4 |
|
| 3385 |
3385
Amarillo National Bank
Amarillo,
Texas
| $566M | -$3.13M | -0.5% | 1.25% | 63.5% | 94 | 18.09% | 6.2 |
|
| 3386 |
3386
Stenger Family Office
Naperville,
Illinois
| $566M | +$81.7M | +17% | 2.91% | – | 124 | 25% | 0.8 |
|
| 3387 |
3387
Generali Powszechne Towarzystwo Emerytalne
Warsaw,
Poland
| $566M | -$19.1M | -3% | 6.16% | 175% | 33 | 24.24% | 2 |
|
| 3388 |
3388
Providence Equity Partners
Providence,
Rhode Island
| $565M | -$106M | -16% | 4.15% | 12.4% | 3 | 0% | 4.6 |
|
| 3389 |
3389
Opal Capital
Boca Raton,
Florida
| $565M | +$164M | +41% | 5.39% | – | 245 | 66.12% | 0.1 |
|
| 3390 |
3390
Lavaca Capital
Houston,
Texas
| $564M | -$54.3M | -9% | 6.18% | 46.5% | 303 | 11.55% | 1.8 |
|
| 3391 |
3391
Kahn Brothers Group
New York
| $564M | -$638K | -0.1% | 3.31% | 53.4% | 55 | 14.55% | 5.1 |
|
| 3392 |
3392
Adventist Health System West
Roseville,
California
| $564M | -$31M | -5% | 2.11% | 60.2% | 13 | 38.46% | 1.3 |
|
| 3393 |
3393
Patient Square Capital
Menlo Park,
California
| $564M | +$96.5M | +21% | 18.2% | 329% | 35 | 37.14% | 0.6 |
|
| 3394 |
3394
ThornTree Capital Partners
Boston,
Massachusetts
| $564M | -$34.4M | -6% | 3.8% | 217% | 19 | 36.84% | 1.9 |
|
| 3395 |
3395
KKM Financial
Chicago,
Illinois
| $563M | -$133K | -0% | 1.49% | – | 170 | 1.18% | 1.6 |
|
| 3396 |
3396
Asset Allocation Strategies
Farmington,
Michigan
| $563M | +$22.6M | +4% | 0.55% | 58.1% | 181 | 18.23% | 1.6 |
|
| 3397 |
AMCA
3397
Arthur M. Cohen & Associates
Northbrook,
Illinois
| $563M | -$49.9M | -8% | 6.21% | 129% | 133 | 7.52% | 5.3 |
|
| 3398 |
3398
Garrett Wealth Advisory Group
Weatherford,
Texas
| $562M | +$33.3M | +6% | 3.5% | 74.6% | 143 | 23.08% | 2.5 |
|
| 3399 |
3399
Portfolio Design Labs
Encino,
California
| $562M | -$44.2M | -7% | 1.44% | 115% | 241 | 19.5% | 1 |
|
| 3400 |
3400
Addison Capital
Conshohocken,
Pennsylvania
| $562M | +$162M | +40% | 0.18% | 59.7% | 185 | 24.86% | 3.7 |
|