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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3401 |
3401
Parus Finance (UK)
London,
United Kingdom
| $231M | +$141M | +157% | 26.6% | 199% | 24 | 20.83% | 2.3 |
|
| 3402 |
3402
Cedar Mountain Advisors
Lake Oswego,
Oregon
| $231M | +$30.9M | +15% | 19.9% | 57.7% | 265 | 7.17% | 0.5 |
|
| 3403 |
3403
Liberty Capital Management
Birmingham,
Michigan
| $231M | +$39.1M | +20% | 21.8% | – | 119 | 12.61% | 4.2 |
|
| 3404 |
3404
Bayview Asset Management
Coral Gables,
Florida
| $230M | +$11.3M | +5% | 25.8% | 55.4% | 14 | 28.57% | 1.2 |
|
| 3405 |
3405
Elephas Investment Management
Hong Kong
| $230M | +$145M | +170% | 88% | 422% | 25 | 76% | 0.1 |
|
| 3406 |
3406
D.B. Root & Company
Pittsburgh,
Pennsylvania
| $230M | +$32.2M | +16% | 17.6% | 57.3% | 205 | 16.1% | 1.7 |
|
| 3407 |
3407
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
| $230M | +$33.5M | +17% | 16.6% | 12.8% | 114 | 7.02% | 3.1 |
|
| 3408 |
3408
Richard P. Slaughter Associates
Austin,
Texas
| $230M | +$39.2M | +21% | 17.8% | 55.7% | 103 | 15.53% | 0.4 |
|
| 3409 |
3409
Austin Private Wealth
Austin,
Texas
| $230M | +$64.3M | +39% | 18% | 62.3% | 98 | 32.65% | 0.4 |
|
| 3410 |
3410
Bank of Stockton
Stockton,
California
| $230M | +$47.3M | +26% | 19.9% | 99.2% | 123 | 22.76% | 3.8 |
|
| 3411 |
3411
D'Orazio & Associates
Falls Church,
Virginia
| $230M | +$25.7M | +13% | 14.2% | 61.2% | 383 | 19.06% | 3.4 |
|
| 3412 |
3412
13D Management
New York
| $230M | +$24.1M | +12% | 34.2% | 157% | 30 | 10% | 1.4 |
|
| 3413 |
3413
Chandler Asset Management
San Diego,
California
| $230M | +$38.8M | +20% | 17% | 35.6% | 17 | 0% | 2.4 |
|
| 3414 |
3414
Iowa State Bank
Urbandale,
Iowa
| $230M | +$17.1M | +8% | 18.1% | 85.7% | 127 | 18.11% | 4.1 |
|
| 3415 |
3415
Cota Capital Management
San Francisco,
California
| $229M | +$67.4M | +42% | 69.7% | 46% | 13 | 15.38% | 0.4 |
|
| 3416 |
PLFAM
3416
Pineno Levin & Ford Asset Management
Richmond,
Virginia
| $229M | +$27.1M | +13% | 15.5% | 81.6% | 99 | 13.13% | 4.5 |
|
| 3417 |
3417
George Kaiser Family Foundation
Tulsa,
Oklahoma
| $229M | +$45.2M | +25% | 27.7% | 106% | 31 | 32.26% | 2.2 |
|
| 3418 |
3418
Progressive Investment Management
Lake Oswego,
Oregon
| $229M | +$49.3M | +27% | 29.6% | 139% | 36 | 11.11% | 3.9 |
|
| 3419 |
3419
Moller Wealth Partners
| $229M | +$35.5M | +18% | 16.5% | 44.1% | 47 | 4.26% | 4.9 |
|
| 3420 |
3420
Tolleson Wealth Management
Dallas,
Texas
| $229M | -$375K | -0.2% | 17.4% | 56.2% | 70 | 18.57% | 1 |
|
| 3421 |
3421
Wellington Shields & Co
New York
| $228M | +$46.8M | +26% | 28.9% | 109% | 187 | 19.25% | 1.3 |
|
| 3422 |
3422
First Reserve GP XI
Stamford,
Connecticut
| $228M | +$154M | +210% | 210% | 26.4% | 1 | 0% | 6.5 |
|
| 3423 |
3423
Horst & Graben Wealth Management
Portland,
Oregon
| $228M | +$37.7M | +20% | 12.7% | 55.1% | 106 | 24.53% | 0.2 |
|
| 3424 |
3424
Stewardship Financial Advisors
Stockbridge,
Georgia
| $228M | +$31.3M | +16% | 16.7% | 39.1% | 82 | 29.27% | 2.4 |
|
| 3425 |
3425
HMS Capital Management
Nashville,
Tennessee
| $227M | +$125M | +121% | 26% | 140% | 161 | 54.66% | 1 |
|